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Account Executive II

Location: Waterloo, Ontario
Req ID: 14421BR

Deluxe is a trusted, technology-enabled solutions provider for enterprises, small businesses and financial institutions offering a range of solutions to help customers manage and grow their businesses. Approximately 4.8 million small business customers access Deluxe's wide range of products and services, including incorporation services, logo design, website development and hosting, email marketing, social media, search engine optimization, and payroll services along with customized checks and forms. For our approximately 4,600 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks. Deluxe is also a leading provider of checks and accessories sold directly to consumers.

The Account Executive is responsible for all assigned sales activities. Assignments may be account based, geography based, or a combination of the two. All Treasury Management & Payments solutions are available and the Account Executive will handle total sales functions from lead generation and follow-up to completed sale. Also responsible for establishing sales forecast and maintaining budgets and expenses related to sales activity. The Account Executive is responsible for net new business and assigned existing business through a mixture of virtual and face-to-face environments.


• Manages the activity and health of their territory’s sales funnel to ensure successful attainment of their annual Sales Objective.

• Participates, leads, and coordinates contract processes and negotiations between clients and internal departments to include component contract input and T&C’s contributions for applicable opportunities.

• Generates leads and follows-up on all leads generated by various sources and submitted, analyzing and qualifying potential prospects.

• Prepares all survey, configuration, proposal, and follow-up reporting documentation.

• Proficiently presents all solutions.

• Works closely with appropriate Sales Consultant in order to coordinate demonstrations and complete RFP requests.

• Participates in installation and coordination process with the Project Manager.

• Works with Sales Director to develop an annual territory plan outlining critical areas of focus and activities to ensure attainment of their annual sales objective.

• Provides territory and opportunity updates via Microsoft CRM per management direction to demonstrate progress towards closing specific opportunities and achievement of annual Sales Objective.

• Uses Microsoft CRM to track critical conversations and emails with clients and prospects.

• Performs field promotional work to develop and sell new business through participation in Road Shows, and Trade Shows.

• Furthers professional sales training and knowledge of Payments Industry trends.

• Provides input to Sales and Product Management.

• Effectively manages expenses and utilization of corporate resources per corporate guidelines.


Education: Bachelors (or equivalent experience)

Experience: 5-10 years of experience within the payment industry or selling complex outsourcing and software solutions to senior level executives

Critical Knowledge/Skills/Abilities:

• Effective at navigating the prospect evaluation & approval processes, anticipate & overcome deal obstacles

• New account development sales experience should include complex Outsourcing and / or software solution sales.

• Excellent verbal/presentation and written communication skills

• Understands and is proficient in working with and providing basic user support of Personal Computers. Should be proficient in the use of Microsoft CRM, WORD, Excel, and PowerPoint and able to effectively function using these tools in a remote environment.

• Good listening skills

• Time management and prioritizing skills; ability to handle multiple, concurrent tasks

• Strong negotiation and reasoning skills

• Superior interpersonal relationship skills

AODA:Deluxe Corporation and Deluxe companies will provide reasonable accommodation for qualified individuals with disabilities. If you need assistance with any part of the application or hiring process, please contact us at

Department: Sales
Time Type: Full time

Learn about Benefits

Advancement Opportunities

Employee development is a huge part of our company culture


Full offerings including medical, dental, vision, etc.

Savings Plans

Competitive 401k plan guidance on savings solutions.

Tuition reimbursement

Up to $5,250 per calendar year for Full Time Employees

Work/Life Balance

PTO, Paid Holidays and Floating Holidays create a strong work/life balance

Advancement Opportunities

At Deluxe. Employee Development is a pillar of our culture. From mentorship programs to development plans and tuition reimbursement, we've got the tools to help you grow.


Affordable medical plans offering PPO, HRA, HDHP and Regional HMO style options.

Savings Plans

Competitive 401k matching program with guidance on saving solutions

Tuition Reimbursement

Deluxe will provide up to $5,250 per calendar year to full time employees that want to continue their education.

Work/Life Balance

Between paid time off, floating holidays, paid holidays and the ability to work remotely in some of our positions, we place a strong value on providing a quality work/life balance.

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