Customer Success Account Manager

Toronto, Ontario, Canada
Remote
Posted Oct 24, 2026
1 position

$60,000–$75,000 / year

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Employment type: Full-time
Experience level: Mid-level · 2+ years
Posting language: English
Working hours: 40 hours per week
Seniority: Entry level
Application method: Direct apply is available

Job summary

Manage a portfolio of SMB and mid-market customers from onboarding through renewal, driving adoption, retention, and account growth. Monitor account health, address churn risks, conduct customer reviews, identify expansion opportunities with Sales, and share customer feedback with Product.

Job details

Customer Success Account Manager (SMB & Mid-Market) Remote (Toronto) | Full-time $60,000-$75,000 About the Opportunity Our client is a fast-growing, venture-backed B2B SaaS company that automates the paperwork-heavy operations behind financial services. Their platform handles data collection, document processing, client onboarding and operational workflows for wealth management firms, insurance carriers and insurance brokers. They’re adding a Customer Success Account Manager to own a portfolio of SMB and mid-market customers. The Role You’ll own a book of SMB and mid-market accounts, typically $10K–$200K ARR, from onboarding through renewal. You’ll be measured on retention, adoption and growth, and you’ll have the room to show what you can do. This is a hands-on role for someone who likes building relationships and moving the numbers. Key Responsibilities Own a portfolio of SMB and mid-market accounts from onboarding through renewal. Run onboarding and training that gets new customers live and seeing value quickly. Own renewals and drive retention against clear targets. Find and flag expansion opportunities, and partner with Sales to grow your accounts. Track account health and usage, spot risk early and build plans to save at-risk accounts. Run regular check-ins and business reviews tied to each customer’s goals. Share customer feedback with Product to help shape the platform. What We’re Looking For 2–4 years in Customer Success or Account Management at a B2B SaaS company. This is required. Experience owning your own book of accounts, ideally SMB or mid-market. You can speak to your KPIs. You know your retention, churn, renewal or expansion numbers and can explain how you moved them. Experience with a CRM or CS platform such as HubSpot, Salesforce, Gainsight or similar. Strong communication skills and confidence running customer calls, training sessions and reviews. Comfort using AI tools to work more efficiently. A coachable, growth-minded approach and comfort in a fast-paced, scaling environment. Experience with financial services, wealth management or insurance customers is a plus. This role is not a support or ticket-handling position. It’s for a proactive account owner who builds relationships and drives results. This position reflects a current vacancy with one of our clients. Our Recruiters combine deep market expertise with AI-enabled technology to support a faster, more informed recruitment process.

What you’ll do

Requirements

Requires 2–4 years of Customer Success or Account Management experience at a B2B SaaS company, ideally managing SMB or mid-market accounts and owning measurable KPIs. Candidates should be comfortable with CRM or customer success platforms, leading customer calls and training, using AI tools, and working in a fast-paced environment; financial services experience is a plus.