Account Manager – US Expansion

This is a fully remote position, open to applicants in Canada.

📋 Description

• Serve as the main point of contact for designated loan officers after the sales transition.

• Facilitate standard onboarding and training sessions, supporting the Senior Account Manager with intricate brokerage integrations.

• Actively reach out to loan officers to promote platform activation and sustained usage.

• Conduct regular group and individual onboarding and training sessions.

• Ensure accurate maintenance of HubSpot records, track activation progress, and escalate accounts that are at risk.

• Collaborate with the Senior Account Manager, Account Executives, and Customer Success teams to guarantee smooth client transitions.

• Relay broker feedback and workflow challenges to the Senior Account Manager and internal teams.

• Resolve client issues through collaboration with technical and support teams.

• Provide consistent reports on adoption rates, account health, and success metrics.

• Travel to major conferences throughout the U.S.

⛳️ Requirements

• 1–2+ years of experience in SaaS, account management, customer success, or technology sales.

• Experience in delivering customer onboarding, training, or technical support.

• Knowledge of financial services or mortgage workflows, ideally within the U.S.

• Ability to learn technical systems and troubleshoot basic issues comfortably.

• Excellent organizational skills with experience managing multiple customers at once.

• Adaptable to a high-volume, remote-first work environment.

• Proficient in CRM tools such as HubSpot.

• Experience in mortgage technology, fintech, or SaaS platforms is a plus.

• Background in training or enablement for virtual or live sessions is advantageous.

• Familiarity with Zapier is a plus.

• Must be a current resident of Canada.

• Must successfully pass a criminal background check.

🏝️ Benefits

• Competitive salaries with a base plus commission structure.

• Comprehensive benefits package including dental, medical, health and wellness, and vacation stipends.

• Remote-first work environment across Canada.

• Access to the latest hardware and software tools.

• Budget allocated for continuous development and training.

• Opportunities for professional development and to build a rewarding career.