Client Account Manager

Certified Safety Training; Victoria; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Extended health care

Life insurance

Paid time off

Work from home

Job summary

Certified Safety Training is seeking a Client Account Manager based in or near Victoria, BC, to manage a diverse portfolio of client accounts from independent practices to multi-location groups. You will own the end-to-end client journey, drive retention, and uncover expansion opportunities through consultative engagement.

The role emphasizes hands-on account management with a bias toward growth and service excellence, including onboarding support and CRM data integrity.

Qualifications

• 2–3 years of experience in B2B account management, client success, or account executive roles managing small-to-medium businesses or enterprise accounts.

Responsibilities

• Act as the dedicated account manager for a wide range of clients, including independent owners and multi-location accounts, ensuring responsive support and clear communication.
• Proactively monitor account health, conduct strategic business reviews, identify upsell/cross-sell opportunities, and manage renewals.
• Guide new clients through onboarding, translating regulatory requirements into practical guidance.
• Maintain accurate account records and interaction history in the CRM to maximise health and satisfaction.

Skills

Account management

Client success

Communication

Strategic thinking

Marketing coordination

Job description

About the Role (You Must Be Based In or Near Victoria BC)

Are you a strategic relationship-builder who thrives on driving growth, retaining clients, and delivering exceptional service? We are a rapidly growing compliance and training organization serving the veterinary, funeral service, and cemetery industries across North America. We are seeking a proactive Client Account Manager to manage and grow our diverse portfolio of client accounts, from independent practices to large multi-location groups.

In this role, you will own the end-to-end client journey. Nurturing key partnerships, conducting regular business reviews, driving retention, and uncovering expansion opportunities across all client tiers. While your primary focus is hands-on, consultative account management, experience or interest in B2B marketing is a strong plus to help support client communications and engagement initiatives.

Key Responsibilities

Account Management & Client Success (Primary)

• Primary Point of Contact: Act as the dedicated account manager for a wide range of clients, including independent business owners, practice managers, and multi-location accounts, ensuring responsive support and clear communication.
• Account Growth & Retention: Proactively monitor account health across your entire portfolio, conduct strategic business reviews, identify upsell/cross-sell opportunities, and manage renewals.
• Onboarding & Advisory: Guide new clients through onboarding while translating regulatory compliance requirements (such as OSHA and DEA standards) into practical, reassuring operational guidance.
• CRM & Account Data: Maintain accurate account records, client notes, and interaction history in our internal CRM to maximize account health and satisfaction.

Marketing Support (Secondary)

• Client Engagement & Communications: Assist in reviewing or contributing to client newsletters, educational resources, and feature updates to drive account adoption.
• Event & Webinar Collaboration: Support the coordination and promotion of educational webinars and partner events alongside internal teams.
• Feedback Loop: Translate direct client feedback into actionable insights to help leadership refine messaging and solution offerings.

Who We Are Looking For (Qualifications)

• Account & Relationship Experience: 2-3 years of experience in B2B account management, client success, or account executive roles managing small-to-medium businesses or enterprise accounts.
• Communication & Confidence: Skilled at serving as the primary account lead over phone, email, and video calls, with a track record of pitching solutions consultatively to key stakeholders.
• Strategic & Agile Learner: Ability to quickly master new software, regulatory environments, and industry jargon.
• Marketing Experience (A Plus): Background or familiarity with B2B campaign coordination, basic content creation (newsletters, sales collateral), or digital marketing.
• Self-Motivated: Highly organized, detail-oriented, and effective at prioritizing a mixed portfolio of high-touch and transactional client needs.
• Assets: Being a Registered Veterinary Technician (RVT) or having French language proficiency is a strong asset, but not required.

Why Join Us?

• Flexible Hybrid Work: Work comfortably from home with collaborative in-office sessions in Victoria, BC.
• Real Growth Potential: Rapid North American expansion means direct visibility with leadership and strong career progression pathways.
• Bonus Opportunities: Performance-based bonus structures tied to account retention, portfolio expansion, and client satisfaction metrics.
• Extended health care
• Life insurance
• Paid time off
• Work from home
• Work Location: Hybrid remote in Victoria, BC