
Account Manager
- Toronto, ON
- $50,000-70,000 per year
- Permanent
- Full-time
- Articulate OurCrowd’s unique value proposition and specific investment opportunities to prospective and active investors
- Communicate with investors via phone and email, inbound and outbound
- Qualify investor preferences and experience according to given criteria, log activity and communication into Salesforce database
- Convert new accounts by leading new investors through the onboarding process
- Ensure commitments translate into completed investments
- Collaborate with other Account Manager to hit targets
- Work with other departments to address investor questions, concerns and requests
- Bachelor’s degree in Finance or related field
- 2–4 years’ experience in sales, client service, or financial services (startups, VC, funds, or investor relations a plus)
- Strong written and verbal communication skills in English required
- Salesforce experience - advantage
- Excellent communication skills and the ability to connect with people at all levels
- Highly organized, detail-oriented, and comfortable juggling multiple priorities
- Salesloft proficiency - advantage
- Self-motivated, resourceful, and proactive in problem-solving
- A genuine curiosity for business, finance, and innovation
- Resilience and a positive, team-focused attitude