Talent Pool - Account Management - Alpine Macro

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

Talent Pool - Account Management - Alpine Macro

Department : Alpine Macro

Employment Type : Full Time

Location : Montreal, Canada

Description

Alpine Macro, a leading global macroeconomic research provider and recent member of the Oxford Economics Group, is expanding its client engagement and account management capabilities. We are looking for dedicated professionals passionate about delivering outstanding post-sale support and growing institutional client relationships in the asset management space.

This role is integral to ensuring clients fully leverage Alpine’s premium research services. You will build lasting relationships, guide onboarding and training, and work closely with internal teams to maximize client satisfaction, retention, and expansion opportunities.

Key Responsibilities

Client Engagement & Relationship Management

• 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, usage insights, and monitor client health.
• Track contract lifecycles and develop proactive renewal strategies.
• Monitor client usage patterns to identify and mitigate churn risks.
• Collaborate with internal teams to identify and pursue upsell opportunities within client organizations.

Internal Collaboration

• Partner with Alpine economists and senior leadership to support client engagement and service delivery.
• Coordinate with Business Development teams to ensure smooth client transitions.
• Assist in promoting client participation in events, webinars, and briefings.
• Collect and communicate client feedback to Product and Strategy teams for continuous improvement.

CRM & Reporting

• Use Salesforce or equivalent CRM to log all client interactions and track engagement metrics.
• Maintain accurate and up-to-date client records, meetings, and contract statuses.
• Analyze client usage data to guide retention and growth strategies.

Skills, Knowledge and Expertise

Required

• 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.
• Proficiency with CRM tools such as Salesforce.

Preferred

• Experience working with institutional asset management clients.
• Familiarity with macroeconomic research platforms or subscription-based services.
• Exposure to SaaS or research subscription business models.

Equal Employment Opportunity (EEO)

Oxford Economics is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

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