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Account Development Associate Jobs in Unionville, ON

Bechtel

Business Development Associate

Toronto, ON · On-site

CA$107K - CA$155K/yr

Owns and develops selected customer relationships as part of the account "zippering" plan, working ... Manages and tracks business development budgets, including monitoring spend against plan and ...

Futuretek

Account Manager and BDM

Toronto, ON · On-site

Account Manager & Business Development Associate - full time, on site Join this fast-growing and innovative company building cutting-edge gaming platforms and experiences. They are passionate about ...

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Account Development Associate information

What is an account development associate?

An Account Development Associate is a sales professional responsible for identifying and qualifying potential business opportunities and leads for their company. They typically work closely with the sales and marketing teams to research prospects, initiate contact, and nurture relationships to create qualified sales opportunities. Their goal is to help drive revenue growth by building a strong pipeline of potential clients for account executives or sales managers to pursue. This role often involves a mix of phone outreach, email communication, and use of CRM tools to track interactions and progress.

How does an account development associate typically collaborate with sales and marketing teams?

As an Account Development Associate, you play a crucial role in bridging the gap between sales and marketing teams. You'll often work closely with marketing to understand current campaigns and leverage qualified leads, while partnering with sales to ensure a smooth handoff of prospects and provide feedback on lead quality. Regular communication, attending team meetings, and using shared CRM tools are common practices to align goals and strategies. This collaboration helps drive consistent messaging and increases the chances of converting leads into long-term clients.

What are the key skills and qualifications needed to thrive as an account development associate, and why are they important?

To thrive as an Account Development Associate, you need strong communication, lead generation, and sales prospecting skills, typically supported by a bachelor's degree in business or a related field. Familiarity with CRM software such as Salesforce and proficiency in using sales automation and lead-tracking tools are essential. Outstanding interpersonal skills, resilience, and a proactive attitude help you build relationships and overcome objections. These skills and qualities are crucial for consistently generating qualified leads and contributing to the success of the sales team.

What is the difference between Account Development Associate vs Sales Development Representative?

AspectAccount Development AssociateSales Development Representative
Primary FocusBuilding and nurturing existing client accounts, expanding relationshipsGenerating new leads and qualifying prospects
Required SkillsAccount management, communication, relationship-buildingProspecting, cold calling, lead qualification
Work EnvironmentClient-facing, account management teamsSales teams, outreach-focused
Common Industry UsageTech, SaaS, B2B servicesTech, SaaS, B2B sales

While both roles involve client interaction, the Account Development Associate primarily focuses on existing accounts and relationship growth, whereas the Sales Development Representative concentrates on generating new leads and initial outreach. Understanding these differences helps candidates and employers align expectations and responsibilities effectively.

Account Development Associate jobs near you

Strategic Account Development Associate

CapIntel

Toronto, ON • On-site, Remote

Full-time

Posted 21 days ago

Job description

About the Role 

Working closely with our Solutions team and Strategic Account Executives, you will own advisor engagement within target wealth firms, from initial outreach and product demonstrations through the development of informed champions. Your work will support the broader account plan and create momentum throughout the enterprise sales process.

What You'll Do 
  • Develop and own the advisor engagement plan for each firm, aligned with the Strategic Account Executive's account plan.
  • Research target firms, identify relevant advisor groups, and build focused outreach lists.
  • Execute consistent outbound outreach across email, phone, LinkedIn, and other relevant channels.
  • Turn outbound engagement into advisor meetings, product demonstrations, roundtables, and workshops.
  • Build relationships with advisors and understand how they research investments, develop recommendations, create proposals, and present advice to clients.
  • Identify potential champions, deepen their understanding of CapIntel, and equip them to advocate for the platform internally.
  • Maintain disciplined follow-up throughout the enterprise sales process and keep engagement activity current in the CRM.
  • Use advisor insights to strengthen account messaging, presentations, and demonstrations.
  • Share recurring advisor needs and market feedback with Product, Marketing, Sales, and Customer Success.
What We're Looking For 
  • Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner.
  • A practical understanding of advisor workflows and client conversations.
  • Comfort with proactive outbound outreach across email, phone, and LinkedIn.
  • Confidence building relationships, delivering product demonstrations, and presenting to individuals and groups.
  • Strong commercial judgment and the ability to identify genuine interest, develop champions, and create momentum.
  • Persistence, curiosity, and the ability to take ownership of an engagement plan.
  • Excellent communication, research, planning, and organizational skills.
  • The ability to work effectively across multiple internal teams.
  • Relevant Canadian or U.S. industry credentials are an asset, including the CSC, CIM, CFP, CFA, SIE, or applicable securities registrations.

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