Account Manager

Location[s]: Waterloo

Job Type
Full-Time (Monday – Friday) Hours: 8:00-4:30 (occasional flexibility required) As our Account Manager, you’ll be the bridge between prospective clients and long-term relationships. This role combines the best of customer success, inside sales and account management. You’ll guide organizations from their first inquiry through onboarding while identifying opportunities to deepen relationships and expand the value we provide. You’ll work closely with our Operations, Training, Marketing, and Client Success teams to ensure every client experiences a smooth, professional journey that reflects our commitment to making workplaces safer. This isn’t a role for someone looking to simply process requests. We’re looking for someone who is energized by building relationships, solving problems, uncovering opportunities, and creating remarkable experiences that clients remember. Why This Role Exists This role exists to ensure every interaction with SafetyCo feels effortless, professional, and valuable. From responding to new inquiries to supporting existing clients and identifying additional opportunities, you’ll help clients get the most from their partnership with us. Success isn’t measured simply by answering emails or scheduling training. Success is creating clients who trust us, stay with us, and confidently recommend SafetyCo to others. Success in the Role Success in this role means: Exceptional Client Experience Every client receives timely communication, proactive support, and an experience that exceeds expectations. Growth Through Relationships You naturally identify opportunities to introduce additional SafetyCo services that help clients solve problems and improve workplace safety. Seamless Client Onboarding New clients transition smoothly from signed agreement to service delivery with clear communication and defined expectations. Revenue Growth Existing clients continue to purchase additional services because they trust SafetyCo and understand the value we provide. Operational Excellence Client information, CRM records, quotes, proposals, and onboarding activities are accurate, organized, and completed on time. Client Retention Clients continue partnering with SafetyCo because they receive exceptional service before, during, and after every engagement. What You’ll Do Client Experience
- Become the trusted point of contact for clients throughout their journey with SafetyCo
- Respond promptly to client inquiries and requests
- Coordinate onboarding for new clients, ensuring a seamless implementation experience
- Schedule discovery meetings and ensure all client requirements are completed
- Build strong relationships with key client stakeholders
- Resolve issues quickly while maintaining a positive client experience Business Development & Growth
- Follow up on inbound leads generated through marketing campaigns
- Qualify opportunities and guide prospective clients toward the right solutions
- Prepare proposals, quotations, and service recommendations
- Identify cross‑selling and upselling opportunities across SafetyCo’s full suite of services
- Re‑engage dormant clients and support client retention initiatives
- Support revenue growth through exceptional relationship management rather than high‑pressure sales Reporting & Administration
- Maintain accurate CRM records and client documentation
- Track client activity, sales opportunities, and follow‑up tasks
- Monitor client satisfaction and identify opportunities for improvement Core Competencies Client Obsessed You genuinely care about creating exceptional experiences and building long‑term relationships Growth Mindset You naturally recognize opportunities to create additional value for clients while contributing to business growth Communication You communicate clearly, professionally, and proactively with clients and teammates Ownership You take responsibility, follow through on commitments, and solve problems without waiting to be asked Organization You thrive in a fast‑paced environment while keeping projects moving and details under control Continuous Improvement You constantly look for better ways to improve processes, client experiences, and team performance What You Bring Required:
- 3+ years of experience in client onboarding, implementation, customer success, project coordination, or account management
- Outstanding communication and relationship‑building skills
- Strong organizational skills with the ability to manage multiple priorities
- Excellent problem‑solving ability and attention to detail
- Proficiency with Microsoft Office and CRM platforms Preferred:
- Experience in health and safety, workforce training, education, or professional services
- Knowledge of CRM platforms such as Zoho, Salesforce, or HubSpot Health & Wellness: We take care of our people, because you can’t look after others if you’re not looked after too.
- Access to mental health resources and welln