Account Manager
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Extensive experience (12+ years) in a similar role.
- Posting language
- English
- Posted
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
Education & Experience:
Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.
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.
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.
- 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).
- 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.
Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.
More about this job
Responsibilities
Develop and grow long-term client relationships and revenue across an assigned account portfolio by understanding client needs and proposing tailored wealth management solutions. Coordinate internal teams, manage strategic account plans, negotiate proposals and contracts, support renewals, and monitor client satisfaction and market opportunities.
Requirements
A bachelor’s degree in Business Administration, Marketing, or a related field and 12 or more years of experience in a similar role are required; wealth or asset management experience is an asset. The role calls for strong sales, negotiation, relationship management, communication in French and English, Salesforce proficiency, analytical ability, leadership, and cross-functional collaboration.
Skills
- Sales
- Negotiation
- Strategic Account Planning
- Cross-Selling
- Upselling
- Proposal Development
- Contract Negotiation
- Client Satisfaction
- Sales Data Analysis
- Presentation Skills
- Leadership
- Business Acumen
- Cross-Functional Collaboration
- Salesforce
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Management & Leadership
- Customer Service & Support
- Finance & Accounting
- Software
Keywords
- Wealth Management
- Asset Management
- Portfolio Management Systems
- Portfolio Rebalancing
- Application Programming Interfaces
- Sales
- Account Management
- Strategic Account Planning
- Revenue Growth
- Cross-Selling
- Upselling
- Commercial Proposals
- Contract Negotiation
- Contract Renewals
- Client Satisfaction
- Market Intelligence
- Salesforce
- Sales Data Analysis
- French
- English
- Business Administration
- Marketing
- Cross-Functional Collaboration