Account Manager

Equisoft; Montreal; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading company in digital solutions for insurance and investment seeks an Account Manager responsible for managing and growing Canadian accounts. The position merges relationship management with business development, requiring strong interpersonal and technical skills. Located in Montreal, the role offers hybrid work options, competitive salary, and extensive benefits starting on day one.

Benefits

Medical benefits

Flexible hours

Educational support for professional development

Retirement plan

Telemedicine Program

Employee Assistance Program

Qualifications

• 8-10 years of account management or business development experience.
• 5+ years in Insurance or Wealth Distribution markets.
• Bilingual: Excellent English and French.

Responsibilities

• Manage stakeholder relationships to align business and technology goals.
• Grow accounts through proposals of additional products and services.
• Oversee planning and execution of customer projects.

Skills

Account management

Relationship management

Leadership

Communication

Negotiating skills

Project management

Education

Bachelor Degree in Information Technology, Insurance, Finance or a related field

Job description

Account Manager

What is Equisoft? Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world's leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs-driven approach, industry knowledge, cutting-edge technologies and experts. With its business-driven approach, in-depth industry knowledge, cutting-edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

• Hiring Location: Canada
  
• You are welcome to work in our office, hybrid or remote
  
• Full-time Permanent Role
  
• Benefits available day 1: Medical, Dental, Retirement plan, Telemedicine Program, Employee Assistance Program, etc. (Canada)
  
• Flexible hours
  
• Number of hours per week: 40
  
• Educational Support (LinkedIn Learning, LOMA and Equisoft University)
  

Role: Reporting to the Vice President, Canada, the Account Manager will be responsible for the development, management, and growth of assigned Canadian accounts.

Your Day with Equisoft:

• Relationship Management: Manage all stakeholder relationships within client’s business, IT and operations units to ensure that expectations and priorities are clear and that all required support is in place to achieve the objectives of the engagement.
  
• Account Growth: Responsible for the growth of the account by prospecting, evaluating and proposing additional Equisoft products and services in support of the client’s business and technology objectives.
  
• Account Profitability: Responsible for the P&L and meeting/exceeding the profitability goals set by Equisoft for each assigned account.
  
• Execution Commitment: Collaborate with internal and external stakeholders and assist in overseeing the planning, management and implementation of customer projects related to Equisoft's products and services to ensure all customer commitments are met.
  
• Account Planning: In alignment with client’s and Equisoft’s objectives, create an annual account plan detailing opportunities to be pursued, relationships to be nurtured and account risks. The Account Manager will manage and report regularly against the account plan.
  

Requirements:

Technical

• Bachelor Degree in Information Technology, Insurance, Finance or a related field
  
• Minimum 8-10 years of experience with strong account management, relationship management and/or business development experience
  
• Minimum 5 years of experience in the Insurance and/or Wealth Distribution market (advisors, brokers, general agents, etc.)
  
• Excellent knowledge of Program and Project Management
  
• Must have experience with proposal creation and contract management
  
• Consulting experience in IT and/or in the insurance industry
  
• Must be willing to travel 30-40% monthly
  
• Excellent knowledge of English and French (Written and Oral)
  

Soft skills

• Must have experience interacting with and building executive level client relationships
  
• Strong leadership, interpersonal, communication, presentation and negotiating skills
  
• Strong sense of organization and prioritizing
  
• Ability to communicate, write and synthesize information
  
• Ability to multi-task in a rapid-paced environment
  
• Team spirit, tact, diplomacy, autonomy, rigor, and discipline
  
• Public speaking and meeting facilitation skills
  

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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We thank you for your interest in our company and we guarantee that all submitted applications will be considered.
Only those whose applications are selected will be contacted for interview purposes. By submitting your application, you consent to Equisoft collecting, using & storing your personal data in order to apply for a job and for Equisoft to analyze your application. Due to the nature of its products and services, Equisoft will perform thorough background checks prior to confirming one’s employment.