Account Executive - Laval (administrative region) - Croesus

Description

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.

Croesus's mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Position

The Account Executive is a pivotal role focused on initiating long‑term client relationships to grow new revenue within an assigned set of prospective client accounts. The chosen candidate will build new relationships, understand client needs, and offer tailored solutions based on Croesus' capabilities. As a key part of this, the Account Executive will build and maintain strategic account plans for each prospective client, to coordinate and focus all Croesus activity related to these prospective accounts (including senior executive / Board engagement as required).

Key Responsibilities

• Strategic Client Relationship Management: Establish new relationships, understand client needs, and offer tailored Croesus solutions to address these needs
• Solution Expertise and Sales: Master and sell Croesus's cutting‑edge solutions and services, emphasizing added value for clients.
• Revenue Growth: Prospect and win new business within an assigned territory. Achieve / exceed assigned quota in terms of quarterly / annual bookings and revenue.
• Internal Collaboration: Work closely with Croesus's internal teams (Sales, Marketing, Product Management) to initiate, nurture, and sign new business opportunities with new clients, ensuring a positive and consistent client experience throughout the sales cycle.
• Development of Commercial Proposals: Prepare, present, and negotiate compelling commercial proposals, adapting the offering to specific client needs.
• Contract Management: Facilitate the execution of new client contracts, ensuring mutual agreement on commercial terms within target timelines.
• Strategic Monitoring: Stay abreast of industry trends, technologies, competing solutions, and possible opportunities to create new products and solutions for Croesus.
• Strategy Development: Develop and implement strategic sales plans to achieve revenue growth objectives.
• Event Participation: Maintain active participation in relevant industry events, including promotional activities, conferences, user group sessions, or other events aligned with business development plans within an assigned territory.

Requirements

• Bachelor's degree in Business Administration, Marketing, or a related field.
• Broad experience (12+ years) in a similar role, with strong preference for candidates with prior experience in the wealth and asset management sector. Strong sales, negotiation, and client relationship management skills.
• Excellent written and verbal communication skills, as well as presentation skills. Ability to work independently and as part of a team, and to manage multiple projects simultaneously.
• Proficiency in CRM tools (Salesforce).

Skills

• Leadership and ability to positively influence.
• Customer focus. Sense of service.
• Strategic thinking and ability to develop effective sales plans.
• Strong analytical skills and ability to interpret sales data.
• Adaptability and ability to work in a fast‑paced environment.
• Autonomy and an entrepreneurial attitude focused on success.
• Ability to collaborate with internal teams to provide solutions to clients.
• Strong sales and negotiation skills.
• Excellent oral and written communication skills.
• Bilingualism is an asset (English and French).
• Willingness to travel.

Why join Croesus?

• À la carte vacations
• Annual salary + Corporate profit‑sharing plan
• Hybrid work (Laval & Montréal)
• Sports program
• Gym available at our Laval head office
• Telemedicine + group insurance (super useful for the family)
• Group RRSP
• Proximity to Montmorency & Mcgill metro
• Ongoing training and development plan
• Referral bonus
• Indoor and outdoor parking & electric car recharging
• Croesus boutique
• Beautifully renovated and spacious office
• Complimentary breakfast every morning
• Weekly Happy hours, prepared by our Croesus Life Partner

Application

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today. Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.