Posted 12 days ago
Business Development Manager
@ Solutions Metrix
Montréal, Quebec
Overview
Solutions Metrix is hiring a full-time Business Development Manager to build an account-based growth strategy in financial services. The role researches priority banks and credit unions, maps decision-makers, and turns their transformation needs into qualified pipeline for CRM, integration, data, and business transformation services. Success is measured by account development and qualified pipeline rather than activity volume.
Responsibilities:
- Research priority banks and credit unions and their initiatives
- Map executives and influencers across technology and operations
- Run sustained outreach by phone, email, LinkedIn and events
- Work with Creatio, Boomi and other partners on joint pursuits
- Run discovery conversations and hand off qualified opportunities
Requirements summary:
- 3 to 5+ years in business development or enterprise sales
- Skill at researching organizations and decision-makers
- Strong written and verbal communication with senior leaders
- Comfort starting relationships by phone, email and referrals
- Experience with CRM and sales tools
Tools & skills
Source and dates
Employer career site / ATS feed · bamboohr
- Employer posting date
- 2026-10-25
- First seen by our source
- 2026-10-26
- Source record updated
- 2026-10-26
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Solutions Metrix
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Drive tech innovation designed for your growth. Certified partner of Salesforce, Creatio, Microsoft and SugarCRM.
Full company description
Solutions Metrix is a digital transformation consulting firm helping financial institutions modernize the way they serve, engage, and support their customers and members. For over 20 years, we have partnered with organizations across North America to turn CRM strategies into measurable business outcomes. With more than 600 projects delivered and over 45 financial institutions supported on their digital transformation journeys, we bring both the strategic guidance and technical expertise needed to make your transformation successful. We specialize in helping credit unions, regional banks, and financial services organizations improve member and customer experiences, streamline operations, and increase team productivity through CRM strategy, process optimization, automation, system integration, no-code enablement, data centralization, and change management. We empower financial institutions to turn vision into execution, delivering smarter, more connected experiences that drive lasting value.
- LinkedIn followers
- 9,791
- People associated on LinkedIn
- 68
- Reported office locations
- 426 Rue Sainte-Helene, 300, Montreal, Quebec H2Y 2K7, CA
- 3107, ave des Hôtels, Québec, Québec G1W 4W5, CA
- 67 Mowat, #503, Toronto, Ontario M6K 3E3, CA
- 435 Nichols Rd, 200, Kansas City, Missouri 64112, US
- Business categories
- CRM
- Consulting
- Other recorded names
- Solutions Metrix
- Specialties
- Goal Inception
- CRM Platform Selection
- CRM Implementations
- CRM Training
- Post-Service Support
- Process Improvement
- Digital Transformation
- Marketing Automation
- Business Workflows Automation
- Creatio
- Microsoft Dynamics
- SugarCRM
- Salesforce
- CRM Consultation
- Digital Empowerment
- Financial Institutions
- Credit Union
- Regional Banks
- Data Centralization
- AI
- No-Code Enablement
- and Automation
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Solutions Metrix is a digital transformation consulting firm helping financial institutions modernize the way they serve, engage, and support their customers and members. For over 20 years, we have partnered with organizations across North America to turn CRM strategies into measurable business outcomes. With more than 600 projects delivered and over 45 financial institutions supported on their digital…
| Field | Value |
|---|---|
| Industry | Software Development |
| Company size | 51-200 employees |
| Headquarters | Montreal, Quebec |
| Organization type | Privately Held |
| Year founded | 2007 |
| Specialties | Goal InceptionCRM Platform SelectionCRM ImplementationsCRM TrainingPost-Service SupportProcess ImprovementDigital TransformationMarketing AutomationBusiness Workflows AutomationCreatio |
| Open jobs on Jobsy | 3 |
| View page |
Business Development Manager
Position summary
Solutions Metrix is hiring a Business Development Manager to build and run our account-based growth strategy in financial services. You will research priority banks and credit unions, reach the right decision-makers, and turn their needs and transformation plans into qualified opportunities for our CRM, integration, data, and business transformation services.
This is not a high-volume sales development role. Success means creating access, intelligence, engagement, and qualified pipeline in the accounts we most want to serve. You will work closely with Sales, Marketing, Client Partnerships, executive leadership, and our technology partners.
What you'll do
Research target accounts
- Learn each assigned account's leadership, technology environment, priorities, and active initiatives.
- Watch for engagement triggers: executive changes, mergers, technology conversions, modernization, and customer or member experience programs.
Map stakeholders and build relationships
- Identify executives and influencers across technology, operations, digital, member experience, data, and marketing.
- Use existing company, employee, advisor, client, and partner connections for introductions.
Prospect and develop accounts
- Run personalized, sustained outreach by phone, email, LinkedIn, events, and referrals, tailored to each person's role and institution.
Work with technology partners
- Work with Creatio, Boomi, and other partners to find shared target accounts, warm introductions, and joint pursuits, and track partner-supported activity.
Run discovery and hand off
- Hold first conversations to understand challenges and current state, and spot needs in CRM, integration, data, workflow automation, member experience, and modernization.
How success is measured
We measure account development and pipeline, not activity alone:
- Priority accounts engaged, new stakeholders identified, and multi-threaded relationships built
- Qualified discovery conversations and conference meetings with priority accounts
- Engaged accounts converted into qualified sales opportunities, and pipeline created
- Partner-assisted introductions and opportunities
- Quality and completeness of account intelligence in the CRM
What we're looking for
Required
- 3 to 5+ years in business development, account development, enterprise sales, fintech, financial services, consulting, enterprise software, or a related field
- Skill at researching organizations and finding the right decision-makers and influencers
- Strong written and verbal communication, credible with senior business and technology leaders
- Comfort starting relationships by phone, email, LinkedIn, events, and referrals
- Experience with CRM and sales or business development tools
Nice to have
- Experience with banks, credit unions, fintechs, or financial services technology providers
- Familiarity with core banking, CRM, integration, data, digital banking, or workflow automation platforms
- Account-based marketing, named-account sales, or strategic account development experience
- Relationships with executive-level buyers
Who thrives here
You want to understand how organizations work and where their real problems are. You turn public information into useful intelligence and talk about business issues, not just products. You are persistent without being repetitive and credible with senior leaders at banks and credit unions.
You also work well with Sales, Marketing, consultants, leadership, and partners, stay organized across many accounts, and own outcomes. A growing company with an evolving go-to-market suits you.
Where the role fits
The role sits in Revenue Operations and connects market development to active sales. The goal is more than booking meetings. You help Solutions Metrix Identify → Understand → Surround → Engage → Convert → Expand priority accounts, so our sales and consulting teams start conversations with more context, more credibility, and a better chance of winning.
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