Account Manager

Croesus

. Develop and expand long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts .

Posted 11/3/2026full-timeLaval • CanadaSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, sales strategy development, and negotiation within the wealth and asset management industry. Proficient in leveraging CRM tools to enhance client engagement and drive revenue growth.

Highest-signal resume keywords

Client Relationship ManagementSales Strategy DevelopmentNegotiation SkillsWealth And Asset Management ExperienceBilingual Communication (French And English)

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesNegotiationSales Data AnalysisStrategic Account PlanningCommercial Proposal Preparation

Soft Skills

Team CollaborationClient-Centric MindsetInfluencing SkillsAdaptabilityPresentation Skills

Tools & Technologies

CRM ToolsSalesforce

Industry Keywords

Wealth ManagementAsset ManagementClient SatisfactionCross-SellingUpselling

About the role

Key responsibilities & impact

Develop and expand long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts
Build new relationships, nurture existing ones, understand client needs, and propose tailored solutions aligned with Croesus’ capabilities
Develop and maintain strategic account plans to coordinate and guide Croesus activities related to accounts
Engage with executive management and the Board of Directors as needed
Build and maintain lasting client relationships through tailored Croesus solutions
Sell solutions, drive cross-selling and upselling, and achieve financial targets
Collaborate with sales, marketing, and development teams for cohesive client experiences and seamless project execution
Prepare, present, and negotiate commercial proposals
Facilitate contract execution and renewals
Assess client satisfaction and monitor industry trends and opportunities for new solutions

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Marketing, or a related field
Extensive experience (12+ years) in a similar role
Experience in the wealth and asset management industry is a strong asset
Strong skills in sales, negotiation, and client relationship management
Excellent written, verbal, and presentation skills in both French and English
Proficiency with CRM tools (Salesforce)
Ability to inspire, guide, and positively influence teams and clients
Strong service mindset and dedication to putting client needs at the center of proposed solutions
Ability to design effective sales plans and act with autonomy and an entrepreneurial mindset
Strong capability to accurately analyze and interpret sales data
Ease in working as part of a team, collaborating cross-functionally, and adapting quickly to a changing environment