Account Manager

• Provide comprehensive financial guidance to members, encompassing lending options, investment opportunities and personalized financial health checks.
• Facilitate virtual appointments to offer convenience and accessibility, ensuring members receive expert advice without the need for in person visits.
• Manage both inbound and outbound calls effectively, addressing member inquiries promptly and escalating complex issues outside of their scope to the appropriate channels.
• Acts as a role model and leader in the best practices of outbound calling, utilizing outbound calling techniques to ensure efficient and effective member outreach.
• As part of the lending application process, engages members in insurance coverage and provides options through CUMIS to meet member needs while also leveraging referrals to the insurance specialist.
• Execute holistic advice based financial strategies by fulfilling members complex lending, investment, protection and day to day banking needs.
• Holds a mutual fund license and onboards new wealth members, provides advice regarding suitability of various investments, process trades, and conduct KYCs.
• Referring to guided portfolios and wealth partners as appropriate.
• Prepare loan documents and approves loan within designated lending authority, referring larger loans and exceptions to management or corporate approvals with sound rationale as to why the loan should be approved.
• Support members by answering questions related to member’s personal borrowing needs such as product details, payment inquiries and changes such as payment alterations, loan and mortgage payment skips, and loan and mortgage pay outs.
• Provide back up support for day-to-day banking inquiries from members, answering questions about their transaction history, account packages or service charge inquiries and posts noncash transactions.
• Provide online and mobile banking support to members including providing virtual walk throughs, educating on self-serve options, and providing basic technical support.

Virtual Relationship Manager

• Build and maintain strong referral relationships with employers, insurers, third-party administrators, and professional association referrers across your territory
• Become a trusted resource on Homewood Health Centre, The Residence, and Homewood Ravensview programs, clinical approaches, admission pathways and organizational referral considerations
• Engage referral sources through ongoing outreach, meetings, education, presentations, networking and strategic account development
• Represent Homewood at employer, insurance, professional association and other third-party events across Canada
• Host onsite visits and facility tours that help partners better understand our programs, care teams, admissions process and client experience
• Identify opportunities to strengthen existing partnerships and develop new employer, insurer and third-party referral channels
• Work collaboratively with clinical, operational and admissions teams to support an exceptional referral and client experience
• Navigate sensitive and complex conversations with professionalism, empathy and sound judgment
• Develop strategic territory and account plans informed by market trends, relationship insights and referral activity
• Monitor referral trends, partnership activity and market opportunities to support business growth and long-term relationship development
• Stay informed on trends and developments across workplace mental health, addiction treatment, disability management, insurance, employee benefits and employer-sponsored care in Canada.

Corporate Partnerships Director

• Serve as a primary point of contact for select partners, managing marketing communications and facilitating collaborative alignment.
• Schedule, structure, and lead regular partner marketing synchronization meetings, including aligned cross-functional forums, to track deliverables and project timelines.
• Act as an internal liaison to ensure regional teams and cross-functional stakeholders are fully briefed on partner marketing updates and asset availability.
• Coordinate co-marketing plans and campaigns alongside external partners, driving alignment on shared business objectives.
• Manage campaign timelines and work-back schedules, systematically identifying and mitigating risks to ensure on-time delivery.
• Track and report on campaign results, leveraging data to provide actionable optimization recommendations to both internal teams and external partners.
• Oversee the end-to-end lifecycle of marketing assets, toolkits, and collateral, based on Google’s marketing guidelines.
• Develop, maintain, and distribute partner marketing playbooks, operational guidelines, and messaging frameworks to streamline partner activation.
• Build sales enablement materials and promotional toolkits to support both internal and external field teams.
• Facilitate creative and brand review processes for co-marketing materials, ensuring compliance with brand guidelines and partner legal requirements.

Partner Marketing Manager

• Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
• Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

Financial Planner, Relationship Manager

• Establish and maintain client relationships for a portfolio of Corporate Account clients, Advisors and Consultants
• Maintain responsive contact with the clients/advisor to ensure satisfaction and loyalty
• Continuously assess the evolving needs of the client/advisor/consultant and introduce services or product solutions to meet those needs over time
• Accountable for the overall profitability of the portfolio, assessing appropriate proactive initiatives
• Participate in plan review meetings and consult on plan amendment and design changes
• Actively participate with the sales leader in the sales process
• Work closely with all internal teams to ensure the best client outcome

Client Relationship Manager

• The incumbent is responsible for prospecting, soliciting, developing and maintaining business relationships with major strategic clients operating in the commercial sector
• Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services
• Act as an account manager by serving as a key intermediary between the business centre and members and clients
• Ensure proper usage and updating of, as well as satisfaction with the products and services offered
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering
• Negotiate applicable conditions with members and clients
• Recommend strategies and solutions for achieving objectives by the business centre
• Use intelligence to identify opportunities for business development
• Execute various promotional activities as part of the centre's business operations
• Participate in targeted public relations activities and participate actively in the business community
• Be attentive to client and member needs to ensure their full satisfaction
• Adhere to all policies, practices and standards in effect

Account Manager, Commercial Market

• Drive strategic account growth.
• Develop and execute strategic account plans aligned with customer objectives.
• Identify, map, and influence key stakeholders across healthcare systems.
• Negotiate agreements and support long-term customer commitments.
• Deliver clinical and commercial excellence by providing technical and clinical expertise.

Key Account Manager

• Achieve assigned sales and performance targets within the territory and provide accurate forecasts to management
• Conduct structured daily sales activities, including prospecting, appointment setting, and proactive outreach
• Generate new leads through after-sales follow-ups, cold calling, research, networking, and email outreach; follow up on all inbound enquiries
• Manage the full sales cycle, including needs analysis, product demonstrations, negotiation, and closing
• Maintain accurate prospect and customer records in the CRM; ensure timely renewals for Maintenance and Subscription contracts
• Build long-term relationships with existing clients through regular communication and account development activities
• Represent Transoft at trade shows, partner events, conferences, and regional meetings
• Identify and drive upsell and cross-sell opportunities within your assigned territory
• Collaborate cross-functionally with Sales, Finance, Operations, Marketing, and other internal teams to support client needs

• Understand the client’s wants and bridge the gap between creative and client to lead to the most successful solution.
• Gather brief from client and engage AdFarm’s Ag-Intel or strategy team for strategic development and resource planning.
• Work collaboratively with the Account Director for a strategic plan to be laid out no matter how big or small the project/campaign.
• Clearly define KPI’s with internal Marketing Data Science Analyst and client.
• Report results back to client and lead reiteration of KPIs, if required.
• Serve as the primary client contact always engaging with a high sense of urgency and continually nurturing to grow the client relationship.
• Strategically identify current and future client service requirements through establishing rapport and building stronger relationships with current and potential clients.
• Manage the SOW, Budget and Project timelines, when a Project Manager is not assigned.
• Acquire knowledge of client’s business so that marketing and advertising problems and opportunities may be anticipated.

• Lead the Establishment and Development of the PMA Portfolio
• Accountability for Delivery of Business Objectives
• Expanding Consumer Access of PMA Brands through Head Office Coverage
• Annual NSV & Depletion Outcome vs Target by Brand Expression
• Minimum Execution Standard (MES) Outcomes vs Target by Brand Expression
• Shopper Conversion Driver (SCD) Outcomes vs Target by Brand
• Development by Brand Expression & Banner for Lockdown Meetings
• Business Unit Performance Review Sessions with the Regional Sales Director
• Monthly Scorecard on Key Business Metrics & Competitive Gaming
• Annual Customer Development Business Plan by Category
• Collaborative Phased Monthly Shipment Forecast by SKU
• Investment Control within Budget by Brand Expression

• Define and execute a comprehensive partnerships strategy spanning ERP providers, fintech platforms, financial institutions, VARs, ISVs and indirect channels, aligned to Versapay’s growth objectives.
• Drive measurable pipeline creation and revenue contribution through co‑sell, embedded finance, white‑label, and channel motions—from partner identification through commercial execution and onboarding.
• Own senior relationships with strategic partners, leading complex negotiations, structuring innovative commercial models, and setting joint success metrics.
• Partner closely with Product, Sales, Marketing, Risk, and Legal to ensure partnerships are scalable, compliant, differentiated, and tightly integrated into go‑to‑market execution.
• Build, lead, and mentor a high‑performing partnerships organization with clear accountability, operating cadence, and performance metrics.
• Stay ahead of trends in B2B payments, embedded finance, ERP ecosystems, and AI‑enabled workflows to inform partnership strategy and product direction.
• Identify opportunities to responsibly leverage AI and data‑driven insights to accelerate partner sourcing, enablement, and performance—while ensuring compliance with data privacy and sharing regulations.

VP of Strategic Partnerships – Alliances

• Support the day-to-day management and execution of assigned partnership accounts across OverActive Media North American properties.
• Coordinate the delivery of sponsorship campaigns across digital, social, content, broadcast, live events, and experiential activations.
• Work cross-functionally with Marketing, Creative, Events, Finance, and Team Operations to ensure contractual assets are delivered accurately and on schedule.
• Assist with onboarding new partners, managing project timelines, and coordinating internal approvals for partner-facing creative and marketing materials.
• Support live event activations, partner hospitality, and on-site execution when needed
• Help identify opportunities to enhance partnership programs and support renewal conversations.
• Monitor and track contractual deliverables, maintaining partner workbooks, asset trackers, campaign calendars, and internal documentation.
• Coordinate post-campaign recap reports using social, broadcast, event, and other partnership performance metrics.
• Support budget tracking, invoicing, revenue reconciliation, and forecasting activities.
• Maintain accurate partnership records and internal reporting tools to ensure campaigns remain organized and on track.
• Assist with category research, partnership planning, and other departmental projects that support the growth and success of the Partnerships team.
• Liaise with internal stakeholders, including Team Operations, as required to support partner programs and campaign execution.

Coordinator, Partnerships

• Initiate, develop and maintain personalized business relationships with current and potential clients
• Act as an account manager by serving as a key intermediary between the business centre and members and clients
• Ensure proper usage and updating of, as well as satisfaction with the products and services offered
• Analyze sources of dissatisfaction and recommend potential solutions
• Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering
• Negotiate applicable conditions with members and clients
• Recommend strategies and solutions for achieving objectives by the business centre
• Use intelligence to identify opportunities for business development
• Execute various promotional activities as part of the centre's business operations
• Participate in targeted public relations activities

Account Manager – Commercial Market

• Initiate, develop and maintain personalized business relationships with current and potential clients in order to promote and sell the products and services offered by Desjardins.
• Act as an account manager by serving as a key intermediary between the business centre and members and clients.
• Ensure proper usage and updating of, as well as satisfaction with the products and services offered.
• Analyze sources of dissatisfaction and recommend potential solutions.
• Identify and analyze member and client needs, develop personalized solutions and prepare an integrated service offering.
• Negotiate applicable conditions with members and clients.
• Recommend strategies and solutions for achieving objectives by the business centre such as increased business volume, sound risk management, portfolio profitability and stronger business relationships.
• Use intelligence to identify opportunities for business development that will increase the competitiveness of the products and services offered.
• Execute various promotional activities as part of the centre's business operations.
• Participate in targeted public relations activities and participate actively in the business community.
• Be attentive to client and member needs to ensure their full satisfaction, seize business opportunities and, as needed, refer them to the right person to meet their needs.
• Adhere to all policies, practices and standards in effect, as well as the various laws governing the distribution of financial products and services.
• Provide sound and prudent risk management for all portfolios under their responsibility.

Account Manager, Small Businesses

• Prospecting, soliciting, developing and maintaining business relationships with medium organizations in the commercial sector
• Promote and sell products and services to grow the business center
• Represent, negotiate and engage companies as part of complex agreements
• Ensure consistency and balance between sales objectives, risk management, portfolio profitability and client satisfaction
• Initiate, develop and maintain personalized relationships with clients
• Act as an account manager and key intermediary between the business centre and members/clients
• Analyze sources of dissatisfaction and recommend solutions
• Identify and analyze member/client needs and develop personalized solutions
• Negotiate conditions with members/clients and recommend strategies for achieving business objectives
• Use intelligence to identify business development opportunities
• Execute promotional activities as part of the business operations
• Participate in public relations activities and actively engage in the business community.

• Act as the primary point of contact and trusted partner for all account-related matters.
• Develop and maintain lasting business relationships with key stakeholders and decision-makers.
• Ensure proactive account management, including client satisfaction and achievement of business objectives.
• Collaborate closely with delivery teams to ensure alignment between client expectations, budgets, and mandate execution.
• Play a facilitator role between clients and internal teams, particularly in managing issues and escalations.
• Contribute to the financial management of accounts (forecasting, revenue tracking, invoicing).
• Identify and develop growth opportunities within existing accounts, using a consultative approach.
• Participate in the preparation of service offerings, proposals, and the follow-up of commercial activities (including CRM).

• Lead and manage a team of Operations Associates and Senior Associates by establishing clear performance standards and expectations, while providing ongoing coaching and structured guidance to support both current role excellence and career advancement.
• Empower direct reports to go beyond day-to-day ticket processing by actively engaging them in cross-functional projects and strategic initiatives that drive meaningful impact across the team and the broader organization.
• Monitor team performance metrics and leading indicators to ensure adherence to internal SLAs and other key benchmarks. Conduct independent root cause analyses in response to significant performance variances and develop scalable, solutions-oriented mitigation strategies.
• Deliver timely and constructive performance evaluations for Associates and Senior Associates, develop and facilitate individualized employee development plans, and execute delegated work assignments with a high degree of quality and accountability.
• Maintain hands-on involvement in ticket processing to develop and sustain a deep understanding of internal workflows. Leverage this knowledge to manage client escalations effectively by engaging the appropriate stakeholders or driving independent resolution of complex issues.
• Demonstrate proficiency in SQL and leverage data visualization tools to build and maintain dashboards that track project progress, surface key insights, and support data-driven decision-making.
• Identify and champion opportunities for process optimization and operational improvement within your area of ownership, contributing to a culture of continuous improvement.

Team Lead, Account Lifecycle

• Build and maintain strong, long term relationships with key distributor partners
• Serve as the main point of contact for high-priority accounts
• Develop customized account strategies to drive sales
• Lead efforts to expand business with existing clients
• Serve as a trusted advisor to dental practices
• Partner with sales, marketing, customer service, and product development teams
• Monitor account performance, track KPIs, and provide regular reports
• Manage contract negotiations and renewals for strategic accounts

Strategic Account Manager – Western Canada

• Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share.
• Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio.
• Actively identifies opportunities and refers to BMO colleagues as appropriate.
• Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
• Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
• Generates appointments and opportunities to grow business results through targeted sales efforts.
• Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
• Identifies prospective customers and cross-sells additional products and services to meet their needs.
• Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
• Understands the local market and proactively develops relationships with centres of influence.
• Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
• Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
• Answers inquiries and provides accurate information about business banking products and services.
• Understands customer needs and offers financial solutions that meet customer goals.
• Resolves or escalates issues.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Monitors and tracks performance, and addresses any issues.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.

Relationship Manager

• Act as the main point of contact and relationship owner for PRO Strategic accounts
• Support the business by understanding the accounts needs and identifying opportunities
• Respond to in-season and pre-season opportunities, building relationships, and delivering account support
• Provide regular market-level insights into the current and future financial performance
• Understand the mission and needs of your accounts to offer solutions
• Develop in depth, long-range regional/account plans and model forecast for partners
• Collaborate with PRO leadership and support with building and implementing dealer packages
• Foster collaboration with the Business Development and Service & Operations team
• Share account feedback and identify pro market trends to influence product line

Account Manager jobs in Canada

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Virtual Relationship Manager

Corporate Partnerships Director

Partner Marketing Manager

Financial Planner, Relationship Manager

Client Relationship Manager

Account Manager, Commercial Market

Key Account Manager

Account Manager

Account Manager

Key Account Manager

VP of Strategic Partnerships – Alliances

Coordinator, Partnerships

Account Manager – Commercial Market

Account Manager, Small Businesses

Account Manager, Commercial Market

Account Manager

Team Lead, Account Lifecycle

Strategic Account Manager – Western Canada

Relationship Manager

Account Manager, Strategic Sales – Temporary