Solution Architect at iA Financial Group driving transformative solutions in insurance, savings, and retirement sector. Leading architectural design and overseeing compliance with governance frameworks.
About the role
- Client Solutions Manager developing and managing full B2B sales cycles for technology and cloud solutions. Collaborating with internal teams and clients for tailored solutions and sales success.
Responsibilities
- Develop and manage full sales cycles (prospecting, qualification, solution presentation, negotiation, and closing) for technology and cloud solution implementation services.
- Analyze clients’ business needs and propose tailored technology solutions (ERP, CRM, integrations, cloud platforms) in collaboration with technical teams and partners.
- Prepare, draft, and coordinate commercial proposals, Statements of Work (SOW), and project cost estimates, ensuring accuracy, competitiveness, and feasibility.
- Manage and grow an active sales pipeline using CRM tools; follow up on opportunities, achieve sales targets, and maximize upselling opportunities.
- Maintain and develop business relationships with clients, partners, and executive-level decision-makers; participate in strategic meetings, presentations, and professional events.
- Work closely with internal teams (sales, operations, professional services, marketing) to ensure smooth project handover, offer alignment, customer satisfaction, and project success.
Requirements
- University degree in Business Administration, Information Technology, Commerce, or a related field.
- Minimum of 12 months of experience in complex B2B sales, including prospecting, negotiation, and closing, ideally within a technology or business solutions environment.
- Minimum of 12 months of experience with ERP, CRM, API, and cloud platforms such as NetSuite, Salesforce, Sage Intacct, Microsoft Dynamics, Odoo, Certinia, Boomi, Celigo, or equivalent solutions.
- Proven experience managing full sales cycles, including needs qualification, proposal preparation, contract negotiation, and deal closure.
- Experience coordinating with technical teams, professional services, and partners to design solutions aligned with client requirements.
- Strong understanding of cloud application architecture and ERP/CRM ecosystems.
- Ability to draft commercial proposals, Statements of Work (SOW), and project estimates.
- Proficiency with CRM tools (Salesforce, HubSpot, or equivalent).
- Ability to analyze sales data, track key performance indicators (KPIs), and produce reports.
- Knowledge of SQL (asset).
- Fluency in French and English (spoken and written).
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