Summary
Overview
Work History
Education
Skills
Timeline
Generic

Josh Ouellette

Toronto,ON

Summary

I've built a career focused on enriching client relationships and driving business growth. From founding Northern Solar to pioneering strategies at Greenly and enhancing client wealth at TD Bank, my journey has been about innovation, leadership, and the continuous pursuit of excellence in the financial and tech industries. My passion lies in developing and implementing strategies that not only achieve but surpass organizational goals, leveraging my skills in negotiation, pipeline development, and strategic thinking to make a tangible impact.

Overview

7
7
years of professional experience

Work History

Business Development Specialist

Greenly
04.2023 - 02.2024
  • Worked in partnership with the marketing team to develop new content and outreach strategies, establishing company-wide standards that enhanced brand visibility and client engagement that lead to an increase in engagement by 10%
  • Collaborated closely with AE's and delivery teams to continuously improve closing rates and upselling potential leading to 10% increase in ACV
  • Demonstrated the ability to adapt to a new industry and successfully contributing 300k ARR with an ACV of 20k.

Financial Advisor

TD Canada Trust
08.2021 - 04.2023
  • Recognized as “Top Financial Advisor” for outstanding performance in client satisfaction and asset acquisition
  • Communicated with customers to provide mentorship on products and services, while actively identifying referral opportunities for additional services. This approach resulted in surpassing wealth referral targets by 260% and contributing to a 15% year-over-year increase in client assets under management.
  • Amid the COVID downturn, my focus on customer care and relationship management helped me exceed 'money in' targets by 120% and complex lending, like mortgages, by 130%.
  • Managed a team of customer success agents and personal banking advisors enabling oversight of transaction approvals, credit applications and investment advice.

Founder

Northern Solar
03.2020 - 01.2022
  • Spearheaded full sales cycle for inbound and outbound leads using an online/telesales model.
  • Utilized Hubspot, social media ads manager and Linkedin to develop a strong sales pipeline, handling 10 NEW leads and 3-5 demos daily.
  • Recruited staff for key sales positions, increased KPIs and guided training/promotions/hiring/terminations.
  • Crafted detailed proposals that secured B2C and B2B sales with an average deal size of $50K, directly contributing to over $2M in sales volume.

Account Executive

Bell Canada
06.2018 - 01.2019
  • Achieved top performance in the regional team by consistently exceeding sales targets, securing on-the-spot deals with 12 new customers monthly, and contributing to a 5% increase in territory consumer base over six months.

Inbound Sales Representative

Solar Brokers Canada
09.2016 - 03.2018
  • Managed and prioritized over 200 monthly inbound leads via HubSpot and Salesforce, achieving a lead conversion rate 130% above target and driving sales performance to exceed company benchmarks with an average deal size (ADS) of $35k, resulting in total sales exceeding $3M.

Education

Canadian Securities Course (CSC®)

Conduct And Practices Handbook Course (CPH®)

Advanced Diploma - Business Administration

Durham College
Oshawa, ON
04.2016

Skills

Excellent interpersonal skills

Time management

Problem-solving skills

Excellent judgement and decision making

Financial knowledge

Forecasting

Strong written and oral communication

Adaptable

Deep understanding of CRM platforms

Team player

Timeline

Business Development Specialist

Greenly
04.2023 - 02.2024

Financial Advisor

TD Canada Trust
08.2021 - 04.2023

Founder

Northern Solar
03.2020 - 01.2022

Account Executive

Bell Canada
06.2018 - 01.2019

Inbound Sales Representative

Solar Brokers Canada
09.2016 - 03.2018

Canadian Securities Course (CSC®)

Conduct And Practices Handbook Course (CPH®)

Advanced Diploma - Business Administration

Durham College

Similar Profiles

CREATE PROFILE
Josh Ouellette