David Majetic

Sales Executive

Toronto, Ontario, Canada15 yrs 7 mos experience

Highly Stable

Key Highlights

Closed $11.7M in ACV with 100+ new logos.
Secured Citibank as a top-tier client.
Developed Salesforce’s flagship Health Cloud product.

Stackforce AI infers this person is a Fintech and SaaS expert with extensive experience in solutions engineering and customer experience.

Contact

Skills

Core Skills

Solutions EngineeringCustomer ExperienceSales Leadership

Other Skills

Account PlanningAccount Sales StrategiesAnalyticsBuild Strong RelationshipsBusiness ConsultingBusiness DevelopmentBusiness IntelligenceBusiness-to-Business (B2B)C-Suite SellingCRMClient CommunicationCloud ComputingCommunicationComplex SalesComputer Science

About

Accomplished Sales Engineering Manager with 16+ years of experience driving market expansion for cloud platforms. Proven success in establishing high-performing sales teams, developing vertical strategies, and scaling pre-sales assets. Skilled in mentoring Sales Engineers, delivering executive-level presentations, and aligning product roadmaps to client needs.

Experience

15 yrs 7 mos

Total Experience

3 yrs 1 mo

Average Tenure

Current Experience

Plaid

2 roles

Sales Engineer Leader - Fintech | Banking and Wealth | SMB

May 2025 – Present · 1 yr 1 mo

Sales Engineer - Banking & Wealth

May 2020 – May 2025 · 5 yrs

Founding Sales Engineer for Plaid’s first vertical sales team, led pre-sales initiatives and collaborated cross-functionally to craft the GTM strategy for Plaid’s solutions portfolio.
Closed $11.7M in ACV with 100+ new logos, including top financial institutions across Canada and the US, by leveraging deep discovery analysis, relationship building, and strategic product differentiation.
Secured Citibank as a new logo and the first major bank to adopt Plaid Signal, elevating them to a top-tier client by increasing their annual spend to over $6M across multiple business units.
Achieved 132% of quota in Q3 2024.
Mentor junior Sales Engineers, fostering a collaborative culture of information sharing while providing thoughtful deal guidance and in-depth product expertise.
Influenced 100% of product roadmap for Plaid's Credit Dashboard to satisfy strategic pipeline.
Developed a widely used demo app leveraging GenAI, scaling demo capabilities company-wide.
Authored multiple marketing white papers, cutting evaluation times by up to 50% for key solution designs.
Deployed an integrated SE activity impact process and KPI dashboard in Salesforce.

Conducting WorkshopsCustomer Experience TransformationClient CommunicationCreative Problem SolvingCommunicationBuild Strong Relationships+37

Box

2 roles

Sales Engineering Manager - Enterprise

Feb 2019 – May 2020 · 1 yr 3 mos · Toronto, Canada Area · Hybrid

Promoted to lead Canada’s Sales Engineering team, enhancing technical skills and client engagement for Enterprise Sales. Successfully hired one senior SE and promoted another to Lead SE.
Created persuasive messaging, demos, and RFP content for Gartner Magic Quadrant, helping Box secure industry leadership in Content Management.

Conducting WorkshopsCustomer Experience TransformationClient CommunicationCreative Problem SolvingCommunicationBuild Strong Relationships+37

Lead Sales Engineer - Enterprise

Mar 2015 – May 2020 · 5 yrs 2 mos · Toronto, Canada Area · Hybrid

Hired to expand Canadian market penetration and developed the national strategy as the first Sales Engineer.
Successfully secured partnerships with three of Canada's top five banks, resulting in $2.5M in annual revenue.
Closed the first $1M+ deal in Canada with ATB Financial.
Produced the digital vault sales playbook and demo assets for Financial Services, leveraging Box's platform API.

Conducting WorkshopsCustomer Experience TransformationClient CommunicationCreative Problem SolvingCommunicationBuild Strong Relationships+35

Salesforce.com

4 roles

Principal Sales Engineer

Promoted

Feb 2014 – Mar 2015 · 1 yr 1 mo

Promoted to Director-level Subject Matter Expert (SME), reported to the VP of Sales Engineering, and Guided front-line managers and Sales Engineers on strategic top deals, driving impactful outcomes.
Developed Salesforce’s flagship Health Cloud product concept now used by over 1,000 companies worldwide.
Developed a care coordination app accelerator, securing $1.5M in new business and a $2.5M pipeline, with $70K average savings per implementation.
Recognized as an expert presenter at Dreamforce and key marketing events.

Conducting WorkshopsCustomer Experience TransformationClient CommunicationCreative Problem SolvingCommunicationBuild Strong Relationships+34

Lead Sales Engineer

Promoted

Aug 2012 – Feb 2014 · 1 yr 6 mos

Served as the founding Sales Engineer for the Healthcare & Life Sciences vertical, formulated the product portfolio strategy validated by pioneer customers and key stakeholders.
Surpassed quota by 152% in the inaugural year with a 49% year-over-year growth in 2nd year.

Conducting WorkshopsCustomer Experience TransformationClient CommunicationCreative Problem SolvingCommunicationCustomer Satisfaction+30

Senior Sales Engineer - Healthcare and Life Sciences

Promoted

Apr 2011 – Aug 2012 · 1 yr 4 mos

Promoted to lead mid-market sales across Canada and the Eastern U.S., building deep expertise in sales, service, marketing, and operational processes across diverse verticals.

Client CommunicationCommunicationCustomer SatisfactionTechnology AdoptionRecord Of SuccessDigital Transformation+20

Sales Engineer

Nov 2008 – Apr 2011 · 2 yrs 5 mos

Drove CRM cloud adoption among SMBs, averaging $400K in quarterly sales in a high-growth segment.

CommunicationCustomer SatisfactionRecord Of SuccessDigital TransformationSolutions EngineeringCustomer Experience+17

Skura corporation

Senior Consultant - Business Intelligence

Nov 2005 – Oct 2008 · 2 yrs 11 mos · Toronto, Canada Area · Hybrid

Delivered expertise in CRM processes, business intelligence, and closed-loop marketing in on-site engagements in the US for global pharmaceutical clients, including Pfizer and Johnson & Johnson.

CommunicationCustomer SatisfactionRecord Of SuccessDigital TransformationSolutions EngineeringCustomer Experience+16