Account Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Account Manager (Fintech): Own commercial relationships for ’s Max and $2M+ revenue customers, with an accent on strategic account growth, capital qualification, onboarding, and executive-level relationship management. Focus on running QBRs, identifying expansion and financing opportunities, preventing churn, and representing customer needs in product discussions.
Location: Remote within Canada
Company
is a Canadian fintech building cross-border banking services for businesses, including credit cards, deposit accounts, currency conversion, and revenue financing.
What you will do
- Own the commercial relationship for Max plan and $2M+ revenue customers as their named point of contact.
- Personally onboard new customers, conduct quarterly business reviews, and manage follow-up actions.
- Lead capital conversations from discovery and qualification through underwriting handoff, including partner-lender introductions when appropriate.
- Drive account expansion through transaction volume growth, plan upgrades, credit-limit opportunities, and proactive retention work.
- Monitor account health, coordinate service tickets, and ensure high-value customer issues remain fully tracked.
- Maintain accurate CRM records and communicate commercial signals to Account Management and go-to-market teams.
Requirements
- 3+ years of B2B account management or customer success experience in fintech, payments, or SaaS.
- Proven success growing a high-value portfolio, such as net revenue retention above 110% or equivalent expansion and churn-reduction results.
- Experience owning customer relationships independently and managing onboarding, communications, deliverables, and QBRs.
- Confidence working with founders, finance professionals, and executive stakeholders.
- Strategic approach to capital and financing discussions, with the ability to connect recommendations to business models and growth plans.
- Clear communication in English and availability to work remotely from Canada.
Nice to have
- Experience with corporate cards, expense management, foreign exchange, or business banking.
- Experience managing named relationships for premium-tier accounts.
- Experience in a high-growth fintech where processes were still being developed.
- Coaching or mentorship experience with junior team members.
Culture & Benefits
- Remote-friendly, high-trust environment with substantial autonomy.
- Competitive salary and benefits package with paid time off, health insurance, and a home office budget.
- Learning and development bonus and opportunities for long-term growth within .
- Small, collaborative team working on business banking for SMBs across North America.
- Inclusive culture focused on diversity, work-life balance, clarity, speed, and impact.
Hiring process
- People screen.
- Hiring manager interview followed by a challenge interview.
- References and offer.
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