Account Manager

Job summary

The Account Manager will own and grow a portfolio of high-value accounts by developing strategic growth plans and driving net revenue retention. They will act as a trusted advisor to clients, conducting business reviews and collaborating cross-functionally to ensure seamless product adoption and expansion.

Job details

Tali AI is on a mission to build industry-leading products that solve real-world problems for clinicians today. How do we do this? Our AI-powered medical assistant empowers clinicians by removing the administrative burden that pulls them away from patients. When clinicians can focus on care, healthcare becomes more accessible, more human, and more sustainable. Tali is transforming the industry, serving thousands of clinicians across Canada and the US, accelerating millions of patient encounters annually, saving clinicians more than 10 hours a week. That time goes back to where it matters most, patient care. We are looking for an Account Manager to own and grow a portfolio of our most valuable relationships. You'll be the strategic point of contact for existing customers, expanding accounts through upsells and cross-sells, driving renewals, and acting as a trusted advisor who helps users get maximum value from our platform. This is a hybrid role based in Toronto, ideal for an experienced account management professional who thrives on relationship-building, revenue growth, and cross-functional collaboration. \n What You'll Do * Own a portfolio of high-value accounts, leading relationships and acting as a strategic advisor * Develop and execute account plans that identify expansion opportunities, renewal risk, and long-term growth strategy * Drive net revenue retention through upselling, cross-selling, and contract renewals * Conduct regular business reviews (QBRs) with stakeholders, including senior and C-suite decision-makers * Partner cross-functionally with Sales, Customer Success, and Product, to ensure customers receive a seamless experience * Monitor account health metrics (usage, satisfaction, churn risk) and proactively address issues before they escalate * Negotiate contract renewals and pricing in collaboration with Sales * Maintain accurate account data, forecasts, and pipeline in Hubspot Who You Are * 5+ years of experience in account management, customer success, or B2B sales in a SaaS or tech environment * Proven track record of growing accounts and hitting/exceeding retention and expansion revenue targets * Experience managing enterprise or mid-market relationships, including multiple stakeholders within an organization * Strong consultative and negotiation skills, with the ability to align customer goals with product capabilities * Excellent verbal and written communication skills; you're confident presenting to senior leadership and executives * Proficiency with CRM tools (Salesforce, HubSpot, or similar) * Analytical mindset; you're comfortable using data to build account plans and identify growth opportunities * Bonus points: you've worked at a healthcare tech company, you understand the clinician experience, are familiar with EMR/EHRs IS THIS YOU? You treat account management as a craft, not a check-in call. You have a system for reading account health beyond what's in the CRM. You think in relationships and revenue at the same time, you don't see them as trade-offs. You'd rather fix why an account is at risk than just talk the client down from churning. And you can feel at home in a ~40-person company where you own outcomes directly. WHAT SUCCESS LOOKS LIKE 1 month: You've taken over your full portfolio; every relationship, every renewal date, every open thread. People already notice you know the accounts, not just the contract terms. You know which clients are genuinely healthy and which ones are quietly at risk, regardless of what the dashboard says. 3 months: You've closed or meaningfully progressed at least one expansion or upsell. You've found and fixed a process gap that was costing the team time or customer trust; a broken handoff, a QBR nobody was using, a renewal that kept surprising people. You own the full outcome of at least one account end-to-end, not just your slice of it. 9 months: You're a proven revenue driver, not just a relationship-holder and your accounts show it in the numbers. You've grown at least one client relationship from "vendor" to "strategic partner." You're trusted to shape how the team runs account planning, forecasting, or onboarding, not just execute it. \n $70,000 - $90,000 a year The compensation range listed refers to an annual base salary that may vary depending on a candidate's relevant qualifications, knowledge, competencies and work experience, and other factors including market conditions. Base salary is only one aspect of our total rewards package. Be sure to check out a summary of our benefits below. \n More About Tali AI Perks and Benefits All full-time employees enjoy: * Hybrid work & flexible work hours * Comprehensive health and wellness coverage from day one * Competitive PTO, including winter shutdown Dec 25 - Jan 1, birthdays and Taliversaries, and 'extra long' long weekends * $2000 annually in "Knowledge Dollars" to learn, grow, and level up * Quarterly socials & company outings that bring our team together beyond the day-to-day Our Core Values ⚡️ Bold: we embrace ambitious goals, make courageous decisions, and take calculated risks to drive impactful innovation and growth 🧩 Resourceful: we're self-directed problem solvers; navigating obstacles, learning and acquiring new skills and making sound judgement calls. We consistently deliver on commitments while maintaining a high standard of quality and dependability 📣 Candid: Being, honest, transparent, and open in all interactions, fostering a culture of trust and authenticity 💛 Caring: Actively supporting and empathizing with our people - customers, patients, and colleagues to help them thrive and achieve their goals Why Join Tali ⚖️ Impact at Scale: What you do here matters. You’ll influence the Tali experience, fueling a team that’s changing how clinicians work and how patients are cared for. 🧰 Technical Excellence: What you build here sets the bar. You’ll work with cutting-edge technology to help shape a truly world-class product. 🚀 Ownership and Growth: What you take on here truly matters. As an early-stage startup, every team member helps shape our technology, culture, and future. Whether you’re a generalist who thrives on variety or a specialist excited to build systems from the ground up, your contributions will be pivotal to what we become. 👷 Build with Purpose and Pride: What you contribute here carries real responsibility. You’ll help build and support systems that handle highly sensitive medical data with care and integrity, earning the trust of clinicians and safeguarding the safety of patients every day. 👏 A Team that Inspires: Collaborate with a talented, driven team that values innovation, humility, and a relentless focus on solving meaningful problems. Tali Online 🔗 Tali is one of Linkedin's Top Startups of 2025 [https://www.linkedin.com/pulse/linkedin-top-startups-2025-15-canadian-companies-rise-linkedin-news-zbube/] 🔗 Tali is part of the renowned Digital Supercluster Project [https://digitalsupercluster.ca/the-power-of-collaboration-driving-a-better-canadian-health-care-system-through-innovation/] 🔗 Check out Tali's CEO, Mahshid Yassaei on Cherry Health's Leaders in Healthcare Podcast [https://creators.spotify.com/pod/profile/leaders-in-healthcare/] We thank all applicants for their interest; only those candidates selected for an interview will be contacted. Tali is committed to providing a barrier-free recruitment process for all candidates. Should you require accommodations at any point throughout the hiring process, please contact People & Culture at people@tali.ai.

What you’ll do

The Account Manager will own and grow a portfolio of high-value accounts by developing strategic growth plans and driving net revenue retention. They will act as a trusted advisor to clients, conducting business reviews and collaborating cross-functionally to ensure seamless product adoption and expansion.

Requirements

Candidates must have 5+ years of experience in account management, customer success, or B2B sales within a SaaS or tech environment. A proven track record of hitting revenue targets and strong consultative, negotiation, and CRM proficiency are required.

Benefits

• Remote and hybrid work options
• Flexible work hours
• Comprehensive health and wellness coverage
• Competitive PTO
• Winter shutdown
• Knowledge dollars for professional development
• Quarterly socials and company outings

Listed skills

• Account Management · Preferred
• Data analysis · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Consultative Selling · Preferred
• Upselling · Preferred
• Stakeholder Management · Preferred
• CRM · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account management
• Customer success
• B2B sales
• SaaS
• Revenue growth
• Strategic planning
• Upselling
• Cross-selling
• Contract renewals
• Consultative selling
• Negotiation
• CRM
• HubSpot
• Data analysis
• Stakeholder management
• Communication
• Courage
• Empathy
• Influencing Skills
• Cross-Functional Collaboration
• Resourcefulness
• Cross-Selling
• Customer Success Management
• Influencing Without Authority
• Self-Discipline
• Account Management
• Account Planning
• Artificial Intelligence
• Apple Numbers
• Business To Business
• Customer Relationship Management
• Dashboard
• Software As A Service (SaaS)
• Sales
• Forecasting
• Leadership
• Growth Strategies
• Humility
• Innovation
• Medical Assistance
• Relationship Building
• Salesforce
• Strategic Partnership
• HubSpot CRM
• Revenue Growth
• Honesty

Job areas

• Sales
• Customer Service & Support
• Software
• Healthcare
• Management & Leadership
• Account Manager
• Account Manager (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products