Account Manager - IT Services

• Manage an assigned portfolio of client accounts, providing operational, administrative, and call-based support to strengthen relationships, drive renewals, and identify opportunities for account growth.
• Create and execute sales and service activity plans, managing member lifecycle activities from scheduling and preparation through to leading client calls when appropriate.
• Own account management conversations with secondary account stakeholders and maintain strong relationships across the client organization.
• Ensure clients maximize the value of their memberships by delivering responsive, high-quality service that supports retention, renewal, and future sales opportunities.
• Manage and respond effectively to inbound client requests, identifying needs and coordinating appropriate support or resources.
• Prepare for client interactions by researching and consolidating relevant background information on individuals, organizations, account history, and existing relationships.
• Conduct scheduled and ad hoc CRM data queries to support account management activities and business planning.
• Maintain accurate and up-to-date account, contact, and relationship information within the CRM.
• Continuously develop product and service knowledge to communicate the value proposition clearly and confidently to clients.
• Set and monitor account growth and activity goals, proactively managing progress and seeking support when performance is off track.
• Collaborate effectively with internal teams to understand client requirements and connect members with the appropriate analysts, resources, or solutions.

Requirements:

• University degree or equivalent higher education qualification.
• At least 3 years of account management experience with a demonstrated track record of success.
• Experience in the IT research and advisory market is required.
• Previous experience working collaboratively within a team environment is considered an asset.
• Strong critical-thinking skills, with the ability to assimilate complex information and communicate it clearly and concisely to clients and internal stakeholders.
• Strong understanding of client needs and the ability to articulate a value proposition in a simple, relevant, and compelling way.
• Excellent planning and organizational skills, including the ability to structure daily schedules, manage account activity, and create plans for account growth.
• Strong time-management skills and the ability to prioritize competing tasks throughout the member lifecycle.
• Demonstrated goal-setting and performance-management abilities, including taking ownership of objectives, monitoring progress, and communicating proactively when additional support is needed.
• Excellent active listening skills, with the ability to ask insightful questions, identify client needs, and accurately reflect those needs back to stakeholders.
• Strong communication and relationship-building skills, with a client-focused and consultative approach.
• Ability and willingness to continuously develop knowledge of products, services, and the IT research and advisory landscape.

Benefits:

• Competitive compensation with strong earning potential.
• Comprehensive health, dental, and vision benefits.
• RRSP matching.
• Generous time-off policies, including summer hours and soft-close days.
• President’s Club recognition, awards, and trips.
• Employee recognition programs and career development opportunities.
• Financial support for professional training and development.
• “Buy a Book” professional learning program.
• Access to wellness initiatives such as virtual yoga.
• Additional workplace perks and team activities, including company fun days.
• Remote work opportunity from anywhere in Canada.