Account Executive

2 weeks ago

North York ON MJ B, Canada INKAS Full time

About 2M7 Financial

2M7 Financial is a rapidly growing financial services company dedicated to providing fast, flexible, and transparent financing solutions to small and medium-sized businesses across Canada. We are committed to delivering exceptional service and long-term value to our clients through reliable, easy-to-access working capital products.

Position Overview

The Account Executive will focus primarily on managing, retaining, and expanding relationships with existing clients. This role is ideal for a relationship-driven professional who excels at understanding client needs, providing proactive support, and identifying opportunities for repeat funding or upsell. You will serve as the trusted point of contact for business owners throughout their lifecycle with 2M7 Financial.

Key Responsibilities

Client Management & Relationship Building

  • Serve as the primary contact for an assigned portfolio of existing clients.
  • Proactively reach out to clients to check in on their business growth, upcoming capital needs, and satisfaction with current services.
  • Build strong, long-term relationships based on trust, responsiveness, and transparency.
  • Conduct periodic reviews to understand evolving client needs and ensure they are receiving the appropriate level of support.

Retention & Renewals

  • Monitor upcoming renewals, repayments, and refinancing opportunities.
  • Present clients with new or enhanced funding options when appropriate.
  • Manage the renewal and repeat-funding process from qualification to funding.
  • Maintain high retention rates and minimize client churn.

Account Growth

  • Collaborate with underwriting to structure competitive, suitable offers.

Operational & Administrative Tasks

  • Ensure timely follow-up on all client inquiries and documentation needs.
  • Keep CRM records up to date with client notes, renewal timelines, touchpoints, and pipeline status.
  • Coordinate with internal departments (underwriting, customer service, collections, etc.) to ensure seamless client experiences.
  • Track client engagement and performance metrics, and report on portfolio activity.

Qualifications

  • Strong relationship-building skills with a client-first attitude.
  • Excellent verbal and written communication abilities.
  • Ability to manage a high volume of accounts with attention to detail and deadlines.
  • Experience with CRM software (Salesforce preferred).
  • Understanding of financial products, underwriting basics, or small-business lending is an asset.

What We Offer

  • Competitive salary + performance-based bonuses.
  • Opportunities for career growth in a fast-expanding financial services firm.
  • Supportive, team-oriented environment with ongoing training and development.
  • A chance to make a meaningful impact helping business owners succeed.

Job Types: Full-time, Permanent

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • On-site parking

Work Location: In person

  • Account Executive

    6 days ago

    North York, Canada belairdirect Full time

    Nos équipes sont au coeur de tout ce que nous faisons. Ensemble, nous aidons les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles._ - Notre promesse aux employés, c’est ce qu’Intact vous promet en échange de votre engagement à vivre nos valeurs, à donner le meilleur...

  • Accounts Executive

    6 days ago

    North York, Canada WeedOrganic Inc. Full time

    WeedOrganic is an organic cannabis information technology platform. We are looking for an account executive that can become a sales team lead to drive growth and revenue while working well with others. As an account executive, you will engage with clients in person travelling within designated territories and virtually using SAAS software offering...

  • Account Executive

    2 weeks ago

    North York, Canada The Successful Investor Full time

    **ACCOUNT EXECUTIVE** Successful Investor Wealth Management Inc. **Does this sound like you?** If you answer the description below, you’ll want to find out more about Successful Investor Wealth Management Inc. - You are keenly interested in investing and the stock market. - You have experience in or exposure to investment sales. - You want to expand...

  • Commercial Account Executive, SaaS Solutions

    2 weeks ago

    Etobicoke, ON, Canada Executive Alliance Full time

    Executive Alliance is pleased to represent our client who are a fast growth IT service management solutions provider with over 4,000 global customers where their platform is used daily by over 100,000 system administrators, impacting the daily working lives of over 9 million end users. They are seeking a proactive, relationship-driven Commercial Account...

  • Commercial Account Executive, SaaS Solutions

    2 weeks ago

    Etobicoke, ON, Canada Executive Alliance Full time

    Executive Alliance is pleased to represent our client who are a fast growth IT service management solutions provider with over 4,000 global customers where their platform is used daily by over 100,000 system administrators, impacting the daily working lives of over 9 million end users. They are seeking a proactive, relationship-driven Commercial Account...

  • Commercial Account Executive, SaaS Solutions

    2 weeks ago

    Brampton, ON, Canada Executive Alliance Full time

    Executive Alliance is pleased to represent our client who are a fast growth IT service management solutions provider with over 4,000 global customers where their platform is used daily by over 100,000 system administrators, impacting the daily working lives of over 9 million end users. They are seeking a proactive, relationship-driven Commercial Account...

  • Commercial Account Executive, SaaS Solutions

    2 weeks ago

    Etobicoke, ON, Canada Executive Alliance Full time

    Executive Alliance is pleased to represent our client who are a fast growth IT service management solutions provider with over 4,000 global customers where their platform is used daily by over 100,000 system administrators, impacting the daily working lives of over 9 million end users. They are seeking a proactive, relationship-driven Commercial Account...

  • Commercial Account Executive, SaaS Solutions

    2 weeks ago

    Ontario (ON), Canada Executive Alliance Full time

    Executive Alliance is pleased to represent our client who are a fast growth IT service management solutions provider with over 4,000 global customers where their platform is used daily by over 100,000 system administrators, impacting the daily working lives of over 9 million end users.They are seeking a proactive, relationship-driven Commercial Account...

  • Commercial Account Executive, SaaS Solutions

    2 weeks ago

    Woodbridge, ON, Canada Executive Alliance Full time

    Executive Alliance is pleased to represent our client who are a fast growth IT service management solutions provider with over 4,000 global customers where their platform is used daily by over 100,000 system administrators, impacting the daily working lives of over 9 million end users. They are seeking a proactive, relationship-driven Commercial Account...

  • Account Executive

    1 week ago

    North York, Canada Axis Insurance Managers Inc Full time

    **We are hiring for this role in both Alberta and Ontario.** **Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a...