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
- Partnerships Coordinator driving partner operations, creative campaigns, and reporting for Willful, a Canadian estate-planning platform. Supporting advisor sales and scalable partnerships remotely.
Responsibilities
- Run partnership operations, including order processing, month-end reconciliations, invoicing, briefs, and follow-ups
- Build scalable workflows, maintain documentation, and automate routine tasks using AI and modern software tools
- Create partner decks, one-pagers, and performance updates
- Support the Willful for Professionals platform for financial advisors, including inbound sales materials and meetings
- Design and produce campaign assets including static graphics, short-form video, co-branded emails, and social content
- Ship campaigns on time and keep internal parties informed, aligned, and accountable
- Develop practical creative ideas for new partner activations
- Track partner-sourced revenue and transaction volume
- Build and refine reporting across partnership channels
- Share straightforward updates on performance and areas for improvement
Requirements
- Legally able to work in Canada
- Track record of executing projects in an agency, startup, freelance, or fast-paced environment
- Design and asset creation skills, including basic video editing
- Familiarity with Figma and Notion
- Active use of AI tools in workflow
- Ability to take direct feedback and iterate rapidly
- Ability to identify and improve systems proactively
- Clear writing and ability to represent a brand well to external partners
- Ability to analyze and share relevant metrics internally and externally
- Bonus: bilingual in French and English, written and verbal
- Bonus: 1 to 3 years in marketing, sales, partnerships, or project coordination
- Bonus: experience running sales, business development, or discovery calls
- Bonus: video editing expertise
- Bonus: background in trust-based industries such as finance, law, or health
Benefits
- Employee Stock Option Plan (ESOP) participation
- Full health, dental, and vision coverage
- $500 annual wellness budget
- Choice between a Health Spending Account (HSA) or RRSP matching
- 4.5-day work week year-round
- Flexible working hours
- Company-wide paid 'recharge' days in December on top of standard vacation
- Monthly meal and entertainment budget
- Fun virtual events
- In-person team retreat once a year
- Remote-first/100% remote work
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