Customer Success Account Manager

Professional Staffing; Toronto; Remote; CAD 60,000 - 75,000; Full time

Job summary

Professional Staffing is seeking a Customer Success Account Manager to own a portfolio of SMB and mid-market SaaS customers. This fully remote role (Toronto) offers a full-time path with a $60,000–$75,000 CAD annual salary and a focus on retention, expansion, and value realization.

You will run onboarding, trainings, renewals, and regular business reviews, using HubSpot/Salesforce/Gainsight to monitor health metrics and drive growth.

Qualifications

• 2–4 years in Customer Success or Account Management at a B2B SaaS company.
• Experience owning your own book of accounts, ideally SMB or mid-market.
• You can speak to your KPIs: retention, churn, renewal or expansion.
• Experience with a CRM or CS platform such as HubSpot, Salesforce, Gainsight.
• Strong communication skills and confidence running customer calls, training sessions and reviews.
• Comfort using AI tools to work more efficiently.
• A coachable, growth-minded approach in a fast-paced scaling environment.
• Experience with financial services, wealth management or insurance customers is a plus.

Responsibilities

• Own a portfolio of SMB and mid-market accounts from onboarding through renewal.
• Run onboarding and training that gets new customers live and seeing value quickly.
• Own renewals and drive retention against clear targets.
• Find and flag expansion opportunities, and partner with Sales to grow your accounts.
• Track account health and usage, spot risk early and build plans to save at-risk accounts.
• Run regular check-ins and business reviews tied to each customer’s goals.
• Share customer feedback with Product to help shape the platform.

Skills

CRM proficiency

Communication skills

Relationship management

KPI tracking

SaaS knowledge

AI tools usage

Growth mindset

Financial services knowledge

Tools

HubSpot

Salesforce

Gainsight

Job description

Customer Success Account Manager (SMB & Mid-Market)

Remote (Toronto) | Full-time

$60,000-$75,000

About the Opportunity

Our client is a fast-growing, venture-backed B2B SaaS company that automates the paperwork-heavy operations behind financial services. Their platform handles data collection, document processing, client onboarding and operational workflows for wealth management firms, insurance carriers and insurance brokers.

They’re adding a Customer Success Account Manager to own a portfolio of SMB and mid-market customers.

The Role

You’ll own a book of SMB and mid-market accounts, typically $10K–$200K ARR, from onboarding through renewal. You’ll be measured on retention, adoption and growth, and you’ll have the room to show what you can do. This is a hands-on role for someone who likes building relationships and moving the numbers.

Key Responsibilities

• Own a portfolio of SMB and mid-market accounts from onboarding through renewal.
• Run onboarding and training that gets new customers live and seeing value quickly.
• Own renewals and drive retention against clear targets.
• Find and flag expansion opportunities, and partner with Sales to grow your accounts.
• Track account health and usage, spot risk early and build plans to save at-risk accounts.
• Run regular check-ins and business reviews tied to each customer’s goals.
• Share customer feedback with Product to help shape the platform.

What We’re Looking For

• 2–4 years in Customer Success or Account Management at a B2B SaaS company. This is required.
• Experience owning your own book of accounts, ideally SMB or mid-market.
• You can speak to your KPIs. You know your retention, churn, renewal or expansion numbers and can explain how you moved them.
• Experience with a CRM or CS platform such as HubSpot, Salesforce, Gainsight or similar.
• Strong communication skills and confidence running customer calls, training sessions and reviews.
• Comfort using AI tools to work more efficiently.
• A coachable, growth-minded approach and comfort in a fast-paced, scaling environment.
• Experience with financial services, wealth management or insurance customers is a plus.

This role is not a support or ticket-handling position. It’s for a proactive account owner who builds relationships and drives results.