- Manage and grow a client portfolio, including identifying upsell and cross-sell opportunities, providing strategic advice, troubleshooting, and client onboarding

- Prepare and deliver strategic presentations: kick-offs, performance reviews, and proactive planning

- Contribute to strategic projects related to new products, the advisory services team, and internal or client-facing processes

- Ensure successful delivery of client mandates in SEO, advertising, social media, and website launches/delivery

- Monitor on-time delivery of engagements and identify accounts that are over- or under-performing

- Collaborate with strategy teams to develop client recommendations

- Analyze results, present monthly reports, and participate in annual client meetings

- Stay up-to-date with industry best practices

- Support team structuring, internal projects, implementation of AI tools, and the creation of templates

- Directly manage the team of Digital Advisors and Senior Digital Advisors for the large SME and enterprise portfolio

- Oversee the team's client portfolio and step in when accounts require escalation or hands‑on management

- Be present for key client moments, including annual renewals and upsell opportunities

- Support the team in achieving upsell, retention, and utilization targets

Requirements

- Proven experience in account management, client relations, and portfolio management

- Agency experience is a strong asset

- Solid understanding of digital marketing, advertising platforms, and analytics tools,



including GA4

- Excellent organizational and planning skills

- Results‑oriented approach

- Ability to synthesize information and communicate effectively with both technical and non‑technical stakeholders

- Bilingual in French and English

- Highly organized with impeccable attention to detail

- Strong interpersonal skills with clients and internal stakeholders

- Flexible and adaptable in a quick‑paced, unpredictable environment

- Performance‑and results‑driven

Core Competencies

Demonstrates expertise in account management and client relations, with a strong focus on digital marketing strategies, including SEO and analytics tools like GA4. Proven ability to lead teams, manage client portfolios, and deliver strategic presentations while achieving upsell and retention targets.

Highest-signal resume keywords

- Account Management

- Digital Marketing

- Client Relations

- Bilingual (French and English)

- Analytics Tools (GA4)

ATS Optimization Keywords

Hard Skills

- SEO

- Digital Marketing

- Advertising Platforms

- Analytics Tools

- Portfolio Management

- Strategic Presentations

- Client Onboarding

- Performance Reviews

- Upsell Opportunities

- Cross‑Sell Opportunities

Soft Skills

- Organizational Skills

- Interpersonal Skills

- Communication Skills

- Attention to Detail

- Adaptability

Industry Keywords

- Client Portfolio

- Strategic Advice

- Performance Monitoring

- Team Management

- Internal Projects

📌 Team Lead – Advisory Services (Montreal)
🏢 Jobtailor
📍 Montreal