Account Manager

• Manage and grow a portfolio of enterprise customers
• Drive expansion through new module adoption and cross-department penetration
• Build value cases from customer data and lead consultative, outcome-focused conversations with business and technical leaders
• Run multi-threaded expansion and renewal cycles, keeping every stakeholder and internal team on a shared plan
• Partner with Customer Success to ensure customers achieve measurable value
• Work with Product and Marketing to sharpen positioning and go-to-market strategy based on account insights
• Forecast expansion opportunities accurately and maintain high renewal rates
• Help write the account management playbook, with an eye toward growing into a leadership role as the team scales

• Manage the execution of contra and Local Community Transaction partnerships after agreements are negotiated and approved
• Review partnership agreements, Contra Approval Forms, deliverables, timelines, and contractual obligations
• Set up contra and LCT accounts in HubSpot
• Book contra advertising and related commitments in HubSpot and Naviga
• Coordinate collection of creative assets for advertising campaigns
• Follow up with partners on creative, campaign materials, event details, tickets, and activation needs
• Manage tickets for sporting, corporate, charity, and other events, including hospitality assets
• Coordinate on-site signage, event materials, partner recognition, and other activation requirements
• Track advertising delivery against contract commitments and ensure obligations are fulfilled on time
• Prepare updates and reports on campaign delivery, creative, ticket usage, fulfilled commitments, and remaining obligations
• Flag risks, delays, or fulfillment gaps and support resolution
• Maintain records of deliverables, booked inventory, creative materials, ticket allocations, and fulfillment status
• Coordinate handoffs between Promotion and Sponsorship, Sales, Ad Operations, Finance, and other teams
• Pursue local contra and LCT partnerships in smaller communities
• Build relationships with local businesses, community groups, events, charitable organizations, and other aligned partners

Partnerships Specialist

• Manage the execution of contra and Local Community Transaction partnerships after agreements are negotiated and approved
• Review partnership agreements, Contra Approval Forms, deliverables, timelines, and contractual obligations with the Manager, Promotion and Sponsorship
• Set up contra and LCT accounts in HubSpot
• Book contra advertising and related commitments in HubSpot and Naviga
• Coordinate collection of creative assets from Sales Representatives and partners
• Follow up on outstanding creative, campaign materials, event details, ticket requirements, and activation needs
• Manage tickets for sporting, corporate, charity, and other events, including tables, seats, and hospitality assets
• Coordinate on-site signage, event materials, partner recognition, and other activation requirements
• Track advertising delivery against contractual commitments and ensure obligations are fulfilled accurately and on time
• Prepare updates and reports on campaign delivery, creative, ticket usage, fulfilled commitments, and remaining obligations
• Flag risks, delays, or fulfillment gaps and support resolution
• Maintain records of partner deliverables, booked inventory, creative materials, ticket allocations, and fulfillment status
• Coordinate handoffs among Promotion and Sponsorship, Sales, Ad Operations, Finance, and other internal teams
• Pursue local contra and LCT partnerships in smaller communities to strengthen local brand presence
• Build relationships with local businesses, community groups, events, charitable organizations, and other aligned partners

Contra & Local Partnerships Specialist

• Développer et mettre en œuvre des stratégies pour accroître le rendement du programme, les revenus, la marge brute, l’engagement des partenaires et la satisfaction de la clientèle.
• Analyser le rendement des comptes par rapport aux indicateurs clés, aux attentes en matière de niveau de service et aux cibles budgétées afin de repérer les écarts, les tendances, les risques et les occasions de croissance.
• Collaborer avec les opérations et les équipes internes pour produire des rapports, des bilans d’affaires et des communications sur le rendement destinés aux partenaires.
• Communiquer mensuellement le rendement des comptes, l’avancement des initiatives, les risques et les occasions aux parties prenantes internes.
• Agir comme personne-ressource principale pour les relations avec les détaillants, les fabricants et les fournisseurs nationaux attribués et coordonner la résolution des problèmes.
• Acquérir et maintenir une solide compréhension fonctionnelle de la plateforme logicielle de Confident Remodels.
• Comprendre les flux de travail, règles d’affaires, rôles utilisateurs, flux de données, configurations et dépendances du système.
• Faire le lien entre les partenaires externes et les équipes TI/techniques internes en traduisant les besoins en exigences et cas d’utilisation clairs.
• Examiner les préoccupations liées à la plateforme, documenter les problèmes et coordonner leur résolution avec les équipes techniques.
• Comprendre les intégrations de systèmes et les échanges de données avec les systèmes des détaillants, fabricants et fournisseurs.
• Surveiller l’adoption et l’utilisation de la plateforme et repérer les occasions d’améliorer l’utilisation, la formation et l’efficacité des flux de travail.
• Utiliser les rapports, tableaux de bord et données du système pour repérer les tendances, goulots d’étranglement, défis d’adoption et occasions de croissance.
• Communiquer les changements de système, versions, mises à jour des flux de travail et exigences technologiques.
• Agir comme chargé de projet pour l’intégration des fournisseurs, y compris les calendriers de mise en service, le suivi, la configuration système et la formation.
• Coordonner les activités interfonctionnelles liées aux lancements, expansions, changements de système et initiatives stratégiques.
• Repérer et gérer les risques, dépendances et obstacles aux mises en service.
• Élaborer et améliorer les processus afin d’accroître l’automatisation, l’évolutivité et l’efficacité.
• Gérer les demandes de soutien sur le terrain des fournisseurs, notamment l’ajout ou le retrait de magasins, l’ajustement de la couverture, les changements de coordonnées et la formation.
• Tenir à jour la documentation des exigences, flux de travail, configurations, décisions et initiatives des comptes.
• Collaborer avec les services de conformité, permis, centre d’appels, solutions à la clientèle, opérations, TI et autres fonctions.

National Account Manager – Canada

• Grow and maintain a portfolio of high value micro businesses and their owners
• Attract, build, and retain relationships with business customers
• Provide integrated financial advice and solutions for business and personal banking needs
• Maintain a network of key contacts and enhance the credit union’s image and reputation through networking and public relations
• Review assigned portfolios and ensure customers have appropriate lending and other products
• Refer customers to appropriate Prospera Lines of Business and leverage specialist expertise
• Negotiate and implement revised or new banking arrangements
• Complete due diligence and investigations
• Analyze and interpret financial and other information
• Assess security value and recommend new loans, renewals, and amendments within lending policies and procedures
• Review portfolio reports, identify potential problems, contact customers to resolve issues, and develop risk-mitigation action plans
• Recommend whether to retain, expand, or de-market existing relationships based on credit risk, profit contribution, and other considerations
• Coach and educate business customers, keep financial records up to date, and advise on enterprise success
• Visit current and potential customers to observe operations, develop business opportunities, and ensure loan security is protected

Local Business Relationship Manager

• Manage assigned Canadian strategic account relationships
• Work with area management to set account strategies
• Execute day-to-day operations as a member of the Canadian sales team
• Understand and support corporate values and brand strategy
• Maintain safety as a top priority
• Develop and implement territory sales plans aligned with territory goals
• Segment and plan customer interactions around greatest opportunities
• Develop and refine retail customer account plans
• Communicate market trends and customer feedback to commercial leadership
• Establish and grow retail-level customer relationships
• Prepare, practice, and deliver presentations in virtual and face-to-face settings
• Apply Counselor Sales techniques, including pre-call planning, openings, execution, and follow-up
• Maintain retail-level forecasting to identify opportunities and gaps
• Identify and develop new business opportunities
• Manage the interface between customers and FMC
• Monitor competitor activity and formulate response strategies
• Implement sales strategies for distributor account contacts in the territory
• Ensure sales objectives and forecasts align with financial objectives
• Manage expenses to maximize ROI and achieve territory targets
• Focus on employee development to increase overall skill sets

• Develop and execute multi-year account plans to accelerate growth within existing customers and capture new opportunities
• Build and nurture relationships with business, network, and security leaders
• Lead new business pitches, manage renewals, and negotiate complex agreements
• Drive enterprise-wide adoption of Fortinet solutions and double-digit growth
• Collaborate with engineering, product, and marketing teams on tailored cybersecurity and managed service proposals
• Achieve quarterly and annual sales goals through pipeline generation, forecasting, and territory planning
• Represent Fortinet in industry forums, customer workshops, and executive reviews
• Mentor peers and contribute to team strategy
• Collaborate across sales, channel, and technical teams

Major Account Manager – Communications Service Providers

• Develop and manage strategic account relationships for a portfolio of small and medium-sized accounts nationwide
• Develop and execute comprehensive account strategies to drive revenue growth
• Build and maintain strategic relationships with executive-level customers
• Collaborate with internal stakeholders to deliver exceptional customer value and client experience
• Identify growth opportunities and implement account expansion initiatives
• Ensure customer success and satisfaction through proactive relationship management
• Manage and execute renewal strategies for existing small and medium business clients
• Build relationships with key decision-makers to secure contract renewals and long-term partnerships
• Identify and capitalize on expansion opportunities within the existing customer base
• Develop and implement account growth strategies through upselling and cross-selling TELUS Health solutions
• Conduct regular business reviews with clients and position relevant solutions
• Drive new business growth through targeted campaigns and qualified leads
• Develop and execute sales strategies to convert prospects into customers in the small and medium business segment
• Collaborate with marketing and business development teams to optimize lead conversion rates

Account Manager – Employer Solutions, SMB

• Serve as the central point of contact and relationship lead for an assigned group of FCC clients
• Act as a strategic liaison between FCC departments and client partners
• Lead client relationships at the C-suite level
• Act as the Client Champion/Advocate and Voice of the Client
• Use performance metrics and executive reporting to analyze and present operating trends
• Develop and execute account management plans
• Drive client retention and identify cross-selling and additional asset-gathering opportunities
• Provide proactive consultation and practice management solutions
• Collaborate with Sales on services and product sales processes for existing clients
• Execute platform adoption goals and increase adoption of FCC products and services
• Communicate new FCC initiatives, products, and services to clients
• Identify client priorities and align products and services with their business needs
• Identify opportunities to improve efficiency, including adding or decommissioning services, processes, or products
• Analyze data to identify priorities and initiate strategic business conversations
• Develop and maintain in-depth understanding of assigned clients’ businesses through client interaction, industry research, and analysis
• Manage resolution of major service issues and escalations
• Mobilize and align multifunctional FCC teams to support strategic clients
• Ensure clients receive appropriate service levels
• Monitor operational, technology, and compliance issues affecting clients and escalate internally
• Collaborate with FCC departments to understand and address client needs and challenges

Strategic Account Manager

• Initiate, develop and maintain personalized business relationships with current and potential clients to promote and sell Desjardins products and services
• Act as an account manager and key intermediary between the business centre and members and clients
• Ensure proper usage and updating of, as well as satisfaction with, products and services offered
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop personalized solutions and prepare integrated service offerings
• Negotiate applicable conditions with members and clients
• Recommend strategies and solutions to increase business volume, support sound risk management, improve portfolio profitability and strengthen business relationships
• Identify business development opportunities to increase competitiveness of products and services
• Execute promotional activities and participate in targeted public relations activities and the business community
• Address client and member needs, seize business opportunities and refer them to the appropriate person when needed
• Comply with applicable policies, practices, standards and laws governing financial product and service distribution
• Provide sound and prudent risk management for assigned portfolios

Account Manager jobs in Canada

Account Manager

Partnerships Specialist

Contra & Local Partnerships Specialist

National Account Manager – Canada

Local Business Relationship Manager

Account Manager

Major Account Manager – Communications Service Providers

Account Manager – Employer Solutions, SMB

Strategic Account Manager

Account Manager, Commercial Market