Traction Rec

Account Manager

Traction Rec

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$90,000 - CA$100,000 per year

About the role

  • Serve as the primary point of contact and trusted relationship leader for your portfolio of enterprise accounts
  • Build and maintain strong relationships with executive sponsors and key stakeholders through regular check-ins, pulse calls, and strategic touchpoints
  • Define, manage, and maintain success plans aligned with the customer’s and Traction Rec’s strategic goals
  • Lead Quarterly Business Reviews (QBRs), track progress against objectives, and gather feedback to inform roadmap and service delivery
  • Proactively identify renewal timelines, expansion opportunities, and risks, ensuring timely and strategic engagement with customers and internal teams
  • Partner with internal teams to coordinate responses to escalations through the management of available resources to ensure timely resolution
  • Align internal teams on customer account needs related to roadmap, services, support, and Salesforce alliance priorities
  • Maintain accurate account records and documentation in CRM, ensuring visibility into key actions, stakeholders, and upcoming milestones
  • Enable executive sponsors by preparing briefs, aligning messaging, and facilitating strategic customer meetings
  • Identify when Salesforce ecosystem engagement is needed and coordinate joint activities with Salesforce account executives, CSMs, and partners
  • Travel to clients, as required (Must be able to travel in Canada and US, without restriction)

Requirements

  • 3+ years of experience in account management, customer success, or client services in a SaaS or technology-driven environment
  • Experience working with nonprofits, community centers, or membership-based organizations (direct experience with Salesforce is an asset)
  • Proven ability to develop and maintain executive-level relationships and act as a trusted advisor
  • Strong business acumen with the ability to connect customer goals to technology solutions and strategic outcomes
  • Experience managing renewals, expansion opportunities, and mitigating churn risks
  • Excellent organizational skills with a history of managing a portfolio of accounts and keeping clean documentation in CRM systems
  • Exceptional interpersonal skills including written, verbal, and presentation skills
  • Demonstrated ability to collaborate effectively across cross-functional teams and influence without direct authority
  • Ability to diagnose customer challenges, identify opportunities, and bring the right resources together to create solutions
Benefits
  • Competitive bonus program
  • Health insurance
  • Paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementcustomer successclient servicesrenewals managementexpansion opportunitieschurn risk mitigationCRM documentationbusiness acumentechnology solutions
Soft Skills
relationship buildingorganizational skillsinterpersonal skillswritten communicationverbal communicationpresentation skillscollaborationinfluence without authoritydiagnosing customer challengessolution creation