Mid-Level Account Executive - Toronto/Montreal

Job summary

Join Oxford Economics’s client engagement team supporting institutional asset management clients. Lead onboarding and relationship management using Salesforce to maximize the value of our premium research services. Oxford Economics, a respected global advisory firm, offers a collaborative work environment and opportunities for professional growth. Apply now to be part of a dynamic team delivering top-notch advisory services.

Role details

Role

Full-time

Industry

Business Operations And Management

Employment

Fulltime

Experience

2 Years +

Responsibilities

• Serve as the primary contact for a portfolio of institutional asset management clients
• Lead onboarding and deliver tailored training to ensure client adoption and satisfaction
• Build trusted, long-term relationships with key stakeholders across client organizations
• Maintain proactive communication to share research updates, usage insights, and monitor client health
• Track contract lifecycles and develop proactive renewal strategies
• Monitor client usage patterns to identify and mitigate churn risks
• Collaborate with internal teams to identify and pursue upsell opportunities within client organizations
• Partner with Alpine economists and senior leadership to support client engagement and service delivery
• Coordinate with Business Development teams to ensure smooth client transitions
• Assist in promoting client participation in events, webinars, and briefings
• Collect and communicate client feedback to Product and Strategy teams for continuous improvement
• Use Salesforce or equivalent CRM to log all client interactions and track engagement metrics
• Maintain accurate and up-to-date client records, meetings, and contract statuses
• Analyze client usage data to guide retention and growth strategies

Requirements

• 2+ years’ experience in account management, client success, or relationship management in a B2B environment
• Excellent interpersonal and communication skills
• Highly organized, detail-oriented, and proactive
• Proficiency with CRM tools such as Salesforce

Key skills