Sales Account Manager
Confluence
full-time
Posted on:
Location Type: Hybrid
Location: Montreal • Canada
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Tech Stack
About the role
- Own a territory covering both large and mid-tier financial clients.
- Shape your approach and make a real impact.
- Collaborate with a dynamic, supportive team and work closely with senior decision-makers at leading institutions.
- Travel to client sites, including Ottawa, for in-person visits, web meetings, and industry events.
- Focus on renewals, upselling, and strategic account management.
Requirements
- Minimum 10 years in account management, with a focus on analytics and software/data sales within the investment management industry.
- Proficient in Salesforce.com and the full Microsoft Office Suite (Teams, PowerPoint, Excel, Word, Outlook).
- Understanding of Miller Heiman or similar sales management approaches.
- Bachelor’s degree or equivalent industry experience.
- Existing network within asset management, wealth management, or related financial sectors.
- Experience managing both large and mid-tier accounts, with a track record of identifying upsell opportunities.
- Experience building client relationships through in-person visits, web meetings, and industry conferences.
- Ability to stay current on industry trends and developments.
- Comfortable being the sole account manager for the territory, with autonomy and accountability for results.
Benefits
- Generous Time Off packages including additional half days with each public holiday in your location.
- Global Career Development opportunities
- Social Events
- Referral Bonus scheme - Upto $3,000 per successful referral
- Plus many more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementanalyticssoftware salesdata salesupsellingstrategic account managementMiller Heimanclient relationship management
Soft Skills
collaborationcommunicationautonomyaccountabilityrelationship building