Institutional Client Success & Growth Manager

Oxford Economics; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

Alpine Macro, a leader in macroeconomic research and part of Oxford Economics, is seeking an Account Manager based in Montreal. This full-time position focuses on enhancing client engagement within the asset management sector, overseeing onboarding, training, and relationship management. Ideal candidates will possess a Bachelor's degree and relevant experience in account management, showcasing strong communication skills and a detail-oriented mindset. Join our team to shape how clients interact with our premium research services.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related discipline.
• 2+ years’ experience in account management, client success, or relationship management in a B2B environment.
• Strong interest in financial markets, macroeconomics, or investment research.
• Excellent interpersonal and communication skills.
• Highly organized, detail-oriented, and proactive.

Responsibilities

• Serve as the primary contact for a portfolio of institutional asset management clients.
• Lead onboarding and deliver tailored training to ensure client adoption and satisfaction.
• Build trusted, long-term relationships with key stakeholders across client organizations.
• Maintain proactive communication to share research updates and monitor client health.
• Track contract lifecycles and develop proactive renewal strategies.
• Monitor client usage patterns to identify and mitigate churn risks.

Skills

Communication Skills

Client Engagement

Detail-Oriented

CRM Proficiency

Education

Bachelor’s degree in Finance, Economics, Business

Tools

Salesforce

Job description

Alpine Macro, a leader in macroeconomic research and part of Oxford Economics, is seeking an Account Manager based in Montreal. This full-time position focuses on enhancing client engagement within the asset management sector, overseeing onboarding, training, and relationship management. Ideal candidates will possess a Bachelor's degree and relevant experience in account management, showcasing strong communication skills and a detail-oriented mindset. Join our team to shape how clients interact with our premium research services.