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 current 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.
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📌 Financial Technology Customer Success Manager (British Columbia)
🏢 Jobgether
📍 British Columbia
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