Account Manager

🕒 October 20

🇨🇦 Canada – Remote

💵 $70k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Common Wealth Retirement

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

🛡️ Insurance

🏥 Healthcare

💼 Consulting

Insurance • Healthcare • Consulting

Common Wealth Retirement is an award-winning Canadian digital retirement platform that provides modern group retirement plans and technology-driven services for employers, financial advisors, and plan members. The company offers a SaaS-style platform with streamlined onboarding and administration, built-in personalized planning tools (retirement calculators), and an investment approach focused on lowering fees and optimizing retirement outcomes. Common Wealth emphasizes user experience, customer support, and innovation to help organizations offer accessible workplace retirement benefits and to help members maximize their retirement savings.

📋 Description

• Own implementation for newly signed employers, from closed-won handoff through first payroll contribution • Partner with Account Executives on handoff, then lead kickoff meetings and onboarding check-ins • Guide employers through plan setup, including PAD forms, eligible employee lists, and payroll setup • Manage launch timelines, flag risks early, and coordinate when launch dates need to move • Deliver employee education sessions that drive enrollment and contributions • Manage a scaled portfolio of several hundred employers using account health signals and weekly account briefings • Run proactive check-ins and stewardship meetings • Grow participation by identifying low-enrollment accounts and acting on them • Collect client feedback, including NPS, and use it to improve the client experience • Identify at-risk accounts and act using the retention playbook, including plan design and advisor levers • Serve as the primary point of contact for employers and advisors • Partner with advisors on implementations, plan design, and client health • Collaborate with Customer Service and Operations, Employer Service, Product, and Marketing to resolve issues, reduce churn, and improve client outcomes • Keep HubSpot accurate and current • Contribute to team playbooks and tools

🎯 Requirements

• 2+ years in account management, customer success, client onboarding, or implementation, ideally in B2B SaaS, financial services, or employee benefits • Experience managing a high volume of accounts at once, with a track record of prioritizing well • Comfort presenting to groups of all sizes, from a small HR team to an all-staff education session • Working knowledge of a CRM, ideally HubSpot • Experience in group retirement, group benefits, or payroll (nice to have) • Familiarity with RRSP, DPSP, and TFSA plans, or eagerness to learn them quickly (nice to have) • Experience working alongside financial advisors or brokers (nice to have) • Comfort using AI tools to work more efficiently (nice to have) • Relationship-driven and collaborative • Clear, confident communicator • Organized, independent, and adaptable • Mission-aligned and curious • Detail-oriented and data-minded

🏖️ Benefits

• Join a mission-driven company transforming retirement in Canada • High-growth environment with autonomy and clear career pathways • Medical, dental and vision benefits • Health Spending Account • 5% employer match into our group retirement plan • 4 weeks vacation • Home Office Stipend • Top of the line hardware • Annual Learning & Development Budget • Flex Holiday and Summer Friday Program • Annual Company Summit • Variable compensation, with total target compensation up to $100k

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