Account Executive

Hires remotely
Anywhere 🌎
Full Time
Opening date
Closing date
19 Jun 2021


This job has now closed and is no longer accepting applications.

Archive Job Description

Snap Projections is developing the financial planning platform of the future. By enabling complex financial planning calculations through a modern, intuitive, and powerful interface, Snap Projections equips advisors with a means to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during a face-to-face client engagement. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful. We are a quickly growing 10 person remote team focused on developing solutions that matter, solving real problems and creating products our customers love.


We’re looking for someone who has some experience in sales, prospecting and closing, and is either an Account Executive or is looking to make the transition to Account Executive in the coming year or so. You’ll help us engage inbound leads, do discovery calls, demos, reach out to partners and mid-sized accounts and take some deals to close.

You will also become an expert on how to engage financial advisors, and how to run sales efficiently in a product-led model. You won’t just be a cog in a big machine, you’ll be an essential component of executing our GTM strategy.


  • Has 2+ years experience in a sales role (BDR/SDR/AE) doing prospecting and closing.
  • Loves talking to people and helping them solve problems through technology.
  • Is extremely tech-savvy, able to master new tools and apps quickly.
  • Has outstanding oral and written communication skills.
  • Is able to work well on his or her own and collaborate with the team.
  • Has adequate Canadian financial services industry experience.


  • Have prior experience selling B2B SaaS or software to mid-market companies.
  • Hold a financial planning/accounting/industry designation (CFP, QAFP, CA, CPA or an equivalent).


  • Engage inbound leads via email, phone and Drift to drive discovery and demo calls.
  • Send compelling emails to fresh warm leads.
  • Help craft and execute nurture campaigns to old leads.
  • Do product demos for qualified prospects.
  • Close deals by negotiating commercial terms.
  • Become a product expert and help prospects find value.
  • Reach out to our partners and investment dealers to uncover opportunities.


  • You need to have a functioning home office, i.e. quiet place to work (and take calls), reliable high-speed internet.
  • This is a full-time position based remotely in Canada. If you are not based in Canada, please do NOT apply.


  • Fun place to work: a tight-knit results-driven team, freedom of location and flexibility of work hours.
  • Personal growth / impact: join a company that is already off to a great start, benefit personally from learning financial planning and shape your own career direction as the company grows while positively impacting millions of people.
  • Competitive salary and attractive benefits package.
  • Macbook and budget for home office equipment.


  • Email your resume at [email protected] (no recruiters please).
  • Put “Account Executive” in the subject line and nothing else.
  • Tell me why you want to work at Snap Projections.
  • Record a brief video (phone quality is fine) and tell me why you are excited about the position.

If you’ve included everything requested in your email and your application is solid, I’ll reach out and we’ll jump on a Zoom call. The rest of the interview process will continue from there.

I hope we get a chance to work together.

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