Lendesk
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.
Account Manager – US Expansion
Job not on LinkedIn
November 23
🇨🇦 Canada – Remote
💵 $60k - $90k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💰 Account Manager
🚫👨🎓 No degree required
Lendesk
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 clients immediately after the sales handoff. • Guide brokers and teams through onboarding, training, and integrations to ensure successful adoption. • Drive client engagement, addressing early friction points and reinforcing platform value. • Conduct training sessions, follow-ups, and product walkthroughs to support activation. • Monitor usage and adoption metrics; flag and escalate accounts at risk of churn. • Work directly with Sales Agents and Customer Success to ensure seamless client transitions. • Gather insights from client experiences to help refine workflows, automations, and product strategy. • Proactively solve client issues by collaborating with technical and support teams. • Provide regular reporting on adoption rates, account health, and success metrics.
🎯 Requirements
• 2+ years of progressive sales experience in a technology role • Must have knowledge in the financial or mortgage industry- bonus if it is in the US market • Experience in technology and system integration • Track record of building and nurturing long term business relationships with business decision makers • Proven track record of high activities (high volume of calls and meetings) • Entrepreneurial mindset- ability to be proactive, innovative, and take ownership of your relationships • Proven track record of conversion, objection handling, and closing experience in a remote first environment • Experience in managing processes, forecasting and building data driven strategies • Having a high level of autonomy and accountability • Nice to haves : Experience in mortgage technology, fintech, or SaaS platforms . Background in training or enablement (virtual or live sessions). Experience with Zapier
🏖️ Benefits
• Competitive salaries: base + bonus upside • Comprehensive benefit plan including dental, medical, as well as health and wellness and vacation stipends • The latest in hardware and software tools • Budget for continuous development and training
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