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Maximizer Services

CRM platform for financial services

Director of Sales & Marketing

Account ExecutivePosted on Nov 12
Full-timeVancouver, BC, CanadaCA$160k - CA$230k

About the Job

Requirements

  • 10+ years of revenue leadership experience, including 5+ years leading Sales, Customer Success, or Marketing at the Director level or above, ideally in B2B SaaS.
  • A track record of building revenue teams across the full customer lifecycle that people want to join and stay on, and of hitting growth targets even when the path there was hard.
  • Strong analytical skills, with hands-on experience building forecasts, dashboards, and KPIs, and the communication skills to present strategy and results to the executive team and board.

Responsibilities

  • Own revenue performance across Sales, Customer Success, and Marketing, with shared goals and KPIs for pipeline, conversion, retention, and expansion.
  • Drive planning and execution of the company's most important growth priorities, including enterprise sales, leading a direct B2B sales team, and motivating and leading the revenue team.
  • Lead and coach the Sales, Customer Success, and Marketing leaders as one team, helping each of them set bigger goals for themselves and their people, and reach them.
  • Help define go-to-market strategies, including segmentation, pricing, packaging, and channels, in partnership with Product and Finance.
  • Build an accurate forecasting and pipeline process, backed by appropriate tools such as CRM, marketing automation, and forecasting models, and report results regularly to the President and executive team.
  • Connect demand generation, onboarding, adoption, renewals, and expansion so Marketing delivers qualified pipeline and customers stay and grow with the company.

Desired Qualifications

  • Experience scaling revenue teams at a growth-stage B2B SaaS or CRM company, including hands-on use of CRM and marketing automation platforms; Maximizer CRM experience is a plus.
  • An MBA or equivalent business qualification.

About the Company

Maximizer Services

CRM platform for financial services

Maximizer Services provides a Canadian CRM platform for financial services and sales professionals to grow relationships, close more deals, stay organized, and stay compliant. The product installs quickly and adapts to users’ workflows, with AI-assisted summaries and real-time exception alerts that surface key insights beyond standard reports. It differs from competitors by offering fast deployment, strong customization, and practical daily usability designed for financial roles, plus timely, actionable insights. The goal is to give professionals the visibility and tools they need to manage a growing pipeline or book of business and be prepared for what’s next.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Vancouver, Canada
Founded
1987

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