Solution Sales Executive- Treasury & Banking Automation

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Solution Sales Executive – Treasury & Banking Automation based in Canada.

The Solution Sales Executive will play an important role in expanding the adoption of innovative treasury and banking automation solutions across the North American market. This position is ideal for an ambitious sales professional looking to develop a long-term career in enterprise software and SaaS sales. Working within a partner-led commercial model, you will build relationships with Microsoft Dynamics 365 implementation partners, system integrators, and Microsoft sales teams to generate and develop new business opportunities. You will engage directly with finance leaders, including Controllers, Treasurers, and CFOs, to understand their challenges and demonstrate how technology can improve financial operations. Combining relationship building, business development, and consultative selling, you will help customers achieve greater efficiency, visibility, security, and control over their treasury processes. You will also benefit from hands-on training and close collaboration with experienced sales and pre-sales professionals in a dynamic, international, and supportive environment.

Accountabilities:

• Develop and maintain strong relationships with Microsoft Dynamics 365 implementation partners, system integrators, and Microsoft sales representatives to identify opportunities and generate new business.

• Collaborate with channel partners to introduce treasury and banking automation solutions to their existing and prospective Dynamics 365 customers.

• Engage with customers alongside partners, building relationships with key decision-makers, including Controllers, Treasurers, Chief Financial Officers (CFOs), and other finance professionals.

• Understand customer challenges related to bank connectivity, cash management, treasury operations, and financial processes, translating business needs into relevant technology solutions.

• Generate and develop a qualified sales pipeline through partner relationships, LinkedIn social selling, industry events, joint webinars, and targeted business development activities.

• Support the entire sales cycle, from initial prospect engagement and opportunity qualification through solution presentation, proposal development, negotiation, and closing.

• Work closely with prospects, partners, and senior sales colleagues to develop compelling business cases highlighting operational efficiency, time savings, risk management, internal controls, and security improvements.

• Position treasury and banking automation solutions effectively, communicating their value and relevance to customers' financial and operational objectives.

• Coordinate with pre-sales specialists to prepare and deliver tailored product demonstrations, presentations, and commercial proposals that address specific customer requirements, including embedded artificial intelligence capabilities.

• Maintain accurate sales pipeline information, opportunity tracking, and revenue forecasts within HubSpot CRM.

• Provide regular updates and actionable insights on sales opportunities, partner engagement, pipeline development, and commercial progress.

• Develop a strong understanding of the broader finance automation portfolio, including accounts payable automation solutions, to identify additional customer needs and cross-selling opportunities.

• Continuously develop product knowledge, enterprise sales capabilities, and understanding of the Microsoft Dynamics 365 ecosystem through training and collaboration with experienced colleagues.

Requirements:

• Approximately 1–4 years of professional experience in sales, business development, account management, or another customer-facing position, preferably within the technology or Software-as-a-Service (SaaS) industry.

• Demonstrated ability to establish and maintain trusted professional relationships and collaborate effectively with external partners in a channel-led sales environment.

• Strong written and verbal communication skills, with the ability to engage customers, ask relevant questions, listen actively, and present solutions clearly.

• Excellent presentation and interpersonal skills, with the confidence to communicate with senior finance professionals and other business stakeholders.

• Ability to understand customer challenges and translate business requirements into clear commercial value propositions and measurable business outcomes.

• Strong organizational and time-management skills, with a structured approach to pipeline development, opportunity tracking, follow-ups, and sales forecasting.

• Familiarity with CRM platforms and confidence using tools such as HubSpot to manage customer interactions and sales opportunities.

• Experience using LinkedIn for professional networking, prospecting, and social selling.

• Genuine interest in enterprise…