Client Account Manager
New
Z
ZayZoonFinancial wellness
We’re fully remote and hire across Canada and the U.S.Full-TimeManager
SalaryBase Salary Range: CA$67,000 – CA$106,000 • Offers Commission • CA$3,000 – CA$4,650 Bonus
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Job Details
- Experience
- 2+ years in a client-facing role
- Required Skills
- JiraHubSpotAccount ManagementClient relationship managementCRM
Requirements
- Have 2+ years of experience in a client-facing role building relationships, growing accounts, and helping clients get more value from a product.
- Have experience managing a book of clients and identifying upsell opportunities.
- Have experience working with internal teams to solve client problems.
- Have a track record of creating and running adoption plans with measurable results.
- Be comfortable turning data into clear, practical client recommendations.
- Use judgment to balance urgent client needs with longer-term account growth.
- Be comfortable using AI tools and exploring ways to improve daily work.
- Be familiar with CRM and ticketing tools such as HubSpot, Intercom, or Jira.
Responsibilities
- Advise a portfolio of high-value clients and connect ZayZoon’s offerings to their business goals and team needs.
- Identify opportunities to increase product usage and long-term account value, and build plans for each client.
- Lead business reviews and planning sessions with client decision makers.
- Coordinate internal teams to resolve support queries and escalations through to resolution.
- Share client feedback with Sales, Product, Marketing, and Customer Care, and help test new offerings.
- Build partnerships that support client retention and keep accounts in good standing.
- Share effective practices, maintain team resources, run training sessions, and improve workflows.
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