Client Account Manager

Easly; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian alternative lending platform is looking for a Client Account Manager to manage existing clients and expand their portfolio. The role involves customer service, collaboration with the sales team, and provides an avenue for significant commission earnings. Ideal candidates will have a degree in business or marketing and several years of experience in account management, preferably in financial services.

Benefits

Annual discretionary bonus

Qualifications

• 3-5 years of progressive account management experience in a large organization.
• Sales experience in the financial services sector is preferred.
• Working knowledge of the tax credit financing industry.

Responsibilities

• Manage and expand existing client portfolio and deliver exceptional customer service.
• Nurture a pipeline of opportunities through the sales cycle.
• Track client information in Salesforce and maintain internal reporting.

Skills

Excellent communication

Interpersonal skills

Sales-oriented

Customer service-focused

Strong organizational

Time management

Education

University degree in business, marketing, or related field

Tools

Salesforce

MS Office

Job description

Direct message the job poster from Easly

Hybrid : Minimum of 2 days / week in-office

Founded in 2019, Easly is a Canadian alternative lending platform. We specialize in providing non-dilutive financing to companies that receive government tax incentive refunds.Easly exists to provide funding that suits the needs of Canada’s innovative companies : simple, predictable, flexible working capital. We partner with Canadian companies of all sizes and types, providing advances on earned Scientific Research and Experimental Development (SR&ED) tax credits.

Position Summary

The Client Account Manager will be responsible for managing and expanding the existing client portfolio, delivering exceptional customer service, and proactively identifying opportunities for additional financing. This role involves close collaboration with the New Business Sales team during the transition of new clients, ensuring a smooth handover and becoming the primary contact for these clients for any subsequent funding needs.

Ideal Candidate

• Role : Managing and expanding existing client portfolio, delivering exceptional customer service, and identifying opportunities for additional financing.
• Collaboration : Work closely with the New Business Sales team during the transition of new clients.
• Primary Contact : Become the main point of contact for clients for any subsequent funding needs.
• Education : University degree in business, marketing, or a related field.
• Experience : Minimum 3-5 years of progressive account management experience in a large, complex organization; sales experience in the financial services sector preferred.
• Knowledge : Working knowledge of the tax credit financing industry.
• Skills : Excellent communication and interpersonal skills, persuasive, resilient, sales-oriented, customer service-focused.
• Technical Proficiency : Proficient with Salesforce, internet research, MS Office, and other relevant technologies.
• Attributes : Highly competitive, results-oriented, self-starter, ability to work independently and collaboratively within a team, detail-oriented, data-driven.
• Skills : Strong organizational and time management; adaptable in fast-growth environments; financial training / certification is a plus.

Key Responsibilities

Client Relationship Management

• Establish, develop, and maintain positive relationships with clients through exceptional customer service.
• Become a trusted advisor, consulting with clients to identify and address ongoing borrowing needs.

Sales and Revenue Growth

• Nurture a pipeline of opportunities through the sales cycle, from initial contact to close.
• Meet monthly, quarterly, and annual renewal targets.

Data Management and Reporting

• Track all relevant client and partner information in Salesforce, Box, etc.
• Maintain internal pipeline and general reporting / forecasting requirements.

Product Knowledge and Compliance

• Showcase in-depth product knowledge when interacting with clients.
• Maintain up-to-date knowledge on Easly product, policies, and procedures.
• Follow sales and application document collection processes.

Additional Responsibilities

• Occasional travel within Canada.
• Perform other duties as assigned.

Salary and Benefits

• 100,000 base salary - up to 40% commission on top of base salary based on performance.
• Annual discretionary bonus.

We encourage applications from all qualified individuals, including those with disabilities and accommodation needs. Please notify us if you have any accessibility requirements. Information gathered will only be used for the purpose of determining employment suitability and will remain confidential.

All applicants are thanked for their interest but only those selected for an interview will be contacted.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Referrals increase your chances of interviewing at Easly by 2x

Sign in to set job alerts for “Client Account Manager” roles.

Client Solutions Manager, Large Customer Sales

Sr. Client Solutions Manager, Large Customer Sales

Account Executive, Inside and Renewal Sales

Enterprise Account Executive (Toronto - Corp)

Account Executive - Corporate Digital, Toronto

Toronto, Ontario, Canada $60,000.00-$80,000.00 3 hours ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.