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Added 2 hours ago
QR
Sales Representative - Panel
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of wood products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
QR
Sales Representative - Panel
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of wood products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
QR
Sales Representative
Quincaillerie Richelieu
Victoria, BC
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understand their needs, and deliver solutions that support their business success while driving…
Added 2 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Richmond, BC
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
QR
Sales Representative
Quincaillerie Richelieu
Kelowna, BC
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
QR
Industrial Outside Sales Representative – Panel Division
Quincaillerie Richelieu
Remote, Canada
- Full-time
- Remote
…range of panel and board products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 2 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 2 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 8 hours ago
NB
Treasury Manager
National Bank of Canada
Coquitlam, BC
- Full-time
A career as a Treasury Manager at National Bank means acting as a treasury product specialist and trusted advisor for Commercial Banking clients.
Added 14 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Instruction and advice is provided to senior administration, administrators, faculties, departments and account holders regarding:
Added 19 hours ago
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PIA Client Service Associate
TD
Markham, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 1 day ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 1 day ago
R
VP, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win
Added 1 day ago
R
Director, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win.
Added 1 day ago
R
VP, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win.
Added 1 day ago
Parts Advisor (Honda Red Deer)
Go Auto
Red Deer, AB
Rev up your career as a Parts Advisor with our team! We are currently on the lookout for a talented individual who knows their way around auto parts, delivers top-notch customer service,…
Added 1 day ago
R
Director, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win
Added 1 day ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win.
Added 1 day ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win
Added 1 day ago
B
Operational Technology Cybersecurity Lead
BGIS
Toronto, ON
- Full-time
Build alignment among Information Security, IT, Smart Buildings, building operations, client account teams and external service providers.
Added 1 day ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks

Closed listing

Four Eyes Financial

Account Manager

Moncton, NB, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Job type: Full-time
Closing date: Sep 29, 2026
Experience: 5+ years of experience influencing executive decision makers.
Posting language: English
Posted: Jun 11, 2026

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Original job description

Archived listing. The details below describe a past opening.

Four Eyes Financial is uniquely positioned to be North America’s #1 provider of retail investment advisor technology. We are experiencing significant growth and require the talents of an Account Manager to help us retain & grow key accounts with North America’s top independent investment broker/dealer firms.

If you believe that personal ownership of the client experience is what converts customers into apostles, this role is for you. The Account Manager ensures clients can’t wait to buy more products, and that they see their needs in our evolving solutions; resulting in increased lifetime value of the client.

Focus Areas

Client Advocate: Ensure internal functions at FEF understand customers’ requirements and respond appropriately.

Work with Four Eyes’ Product development to ensure our product portfolio reflects changing client needs.
Work with Client Success team members to ensure training, support & projects meet client needs.
Work closely with the Product Delivery team to identify opportunities to improve client services.

Manage Client Relationships: All customer requirements and Service Level Agreements (SLAs) are documented, measured and managed.

Oversee the successful financial and operational set-up of newly contracted clients.
Key person in coordinating new client integrations and existing client product launches.
Facilitate strategic communications inside the client organization to ensure we understand priorities and are meeting SLAs.
Ongoing review and communication with all client contact points to improve FEF efficiency and effectiveness in delivery of service.
Work with technical decision makers and daily managers to monitor and manage SLAs for client success.
Manage multiple cross-product opportunities and projects.

Leadership & Account Planning: Map client lifecycle and lead internal FEF resources and client contacts to achieve desired outcomes..

Ensure the client is successful in using our solutions to achieve their desired results. Collect data for Case Studies.
Oversee timely and accurate billings, tracking of actuals and estimates, month-end and year-end reporting.
Work with the Head of Growth to identify opportunities to expand existing relationships to cross-sell additional products/services. Including revenue forecasts by product line and aligning sales & marketing to account development plans.
Review client profitability & accounts receivables and address negative trends.
Present value at every opportunity.

Qualifications

5+ years of experience influencing executive decision makers.
Demonstrated ability to facilitate agreement.
Deep understanding and experience managing through CRM.
Experience in B2B technical sales or service.

Four Eyes Financial is a rapidly growing Regulatory Technology company based in Saint John, NB. We are at the forefront of change in how Wealth firms optimize their data and compliance functions through our Intelligent Compliance Platform.

Benefits Include

Group health & dental benefits
RRSP matching program
Competitive salary & vacation days
Hybrid work options
And more!

Are you ready to accelerate your career? If you have a pioneering spirit, a passion for results, seek meaningful work and want to make an impact on a changing industry, come join us!

About employer

More about this job

Responsibilities

The Account Manager will retain and grow key accounts by acting as a client advocate and managing relationships with top investment firms. They are responsible for coordinating new client integrations, monitoring SLAs, and identifying cross-sell opportunities to expand existing business.

Requirements

Candidates must have at least 5 years of experience influencing executive decision makers and managing through CRM systems. A background in B2B technical sales or service is required, along with the ability to facilitate agreement and manage complex projects.

Skills

Account management
Client advocacy
B2B technical sales
CRM management
Strategic communication
Project management
Financial reporting
Relationship management
Product development
SLA management
Cross-selling
Data analysis
Executive decision making
Client integration

Benefits

Group health benefits
Dental benefits
RRSP matching program
Competitive salary
Vacation days
Hybrid work options

Visa sponsorship

Not detected in the job text

Keywords

Account Manager
Investment Advisor Technology
Regulatory Technology
B2B
CRM
SLA
Client Success
Product Delivery
Account Planning
Cross-selling
Revenue Forecasting
Wealth Firms
Compliance
Data Optimization
Client Lifecycle
Case Studies
Financial Reporting
Technical Sales

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