Account Manager- US Expansion

Lendesk; Canada; Remote; CAD 60,000 - 90,000; Full time

Job summary

A dynamic financial technology company is hiring an Account Manager to support their U.S. expansion. In this role, you will guide clients through onboarding, conduct training sessions, and ensure their successful adoption of the SaaS platform. Competitive salary package includes a range of $60,000-$90,000 with bonuses. You must be a current Canadian resident and prepared to pass a background check to join this remote-first team.

Benefits

Competitive salaries

Comprehensive benefit plan

Office flexibility across Canada

Latest hardware and software tools

Budget for continuous development and training

Qualifications

• 2+ years of progressive sales experience in a technology role.
• Knowledge in the financial or mortgage industry is a bonus.
• Experience managing client onboarding and engagement.

Responsibilities

• Act as primary contact for clients post-sales handoff.
• Guide brokers through onboarding and integrations.
• Drive client engagement addressing early friction points.
• Conduct training sessions to support activation.
• Monitor usage metrics and flag accounts at risk.

Skills

Progressive sales experience

Knowledge in the financial or mortgage industry

Experience in technology and system integration

Building long-term business relationships

High volume of calls and meetings

Entrepreneurial mindset

Conversion and closing experience

Managing processes and forecasting

High level of autonomy

Tools

Zapier

Job description

About Lendesk

We’re a financial technology company on a mission to help people feel confident in their mortgage decision and deliver a seamless experience. Our flagship product is an advanced digital mortgage origination platform that connects borrowers, brokers, and lenders. We’re a fast‑growing team of 50+ employees, composed of innovative and engaged individuals working collaboratively to deliver a unique digital home buying experience. We’re also a remote‑first company with team members across Canada.

At Lendesk, diversity is our strength. What makes us different, makes us stronger. We believe that a variety of backgrounds, cultures, beliefs, experiences, identities, and voices make for a better and inclusive workplace.

The Role

We are hiring an Account Manager to support our U.S. expansion, reporting to our Director of User Development and Enablement under Sales. The Account Manager will play a key part in helping brokers and partners successfully use our SaaS Solution.

The Account Manager will collaborate with Sales and Customer Success to ensure new clients transition smoothly from onboarding to full platform adoption. This is a hands‑on role in a fast‑moving SaaS environment, ideal for someone who loves problem‑solving, client communication, and turning new users into confident advocates.

Responsibilities

• Act as the primary point of contact for clients immediately after the sales handoff.
• Guide brokers and teams through onboarding, training, and integrations to ensure successful adoption.
• Drive client engagement, addressing early friction points and reinforcing platform value.
• Conduct training sessions, follow‑ups, and product walkthroughs to support activation.
• Monitor usage and adoption metrics; flag and elevate accounts at risk of churn.
• Work directly with Sales Agents and Customer Success to ensure seamless client transitions.
• Gather insights from client experiences to help refine workflows, automations, and product strategy.
• Proactively solve client issues by collaborating with technical and support teams.
• Provide regular reporting on adoption rates, account health, and success metrics.

Skills & Experience

• 2+ years of progressive sales experience in a technology role
• Must have knowledge in the financial or mortgage industry- bonus if it is in the US market
• Experience in technology and system integration
• Track record of building and nurturing long term business relationships with business decision makers
• Proven track record of high activities (high volume of calls and meetings)
• Entrepreneurial mindset- ability to be proactive, innovative, and take ownership of your relationships
• Proven track record of conversion, objection handling, and closing experience in a remote first environment
• Experience in managing processes, forecasting and building data driven strategies
• Having a high level of autonomy and accountability
• Nice to haves :
  • Experience in mortgage technology, fintech, or SaaS platforms.
  • Background in training or enablement (virtual or live sessions).
  • Experience with Zapier

What We Offer

• Competitive salaries: base + bonus upside
• Comprehensive benefit plan including dental, medical, as well as health and wellness and vacation stipends
• Lendesk is remote first - your office is where you choose it to be across Canada!
• The latest in hardware and software tools
• Budget for continuous development and training

You must be a current Canadian resident to be considered for this role. A candidate selected for this position must pass a criminal background check.

Lendesk is committed to offering competitive salaries to all our team members. This role has a salary range base of $60,000- $90,000 with bonus upside- which accounts for the skills you’ll bring to the team, the impact you’ll have on the business, and the growth you’ll experience in the role. Throughout your time at Lendesk we’ll continue to have conversations about your career development and you’ll have the opportunity to build an amazing career with us.