Job Description
As an Enterprise Account Executive (AE) at Coconut Software, you will have a massive impact on our business by acquiring new customers and creating raving fans. You will champion the entire sales process from start to finish - from prospecting new business to leading a cross functional sales effort alongside executive stakeholders. Your self-starter attitude and drive to achieve keeps you at the top of the leaderboard.
While Coconut AEs should have a strong technical aptitude and a deep understanding of Coconut’s platform and use cases, they also lead with a customer first approach. Our focus is on the unique needs of each business and how we add value by attracting more clients, improving client experience, and helping to grow their business. You will play a huge role in the growth of Coconut, and further your own growth journey in sales, with deep expertise in the Financial Services Industry. You bring a consultative, value-based sales approach to Financial Institutions, comfortably engaging executives across Retail, Wealth, and Contact Center to build business cases, quantify ROI, and navigate complex, multi-stakeholder buying cycles.
YOU ARE FIRED UP TO:
Hunt and close net-new Enterprise logos in Financial Services and fintech, owning the full sales cycle from prospecting through to close
Build and execute focused territory and account plans for priority banks, credit unions, and wealth firms, with a disciplined approach to pipeline creation and progression
Lead long, complex Enterprise sales cycles, navigating RFP/RFI processes, InfoSec, Risk, Legal, and Procurement to keep high-value deals moving
Run high-impact discovery, demos, and value/ROI conversations with senior stakeholders across Digital, Operations, Marketing, Contact Center, and IT
Collaborate closely with BDRs, Marketing, and Solutions Engineers to design campaigns, accelerate deals, and win competitive evaluations
WHAT YOU BRING TO THE TEAM:
Cumulative 10 years of proven full cycle sales experience, with at least 5 in Enterprise SaaS
Minimum 3+ years selling SaaS into Financial Institutions (banks, credit unions, or wealth management) at Enterprise scale, with a track record of new ARR from Tier 1–2 FIs
Experience selling into large buyer groups/many stakeholders
Genuine curiosity and thoughtfulness as you want to understand how this software achieves significant business impact
A track record of achieving annual revenue targets of $1M+ in new ARR with six figure+ ACV, multi-year SaaS deals in Enterprise accounts
Excellent verbal and written communication skills
Demonstrated experience consistently exceeding target goals
Able to travel weekly/monthly as needed to meet the Coconut teams and prospective clients (valid passport required)
Unquestioned ethics and clarity around doing the right thing for our customers, for your co-workers and for the company
We’re looking for an AE who actively explores emerging technologies—especially AI and LLMs—to drive smarter outreach and better outcomes. You have a solid understanding of how these tools work, a passion for continuous learning, and a track record of turning new ideas into real impact.
Our Investment in You:
Find your flow with Cabana Days. We offer flex-time and flex-days so you can recharge and be your best self. We empower our team to prioritize their well-being, knowing that a well-rested team is a productive one. While we offer this flexibility, our commitment to service excellence is unwavering. This benefit comes with a shared responsibility: our customers are our top priority. We ask that you remain available and responsive on flex-days, as needed, to ensure our customers' needs are always met promptly.
Ability to do your job in a supported, but flexible environment
Supported professional development, learning, & career opportunities - be supported in your growth journey!
Regular 1:1 coaching with your leader and regular connection to a passionate executive team
Work in a team big enough for growth but lean enough to make a real impact
A full range of benefits to keep you happy & healthy;
Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
Virtual mental health and EAP platform
WealthSimple GRSP & Matching
Annual Wellness Benefit ($1000 per year)
Opportunity to work remote - anywhere in Canada!
Employee Options - everyone shares in our success!
Internet Subsidy on each paycheck
Tiki Bucks Incentive Program - everyone is entitled to earn bonuses!
A People First Company - 4.2 rating on Glassdoor
"Most Admired Corporate Cultures" (2024) and ranked #22 in "Best Workplaces in Canada" (2025) in company size category
Who we are and What we do:
Mission
To build Intelligent Branch Solutions that deliver the outcomes financial institutions care about - streamlining operations, enhancing customer experiences, and empowering staff to focus on what matters most.
Values
Collaboration. Honesty. Empathy. Elevate. Resilience. Service Excellence.
Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.
To date we have raised close to 40M and have been doubling revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.
Coconut has a company culture that is best in class. We foster a community that is unconditionally inclusive, and in return ask that our people contribute their differing perspectives, ideas and experiences for one common purpose: to advance the way people live and work in an environment of diversity, equity and inclusion and workplace belonging.
Some recent awards we're proud of include:
Coconut Software is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity. We are committed to meeting the needs of people with disabilities in a timely manner, and will do so by preventing and removing barriers to accessibility and meeting accessibility requirements under the Accessibility for Ontarians with Disabilities Act, 2005.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, assessing responses, or synthesizing interview notes. These tools assist our talent team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact your Talent Partner.