Sales Account Manager (Fintech)

TL;DR

Sales Account Manager (Fintech): Driving client relationships and revenue growth for financial institutions in Canada with an accent on strategic account management and upselling. Focus on nurturing senior-level partnerships, managing high-value territories, and delivering technical solutions for the investment management sector.

Location: Must be based in Montreal or Toronto, Canada (Hybrid/Remote)

Company

hirify.global is a global technology solutions provider delivering complex investment data challenges across the front, middle, and back office for the investment management industry.

What you will do

• Own and manage a territory of large and mid-tier financial clients within Canada.
• Drive renewals, identify upsell opportunities, and achieve revenue growth targets.
• Build and nurture senior-level relationships with key decision-makers at leading financial institutions.
• Deliver clear, compelling presentations and strategic communications to clients.
• Collaborate with a dynamic regional team while operating with autonomy as the sole account manager.
• Engage with clients through in-person meetings, web conferences, and industry events.

Requirements

• 10+ years of experience in account management, specifically in software/data sales within the investment management industry.
• Fluent in French to support French-speaking clients in the territory.
• Proficiency in Salesforce and Microsoft Office Suite.
• Solid understanding of Miller Heiman or similar professional sales methodologies.
• Must be based in or able to work from the Montreal or Toronto office with travel flexibility.
• Bachelor’s degree or equivalent industry experience.

Nice to have

• Existing professional network within asset or wealth management sectors.
• Proven track record in managing both large and mid-tier accounts.
• Experience participating in industry conferences and events.

Culture & Benefits

• Competitive time-off packages with additional half-days around public holidays.
• Global career development opportunities across international offices.
• Referral bonus scheme up to $3,000 per successful placement.
• Supportive team environment focused on integrity, imagination, discipline, and service.
• Flexible work arrangements with a hybrid/remote-friendly policy.

Hiring process

• Screening call with the Talent Acquisition team.
• Hiring Manager interview.
• Final interview stage.