Client Services Manager

Fintel Connect

. Lead a pod of Account Coordinators and Account Managers .

Posted 9/15/2026full-timeVancouver • CanadaMid-LevelSenior💰 CA$80,000 - CA$90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership in managing account teams, developing client strategies, and enhancing client relationships through actionable insights. Proficient in performance monitoring, data analysis, and technical troubleshooting to drive client success and team development.

Highest-signal resume keywords

Client Services ManagementTeam LeadershipPerformance ReportingMicrosoft ExcelAffiliate Marketing Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementPerformance MarketingData AnalysisClient Strategy DevelopmentTechnical Troubleshooting

Soft Skills

CoachingCommunicationGoal SettingProblem Solving

Tools & Technologies

Microsoft PowerPointProject Management System

Industry Keywords

Financial ServicesRegulated IndustryClient Health MonitoringOnboardingChurn Risk Identification

About the role

Key responsibilities & impact

Lead a pod of Account Coordinators and Account Managers
Directly manage at least one larger client account
Establish consistent client review standards across the pod
Own client strategy, performance against targets and renewals
Assess team members' strengths and development gaps and create development plans
Improve onboarding, client health monitoring and reporting
Enhance client and publisher experience through actionable insights and recommendations
Lead troubleshooting for tracking and technical implementation issues
Run one-on-ones, set goals and conduct quarterly performance conversations
Coach team members through client calls and reporting reviews
Manage pod workload, absence coverage and client escalation reallocations
Own hiring and onboarding for the pod
Build and deliver program strategies against client goals and revenue targets
Handle tracking failures, missed targets and relationship escalations
Identify churn risks and expansion opportunities
Maintain pod visibility in the project management system
Triage tracking and integration issues and escalate to product or engineering when needed
Report pod performance accurately and explain performance drivers
Collaborate with sales, marketing, product and engineering on client needs

Requirements

What you’ll need

Five or more years in client services, account management or performance marketing
At least two years spent leading people, formally or as a team lead
Evidence of developing someone through promotion, performance improvement or capability building
Track record of maintaining client relationships through difficulty
Comfort with data
Strong Microsoft Excel and PowerPoint skills
Ability to read performance reporting, identify issues and explain them to clients
Technical curiosity to understand tracking and integrations, or willingness to learn quickly
Affiliate marketing experience is an advantage
Financial services or another regulated industry experience is an advantage

Benefits

Comp & perks

Comprehensive health and wellness benefits
Five paid personal days
Paid volunteer time
Hybrid schedule with one remote day per week
Career progression route from CSM to Senior CSM
Opportunity to help define the career path