Mid-Market Account Manager

Your role as Mid-Market Account Manager

Reporting to our Manager, Account Management, Mid-Market, we're looking for a Mid-Market Account Manager who will act as a trusted advisor to our growing portfolio of clients by managing renewals, retention and engagement strategies and driving long-term growth opportunities with a strong passion for delighting clients.

What you'll be doing

• Developing and maintaining important relationships with our beloved clients including engaging, reporting and ensuring long-term engagement with Dialogue through industry-leading client satisfaction
• Creating material to review account performance and supporting/proposing curated action plans to ensure our clients meet their engagement objectives and beyond
• Implementing strong, reliable renewal strategies based on account health and risk to reach ambitious retention goals and retain long-lasting relationships with our clients
• Be responsible for managing the end-to-end sales process for customer upsell and cross-selling opportunities. This includes, but is not limited to identifying, qualifying, capturing, and closing sales opportunities within your existing client portfolio.
• Mastering internal account management practices that allow for business process optimization and actively contributing to areas of opportunity for improvement within our department
• Mobilizing internal and external stakeholders to represent the voice of our customers and making their feedback as impactful as possible to influence the evolution of our products and processes
• Collaborating with cross-functional teams to continue to develop existing advisor relationships and influence growth within our client base
  
  

We'd love to hear from you if you have

• 2+ years of experience in account management and project management or client services
• Track record of performance and success (i.e. experience in a top-tier company, steep progression, community involvement, history of exceeding objectives, etc.)
• Demonstrated ability to build positive relationships with key stakeholders and act as a trusted advisor
• Strong ability to lead projects by mobilizing internal and external stakeholders and effectively identifying and organizing task deliverables
• Solid work ethic and proven time-management and prioritization capacity to deliver results and meet deadlines
• Experience managing or collaborating with Human Resources, Operations, and/or Finance departments is required
• Experience with Salesforce or within the insurance industry is a strong asset
  
  

At Dialogue, your well-being is our priority

Taking care of others also means taking care of our team! Depending on your role and employment status, you could have access to the following benefits:

• Access to the Dialogue app and virtual mental health support for you and your family
• Fully funded insurance, a health spending account, dental coverage, and fitness reimbursement
• 4 weeks vacation, 9 wellness days, and 1 volunteer day
• Hybrid work: 3 days/week in our Montreal offices, excluding remote roles
• Work abroad up to 4 weeks/year
• Incentive plans, referral bonuses & RRSP matching
• Learning via Coursera, external training budget & mentorship
• Optional parental leave top-up