Job Description
Description
Alpine Macro, a leading global macroeconomic research provider and recent member of the Oxford Economics Group, is expanding its client engagement and account management capabilities. We are looking for dedicated professionals passionate about delivering outstanding post-sale support and growing institutional client relationships in the asset management space.
This role is integral to ensuring clients fully leverage Alpine’s premium research services. You will build lasting relationships, guide onboarding and training, and work closely with internal teams to maximize client satisfaction, retention, and expansion opportunities.
Key Responsibilities
Client Engagement & Relationship Management
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.
Renewals & Growth Support
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.
Internal Collaboration
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.
CRM & Reporting
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.
Skills, Knowledge and Expertise
Required
Bachelor’s degree in Finance, Economics, Business, or related discipline.
2+ years’ experience in account management, client success, or relationship management in a B2B environment.
Strong interest in financial markets, macroeconomics, or investment research.
Excellent interpersonal and communication skills.
Highly organized, detail-oriented, and proactive.
Proficiency with CRM tools such as Salesforce.
Preferred
Experience working with institutional asset management clients.
Familiarity with macroeconomic research platforms or subscription-based services.
Exposure to SaaS or research subscription business models.
Equal Employment Opportunity (EEO)
Oxford Economics is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, ****** orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
About Oxford Economics
Oxford Economics was founded in 1981 as a commercial venture with Oxford University’s business college to provide economic forecasting and modelling to UK companies and financial institutions expanding abroad. Since then, we have become one of the world’s foremost independent global advisory firms, providing reports, forecasts and analytical tools on more than 200 countries, 250 industrial sectors, and 7,000 cities and regions. Our best-of-class global economic and industry models and analytical tools give us an unparalleled ability to forecast external market trends and assess their economic, social and business impact.
Headquartered in Oxford, England, with regional centres in London, New York, and Singapore, Oxford Economics has offices across the globe in more than 15 cities. We employ more than 400 professional economists, industry experts and business editors—one of the largest teams of macroeconomists and thought leadership specialists. Our global team is highly skilled in a full range of research techniques and thought leadership capabilities, from econometric modelling, scenario framing, and economic impact analysis to market surveys, case studies, expert panels, and web analytics.
Alpine Macro, a leading global macroeconomic research provider and recent member of the Oxford Economics Group, is expanding its client engagement and account management capabilities. We are looking for dedicated professionals passionate about delivering outstanding post-sale support and growing institutional client relationships in the asset management space.
This role is integral to ensuring clients fully leverage Alpine’s premium research services. You will build lasting relationships, guide onboarding and training, and work closely with internal teams to maximize client satisfaction, retention, and expansion opportunities.
Key Responsibilities
Client Engagement & Relationship Management
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.
Renewals & Growth Support
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.
Internal Collaboration
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.
CRM & Reporting
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.
Skills, Knowledge and Expertise
Required
Bachelor’s degree in Finance, Economics, Business, or related discipline.
2+ years’ experience in account management, client success, or relationship management in a B2B environment.
Strong interest in financial markets, macroeconomics, or investment research.
Excellent interpersonal and communication skills.
Highly organized, detail-oriented, and proactive.
Proficiency with CRM tools such as Salesforce.
Preferred
Experience working with institutional asset management clients.
Familiarity with macroeconomic research platforms or subscription-based services.
Exposure to SaaS or research subscription business models.
Equal Employment Opportunity (EEO)
Oxford Economics is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, ****** orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
About Oxford Economics
Oxford Economics was founded in 1981 as a commercial venture with Oxford University’s business college to provide economic forecasting and modelling to UK companies and financial institutions expanding abroad. Since then, we have become one of the world’s foremost independent global advisory firms, providing reports, forecasts and analytical tools on more than 200 countries, 250 industrial sectors, and 7,000 cities and regions. Our best-of-class global economic and industry models and analytical tools give us an unparalleled ability to forecast external market trends and assess their economic, social and business impact.
Headquartered in Oxford, England, with regional centres in London, New York, and Singapore, Oxford Economics has offices across the globe in more than 15 cities. We employ more than 400 professional economists, industry experts and business editors—one of the largest teams of macroeconomists and thought leadership specialists. Our global team is highly skilled in a full range of research techniques and thought leadership capabilities, from econometric modelling, scenario framing, and economic impact analysis to market surveys, case studies, expert panels, and web analytics.
💡 Quick Summary
Seeking a career-building opportunity? The Talent Pool - Account Management - Alpine Macro position is now open for candidates interested in the Counter Sales Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Counter Sales Jobs is a plus.