Added
20 days ago
Type
Full time
Salary
Salary not provided

Related skills

crm hubspot fintech customer success saas
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📋 Description

  • Own the commercial relationship for a portfolio of high-value customers, including premium-tier
  • Onboard new customers during their first week, establishing strong relationships and understanding
  • Serve as the primary contact for commercial matters with high responsiveness.
  • Conduct quarterly business reviews covering credit, capital, transactions, health, product
  • Manage capital and financing conversations end to end from discovery through underwriting handoff.
  • Explore customers’ cash flow dynamics and financing needs to identify capital opportunities.

🎯 Requirements

  • 3+ years of experience in B2B account management or customer success, preferably in fintech
  • Proven ability to grow and retain a high-value customer portfolio, with strong expansion and churn
  • Consultative selling and relationship-management skills to translate customer needs into commercial
  • Experience managing relationships with founders, executives, finance leaders, or senior
  • Confidence leading quarterly business reviews and strategic conversations.
  • Strong understanding of business financials and ability to connect model, cash flow, and growth

🎁 Benefits

  • Competitive salary and comprehensive benefits package.
  • PTO.
  • Health insurance.
  • Home-office budget for remote workspace.
  • Learning and development bonus for growth.
  • Fully remote work environment in Canada.
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