Account Manager

Tali AI; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Remote and hybrid work options & flex

Health and wellness coverage

Competitive PTO and long weekends

Knowledge Dollars: $2000 annually

Quarterly socials & company outings

Job summary

Tali AI in Toronto, Canada, is seeking an experienced Account Manager to own and grow a portfolio of strategic client relationships. You will expand accounts through upsells and cross-sells, drive renewals, and act as a trusted advisor to maximize value from our platform.

This hybrid role in Toronto targets revenue growth and cross-functional collaboration, partnering with Sales, Customer Success, and Product to ensure a seamless client experience.

Qualifications

• 5+ years of experience in account management, customer success, or B2B sales in a SaaS or tech environment.
• Proven track record of growing accounts and hitting retention/expansion targets.
• Experience managing enterprise or mid-market relationships with multiple stakeholders.
• Strong consultative and negotiation skills, aligning customer goals with product capabilities.
• Excellent verbal and written communication; comfortable presenting to senior leaders.

Responsibilities

• Own a portfolio of high-value accounts, leading relationships and acting as a strategic advisor
• Develop and execute account plans identifying expansion opportunities, renewal risk, and long-term growth
• Drive net revenue retention through upselling, cross-selling, and renewals
• Conduct regular business reviews (QBRs) with stakeholders including senior/C-suite
• Partner cross-functionally with Sales, Customer Success, and Product for a seamless experience
• Monitor account health metrics (usage, satisfaction, churn risk) and address issues proactively
• Negotiate contract renewals and pricing in collaboration with Sales
• Maintain accurate account data, forecasts, and pipeline in HubSpot

Skills

Account management

Customer success

B2B sales

SaaS experience

Executive communication

Tools

Salesforce

HubSpot

Job description

Tali AI is on a mission to build industry-leading products that solve real-world problems for clinicians today.

How do we do this?

Our AI-powered medical assistant empowers clinicians by removing the administrative burden that pulls them away from patients. When clinicians can focus on care, healthcare becomes more accessible, more human, and more sustainable.

Tali is transforming the industry, serving thousands of clinicians across Canada and the US, accelerating millions of patient encounters annually, saving clinicians more than 10 hours a week. That time goes back to where it matters most, patient care.

We are looking for an Account Manager to own and grow a portfolio of our most valuable relationships. You'll be the strategic point of contact for existing customers, expanding accounts through upsells and cross-sells, driving renewals, and acting as a trusted advisor who helps users get maximum value from our platform.

This is a hybrid role based in Toronto, ideal for an experienced account management professional who thrives on relationship-building, revenue growth, and cross-functional collaboration.

What You'll Do

• Own a portfolio of high-value accounts, leading relationships and acting as a strategic advisor
• Develop and execute account plans that identify expansion opportunities, renewal risk, and long-term growth strategy
• Drive net revenue retention through upselling, cross-selling, and contract renewals
• Conduct regular business reviews (QBRs) with stakeholders, including senior and C-suite decision-makers
• Partner cross-functionally with Sales, Customer Success, and Product, to ensure customers receive a seamless experience
• Monitor account health metrics (usage, satisfaction, churn risk) and proactively address issues before they escalation
• Negotiate contract renewals and pricing in collaboration with Sales
• Maintain accurate account data, forecasts, and pipeline in Hubspot

Who You Are

• 5+ years of experience in account management, customer success, or B2B sales in a SaaS or tech environment
• Proven track record of growing accounts and hitting/exceeding retention and expansion revenue targets
• Experience managing enterprise or mid-market relationships, including multiple stakeholders within an organization
• Strong consultative and negotiation skills, with the ability to align customer goals with product capabilities
• Excellent verbal and written communication skills; you're confident presenting to senior leadership and executives
• Proficiency with CRM tools (Salesforce, HubSpot, or similar)
• Analytical mindset; you're comfortable using data to build account plans and identify growth opportunities
• Bonus points: you've worked at a healthcare tech company, you understand the clinician experience, are familiar with EMR/EHRs

Is this you?

You treat account management as a craft, not a check-in call. You have a system for reading account health beyond what's in the CRM. You think in relationships and revenue at the same time, you don't see them as trade-offs. You'd rather fix why an account is at risk than just talk the client down from churning. And you can feel at home in a 40-person company where you own outcomes directly.

What success looks like

1 month: You've taken over your full portfolio; every relationship, every renewal date, every open thread. People already notice you know the accounts, not just the contract terms. You know which clients are genuinely healthy and which ones are quietly at risk, regardless of what the dashboard says.

3 months: You've closed or meaningfully progressed at least one expansion or upsell. You've found and fixed a process gap that was costing the team time or customer trust; a broken handoff, a QBR nobody was using, a renewal that kept surprising people. You own the full outcome of at least one account end-to-end, not just your slice of it.

9 months: You're a proven revenue driver, not just a relationship-holder and your accounts show it in the numbers. You've grown at least one client relationship from "vendor" to "strategic partner." You're trusted to shape how the team runs account planning, forecasting, or onboarding, not just execute it.

More About Tali AI

Perks and Benefits

All full-time employees enjoy:

• Remote and hybrid work options & flexible work hours
• Comprehensive health and wellness coverage from day one
• Competitive PTO, including winter shutdown Dec 25 - Jan 1, birthdays and Taliversaries, and "extra long" long weekends
• $2000 annually in "Knowledge Dollars" to learn, grow, and level up
• Quarterly socials & company outings that bring our team together beyond the day-to-day

Our Core Values

Bold: we embrace ambitious goals, make courageous decisions, and take calculated risks to drive impactful innovation and growth

Resourceful: we're self-directed problem solvers; navigating obstacles, learning and acquiring new skills and making sound judgement calls. We consistently deliver on commitments while maintaining a high standard of quality and dependability

Candid: Being, honest, transparent, and open in all interactions, fostering a culture of trust and authenticity

Caring: Actively supporting and empathizing with our people - customers, patients, and colleagues to help them thrive and achieve their goals

Why Join Tali

Impact at Scale

What you do here matters. You’ll influence the Tali experience, fueling a team that’s changing how clinicians work and how patients are cared for.

Technical Excellence

What you build here sets the bar. You’ll work with cutting-edge technology to help shape a truly world-class product.

Ownership and Growth

What you take on here truly matters. As an early-stage startup, every team member helps shape our technology, culture, and future. Whether you’re a generalist who thrives on variety or a specialist excited to build systems from the ground up, your contributions will be pivotal to what we become.

Build with Purpose and Pride

What you contribute here carries real responsibility. You’ll help build and support systems that handle highly sensitive medical data with care and integrity, earning the trust of clinicians and safeguarding the safety of patients every day.

A Team that Inspires

Collaborate with a talented, driven team that values innovation, humility, and a relentless focus on solving meaningful problems.

Tali Online

• Tali is one of Linkedin's Top Startups of 2025
• Tali is part of the renowned Digital Supercluster Project
• Check out Tali's CEO, Mahshid Yassaei on Cherry Health's Leaders in Healthcare Podcast

We thank all applicants for their interest; only those candidates selected for an interview will be contacted. Tali is committed to providing a barrier-free recruitment process for all candidates. Should you require accommodations at any point throughout the hiring process, please contact People & Culture at [e-mail].

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgement. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The compensation range listed refers to an annual base salary that may vary depending on a candidate's relevant qualifications, knowledge, competencies and work experience, and other factors including market conditions. Base salary is only one aspect of our total rewards package. Be sure to check out a summary of our benefits below.