Account Manager – US Expansion

Job not on LinkedIn

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $60k - $90k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

🚫👨‍🎓 No degree required

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Logo of Lendesk

Lendesk

51 - 200 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Lendesk is a digital mortgage solutions provider that offers a suite of products aimed at enhancing the mortgage process for brokers and financial institutions. The company's platform includes Finmo, a digital mortgage platform for brokers, and Lender Spotlight, a database of rates and policies for brokers. Lendesk also provides the Gateway Enterprise system for financial institutions to streamline their operations and enhance connectivity with mortgage brokers. The company focuses on integrating processes, improving client experiences, and supporting compliance with regulations such as FINTRAC. Lendesk primarily serves mortgage professionals, big banks, credit unions, and other financial institutions across Canada.

📋 Description

• Act as the primary point of contact for assigned loan officers following the sales handoff • Lead standard onboarding and training sessions, assisting the Senior Account Manager with complex brokerage integrations • Proactively follow up with loan officers to encourage activation and ongoing platform usage • Host recurring group and one-on-one onboarding and training sessions • Maintain accurate HubSpot records, monitor activation progress, and escalate at-risk accounts • Work with the Senior Account Manager, Account Executives, and Customer Success to ensure seamless client transitions • Share broker feedback and workflow challenges with the Senior Account Manager and internal teams • Solve client issues by collaborating with technical and support teams • Provide regular reporting on adoption rates, account health, and success metrics • Travel to major conferences in the U.S.

🎯 Requirements

• 1–2+ years of experience in SaaS, account management, customer success, or technology sales • Experience delivering customer onboarding, training, or technical support • Familiarity with financial services or mortgage workflows, preferably in the U.S. • Comfortable learning technical systems and troubleshooting basic issues • Strong organizational skills and experience managing multiple customers simultaneously • Comfortable working in a high-volume, remote-first environment • Experience with CRM tools such as HubSpot • Experience in mortgage technology, fintech, or SaaS platforms (nice to have) • Background in training or enablement, virtual or live sessions (nice to have) • Experience with Zapier (nice to have) • Must be a current Canadian resident • Must pass a criminal background check

🏖️ Benefits

• Competitive salaries: base + commission structure • Comprehensive benefit plan including dental, medical, as well as health and wellness and vacation stipends • Remote-first work across Canada • The latest in hardware and software tools • Budget for continuous development and training • Professional development and opportunities to build a rewarding career

Apply Now

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