Would you like to own building relationships with Copperleaf’s target market and influencing decision making towards utilizing Copperleaf? Do you have the business savvy, the technical insight, and the background necessary to open doors and to help further establish Copperleaf as the leader in Asset and Investment Management Planning?

As a BD Account Executive within Copperleaf, you will have the exciting opportunity to help shape and deliver on a strategy to build mind share and broad use of Copperleaf’s suite of products within our target markets. Your responsibilities will include identifying appropriate prospects to target, driving the necessary business, strategic and technical relationships to establish new business in those accounts, and working closely with the Copperleaf sales team to drive the day-to-day interactions with those prospects in order to build a long-term business opportunity. You’ll also work closely with Copperleaf’s emerging market, product management, partner and marketing teams on strategic initiatives.

The ideal candidate will possess both a business background that enables them to open doors, drive an engagement and interact at the CxO/VP level, as well as a technical background that enables them to easily interact with director and manager levels. He/she should also have a demonstrated ability to think strategically and analytically about business, product, and technical challenges, with the ability to build and convey compelling value propositions and work cross-organizationally to build consensus. A keen sense of ownership, drive, and scrappiness is a must.


The primary responsibility of the BD Account Executive is to penetrate the core and emerging markets by building awareness of Copperleaf’s unique approach and technology, and by helping the sales team develop opportunities in marquee accounts in North America.  This is not an SDR job, you will be responsible for meeting with and building out key prospect relationships, setting strategic direction of initial meetings and developing a winning account strategy.

Roles & Responsibilities

  • Serve as a key member of the Business Development team in helping to drive overall Copperleaf market and technical strategy.
  • Develop a business plan and go-to-market strategy with the VP of Sales
  • Work with Sales leadership to Identify prospects within our core and emerging markets
  • Execute the strategic business development plan while working with key internal stakeholders (e.g. sales teams, partners, marketing, support, etc.).
  • Drive the development of new opportunities and drive measurable sales cycle progression! This is the ultimate measure of success in this role.
  • Manage collaborative handoff to sales team
  • Understand and actively utilize salesforce.com and other internal Copperleaf systems.
  • Prepare and give business reviews to the senior management team regarding progress and roadblocks to establishing new Copperleaf opportunities.
  • Participate in industry events with speaking opportunities
  • Become involved in the most relevant industry associations, driving the understanding and knowledge of AIPM in the segment
  • Work with marketing to plan and execute ABM campaigns that support your business development activities

Keys to Success

To be successful in this role, the ideal candidate will:

  • Possess strong interpersonal skills to build strong and trusting relationships with new prospects, existing clients, and influential people in the natural gas markets
  • Build credibility and solid working relationships with product development, sales, marketing, and Copperleaf’s leadership team
  • Be a compelling communicator, able to represent the unique value that Copperleaf’s solutions provide to clients in terms that resonate with this community
  • Be a fast learner, open to new ideas, and able to participate in healthy constructive debates
  • Be completely focused on the success of our customers
  • Be deeply interested in how customers use Copperleaf’s technology to solve business problems and make better investment decisions
  • Have a talent for solving problems, by bringing customers and/or partners together with functional teams within the company
  • Have a passion for recognizing opportunities to develop functionality that will address new customer problems and enhance the value of Copperleaf’s solutions
  • Be comfortable with ambiguity as the market and Copperleaf’s solutions evolve
  • Be a good negotiator with the highest ethical standards
  • Be willing to spend over 50% of their time traveling


  • 3-5 years’ experience of over-achievement in a complex sales environment
  • You have proven ability opening doors and building pipeline in enterprise accounts
  • You have demonstrated execution of a repeatable and successful sales process
  • You’re a great communicator with excellent verbal, written and presentation skills
  • You’re a natural relationship builder with strong interpersonal skills and able to connect with key influencers in Copperleaf’s target markets
  • You demonstrate a solid understanding of the Copperleaf’s value proposition
  • You have strong negotiation skills with proven business development and/or sales acumen
  • You have a track record of success in complex, highly technical industrial markets
  • You’re proficient with standard office software and CRM systems

What’s it like here?

At Copperleaf, culture is at the very core of who we are and what we do. We’re a world-class team of innovators that inspire one another to learn and continually push the limits of what’s possible. We cultivate an atmosphere of openness and support where all opinions and ideas are valued and encouraged, and where teamwork is key to success. We value a diverse environment and are proud to be an equal opportunity employer.

Founded in Vancouver, Canada, Copperleaf is committed to building a better world, one decision at a time. As one of Canada’s Fastest-Growing Companies and winner of Canada’s Most Admired Corporate Cultures, we are a dynamic and disruptive organization offering exciting opportunities for growth and innovation.

Diversity, Equity, and Inclusion are at the heart of Copperleaf’s culture and play a vital role in our growth strategy. We are committed to ensuring that everyone feels a sense of belonging and can contribute to their maximum potential. Our differences are the reason great things happen here. If you are an applicant in need of accommodations or special assistance throughout the interview process, please submit a request by email to exsupport@copperleaf.com.


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