Account Manager owning Max-segment and $2M+ customer relationships for Keep, a Canadian fintech providing cross-border banking services. Driving onboarding, capital opportunities, expansion, and retention.
Responsibilities
Personally onboard every new Max and $2M+ customer via Zoom within the first week of activation
Maintain a 2-hour response SLA on all commercial contacts for the segment
Serve as the customer's named, trusted commercial contact at Keep
Conduct quarterly business reviews covering credit, capital, TPV, account health, and product feedback, with written summaries
Run capital conversations from discovery through qualification and underwriting handoff
Identify capital opportunities through discovery of cash flow, growth plans, seasonal cycles, and financing gaps
Qualify candidates, provide underwriting context, and explain financing numbers
Introduce partner lenders when Keep Capital is not a fit
Drive TPV growth, plan upgrades, credit limit opportunities, and account value
Monitor account health and act before churn
Create and track CS tickets for service needs
Represent customer feedback in product and roadmap discussions
Log calls, capital pipeline, and account health data in HubSpot/Quo
Flag commercial patterns and signals to the AM Team Lead and GTM teams
Take ownership of an established book of business and support other Account Managers
Requirements
3+ years of experience in B2B account management or customer success in fintech, payments, or SaaS
Solid fundamentals in relationship ownership and consultative selling
Proven track record growing a high-value portfolio, including NRR above 110% or equivalent account expansion and reduced churn
Ability to independently manage a book of business, calls, client communication, and deliverables
Comfort navigating conversations with founders, finance-persona buyers, and executive-level stakeholders
Ability to run QBRs confidently
Strategic approach to capital and financing conversations
Ability to connect a customer's business model and growth timeline to recommendations
Adaptability in a small-company, multi-hat environment
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