Job Description

COMPANY SUMMARY

Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted advisor serving clients across North America. Headquartered in Toronto, Ontario, with a newly opened satellite office in Atlanta, Georgia, Sapling is supported by a team of 30 professionals, delivering high-quality financial modelling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs.


More than half of Sapling's clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth. The firm was recognized for its excellence, being awarded the CanadianSME National Business Award for Best Professional Service in 2023, receiving Ragan's 2025 Workplace Wellness Award in the category of Learning & Development - Wellness Initiatives, as well as being ranked among Canada's Top Growing Companies by The Globe and Mail's Report on Business Magazine in 2024, with a three-year growth rate of 215 per cent.

POSITION SUMMARY, DUTIES AND QUALIFICATIONS

We are looking for an experienced and driven Senior Relationship Manager to play a key role in expanding Sapling's business across North America. This is a tremendous career opportunity for a relationship-oriented, strategic sales professional eager to build lasting client partnerships and directly influence the growth trajectory of a top-tier financial consulting firm.


Our guiding principle is

We Live for A+.

If you are someone who strives for excellence, not because you have to, but because you take pride in doing great work and enjoy seeing how far you can go, then Sapling might be exactly where you belong.


In this role, you'll act as a trusted advisor to clients cultivating relationships with Private Equity firms, Investment Banks, CFOs, and other financial leaders and aligning Sapling's consulting services with their strategic objectives. You'll also collaborate closely with firm leadership to refine business development strategies, contribute to revenue planning, and enhance Sapling's market presence.


Our company operates on a hybrid model, with the entire team in-office (Yonge/Sheppard) Tuesdays and Wednesdays, and the balance of days at home.





Roles & Responsibilities:


Aggressively prospect and expand customer base across North America, targeting Private Equity Firms, Investment Banks, CFOs and Lenders, and other similar businesses. Execute against the strategic business plan, tactical objectives, and revenue goals, driving influence to grow demand and enable sales. Collaborate with senior management to set sales goals that support business and revenue objectives, develop budgets, and create sales forecasts. Ensure the company is increasing market influence and presence in key markets and achieving sustained market share growth through strategic and continuous sales activity. Manage the sales process from lead generation to closing, ensuring a seamless client experience and high satisfaction. Establish priorities and effectively screen new business opportunities to ensure alignment with company strategy and operational capabilities. Set, measure and track target progress and performance to optimize sales strategies. Work with senior leadership to establish and lead satellite sales offices in key locations across North America. Represent the company at industry events, conferences, and networking opportunities to promote our services and build relationships.
Requirements:


Proven track record of achieving sales targets and driving revenue growth in a sales hunter role Experience in financial fields such as accounting, consulting, investment banking, lending, etc., is considered an asset History of attaining revenue and performance goals as well as growing and maintaining a customer base Demonstrated history of closing business opportunities and building long-term relationships, consistently meeting and/or exceeding goals Excellent and persuasive oral and written communication skills required Strong understanding of consulting services and industry trends Excellent communication, negotiation, and interpersonal skills Strategic thinker with the ability to analyze data, identify opportunities, and develop effective sales strategies Proficiency in CRM software and sales management tools Bachelor's degree CPA/CFA or related designations are an asset Ability to travel as needed (25%)
Key Attributes:


Growth mindset: Makes continuous efforts to learn and grow Customer-centric: Places customer needs first and works to deliver solution-based assistance through company services. Self-motivated: Establishes and takes action on their goals and targets. Solution-focused: Focuses on long-term opportunities, strategies and ideas rather than problems. Results driven: Remains organized and focused on exceeding company KPI's and targets while setting an example for others Hungry: Has a strong desire to go above and beyond, always looking for more responsibility, and thinking about the next step and opportunity.
APPLICATION DETAILS


Start Date: ASAP Location: Toronto Application Materials: + Resume
+ Cover Letter focusing on your career achievements and goals and how they apply or translate to this role
+ Answering a couple of questions on our online form

Sapling Financial Consultants is an equal opportunity employer that is committed to inclusion and diversity.