Account Management Manager manages and develops sales plans for a team of account managers. Focuses on the long-term planning and selling of a variety of products, services, and/or solutions across multiple lines of business for a defined group of existing clients. Being an Account Management Manager ensures that account managers meet the ongoing needs of clients and prospects while accomplishing individual revenue goals. May be personally responsible for managing major accounts. Additionally, Account Management Manager may set sales targets or quotas. May make suggestions for product improvements or expanding sales channels. Typically requires a bachelor's degree. Typically reports to a director. The Account Management Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Account Management Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Job Title: Commercial Account Manager
Location: Canada - Remote
Salary Range: $90K - $120K base
About the Company: We are working with a leading wealth management company in Canada. They are looking for a Commercial Account Manager to join their team.
Your main task will be handling banking applications, client paperwork, and communication among clients, our team, and banks. You'll ensure all documents are complete, track progress, and keep records organized. Plus, you'll provide top-notch service and assist with administrative duties.
Roles & Responsibilities:
- Check banking applications and documents for completeness
- Keep track of progress and report on it
- Stay in touch with advisors, banks, and clients to keep things moving
- Flag any problems for our leadership team to solve
- Maintain organized records and files
- Offer great customer service and build strong relationships
- Help out with other tasks as needed
Requirements:
- Know-how in financial services; experience in insurance and planning is a bonus
- Detail-oriented and organized
- Can handle a fast-paced environment
- Good at managing time and solving problems
- Self-motivated and can work independently
- Friendly and good at communicating
- Familiar with Word, Excel, and Outlook
- Shows maturity and professionalism
If this sounds like you then please apply!
**Please note - only qualified applicants will be contacted.
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