Job Title: Account Manager – SaaS (Banking & Finance Clients)

Location: Toronto or Ottawa or Montreal
Type: Full-time
Experience Level: 1–3 years
Industry: SaaS / Fintech / Banking & Financial Services

We're now looking for a driven and client-focused 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, you'll 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, long-term 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 cross-sell 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 relationship-building skills

Strong analytical and problem-solving abilities

Ability to manage multiple accounts with a proactive, organized approach

Comfortable in a fast-paced, evolving environment

Fluent in English (spoken and written); additional languages are a plus