Account Manager

Position: Account Manager Comp: $100,000 - $120,000 Base Salary ($160,000 - $180,000 + OTE Uncapped) Location: Hybrid (3 days/week in Toronto HQ) | Remote considered for top-tier performers About Fiscal.ai Fiscal.ai is a leading research and data platform for capital markets. Combining a powerful research Terminal with modern APIs, Fiscal.ai is building the modern financial data company. The firm has raised $13M in venture backing and is headquartered in Toronto, Canada. With thousands of customers and millions of end-users through their API offerings, Fiscal.ai is building the premiere financial data company in the AI era. This role is based in Toronto and requires a minimum of three days per week in our office. Why Fiscal.ai? Equity: You aren't just an employee; you're an owner. Every team member gets a piece of the pie Zero Bureaucracy: We are a tight-knit, fast-paced team where results matter more than optics Uncapped Upside: A competitive $100k base with a lucrative, uncapped commission structure designed for high achievers The Role: Relationship Architecture & Revenue Growth As an Account Manager at Fiscal.ai, you are the bridge between our technology and our clients' success. You aren't just "managing a list"—you are a strategic partner responsible for the long-term health and expansion of our institutional accounts. We are looking for a growth-minded professional who can navigate complex organizations, identify untapped revenue within existing licenses, and command a room during high-stakes business reviews. Key Responsibilities: Expansion & Adoption: Drive net-new revenue by educating clients on specialized data services and API capabilities that complement their current stack. You own the cross-sell and upsell motion Renewal Ownership: Manage the end-to-end renewal process. You are responsible for ensuring high retention rates and securing long-term commitment from our customer base Strategic Relationship Management: Build and maintain deep-rooted relationships with key users and C-suite decision-makers across asset managers, hedge funds, and financial institutions Business Reviews: Lead regular, high-impact business reviews to stay aligned with client goals, surfacing insights on how Fiscal.ai can support their shifting strategies in the AI era CRM Discipline: Maintain a meticulous record of account health, contract dates, and expansion opportunities to ensure accurate forecasting and seamless internal collaboration. Requirements 3+ years of experience: Proven track record in Account Management or Customer Success within B2B SaaS or Fintech Revenue Accountability: Demonstrated ability to meet or exceed renewal targets and expansion (upsell/cross-sell) quotas Capital Markets Expertise: Previous experience working within or selling to Capital Markets is a significant advantage Technical Literacy: Ability to understand and explain complex data architectures and API integrations to both technical and non-technical stakeholders Executive Presence: Comfortable leading presentations and negotiations with senior-level decision-makers in the financial sector Proactive Mindset: A self-starter who doesn't wait for a ticket to break to call a client, but rather hunts for growth opportunities constantly Desired Assets (The "Outlier" Profile) Financial Domain Knowledge: Deep understanding of financial data, investment workflows, or the fintech landscape Network: Established relationships within asset management, wealthtech, or institutional trading firms Benefits Comp: $100,000 - $120,000 Base Salary ($160,000 - $180,000 + OTE Uncapped) Location: Hybrid (3 days/week in Toronto HQ) | Remote considered for top-tier performers Available Position: 2

As an Account Manager, you will drive revenue growth by educating clients on data services and managing the renewal process. You will build relationships with key decision-makers and lead business reviews to align with client goals.

Candidates should have over 3 years of experience in Account Management or Customer Success, preferably in B2B SaaS or Fintech. A proven track record in meeting renewal and expansion targets, along with capital markets expertise, is highly desirable.

• Equity ownership • Hybrid work flexibility

Identified from the job description. Confirm important requirements above.

• Account Management
• Customer Success
• B2B SaaS
• Fintech
• Capital Markets
• Technical Literacy
• Executive Presence
• Proactive Mindset

Minimum experience

5+ years

Apply by

Dec 27, 2026