Shape customer success in financial technology by improving product utilization, retention, and account performance. This position is based in Canada within a fully remote organization.
As a Client Account Manager, you will advise high-value clients on employee financial wellness solutions. Understand operational needs, build strategic plans, and translate customer data into practical recommendations. Partner with decision-makers and internal teams to strengthen relationships, resolve concerns, and support meaningful adoption.
Key Responsibilities:
- Monitor account health and address retention risks
- Design customer engagement and adoption strategies
- Present performance insights during strategic reviews
- Identify upselling and additional service opportunities
- Support recent product testing and introduction
Requirements:
- Two or more years in account management or customer success
- Proven portfolio management and relationship-building experience
- Ability to interpret data and performance metrics
- Experience coordinating escalations across internal teams
- Comfort using AI-powered productivity and workflow tools
Bring consultative customer success, analytical thinking, and adoption expertise to improve outcomes for financial technology clients across Canada.