Account Manager - Americas - Alpine Macro
About the role
Department: Alpine Macro
Location: Montreal, Canada
Description Location: Montreal, Canada or Toronto, Canada Experience: 2–3 years Alpine Macro, a premier provider of independent global macroeconomic research and a recent addition to the Oxford Economics Group, is seeking an Account Manager to support and grow its institutional client relationships within the asset management space.
Based in Toronto or Montreal, this role focuses on delivering exceptional post-sale engagement, onboarding, and account management support to a global roster of asset managers, investment strategists, economists, and CIO offices. You’ll play a pivotal role in ensuring clients maximise the value of Alpine’s premium research services while identifying opportunities for renewal and expansion.
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.
Renewals & Growth Support
- 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.
Required Skills, Knowledge and Expertise
- 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.
About Oxford Economics
At Oxford Economics, we equip our clients with the data and understanding they need to navigate an uncertain, fast-changing and challenging global economic and business environment.
Oxford Economics was founded in 1981 and today is one of the world’s foremost independent global advisory firms, with more than 20 offices around the world.
We are a key adviser to corporate, financial and government decision-makers, providing best-in-class economic analysis and advice, forecasts, analytical tools and data. Our worldwide client base now spans more than 2,000 international organisations, including blue-chip multinationals, banks, asset managers, governments, central banks, academic institutions and trade associations.
Our world-leading products and services cover a range of capabilities to meet every client requirement: ■ Macro and sector forecasting ■ City and regional forecasts and location analysis ■ Developing custom business and product market forecasts, analyses and scenarios ■ Demonstrating economic impact, social value and evaluating policy changes ■ Risk management ■ Policy modelling ■ Thought leadership
Account Manager - Americas - Alpine Macro
About the role
Department: Alpine Macro
Location: Montreal, Canada
Description Location: Montreal, Canada or Toronto, Canada Experience: 2–3 years Alpine Macro, a premier provider of independent global macroeconomic research and a recent addition to the Oxford Economics Group, is seeking an Account Manager to support and grow its institutional client relationships within the asset management space.
Based in Toronto or Montreal, this role focuses on delivering exceptional post-sale engagement, onboarding, and account management support to a global roster of asset managers, investment strategists, economists, and CIO offices. You’ll play a pivotal role in ensuring clients maximise the value of Alpine’s premium research services while identifying opportunities for renewal and expansion.
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.
Renewals & Growth Support
- 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.
Required Skills, Knowledge and Expertise
- 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.
About Oxford Economics
At Oxford Economics, we equip our clients with the data and understanding they need to navigate an uncertain, fast-changing and challenging global economic and business environment.
Oxford Economics was founded in 1981 and today is one of the world’s foremost independent global advisory firms, with more than 20 offices around the world.
We are a key adviser to corporate, financial and government decision-makers, providing best-in-class economic analysis and advice, forecasts, analytical tools and data. Our worldwide client base now spans more than 2,000 international organisations, including blue-chip multinationals, banks, asset managers, governments, central banks, academic institutions and trade associations.
Our world-leading products and services cover a range of capabilities to meet every client requirement: ■ Macro and sector forecasting ■ City and regional forecasts and location analysis ■ Developing custom business and product market forecasts, analyses and scenarios ■ Demonstrating economic impact, social value and evaluating policy changes ■ Risk management ■ Policy modelling ■ Thought leadership