Top Benefits
About the role
Department: Sales
Location: Canada
Description Location - Montreal or Toronto - Hybrid working available Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team 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. 🌎
What skills and experience do I need to succeed? 🛠️ Skills
- Relationship Management: Build and nurture senior client relationships with confidence and professionalism.
- Commercial Acumen: Drive renewals, upsell opportunities, and revenue growth.
- Communication: Deliver clear, compelling presentations and written communications.
- Organisation: Manage your territory with precision, attention to detail, and strong time management.
- Adaptability: Thrive in a fast-paced, evolving environment.
📚 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. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. 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.
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
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Since 1991, Confluence has been building and delivering innovative products for asset owners, asset managers and asset service providers that address a spectrum of performance and analytics, risk, data, regulatory and investor reporting needs. With the 2019 acquisition of StatPro, Confluence offers a broader range of data-driven solutions, delivering a full set of products to the front, middle and back office to reduce risk and increase efficiency. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia. For more information, visit www.confluence.com.
Top Benefits
About the role
Department: Sales
Location: Canada
Description Location - Montreal or Toronto - Hybrid working available Why Confluence? Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team 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. 🌎
What skills and experience do I need to succeed? 🛠️ Skills
- Relationship Management: Build and nurture senior client relationships with confidence and professionalism.
- Commercial Acumen: Drive renewals, upsell opportunities, and revenue growth.
- Communication: Deliver clear, compelling presentations and written communications.
- Organisation: Manage your territory with precision, attention to detail, and strong time management.
- Adaptability: Thrive in a fast-paced, evolving environment.
📚 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. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. 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.
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
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Since 1991, Confluence has been building and delivering innovative products for asset owners, asset managers and asset service providers that address a spectrum of performance and analytics, risk, data, regulatory and investor reporting needs. With the 2019 acquisition of StatPro, Confluence offers a broader range of data-driven solutions, delivering a full set of products to the front, middle and back office to reduce risk and increase efficiency. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia. For more information, visit www.confluence.com.