At Fintel Connect, we deliver leading growth marketing solutions for the financial industry. Our mission is to empower banks and financial institutions with innovative tools and insights that enable them to effectively reach future customers and deliver tailored products that are compliant and cost-efficient. We proudly support over 80 leading financial brands across North America, including Royal Bank of Canada, Tangerine, Ramp, and Neo Financial.

Who We're Looking For:

As an experienced member of the Client Services team, you are responsible and accountable for delivering results across all aspects of affiliate and client management. Your primary focus is creating tailored strategies that deliver aggressive performance through strong affiliate relationships, a deep understanding of the affiliate channel, and innovative campaign execution.

In this role, you ensure client success by implementing effective strategies and continually pushing for increased results. You will oversee comprehensive affiliate marketing management responsibilities for financial clients, including the development of tailored strategies, advanced performance reporting, management of affiliate relationships, project tracking, and the facilitation of targeted campaigns designed to meet client objectives and enhance revenue growth. You are the first escalation point for clients, trusted for your expert advice and strategic direction.

You are proactive and solution-oriented, and actively identify opportunities, digging beneath the surface to uncover core challenges, and drive strategic outcomesbeyond simply taking orders.

With a comprehensive understanding of Fintel Connect's technology, procedures, and partners, you serve as a strategic resource to your clients and to your pod, providing expert support and direction to ensure client goals are met. You actively participate and contribute to projects, training and process improvement to drive the overall success of the Client Success department.

Core Responsibilities:

Results

• Deliver results for managed clients, within client expectations and against internal projections. Grow managed programs QoQ.
• Develop and execute program strategies to drive revenue for both managed clients and network clients, ensuring alignment with client goals and KPIs with a high level of independence
• Identify and present out of the box opportunities to increase revenue for managed clients leveraging your affiliate expertise and knowledge sharing across the team.
• Upsell Fintel Connect products and services within client portfolios.
• Maintain a deep understanding of Fintel Connects business needs, technology capabilities, industry trends and client objectives to continuously deliver results.
  

Account Management

• Organize, document, and manage the onboarding process for new clients, ensuring a smooth and efficient experience within the agreed SLA.
• Build and maintain strong client relationships, acting as the main point of contact for all account-related matters.
• Perform monthly ROI analysis on affiliate programs, ensuring optimal performance and providing actionable insights to clients.
• Regularly review data within the Fintel Connect platform, responding proactively to optimize results and address any issues.
• Provide strategic support to high-volume, high-value, and/or high-touch clients by demonstrating expert knowledge of tracking systems, testing and monitoring client systems as needed.
• Actively resolve client escalations, manage churn risk, and address challenging situations, including proactive intervention in potential client resignations.
• Manage and support technical optimizations, disruptions, and cross-departmental initiatives to ensure client satisfaction.
• Demonstrate technical expertise in tracking systems and product functionality, ensuring timely resolution of issues as they arise, including data integration, performance tracking, troubleshooting, and platform optimization.
  
• Demonstrate expertise in all Fintel Connect products, including newly launched offerings. Stay informed and educated on product changes, updates, and new features to provide the best possible service to clients and ensure accurate communication across teams.
  

Team Management and Collaboration

• Collaborate with other departments to support marketing, sales, and technical needs, as required, including spearheading new team onboarding.
  
• Lead training and knowledge-sharing sessions for new hires and ongoing department-wide development, focusing on key areas such as client strategy, affiliate management best practices, and performance analysis tools.
  

Prioritisation

• Prioritise time towards revenue generating activities and meeting revenue goals.
• Support department mandate of creating efficiencies in admin and account management tasks by identifying and creating daily efficiencies for yourself in the role.

Qualifications:

• Bachelors degree in Marketing, Business, Communications, or a related field (required); additional certifications in Digital Marketing, Performance Marketing, or Affiliate Management (preferred)
• Minimum of 35 years experience in affiliate marketing, digital marketing, or client success, with a strong track record of managing high-performing client accounts
• Demonstrated expertise in developing and executing data-driven strategies that deliver measurable growth through affiliate partnerships
• Strong understanding of the affiliate marketing channel, including network operations, partner management, and compliance standards
• Experience working with clients in the financial services industry or other highly regulated sectors (preferred)
• Proven ability to serve as a strategic advisor and escalation point for clients, providing high-level guidance and performance solutions
• Skilled in managing performance reporting, tracking KPIs, and translating analytics into actionable insights
• Proficiency with relevant marketing and analytics tools, including CRM systems, affiliate tracking platforms, and data visualization tools
• Experience contributing to cross-functional initiatives, process improvements, and departmental training and development

What We Offer:

• Competitive base salary
• A rapidly growing organization with opportunities for career advancement
• Comprehensive health and wellness benefits
• Demonstrated work/life balance
• 5 Paid personal days
• Paid volunteer hours
• Team events & activities

At Fintel Connect, we are committed to fostering a diverse and inclusive workplace as an equal opportunity employer. We embrace individuals of all backgrounds, ensuring that everyone has the opportunity to thrive and succeed. Join us and be part of a team shaping the future of growth in the financial sector. For more about us, visit our website: Fintel Connect