Director, Business Development and Customer Success

Director, Business Development and Customer Success Full-time Permanent Position POSITION OVERVIEW The Director, Business Development and Customer Success will play a key role in driving revenue growth, developing new business opportunities and strengthening service excellence at FP Canada. Reporting to the Vice President, Business Development, the Director will manage and grow a portfolio of strategic accounts, including national banks, insurance companies and other major financial-services organizations, while leading the Customer Success team. The Director will develop and execute business development and account strategies aligned with FP Canada’s organizational priorities, identify market opportunities, build relationships with senior decision-makers and expand FP Canada’s presence within the Canadian financial-services sector. The Director’s responsibilities will focus on FP Canada’s CFP® and QAFP® certification programs, technical and professional education programs, continuing education offerings, sponsorships, conferences and other programs and events. The Director will also lead the Customer Success team, ensuring effective onboarding, contract administration and post-sale support, while strengthening client retention and identifying opportunities for growth. Key Responsibilities In this role, you will: SALES STRATEGY AND EXECUTION – 50% Develop and execute sales strategies for FP Canada’s CFP® and QAFP® certification programs, technical and professional education programs, continuing education offerings and other products and services. Personally manage and grow a defined portfolio of strategic accounts, including national banks, insurance companies and other major financial services organizations. Develop strategic account plans that align FP Canada’s offerings with clients’ business priorities, workforce-development needs and regulatory requirements. Build relationships with senior decision-makers and key stakeholders across learning and development, compliance, human resources, procurement and business leadership. Identify, develop and secure new business opportunities to achieve revenue targets, expand existing client relationships and increase FP Canada’s market penetration. Develop and execute sponsorship, conference and event sales strategies that strengthen industry partnerships and generate revenue growth. Maintain an accurate sales pipeline, revenue forecast and account-growth plan using FP Canada’s CRM and established sales-management processes. Monitor industry trends, client needs and competitive offerings to refine sales strategies and ensure FP Canada remains competitive and relevant. RELATIONSHIP MANAGEMENT AND COLLABORATION – 30% Build and maintain relationships with senior leaders, industry partners, sponsors, decision-makers and other key stakeholders to strengthen FP Canada’s market presence, partnership value and strategic account engagement. Collaborate closely with the Vice-President, Business Development to align account priorities, sales activity and market-development initiatives with FP Canada's strategic goals. Work with Marketing and Communications to develop targeted campaigns, promotional materials, sales presentations and sponsorship proposals that support business development priorities. Coordinate with FP Canada's education, operations, technology, finance, legal and project-management teams to develop and deliver effective client solutions. Represent the needs of corporate clients in the development and implementation of new programs, systems, processes and service capabilities. Share client feedback, competitive intelligence and emerging market needs with internal stakeholders to inform FP Canada's product development, service delivery and strategic planning. CUSTOMER SUCCESS LEADERSHIP - 20% Lead, coach and develop the Customer Success team, establishing clear responsibilities, service standards and accountability for supporting FP Canada’s corporate clients. Oversee the post-sale customer lifecycle, including client onboarding, program implementation, contract administration, ongoing account support and renewal readiness. Ensure corporate clients receive timely, accurate and coordinated support across FP Canada’s programs, services, sponsorships, conferences and events. Establish consistent Customer Success and account-management processes, including client engagement plans, service reviews, issue escalation protocols and accurate documentation within the CRM. Work across FP Canada’s education, operations, technology, finance and marketing teams to resolve client issues, improve service delivery and provide a consistent corporate customer experience. Analyze client feedback, account activity and service trends to improve delivery, strengthen retention and identify growth opportunities. Required Qualifications The ideal candidate will have: Bachelor’s degree in business, marketing or a related field, or an equivalent combination of education and relevant professional experience. Minimum 8–10 years of progressive experience in business development, strategic account management and Customer Success, with a demonstrated record of meeting or exceeding revenue and performance targets. Experience developing and managing complex strategic accounts, ideally including national banks, insurance companies or other large financial-services organizations. Demonstrated experience leading, coaching and developing Customer Success, account management or client-service teams. Proven experience selling education, certification, professional-development or related solutions, preferably within the financial-services sector. Strong understanding of the Canadian financial-services industry, including the business, workforce-development and regulatory needs of large financial institutions. Exceptional communication, presentation and negotiation skills, with the ability to build relationships and influence stakeholders at all levels of an organization. Experience developing and executing sponsorship strategies and commercial partnerships is considered an asset. Proficiency with CRM, customer-support and account-reporting systems, including the ability to maintain accurate pipelines, forecasts and client records. Competencies The ideal candidate will have: Business Development and Sales Leadership: Ability to execute sales strategies, build a qualified pipeline and drive revenue growth. Strategic Account Management: Ability to navigate complex organizations, build senior-level relationships and strengthen revenue, retention and partnership value. Customer Focus: Commitment to understanding client needs, delivering service excellence and creating a positive customer experience. People Leadership: Ability to set clear expectations, develop team members and build a high-performing Customer Success function. Strategic Thinking: Ability to align market opportunities, client needs and commercial priorities with organizational goals. Commercial Judgment: Ability to evaluate opportunities and make sound decisions that support long-term revenue and relationship value. Results Orientation: Commitment to acquiring new clients, growing existing accounts and achieving business objectives. WORKING WITH FP CANADA Established in 1995, FP Canada is a national not-for-profit education, certification and professional oversight organization working in the public interest. FP Canada is dedicated to championing better financial wellness for all Canadians by leading the advancement of professional financial planning in Canada. Learn more at FPCanada.ca. FP Canada employs over 80 people, and our office is located in downtown Toronto. This is a full-time permanent position working 5 days per week, during core business hours, with some flexibility required. We offer a hybrid-work model, requiring at a minimum, two days a week (40%) on average, of employees’ time be spent in the office. We are committed to wellness and a healthy work environment for our employees. You will earn a competitive annual salary, paid vacation and personal days, and you will enjoy our comprehensive employee benefits, RRSP matching program, professional development opportunities, flexible work arrangements and regular social events. Our Commitment to Inclusion and Diversity FP Canada values inclusion and diversity, and different perspectives and experiences; and we are committed to working towards an inclusive and diverse organization, reflective of Canada’s population. We encourage candidates who identify in traditionally underrepresented communities (women, racialized persons, indigenous persons, LGBTQ2S+ and persons with disabilities) to apply. Our Commitment to Accessibility FP Canada is committed to ensuring equal access and participation for people with disabilities in accordance with the Ontario Human Rights Code (OHRC) and the Accessibility for Ontarians with Disabilities Act (AODA). FP Canada will provide accommodation on request throughout the recruitment, selection and/or assessment process for applicants with disabilities. If you require accommodation, please inform our Human Resources Department at [email protected]. ADDITIONAL INFORMATION This posting is for an existing vacancy within our organization. Salary Salary based on experience, ranging from $155,000 to $170,000. Use of Artificial Intelligence FP Canada uses AI‑enabled tools to support parts of the recruitment process, including screening and assessing applications. These tools help ensure consistency and efficiency in evaluating candidates; however, all final hiring decisions are made by human reviewers. If you have questions about how AI is used in our hiring process, please contact our Human Resources Department at [email protected]. Application Details Applications will be accepted until September 8, 2026. We wish to thank all applicants for their interest and advise that only those selected for an interview will be contacted.

Drive revenue growth by managing strategic accounts and executing sales strategies for certification and education programs. Lead the Customer Success team to ensure effective client onboarding, retention, and post-sale support.

Requires a bachelor's degree and 8-10 years of experience in business development and customer success, specifically within the financial services sector. Must have a proven track record of managing complex strategic accounts and leading client-service teams.

• Paid vacation • Personal days • Comprehensive employee benefits • RRSP matching program • Professional development opportunities • Flexible work arrangements • Regular social events

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Business Development
• Strategic Account Management
• Customer Success Leadership
• Sales Strategy
• Relationship Management
• Revenue Forecasting
• CRM Proficiency
• Negotiation
• Stakeholder Management
• Client Onboarding
• Contract Administration
• People Leadership
• Market Analysis
• Sponsorship Strategy
• Financial Services Knowledge
• Presentation Skills

• Management & Leadership
• Sales
• Customer Service & Support
• Finance & Accounting
• Education

Formation minimale

Baccalauréat

Expérience minimale

10+ ans

Postuler avant le

24 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Présence au bureau

2 jours par semaine

Niveau d’expérience

Director