Sales Account Executive

The Sales Account Executive is responsible for managing and growing a portfolio of Financial Services clients. This role

is built for someone who likes selling into complex, high value environments like banks, wealth and asset management,

capital markets, payments, and fintech. AIIM is already a proven partner in this space. We run high volume, high

integrity client communications programs that financial institutions rely on, including transactional print and mail such

as statements, notices, and regulated communications, along with direct mail that is targeted, personalized, and

measurable.

What makes this role interesting right now is where the market is heading. Financial institutions are modernizing fast,

and customer communications are evolving with data, automation, CRM integrations, reporting, and omnichannel

delivery. Print and mail are still a critical part of the mix, and the winners are the partners who can combine rock solid

execution with modern workflow thinking. That is exactly where AIIM plays.

This is a 70% account management and 30% business development role. The core job is to grow what you already have,

expand relationships, and take share inside existing accounts, while also building net new relationships within Financial

Services. You will work directly with internal teams across Customer Experience, Estimating, Production, Data, and IT

to scope the right solutions, price them properly, and deliver consistently. Culturally, this is not a slow moving, layered

organization. It is a place where people take ownership, move quickly, and support each other. We work hard, we like

to win, and we keep it fun while we do it. As we continue to grow, there is real opportunity here to influence what we

prioritize, which solutions we bring forward, and how we keep raising the bar for clients. You will have access to

leadership, visibility into the business, and the ability to make a meaningful impact in a market we already know well.

Experience selling into Financial Services is important. Background in transactional mail, direct mail, digital print, and

client communications is a strong asset. Experience with large format or wide format is a nice-to-have.

Education

• Post-secondary education in business, marketing or a related field is required

JOB KNOWLEDGE:

• Post-secondary education in business, marketing or a related field is required

Experience

• 3-5 years experience minimum in sales or account management with a relevant industry (financial services, insurance, fintech, direct mail, advertising agency, digital advertising or marketing automation)
• Experience working with CRM platforms such as HubSpot or Salesforce an asset

Skills

• Strong sales, negotiation, and relationship management skills.
• Knowledge of transactional mail, direct marketing, CRM integrations, and automation technologies.
• Excellent communication and presentation abilities.
• Understanding of data security and compliance regulations (e.g., PIPEDA, GDPR) related to financial and insurance communications.

Duties And Responsibilities

Account Management (70%)

• Own and grow relationships with key Financial Services clients, including banks, wealth and asset management, capital markets, payments, fintech, and related service providers.
• Meet clients across the Greater Toronto Area and Southwestern Ontario for discovery meetings, presentations, and business reviews. A valid driver’s license and access to a reliable vehicle are required.
• Be the day to day quarterback for assigned accounts, ensuring clean execution of transactional mail, direct mail, and regulated client communications programs.
• Lead planning conversations with clients on what is next, including data, personalization, automation, CRM integrations, reporting, and omnichannel delivery.
• Find and drive upsell and cross sell opportunities that expand scope, increase share of wallet, and support quota attainment.
• Keep a strong pulse on service delivery and client satisfaction, address issues early, and pull the right internal teams in fast to resolve and prevent repeat problems.
• Stay current on industry trends and compliance expectations that impact customer communications in Financial Services.
• Present comfortably to C level executives and work effectively with marketing, operations, compliance, legal, and procurement stakeholders.

Account Management (70%)

• Own and grow relationships with key Financial Services clients, including banks, wealth and asset management, capital markets, payments, fintech, and related service providers.
• Meet clients across the Greater Toronto