SaaS Account manager
Offer summary
Qualifications:
1–3 years of experience in SaaS account management, customer success, or sales., Strong interest or experience in banking and financial services sector., Excellent communication and relationship-building skills., Strong analytical and problem-solving abilities..Key responsibilities:
- Manage a portfolio of financial services clients and build long-term relationships.
- Understand client goals and identify opportunities for upselling and cross-selling.
- Coordinate with internal teams to ensure seamless onboarding and client satisfaction.
- Monitor client engagement to drive platform adoption and reduce churn.
Job description
Company Description
Job Title: Account Manager – SaaS (Banking & Finance Clients)
Location: Toronto or Ottawa or Montreal
Type: Fulltime
Experience Level: 1–3 years
Industry: SaaS Fintech Banking & Financial Services
Additional Information
We’re now looking for a driven and clientfocused 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, youll 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, longterm 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 crosssell 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 relationshipbuilding skills
Strong analytical and problemsolving abilities
Ability to manage multiple accounts with a proactive, organized approach
Comfortable in a fastpaced, evolving environment
Fluent in English (spoken and written); additional languages are a plus
Job Title: Account Manager – SaaS (Banking & Finance Clients)
Location: Toronto or Ottawa or Montreal
Type: Fulltime
Experience Level: 1–3 years
Industry: SaaS Fintech Banking & Financial Services
Additional Information
We’re now looking for a driven and clientfocused 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, youll 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, longterm 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 crosssell 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 relationshipbuilding skills
Strong analytical and problemsolving abilities
Ability to manage multiple accounts with a proactive, organized approach
Comfortable in a fastpaced, evolving environment
Fluent in English (spoken and written); additional languages are a plus
We’re now looking for a driven and clientfocused 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, youll 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, longterm 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 crosssell 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 relationshipbuilding skills
Strong analytical and problemsolving abilities
Ability to manage multiple accounts with a proactive, organized approach
Comfortable in a fastpaced, evolving environment
Fluent in English (spoken and written); additional languages are a plus
Required profile
Experience
Other Skills
- Relationship Building
- Sales
- Problem Solving
- Analytical Skills
- Organizational Skills
- Communication
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