Account Growth Specialist

2 days ago


Canada Maximizer Full time

About the Opportunity:

We are seeking a highly motivated and experienced Account Growth Specialist to join our Customer Success team at Maximizer. The ideal candidate will have experience in account management, customer retention, and upselling, preferably within the financial advisors industry.

This role is integral to supporting and managing an assigned group of customers, ensuring they achieve value from our solutions while maintaining attention to detail and a strong focus on data accuracy.

Key Responsibilities:

  • Act as the primary point of contact for an assigned portfolio of accounts, focusing on building and maintaining strong customer relationships.
  • Support and manage an assigned Book of Business, ensuring satisfaction, engagement, and retention.
  • Identify upselling and cross-selling opportunities to maximize account growth and customer lifetime value.
  • Collaborate with internal teams to resolve customer issues efficiently and provide an exceptional customer experience.
  • Conduct regular account business reviews, focusing on client goals, product adoption, and strategic alignment.

What You'll Bring:

  • Fluency in both English & French (verbal and written).
  • 3+ years of experience in customer account management, preferably in the financial advisors or professional services industry.
  • Demonstrated aptitude for strategic account management, with a track record of driving customer success and retention, within the enterprise customers.
  • Strong organizational skills with the ability to manage multiple priorities and accounts simultaneously.
  • Excellent interpersonal and communication skills, with the ability to build trust and credibility with customers and internal stakeholders.
  • Attention to detail and a high level of sensitivity to process and data accuracy.
  • Experience using CRM tools and proficiency in Microsoft Office Suite.
  • Analytical mindset with the ability to interpret data and provide actionable insights.

Estimated Salary: $75,000 - $85,000 CAD per year.

Benefits:

  • Competitive Salaries with RRSP matching program
  • Generous paid vacation and sick days
  • A powerful Laptop
  • Budget for courses, books, and personal development
  • Predictive peer recognition and rewards
  • Team-building events, happy hours, and more


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