Account Manager
New
J
JobgetherFintech
Our partner is looking for an Account Manager based in Canada.Full-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 3+ years
- Required Skills
- Financial analysisCustomer SuccessSaaSHubSpotAccount ManagementRelationship managementCRM
Requirements
- 3+ years of experience in B2B account management or customer success, preferably within fintech, payments, SaaS, or financial services.
- Proven track record of growing and retaining high-value customer portfolios.
- Strong consultative selling and relationship-management capabilities.
- Experience managing relationships with founders, executives, and finance leaders.
- Confidence in leading quarterly business reviews and strategic customer conversations.
- Strong understanding of business financials, cash flow, and growth planning.
- Demonstrated ownership and autonomy in managing a portfolio and deliverables.
- Excellent organizational and prioritization skills in a fast-moving environment.
- Strong written and verbal communication skills in English.
- Strong digital and CRM skills; experience with platforms like HubSpot or Quo.
Responsibilities
- Own the commercial relationship for a portfolio of high-value customers generating $2M+ in revenue.
- Perform new customer onboarding, including establishing strong initial relationships and understanding business needs.
- Conduct quarterly business reviews covering credit, capital, transaction volume, and product feedback.
- Manage end-to-end capital and financing conversations, from discovery through to underwriting.
- Drive account expansion by identifying opportunities for increased volume, plan upgrades, and product adoption.
- Monitor account health indicators and proactively take action to mitigate churn risks.
- Maintain accurate CRM records and provide commercial insights to product and go-to-market teams.
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