ClearEstate

Account Manager

• Build and maintain relationships with strategic partners (financial advisors and credit unions) within the territory of Western Canada through sustained outreach, field presence, presentations, and training on the ClearEstate offering.
• Consolidate business growth by nurturing relationships through: Promoting new and/or enhanced processes/tools; Educating on ClearEstate’s value proposition and added-value for clients/partners’ advisors; Providing the first level of service for advisors and their clients.
• Escalating technical or complex requests to the appropriate Subject Matter Experts.
• Enable partner engagement by providing ongoing support, marketing tools, and content.
• Increase lead referral frequency and retention by fostering strong partnership relationships.
• Deliver exceptional first impressions and unparalleled experiences for key partnerships and referred potential clients, when applicable.
• Leverage business relationships to develop effective sales strategies and facilitate customer and partner expansion.
• Collaborate with marketing and product teams on brand and product development initiatives, and communicate key partnerships insights to improve the ClearEstate platform, solutions and service offering.
• Serve as a resource for all aspects related to key partnership management and sales, and proactively identify and report any potential issues that may jeopardise the success of a partnership.
• Achieve and demonstrate sound knowledge of the Estate Planning and Settlement process.
• Stay ahead of market trends through proactive research and analysis, driving timely adjustments to strategies and processes.
• Build complex proposals and partnership activation strategies through a rigorous and collaborative process, and based on a growth mindset.
• Own a personal quota of 40 Sales Qualified Leads per week, actively contributing to the team's overall targets.
• Perform client consultations when the Sales Team’s capacity requires it.
• Flexibility to travel 4 to 8 days per month within your territory, relevant conference, or the MTL HQ.

Senior Partner Relations Manager – Western Canada