Account Manager growing SaaS customer adoption, renewals, and expansion revenue for Absorb’s AI - driven learning platform. Managing client relationships and sales pipelines across emerging - growth accounts.
About the role
- Client Relationship Manager helping young Canadian entrepreneurs prepare viable funding applications. Reviewing financials, coaching applicants, and coordinating adjudication and loan disbursement.
Responsibilities
- Conduct summary reviews of entrepreneur applications, including business plans and cash flow, to determine eligibility for programs and funding
- Communicate potential eligibility issues involving business plans, industries, timing, and other factors
- Analyze credit reports to determine financing qualification
- Determine funding limits, communicate credit issues, and refer entrepreneurs to credit improvement supports
- Review applications to assess business viability and help entrepreneurs meet application standards
- Evaluate submissions and provide feedback and coaching to develop viable business plans and cash flows
- Compile and evaluate additional documentation for complete applications to National Adjudication
- Summarize pertinent information affecting adjudication reviews
- Evaluate workflow and predict likely disbursement months or dates
- Answer application-related questions and review partner-submitted applications
- Support partners in understanding application expectations, documents, and timelines
- Train partners on program details and quality application submissions
- Prepare and communicate program acceptance and outstanding disbursement conditions
- Ensure mentor matching requests are sent to the mentoring specialist’s team
- Collect and evaluate conditional documents
- Prepare, sign, and submit loan agreements, promissory notes, and other legal documents
- Communicate with compliance teams, applicants, and mentors to ensure loan disbursement
- Work with adjudication, entrepreneur-in-residence, and loans teams to ensure eligibility compliance
- Consult with business development on strategies to increase mentor and entrepreneur interest
- Perform other duties as assigned
Requirements
- Relevant experience may include education with a focus on Business Administration/Finance or equivalent hands-on career experience
- 2-3 years of experience in a client support/client relation, financial/economic or banking role
- Strong customer service experience with a desire to support the customer
- Strong expertise in financial analysis
- Exemplary skills in achieving organizational goals
- Proactive approach to conflict resolution
- Excellent attention to detail
- Clear and confident communicator, skilled at engaging and connecting with diverse audiences
- Collaborative and adaptable team player, bringing a proactive, solutions-focused mindset
- Strong organizational skills, able to balance multiple priorities effectively in a dynamic hybrid work environment
- Demonstrate curiosity and a growth mindset, embracing and championing change
- Bilingualism in French & English (spoken & written) is an asset
- Alignment with Futurpreneur’s values and commitment to the mission/purpose of the organization
- Be a role model for Futurpreneur’s organizational culture by creating a positive impact at every touchpoint with people
- Resume and cover letter required
Benefits
- Discretionary bonus
- Extensive health and dental benefits
- Supportive, flexible work environment
- Hybrid work model with flexible hours
- Work-from-abroad policy
- Paid vacation
- Personal days
- Summer hours
- End of December office closure
- Health spending account
- Mental wellness support
- RRSP matching program
- Learning allowance
- Coaching program
- Access to an e-learning platform
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Degree requirement
No Education Requirement
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