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CU
Contracts and Agreements Specialist
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Ottawa, ON
- Other
…staff and faculty and students to make a positive impact in our community and around the…
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PL
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- Full-time
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- Full-time
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UO
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Croesus

Account Manager

Laval, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 3, 2026
Experience: Extensive experience (12+ years) in a similar role.
Posting language: English
Posted: Nov 3, 2026

Original job description

Company Description

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.

Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Position

Job Overview

The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.

The successful candidate will build new relationships, nurture existing ones, understand client needs, and propose tailored solutions aligned with Croesus’ capabilities. To achieve this, the Account Manager will develop and maintain strategic account plans to coordinate and guide all Croesus activities related to their accounts (including engaging with executive management and the Board of Directors, as needed).

Your Daily Responsibilities

Strategic & Relationship Management: Build and maintain lasting relationships with clients by offering Croesus solutions tailored to their needs.
Sales & Revenue Growth: Master and sell cutting-edge solutions, drive cross-selling/upselling, and achieve financial targets.
Internal Collaboration & Projects: Work closely with internal teams (sales, marketing, development) to ensure a cohesive client experience and seamless project execution.
Proposals & Contracts: Prepare, present, and negotiate commercial proposals while facilitating contract execution and renewals.
Satisfaction & Market Intelligence: Regularly assess client satisfaction and stay abreast of industry trends and opportunities for new solutions.

What We Are Looking For

Education & Experience:

Bachelor’s degree in Business Administration, Marketing, or a related field.
Extensive experience (12+ years) in a similar role.
Experience in the wealth and asset management industry is a strong asset.

Technical Skills

Strong skills in sales, negotiation, and client relationship management.
Excellent written, verbal, and presentation skills in both French and English to communicate effectively with our clients.
Proficiency with CRM tools (Salesforce).

Soft Skills

Leadership & Positive Influence: Ability to inspire, guide, and positively influence teams and clients.
Customer Focus: Strong service mindset and dedication to putting client needs at the center of proposed solutions.
Strategic Vision & Business Acumen: Ability to design effective sales plans and act with autonomy and an entrepreneurial mindset.
Analytical Rigor: Strong capability to accurately analyze and interpret sales data.
Collaboration & Adaptability: Ease in working as part of a team, collaborating cross-functionally, and adapting quickly to a changing environment.

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.

Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.

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More about this job

Responsibilities

Develop and expand long-term client relationships, grow revenue across an assigned account portfolio, and create strategic account plans aligned with client needs. Sell tailored solutions, manage proposals and contract renewals, coordinate with internal teams, and monitor client satisfaction and market opportunities.

Requirements

A bachelor’s degree in Business Administration, Marketing, or a related field and at least 12 years of experience in a similar role are requested; wealth or asset management experience is an asset. Candidates should have strong sales, negotiation, relationship-management, communication, and analytical skills, proficiency with Salesforce, and the ability to communicate effectively in French and English.

Skills

Sales
Negotiation
Strategic Account Planning
Cross-Selling
Upselling
Commercial Proposal Development
Contract Negotiation
Sales Data Analysis
Presentation Skills
Leadership
Business Acumen
Cross-Functional Collaboration
Salesforce

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Asset Management
Portfolio Management Systems
Portfolio Rebalancing
Application Programming Interfaces
Strategic Account Planning
Sales
Revenue Growth
Cross-Selling
Upselling
Commercial Proposals
Contract Negotiation
Contract Renewals
Client Satisfaction
Market Intelligence
Salesforce
Sales Data Analysis
Business Acumen
French
English

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