Jason Goletz

Lead enterprise sales across Canada for a fast-scaling SaaS company specializing in cloud-based financial planning solutions. Own named account list and full sales cycle strategy. Collaborate cross-functionally to close complex multi-stakeholder enterprise deals in regulated financial markets.

• Own and drive the entire sales cycle from pipeline generation to close including outbound prospecting, qualification, executive stakeholder engagement, pricing, legal negotiation and implementation coordination
• Build and nurture relationships with C-level decision makers including CEOs, CFOs and CTOs. Successfully closed high-value SaaS transactions typically over 7-figure ACV with banks, asset managers and large financial institutions
• Develop and execute account plans across multiple business units within complex enterprise organizations
• Lead complex negotiations involving bespoke commercial agreements with procurement, legal and compliance teams
• Engage in business-level and technical conversations with executive stakeholders to develop financial analyses that quantify investment decisions and model business transformation outcomes
• Developed Canadian go-to-market strategy and lead territory planning achieving top 20% quota attainment across 4 consecutive years (2022-2025)
• Collaborate with channel and technology partners to develop outbound strategies and create new pipeline opportunities
• Work cross-functionally with product, sales engineering and leadership to deliver customer-first experience throughout the sales cycle
• Improved sales operations through CRM optimization, forecast accuracy and adoption of tools such as Salesloft, Gong and ZoomInfo

Partnered with credit union executives and wealth management leaders to accelerate enterprise sales of investment, insurance and digital advice solutions. Accountable for pipeline growth, complex negotiations and executive relationship management in highly regulated banking and asset management environments.

• Collaborated with cross-functional product, engineering and delivery teams to integrate Aviso's SaaS wealth platform with core banking systems ensuring seamless implementation
• Built trusted relationships with C-suite stakeholders including CEOs, CIOs, CTOs and Heads of Operations. Presented business cases for digital transformation and automation that reduced advisor onboarding time by 30%
• Led complex negotiations and navigated procurement and regulatory reviews to secure multi-year distribution and platform agreements. Shortened average sales cycle by 20%
• Developed and executed account plans spanning multiple business units across complex credit union and banking organizations
• Maintained rigorous CRM hygiene and pipeline forecasting enabling data-driven decision-making and accurate revenue projections

Recruited as the first sales professional for this marketer of ETF, Mutual Fund and alternative investment solutions. Client roster included tier-one financial services companies such as RBC, CIBC, TD Bank and Goldman Sachs.

• Developed and implemented a sales and marketing strategy that drove growth of over 300% during a five year period
• Delivered exceptional growth through the execution of large deals averaging $50-$120M+ and personally procured approximately 65% of annual sales figures year-over-year
• Created and implemented new segmented system and sales processes which increased stored client and prospect data from 2,000 to 8,000 and facilitated increased cross-selling
• Recruited, trained, coached and managed a motivated and high performing team of 9 outside and 3 inside sales professionals

Performed prominent account management role in the Ontario and Western Canada markets for this investment solutions service provider.

• Developed and executed an aggressive sales strategy to target leading financial institutions across Canada which resulted in average annual target achievement of 150%
• Initiated the development of a technologically integrated marketing and sales platform resulting in a 125% increase in stored accounts
• Provided ongoing coaching and mentorship to three high-performing sales professionals