Investment Fund Product Specialist managing Desjardins mutual funds, ETFs, and private funds. Driving product strategy, commercial performance, advisor education, and business development.
About the role
- Product Specialist driving full-cycle SaaS sales of Matador Conversational AI. Acquiring dealership customers across commercial truck, marine, equipment and recreational markets.
Responsibilities
- Drive net new logo acquisition across Commercial Truck, Marine, Equipment and Recreational vertical markets
- Own the full sales cycle from prospecting and pipeline generation through discovery, demonstration, negotiation and close
- Sell Conversational AI solutions to dealership groups and operators
- Execute self-sourced outbound, SDR-qualified inbound, and channel/referral-sourced prospecting
- Maintain a minimum 3x pipeline coverage ratio against quota
- Develop territory and account-level prospecting plans
- Leverage referral networks to identify cross-sell and co-sell opportunities
- Partner with SDRs to refine messaging, qualify inbound interest and convert MQLs to SQLs
- Conduct discovery sessions to understand dealership workflows, technology gaps and performance objectives
- Deliver tailored product demonstrations to dealership operators, GMs and ownership groups
- Build relationships with economic buyers, champions and end users
- Develop ROI-based business cases and proposals
- Manage deal progression in CRM with accurate forecasting, stage discipline and pipeline hygiene
- Nurture referral partners, OEM contacts and adjacent Trader Interactive business units
- Coordinate joint pipeline reviews, co-selling motions and shared account strategies with channel partners
- Represent Matador at industry events, dealer associations and trade shows
- Feed competitive intelligence, objection patterns and prospect feedback to Product, Marketing, Marketplace Sales and Leadership
- Support beta launches, product releases and vertical-specific marketing campaigns
- Partner with Marketing to refine ICP targeting, messaging and campaign effectiveness
Requirements
- 3–5+ years of quota-carrying SaaS sales experience in a full-cycle Account Executive or equivalent role
- Demonstrated track record of consistent quota attainment at or above 100%
- Experience selling operational or vertical SaaS solutions to SMB and mid-market customers ($15K–$75K ACV)
- Strong command of consultative selling methodologies (Challenger or equivalent)
- Proven ability to self-source pipeline through outbound prospecting in addition to working inbound and partner-referred leads
- Excellent discovery, presentation, and negotiation skills with comfort presenting to C-suite and ownership-level buyers
- Data-literate and CRM-disciplined
- Experience maintaining accurate pipeline in Salesforce, HubSpot or equivalent
- Experience selling into automotive, powersports, RV, marine, or equipment dealership verticals is a bonus
- Familiarity with CRM platforms, dealership management systems (DMS), or Conversational AI/messaging products is a bonus
- Background selling within a SaaS portfolio is a bonus
- Experience working in a channel-assisted or partner co-sell sales environment is a bonus
- Comfort with product-led growth motions and shorter, transactional deal cycles alongside complex enterprise sales is a bonus
Benefits
- Inclusive and supportive work environment
- Flexible leave options
- Up to 31 days of paid time off in the first year
- Continuing education with access to LinkedIn Learning
- Full benefits package including medical, dental and vision
- 401K with company match
- Wellness program
- Opportunity to be part of a global group of digital marketplace businesses
- Potential opportunity to work in businesses across Australia, Brazil, Chile and South Korea
Job title
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Experience level
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Degree requirement
No Education Requirement
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Investment Fund Product Specialist managing mutual funds, ETFs, and private funds for Desjardins, a Canadian financial cooperative. Driving product performance, positioning, advisor support, and investment strategy development.
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