Sales Account Manager

Confluence

Account Manager managing client relationships with large and mid-tier financial clients in Canada for Confluence Technologies. Collaborating with teams and focusing on renewals, upselling, and strategic account management.

Posted 4/16/2026full-timeMontreal • 🇨🇦 CanadaSeniorLeadWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementanalyticssoftware salesdata salesupsellingstrategic account managementMiller Heimanclient relationship management

Soft Skills

collaborationcommunicationautonomyaccountabilityrelationship building