Account Manager- US Expansion

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

Benefits offered by this job

Base + commission

Comprehensive benefits includingDental

Remote-first across Canada

Latest hardware and software tools

Professional development budget

Job summary

Lendesk is expanding its US presence and seeks an Account Manager to onboard and enable brokers and partners on our SaaS platform. You will support day-to-day onboarding, training, and activation of loan officers, working closely with the Senior Account Manager and cross-functionally to ensure successful deployments.

Applicants should have 1–2+ years in SaaS or related fields, be comfortable with remote-first collaboration, and able to travel.

Qualifications

• 1–2+ years in SaaS, account management, customer success or tech sales.
• Experience delivering onboarding, training or technical support.
• Familiarity with financial services or mortgage workflows (US).
• Comfortable learning technical systems and troubleshooting basic issues.
• Strong organizational skills and multi-customer management.
• Comfortable in a high-volume, remote-first environment.
• Experience with CRM tools such as HubSpot.

Responsibilities

• Act as primary contact for assigned loan officers after sales handoff.
• Lead standard onboarding and training sessions; assist Senior AM with complex integrations.
• Proactively follow up to encourage activation and ongoing usage.
• Host group and one-on-one onboarding sessions.
• Maintain HubSpot records, monitor activation and account health.
• Collaborate with Senior AM, Account Executives and Customer Success for seamless transitions.
• Share broker feedback with Senior AM and internal teams.
• Resolve client issues with technical and support teams; provide regular adoption reports.
• Travel to major US conferences.

Skills

SaaS account management

Onboarding delivery

CRM proficiency

Remote-first work style

HubSpot experience

Organizational skills

Mortgage/financial services knowledge

Training / enablement

Zapier

Tools

HubSpot

Zapier

Job description

Account Manager - US Expansion

About Lendesk

We’re a financial technology company on a mission to make the mortgage experience easy, accessible, and transparent. Our flagship product is an advanced digital mortgage origination platform that connects borrowers, brokers, and lenders. We’re a fast-growing team of 70+ employees, composed of innovative and engaged individuals working collaboratively to deliver a unique digital home buying experience.

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 work closely with the Senior Account Manager, supporting day-to-day onboarding, training, and activation of loan officers. The Senior Account Manager will provide guidance on complex brokerage implementations, integrations, and escalations.

Responsibilities

• Act as the primary point of contact for assigned loan officers following the sales handoff
• Lead standard onboarding and training sessions, assisting the Senior AM with more complex brokerage integrations.
• Proactively follow up with loan officers to encourage activation and ongoing platform usage
• Host recurring group and one-on-one onboarding and training sessions
• Maintain accurate HubSpot records, monitor activation progress, and escape at-risk accounts.
• Work directly with the Snr Account Manager, Account Executives and Customer Success to ensure seamless client transitions.
• Share broker feedback and workflow challenges with the Senior AM and internal teams.
• Proactively solve client issues by collaborating with technical and support teams.
• Provide regular reporting on adoption rates, account health, and success metrics.
• Travel involved to major conferences in the US.

Skills & Experience

• 1–2+ years of experience in SaaS, account management, customer success, or technology sales.
• Experience delivering customer onboarding, training, or technical support.
• Familiarity with financial services or mortgage workflows, preferably in the U.S.
• Comfortable learning technical systems and troubleshooting basic issues.
• Strong organizational skills and experience managing multiple customers simultaneously.
• Comfortable working in a high-volume, remote-first environment.
• Experience with CRM tools such as HubSpot.
• 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

In addition to the exciting work, great people and a fun and supporting culture, we offer extensive benefits and perks package:

• Competitive salaries: base + commission structure
• 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 compensation to all our team members. This role offers a base salary range of $60,000–$90,000, plus a performance-based bonus tied to onboarding, activation, and customer adoption. For experienced candidates, we typically hire at or near the midpoint of the salary band to ensure there’s room for continued growth and development. Compensation will reflect the skills and experience you bring to the team, the impact you have on the business, and your continued growth in the role. Throughout your time at Lendesk, we'll support your professional development and provide opportunities to build a rewarding career with us.