Sales Account Manager

Confluence Technologies; Montreal; Hybrid; CAD 100,000 - 130,000; Full time

Job summary

A leading technology solutions provider is seeking an experienced Account Manager in Montreal to manage client relationships with financial institutions. The role offers autonomy and the opportunity to drive revenue growth. Ideal candidates should have a minimum of 10 years in account management, be proficient in Salesforce and possess strong analytical skills. The position allows hybrid working arrangements.

Benefits

Generous Time Off packages

Global Career Development opportunities

Social Events

Referral Bonus scheme - Up to $3,000

Qualifications

• Minimum 10 years of experience in account management with a focus on analytics.
• Proficient in Salesforce.com and Microsoft Office Suite.
• Understanding of Miller Heiman or similar sales management approaches.

Responsibilities

• Own and manage relationships with large and mid-tier financial clients.
• Collaborate with a dynamic team and engage senior decision-makers.
• Drive renewals, upsell opportunities, and overall revenue growth.

Skills

Account management

Analytical skills

Client relationship management

Salesforce proficiency

Communication skills

Education

Bachelor’s degree

Tools

Salesforce.com

Microsoft Office Suite

Job description

Role Overview

Location - Montreal or Toronto - Hybrid working available.

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.

Responsibilities

• Own and manage relationships with large and mid-tier financial clients within the assigned territory.
• Collaborate with a dynamic team and engage senior decision-makers at leading institutions.
• Travel to client sites as needed and conduct in-person visits, web meetings, and attend industry events.
• Drive renewals, upsell opportunities, and overall revenue growth.
• Partner with internal teams to develop account strategies and ensure client satisfaction.

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.

What do we offer?

Confluence offers generous benefit packages for team members. This includes:

• 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!

More about the Location

We offer flexible working options for all employees.

#LI-Hybrid

Values

We look for people who align with our 4 values:

Integrity - Face reality with honesty, courage and accountability

Imagination - Deal creatively with challenges and envision what the world could be

Discipline - Build good habits into reflexes which become a part of our life

Service - Committed to the success of others

If you would like to find out more about a Career at Confluence, please apply today.

About Confluence Technologies

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 1000 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.

Apply Now

Our Hiring Process

Stage information is provided for representation purposes in the original description and has been omitted here to maintain concise content.