Job Title: Account Manager – SaaS (Banking & Finance Clients)
Location: Toronto or Ottawa or Montreal
Type: Full-time
Experience Level: 1–3 years
Industry: SaaS / Fintech / Banking & Financial Services
We’re now looking for a driven and client-focused Account Manager to join our team and support our growing portfolio of clients in the banking and finance sector.
What You’ll Do
As an Account Manager, you'll be the primary point of contact for a portfolio of financial services clients. You’ll work closely with stakeholders to ensure they gain maximum value from our platform and grow their usage over time.
Responsibilities
Build strong, long-term relationships with assigned clients in the banking and finance industry
Understand client goals, challenges, and KPIs to help them succeed using our platform
Proactively identify upsell and cross-sell opportunities
Manage client renewals and contribute to reducing churn
Coordinate with Product, Support, and Customer Success teams to ensure seamless onboarding and ongoing satisfaction
Deliver platform training, updates, and business reviews
Monitor client usage and engagement data to drive value and adoption
What We’re Looking For
1–3 years of experience in Account Management, Customer Success, or Sales within a SaaS company
Experience or strong interest in the banking and financial services sector
Excellent communication and relationship-building skills
Strong analytical and problem-solving abilities
Ability to manage multiple accounts with a proactive, organized approach
Comfortable in a fast-paced, evolving environment
Fluent in English (spoken and written); additional languages are a plus
