Account Manager – US Expansion

Lendesk

. Act as the primary point of contact for assigned loan officers following the sales handoff .

Posted 10/22/2026full-timeRemote • CanadaJunior💰 CA$60,000 - CA$90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer onboarding and training within SaaS environments, with a strong focus on account management and client success. Proficient in utilizing CRM tools like HubSpot to monitor account health and drive platform adoption.

Highest-signal resume keywords

Customer OnboardingAccount ManagementCRM ToolsOrganizational SkillsTechnical Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessSaaS ExperienceTraining DeliveryTechnical TroubleshootingMortgage WorkflowsFintech KnowledgeZapier Familiarity

Soft Skills

Strong Organizational SkillsCollaborationProactive Communication

Tools & Technologies

HubSpotCRM Tools

Industry Keywords

Financial ServicesMortgage Technology

About the role

Key responsibilities & impact

Act as the primary point of contact for assigned loan officers following the sales handoff
Lead standard onboarding and training sessions, assisting the Senior Account Manager with complex brokerage integrations
Proactively follow up with loan officers to encourage activation and ongoing platform usage
Host recurring group and one-on-one onboarding and training sessions
Maintain accurate HubSpot records, monitor activation progress, and escalate at-risk accounts
Work with the Senior Account Manager, Account Executives, and Customer Success to ensure seamless client transitions
Share broker feedback and workflow challenges with the Senior Account Manager and internal teams
Solve client issues by collaborating with technical and support teams
Provide regular reporting on adoption rates, account health, and success metrics
Travel to major conferences in the U.S.

Requirements

What you’ll need

1–2+ years of experience in SaaS, account management, customer success, or technology sales
Experience delivering customer onboarding, training, or technical support
Familiarity with financial services or mortgage workflows, preferably in the U.S.
Comfortable learning technical systems and troubleshooting basic issues
Strong organizational skills and experience managing multiple customers simultaneously
Comfortable working in a high-volume, remote-first environment
Experience with CRM tools such as HubSpot
Experience in mortgage technology, fintech, or SaaS platforms (nice to have)
Background in training or enablement, virtual or live sessions (nice to have)
Experience with Zapier (nice to have)
Must be a current Canadian resident
Must pass a criminal background check

Benefits

Comp & perks

Competitive salaries: base + commission structure
Comprehensive benefit plan including dental, medical, as well as health and wellness and vacation stipends
Remote-first work across Canada
The latest in hardware and software tools
Budget for continuous development and training
Professional development and opportunities to build a rewarding career