Account Manager, Retirement Benefits (Canada)

Common Wealth Retirement; Toronto; Remote; CAD 70,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Health Spending Account

5% employer match into group plan

Home office stipend

Top-of-the-line hardware

Learning & Development budget

Flex holidays & Summer Friday program

Annual company summit

Job summary

Common Wealth Retirement is seeking an Account Manager to own employer relationships from deal close through ongoing partnership. You’ll collaborate with advisors, sales, service, and operations to ensure plans go live, employees enroll, and employers stay engaged across Western Canada.

You’ll manage a high-volume portfolio, run education sessions, and leverage a HubSpot-based playbook to optimize retention and growth.

Qualifications

• 2+ years in account management, customer success, client onboarding, or implementation, ideally in B2B SaaS, financial services, or employee benefits
• Experience managing a high volume of accounts at once, with a track record of prioritizing well
• Comfort presenting to groups of all sizes, from a small HR team to an all-staff education session
• Working knowledge of a CRM, ideally HubSpot

Responsibilities

• Own implementation for newly signed employers, from closed-won handoff through first payroll contribution
• Partner with Account Executives on a smooth handoff, then lead kickoff meetings and onboarding check-ins
• Guide employers through plan setup, including pre-authorized debit forms, eligible employee lists, and payroll setup
• Manage launch timelines, flag risks early, and coordinate with the advisor and Account Executive when a launch date needs to move
• Deliver employee education sessions that drive enrollment and contributions
• Manage a scaled portfolio of several hundred employers, prioritizing time using account health signals

Skills

Account management

Customer success

Client onboarding

Implementation

HubSpot

Tools

HubSpot CRM

Job description

Common Wealth Retirement is seeking an Account Manager to own employer relationships from deal close through ongoing partnership. You’ll collaborate with advisors, sales, service, and operations to ensure plans go live, employees enroll, and employers stay engaged across Western Canada.

You’ll manage a high-volume portfolio, run education sessions, and leverage a HubSpot-based playbook to optimize retention and growth.