Responsible for Client Service at Novaxia specializing in sustainable investment. Leading client service excellence and contributing to business strategy with strong operational management.
About the role
- Client Relationship Director / Manager role at Fitch Learning focusing on B2B sales in financial services. Driving client relationships and product strategy with a strategic, growth-oriented mindset in Canada.
Responsibilities
- Serve as the key contact for developing and nurturing new client relationships, focusing on financial services organizations.
- Proactively engage clients and prospects using a consultative, strategic approach to understand their business priorities, goals, and learning needs, proposing holistic solutions.
- Build new accounts through strategic market and client analysis, targeted outreach, and effective networking.
- Expand existing accounts by leveraging industry knowledge, relationship-building, and referrals from internal partners.
- Accurately manage client data and information using Salesforce to record and track account developments.
- Produce and justify regular revenue forecasts based on your pipeline.
- Oversee legal contracts for both clients and contractors.
- Transition secured projects to the program management team for delivery, while retaining oversight of commercial issues and ongoing client relationships.
- Collaborate with colleagues to design innovative learning solutions tailored to the needs of financial services clients.
- Identify and pursue opportunities to expand into new markets and broaden product offerings, with a focus on client-driven and niche segments.
Requirements
- Director: 8–10+ years of work experience in direct B2B sales or strategic account management serving financial services clients; Manager: 5–8+ years.
- Director: 4–5+ years in a relevant functional area (financial services, corporate credit, wealth management, risk, financial consulting, or financial education); Manager: 3–5+ years.
- Strong background in business development within the Canada financial services or financial education sector.
- Experience in developing client strategies and delivering learning solutions.
- Excellent communication, relationship management, and consultative skills.
- Strategic mindset with the ability to identify and act on growth opportunities.
Benefits
- Hybrid Work Environment: 3 days a week in office required based on your line of business and location.
- A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity.
- Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals.
- Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing.
- Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively.
- Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe.
- Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community.
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