Account Representative
SimuTech Group - Ansys Apex Partner
SFDC
Job Level
SeniorLead
Tech Stack
SFDC
About the role
- Join Confluence Technologies as our Account Manager and become the driving force behind our client relationships in Canada! You’ll own a territory covering both large and mid-tier financial clients, with the autonomy to shape your approach and make a real impact. As the sole account manager for the region, you’ll collaborate with a dynamic, supportive team, and work closely with senior decision-makers at leading institutions.
- You’ll be based in either our Montreal or Toronto office (with flexibility to travel to client sites, including Ottawa), and will have the opportunity to build relationships through in-person visits, web meetings, and industry events. This is a commercially focused role with clear growth potential—renewals, upselling, and strategic account management are all part of your toolkit.
Requirements
- 🛠️ Skills
- Relationship Management: Build and nurture senior client relationships with confidence and professionalism.
- Commercial Acumen: Drive renewals, upsell opportunities, and revenue growth.
- Communication: Deliver clear, compelling presentations and written communications.
- Organisation: Manage your territory with precision, attention to detail, and strong time management.
- Adaptability: Thrive in a fast-paced, evolving environment.
- 📚 Knowledge & Expertise Required
- Essential Requirements
- Experience: Minimum 10 years in account management, with a focus on analytics and software/data sales within the investment management industry.
- Technical Skills: Proficient in Salesforce.com and the full Microsoft Office Suite (Teams, PowerPoint, Excel, Word, Outlook).
- Sales Methodology: Understanding of Miller Heiman or similar sales management approaches.
- Education: Bachelor’s degree or equivalent industry experience.
- Location: Based in Montreal, or Toronto office, with flexibility to travel as needed.
- Desirable Requirements
- Industry Relationships: Existing network within asset management, wealth management, or related financial sectors.
- Growth Mindset: Experience managing both large and mid-tier accounts, with a track record of identifying upsell opportunities.
- Event Participation: Experience building client relationships through in-person visits, web meetings, and industry conferences.
- Market Awareness: Ability to stay current on industry trends and developments.
- Ownership: Comfortable being the sole account manager for the territory, with autonomy and accountability for results.
