Would you welcome an opportunity to contribute to the daily operations of a dynamic company and a Canadian Fintech leader with startup ambitions? Here’s your chance to join a human-sized organization, with all the advantages of a large one. With its 180 passionate employees, Croesus has mastered the art of developing portfolio management software for the financial and banking sectors. We provide a friendly workplace with welcoming colleagues, as well as little extras that make Croesus a first-rate employer. Here are just a few examples: flexible schedule, BBQ lunches, fitness room, massages, mini-clinic and a ton of team activities.

Reporting to the Client Relationship Team Leader, we are currently seeking a Senior Relationship Manager to join our Sales team. 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.

Responsibilities:

Client and activity management:

• Operate as the primary contact for all matters specific to the client.
• Master and promote Croesus products, services, and processes.
• Work with the Sales and other professional services teams concerning any new products and service implementations.
• Regularly provide clear status reports to the Croesus management team and the client regarding business, service and support activities, product planning, etc.
• Build, maintain, and expand a network of clients to generate business sales.
• Facilitate contract execution.
• Measure clients’ satisfaction level and proactively collaborate with Croesus departments to ensure and improve overall satisfaction.
• Suggest opportunities for marketing activities, such as seminars, user group sessions.

Generate additional revenue from existing customer base:

• Lead the Croesus product selling process to existing clients.
• Identify potential business opportunities to both new and existing lines of business.
• Channel business opportunities to Croesus products, sales and services teams.
• Work with the business development team to close new sales.
• Enter and update all sales related opportunities, activities, and sales orders (for invoicing) in the company CRM application.
• Prepare, present, and negotiate proposals to clients.
• Collaborate in preparing request for information (RFI) and request for proposal (RFP) responses, and/or any other request proposals.
• Participate in client and industry events.

Qualifications:

• A university diploma in a relevant field.
• A minimum of ten years of experience in the wealth management or software solution industry.
• A minimum of five years of experience managing client relationships.
• Excellent presentation skills.
• Ability to work effectively in a cross-functional team environment.
• Strong problem solving, technical, and analytical skills.
• Effective conflict resolution and change management skills.
• Must be highly effective in sales and negotiations.
• Strong written and verbal communication skills.
• Bilingual (English and French), an asset.
• Expertise in the finance or banking field, an asset.
• Willingness to travel required.