At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. 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.

Department: Sales
Employment Type: Permanent - Full Time
Location: Canada
Workplace type: Fully remote
Reporting To: Bernard Murphy

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.
Fluent French Speaker: You will work with French-speaking clients in this territory.

📚 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.

#LI-Remote

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.

If you believe that this job posting is noncompliant, please email us at recruitment@confluence.com.

Pre-Employment Screening Disclaimer
As part of our recruitment process, we carry out identity checks on all candidates. Offers of employment are conditional upon the completion of satisfactory background checks prior to the commencement of work. These checks may include verification of identity, right to work in the UK, employment history, and other relevant pre-employment screening.

Please note that additional checks may be required depending on the nature of the role and the jurisdiction in which the role is based or operates. These may include, but are not limited to, criminal record checks or financial background checks where applicable.

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.

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