Client Relationship Manager
Toronto, ON
You would have written the following about yourself? Our Sales Team might be the right fit for you!

Result-oriented; you are an over-achiever that loves to outperform!

Bring on the challenges! You're not scared of rolling-up your sleeves to tackle problems and resolve them.

Hanging out with friends vs. Spending time alone at home. You are client-driven and passionate about building and maintaining relationships.

Clear vision and mission, you’ll know how to figure out the small stuff!

"Coming together is a beginning, staying together is progress, and working together is success." – Henry Ford

The Senior Relationship Manager will build and maintain long-term relationships with key strategic clients and will sell Croesus products and services to the existing customer base.

Manage activities and customer relationships:
  • Act as a key contact for all client-related questions;
  • Represent Croesus with the client, and the client with Croesus;
  • Develop an account development strategy and implement it;
  • Know and promote Croesus products, services and procedures;
  • Use your sales expertise to optimally respond to customer needs and identify business potential in new business lines with existing customers or for new products;
  • Prepare, present and negotiate proposals;
  • Create and manage a sales pipeline to ensure that targets are exceeded for designated accounts;
  • Maintain and expand our network of contacts and allies with our clients, and strengthen client relationships through engagement and regular face-to-face meetings. Position ourselves at a strategic level with our clients' executive to influence their strategic plan and long-term vision;
  • Responsible for the renewal and negotiation of contracts, with the support of the legal department, and to present the price grid;
  • Evaluate the client satisfaction rate and actively collaborate with Croesus services to ensure and improve the level of overall satisfaction;
  • Suggest and participate in promotional activities, conferences, customer events, industry events and user group sessions to generate market interest.
Governance and internal monitoring:
  • Set up and ensure the organization of governance meetings with the executives of the client and Croesus;
  • Communicate on a regular basis to the management team, customer requests, market trends and growth potential;
  • Update the internal enterprise CRM (Netsuite) with all sales opportunities, activities, status, customer contacts and billing
  • Document customer requests in our internal tracking system (Maestro);
  • Collaborate in the preparation of Requests for Information (RFI) and Request for Proposals (RFP), or any other request.
  • University degree in finance, business administration or relevant field;
  • 5 years experience in wealth management, software solutions or in customer relationship management or sales;
  • Good knowledge of the field of securities and wealth management is an asset;
  • Proven leadership, ability to influence and mobilize, and a very open mind;
  • Work effectively in a multidisciplinary team;
  • Demonstrate strong problem-solving, negotiation and sales skills;
  • Must be proactive, empathic and have the customer experience at heart;
  • Have excellent presentation, oral and written communication skills (French and English);
  • Be willing to travel regularly.
Other information:
Et si tu avais l’occasion de participer au quotidien d’une compagnie avec le dynamisme et l’ambition d’une « startup », qui est aussi un leader fintech au Canada ?

Voici ta chance d’intégrer un milieu à taille humaine avec les avantages d’une grande entreprise.

Avec ses 180 employés passionnés, Croesus est passé maître dans l’art du développement logiciel en ce qui a trait à la gestion de portefeuilles des secteurs financier et bancaire.