Account Manager

Flexiti; Toronto; Hybrid; CAD 85,000 - 105,000; Full time

Benefits offered by this job

Health & wellbeing resources

Paid vacation & sick days

Competitive compensation

Hybrid work environment

Career growth opportunities

Community involvement

Diverse, inclusive team

Job summary

Flexiti is seeking an Account Manager to drive AI-enabled onboarding and grow a national merchant portfolio in a hybrid Toronto-area role. You will own onboarding workflows, coordinate with Risk, Compliance, and Tech, and present insights to executives and business owners alike.

The role emphasizes leveraging AI to automate tasks, analyzing data to uncover growth, and building strong relationships with senior stakeholders across major brands and SMBs in Canada.

Qualifications

• AI proficiency with Generative AI models and data platforms used daily.
• Experience in account management, customer success, or sales operations (FinTech or SaaS a plus).
• Ability to analyze merchant data and identify onboarding improvements.

Responsibilities

• Serve as a trusted contact for a Canadian merchant portfolio and senior stakeholders.
• Design and maintain AI-driven onboarding workflows and data pipelines to streamline onboarding timelines.
• Analyze merchant data to find growth opportunities and increase financing volume.
• Collaborate with Risk, Compliance, and Tech to ensure compliant, secure onboarding processes.
• Lead onboarding trainings for diverse stakeholders, from executives to small business owners.

Skills

AI & data proficiency

Account management

Analytical ability

Adaptability & initiative

Executive communication

Tools

Databricks

Job description

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure.

At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work.

Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of Flexiti?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

This job posting is for an existing vacancy.

We’re looking for our next Account Manager. Could it be you?

Flexiti sits at the intersection of fintech, retail, and consumer lending — a $1.6B+ platform serving hundreds of thousands of Canadian consumers through major merchant partnerships. We’ve spent the last year investing in the foundations: Braze for lifecycle orchestration, Databricks for analytics and segmentation, and a consumer mobile app that’s now live. Now we’re accelerating — expanding into new verticals, scaling high-velocity partnerships, and building the team and operating model to match our ambitions.

Need more details? Keep reading...

In this role, responsibilities include but are not limited to:

• Portfolio Management: Serve as a trusted point of contact for a diverse Canadian merchant portfolio, building strong relationships with senior-level corporate stakeholders at national brands as well as small business owners.
• Onboarding Automation: Design, implement, and maintain AI-driven workflows and data pipelines to automate the merchant onboarding journey, reducing time-to-live.
• Performance Optimization: Analyze merchant data to identify growth opportunities, driving increased financing volume across your portfolio.
• Cross-Functional Collaboration: Partner with Risk, Compliance, and Tech teams to ensure automated onboarding processes align with company standards and enterprise security.
• Strategic Training: Conduct high-impact onboarding and training sessions tailored to the stakeholder, whether presenting to corporate teams or busy retail owners.

So are YOU our next Account Manager? You are, if you...

• AI & Data Proficiency (Core Requirement): Have proven ability to leverage Generative AI models (specifically Gemini and Claude) and data platforms (e.g., Databricks) in a daily workflow. You aren't just familiar with AI; you actively use it to automate tasks, generate client insights, and optimize business processes.
• Experience: Have demonstrated experience in account management, customer success, or sales operations (FinTech or SaaS experience is a strong asset).
• Analytical Ability: Are comfortable navigating complex data platforms to track merchant health, leveraging AI-assisted insights to measure the overall efficiency of the onboarding pipeline.
• Adaptability & Initiative: Are a proactive, tech-forward professional who thrives in an agile environment and is eager to champion new AI tools to drive operational efficiency.
• Communication & Executive Presence: Have exceptional communication skills. You can confidently hold your own in a boardroom with enterprise executives, yet remain empathetic and accessible to small business owners.

Compensation Information

• Base salary range: $85,000 - $105,000
• The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles.