senior growth professional - Montreal (administrative region) - beBeeGrowth

Job title: Account Executive

Description

Sofistic.AI is a wealth management platform for financial institutions and family offices.

The Role

We are seeking an experienced professional to drive growth with financial institutions and family offices across Canada, the U.S., and international markets. This role involves originating new opportunities, building strategic relationships, running high-quality discovery sessions, and creating momentum with senior stakeholders.

This position will also include customer success coverage at the beginning—supporting existing clients, driving adoption, identifying expansion opportunities—while we continue to build out our customer-facing team.

Key Responsibilities

• Create a targeted list of strategic accounts aligned with our commercial strategy across Canada;
• Conduct high-level discovery sessions with key stakeholders across private banks, wealth management teams, family offices, and other financial institutions; lead compelling pitches tailored to each audience's buying stage;