Client Account Manager
New
J
JobgetherFinancial technology
Based in CanadaFull-TimeManager
SalaryAnnual base salary ranging from CA$67,000 to CA$106,000; Commission opportunities and an annual bonus ranging from CA$3,000 to CA$4,650.
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Job Details
- Experience
- At least 2 years of professional experience in a client-facing role
- Required Skills
- JiraCustomer SuccessHubSpotAccount ManagementClient relationship management
Requirements
- At least 2 years of professional experience in a client-facing role such as Account Management, Customer Success, or Client Relations.
- Experience managing a portfolio of customer accounts and building strong client relationships.
- Ability to develop and execute customer adoption strategies that improve engagement, product utilization, and retention.
- Experience identifying upselling opportunities and contributing to account growth.
- Ability to interpret customer data and performance metrics and turn insights into recommendations and action plans.
- Experience handling customer escalations and coordinating with cross-functional teams.
- Familiarity with CRM and customer support platforms such as HubSpot, Intercom, or Jira.
- Comfort using AI-powered tools to improve productivity and account management workflows.
- Strong problem-solving and organizational skills, including the ability to manage competing priorities.
- Ability to work independently and collaborate within a distributed, remote-first team.
Responsibilities
- Manage a portfolio of high-value and complex client accounts as the primary contact and trusted advisor.
- Understand clients’ business objectives and operational needs to provide tailored recommendations.
- Identify product adoption, additional-service, and upselling opportunities and develop account growth plans.
- Design customer adoption and engagement strategies and monitor product utilization and customer satisfaction.
- Lead business reviews and strategic planning sessions with client decision-makers.
- Monitor account health, identify retention risks, and strengthen client relationships.
- Coordinate with internal teams to resolve client concerns, support inquiries, and escalations.
- Share customer feedback and product improvement opportunities with Sales, Product, Marketing, and Customer Care.
- Support the testing and introduction of new products and services and help clients adopt relevant solutions.
- Use CRM systems, analytics, and AI-powered tools to improve account management workflows and recommendations.
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