Fintech Account Manager

6 months ago

Toronto, Canada Peoples Group Full time

Peoples Group is a boutique Financial Institution providing banking and finance solutions to fintech. Peoples has operated across Canada in Vancouver, Calgary, Toronto, and Montreal for over 30 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused and Passionate Execution. We believe people don't choose a company to work for, they choose a company to _join_. We also believe that people come first and each day we strive to be willing, trustworthy, and creative.

We are looking to hire an Account Manager to lead the relationships with key strategic fintech partners. The account manager will be responsible for driving revenue growth for Peoples through effective account planning and sales strategies. You will need to collaborate with cross functional partners across the entire organization to deliver bottom line results for Peoples and our customers.

**About the work environment**:
Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start & end times.

**About you**:
You are an experienced Account Manager or fintech industry consultant who thrives on identifying and executing opportunities to create value and build strong relationships with your clients. You are an organized self-starter with great internal and external stakeholder communication skills. You can effectively manage client expectations and you are adept at problem solving. You leverage your experience working in financial services or similarly regulated industries and understand the role risk and compliance play, all while delivering results through world-class customer interactions.

**About you / qualifications**:

- At least five years’ experience in relationship management, ideally in the fintech or banking industries
- Experience managing multiple internal stakeholders
- Project management skills
- Negotiation skills
- Strategic Account Management
- Experience with Microsoft Office, Microsoft Dynamics, CRM and other software

**About the day-to-day**:

- Responsible for commercial client communications including regular touch points, advice on internal policies, and problem resolution
- Liaise with internal departments and advocate for clients’ interests within Peoples Group
- Comfortable meeting with clients by phone, web conferencing and in person
- Provide weekly updates to the executive team on all account activity
- Experience interacting and presenting to all levels of management as well as to clients
- Manage clients’ expectations professionally and ensure that their issues are dealt with quickly and efficiently
- Escalate critical issues appropriately for resolution
- Support business objectives of individual clients and provide strategic insight into clients’ program
- Responsible for managing and negotiating agreements, including pricing, for all assigned clients
- Identify opportunities within client portfolios and propose new products and services to enhance performance
- Limited travel to Toronto and/or Vancouver, target less than 10% of the year

**_ NOTE:_**_ Please accept our utmost appreciation for your interest; however only those applicants under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer._

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