Related skills
crm onboarding b2b accountmanagement crossfunctional๐ Description
- Build strong relationships during onboarding to ensure success.
- Collaborate with stakeholders to define success criteria for initial adoption.
- Identify long-term expansion by understanding customer operations and needs.
- Keep customers on track with year-one spend and adoption milestones.
- Post onboarding: drive engagement, training, advocacy.
- Monitor health signals and usage; address barriers early.
๐ฏ Requirements
- 3+ years managing 50+ B2B customers.
- Proven track record in adoption, retention, expansion.
- CPA/CA/CFA designation a plus.
- Data-driven; analyze usage, trends, and success metrics.
- Growth mindset; eager to learn.
- Customer-first; advocate for customers and improve playbooks.
- Finance/payments experience a plus.
- Ability to work independently in a fast-paced environment.
๐ Benefits
- Work at one of Canada's fastest-growing fintechs.
- High autonomy and high growth.
- Collaborate with an ambitious, supportive team.
- Competitive compensation, equity options, and benefits.
- Hybrid work model; based in Toronto with in-office days.
- Catered team lunches several days a week.
- Dog-friendly office.
- High-trust, high-performance culture that matters.
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