- Serve as primary contact for a portfolio of institutional asset management clients, lead onboarding, deliver tailored training, build trusted relationships with key stakeholders, maintain proactive communication to share research updates, usage insights, and monitor client health.
- Track contract lifecycles, develop renewal strategies, collaborate with internal teams to identify upsell opportunities within client organizations.
Professional Client Account Manager - Montreal (administrative region) - beBeeClientEngagement
Job title: Talent Pool
Description
Job Overview
We are seeking highly skilled professionals to join our team and expand client engagement and account management capabilities.
Key Responsibilities:
.Select an advanced CRM tool such Salesforce log all interactions track metrics accurately records meetings statuses analyze data guide retention growth,