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.

JOB KNOWLEDGE:

Education:

· 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.

Business Development (30%)

• Prospect and win new business within Financial Services, focused on client communications, transactional

programs, and direct mail.

• Build and execute a sales plan that includes target accounts, outreach, meetings booked, follow up cadence,

and pipeline coverage.

• Present AIIM’s capabilities clearly, including secure print and mail execution, data driven personalization,

automation, and reporting.

• Maintain strong HubSpot CRM hygiene so activity, pipeline stages, next steps, close dates, and forecasting are

accurate and current.

• Negotiate and close new business that fits AIIM’s strengths and supports sustainable growth.

Strategic Collaboration

• Work closely with leadership and marketing to support targeted campaigns and lead generation, and ensure

clean handoff from MQL to SQL with fast follow up.

• Partner with Customer Experience, Estimating, Production, Data, and IT to scope solutions properly, price

accurately, set expectations, and deliver what was sold.

• Bring real market feedback back to leadership, including what clients are asking for, what competitors are

doing, and where AIIM should lean in next.

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.

Business Development (30%)

• Prospect and win new business within Financial Services, focused on client communications, transactional

programs, and direct mail.

• Build and execute a sales plan that includes target accounts, outreach, meetings booked, follow up cadence,

and pipeline coverage.

• Present AIIM’s capabilities clearly, including secure print and mail execution, data driven personalization,

automation, and reporting.

• Maintain strong HubSpot CRM hygiene so activity, pipeline stages, next steps, close dates, and forecasting are

accurate and current.

• Negotiate and close new business that fits AIIM’s strengths and supports sustainable growth.

Strategic Collaboration

• Work closely with leadership and marketing to support targeted campaigns and lead generation, and ensure

clean handoff from MQL to SQL with fast follow up.

• Partner with Customer Experience, Estimating, Production, Data, and IT to scope solutions properly, price

accurately, set expectations, and deliver what was sold.

• Bring real market feedback back to leadership, including what clients are asking for, what competitors are

doing, and where AIIM should lean in next.

Performance & Reporting

• Hit or exceed revenue targets across account growth and new business.

• Lead structured client business reviews based on expectations, including monthly business reviews for some accounts and quarterly business reviews for others.

• Provide accurate forecasting and pipeline reporting, and flag risks early when delivery, quality, or timing could impact renewals or growth.

• Keep HubSpot current so leadership has clear visibility into performance, pipeline health, and next steps.

Compliance and Industry Expertise

• Stay current on data security, privacy, and compliance requirements that impact Financial Services communications.

• Partner with AIIM’s security team to support annual client security audits and related documentation requests.

• Attend relevant industry events and professional development to build network and stay sharp.

• Act as a trusted advisor and bring practical recommendations that improve client programs and strengthen the relationship.