SaaS Account Manager — US Expansion (Remote)

Lendesk

Toronto

Remote

CAD 60,000 - 90,000

Full time

5 days ago
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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

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.

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