National Account Executive


In November 2021 we decided to make our 4 day work week experiment permanent

Only considering candidates who are eligible to work in Canada ⚠️

Coconut Software is looking for an National Account Executive (a.k.a. Enterprise Account Executive) to join our Enterprise Sales team. Reporting to the VP Sales, your job will be to directly nurture and activate enterprise leads generated from your account based selling/marketing expertise. You will be supported through Business Development (BDRs), Marketing, and Executive outreach. You will orchestrate various outreach tactics, many of which (at least 50%) will be self generated. You will help iterate and evolve the current account plan framework and will diligently enrich and populate account records on quarterly cycles and present results and target key accounts within your limited targeted list. You’ll use your unparalleled knowledge of Coconut’s platform, and our target verticals (Banks and Credit Unions) to offer advanced specific product demos and presentations to key decision makers and stakeholders to highlight how the Coconut Platform can add value to their organization.


  • Have discovery conversations with potential prospects in order to properly position Coconut as their ideal financial services solution
  • You’ll be opinionated and a coveted resource to provide insight and inspiration to our prospects business goals and objectives
  • Navigate and document the organizational structure of Enterprise accounts to assess key decision makers and understand budgeting processes and approval structures, in order to continuously further the sales process
  • Uncover and document key requirements from all key stakeholders in the Customer’s organization
  • Conduct in-depth product demos with your prospects and provide solutions based on their requirements
  • Carry out contract negotiations, ensuring that all terms of our engagement with larger customers are clear
  • Manage multiple sales cycles from initial conversations to activation
  • Leverage other lead opportunities when time permits to support your pipeline
  • Drive process improvements to better connect with our customers
  • Achieve and surpass quota requirements for each fiscal year
  • Provide feedback to contribute to product development and sales/marketing campaigns designed to improve the customer experience as well as grow Coconut’s ARR in the process
  • Travel, as needed, to meet internally with Coconut teams or prospective clients (valid passport required)


  • 3-5 years of Enterprise Sales experience in addition to senior Mid-Market level work experience in a 360 selling environment
  • Bachelor's Degree or equivalent preferred
  • Experience in an outbound sales environment
  • Experience in selling and presenting to C-Level executives
  • Ability to conduct sales processes through discovery, quoting, and closing
  • Comfortability with Salesforce (or a similar CRM) and/or other marketing automation software
  • Bonus points for a SaaS sales background, but lots of passion and enthusiasm for the industry will also be taken

Our Investment in You:

  • “Cabana Days” - our version of a 4 Day Work Week! T o enable our employees to do their best work, offering flexibility to prioritize what is important and to take time needed for rest and rejuvenation when possible based on business and operational needs.
  • Ability to do your job in a supported, but still flexible environment;
  • Supported professional development, learning & career opportunities - be supported in your growth journey!
  • Regular 1:1 coaching with your leader and regular connection to a passionate executive team
  • Work in a team big enough for growth but lean enough to make a real impact

A full range of benefits to keep you happy & healthy;

  • Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
  • Health & Dental Benefits, Virtual Care, & Disability top up
  • Mental health online platform and counselling services
  • WealthSimple GRSP & Matching
  • Annual Wellness Benefit ($1000 per year)
  • Opportunity to work remote - anywhere in Canada!
  • Employee Options - everyone shares in our success!
  • Internet Subsidy
  • Tiki Bucks Incentive Program - means everyone is entitled to earn bonuses
  • A People First Company - 4.6 rating on Glassdoor
  • Recently named #4 on the Top 10 Best Workplaces in Canada

Who we are, and what we do:

Mission We believe in a world where advisors can create long lasting relationships with their customers and operate more efficiently.

Values C ollaboration. H onesty. E mpathy. E levate. R isilience. S ervice Excellence.

Coconut Software makes it effortless for customers to connect with their bank or credit union. Our appointment scheduling, queue management, and video banking solutions are used by leading financial institutions across North America, including RBC, Arvest Bank, Vancity, and Rogue Credit Union. Organizations that use Coconut benefit from a seamless customer experience that improves NPS, reduces wait times, and increases conversion rates.

To date we have raised close to 40M and have been doubling revenue year after year. The team at Coconut has ambitious growth plans to continue to scale the business to new heights by owning the North American market and delivering innovative solutions to our customers.

Coconut has a company culture that is best in class. We foster a community that is unconditionally inclusive, and in return ask that our people contribute their differing perspectives, ideas and experiences for one common purpose: to advance the way people live and work in an environment of diversity, equity and inclusion and workplace belonging.

Some recent awards we're proud of include:

Coconut Software is committed to treating all people in a way that allows them to maintain their dignity and independence. We believe in integration and equal opportunity. We are committed to meeting the needs of people with disabilities in a timely manner, and will do so by preventing and removing barriers to accessibility and meeting accessibility requirements under the Accessibility for Ontarians with Disabilities Act, 2005.

Coconut Software makes it effortless for customers to connect with their financial institution.

Working Week

In November 2021 we decided to make our 4 day work week experiment permanent

  • Mon
  • Tue
  • Wed
  • Thu
  • 🏖️

Our Vacation Policy

We offer 8 additional paid days off annually

  • 18 days
  • 52 Fridays
  • 70 days off per year

Remote Working Policy

We work fully remotely and are a team of 125 and mostly based in Canada.

Company Benefits

  • Health insurance
  • Flexible working hours
  • Dentalcare
  • Apple Equipment

Our Team

We're a team of 160 across 15 departments:

  • engineering
  • support
  • sales
  • human resources
  • business development
  • operations
  • marketing
  • consulting
  • product management
  • arts and design
  • +5 more teams

Desirable Skills and Experience

  • Enterprise Sales
  • Account Based Selling
  • Product Demos
  • Contract Negotiations
  • Sales Cycle Management

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