AML RightSource
Job Description
The Account Manager will have a proven track record of managing SaaS clients within the corporate and financial services markets. The role will require you to think strategically, build multiple relationships in complex organizations, manage and streamline on-boarding, and increase the value of the book of business under your management.
Key responsibilities include:
- Day-to-day client management (pre-sale demos for the sales team, managing and troubleshooting client issues arising from the tech solution(s), implementation and integration and ongoing client management).
- Work with the sales team to provide client demos and other support as needed to aid in the development of new client accounts.
- Manage SaaS (Software-as-a-Service) solution implementations and all tech solutions for AMLRS clients.
- Ensure successful client onboarding, increasing solution adoption, engagement, and retention while maintaining high levels of client satisfaction.
- Provide support for ongoing client accounts (renewals, check-ins, etc.), managing client requests for modifications to their solutions.
- Work with IT product managers to help customize and calibrate AMLRS’ technologies to meet client needs.
- Liaise with the Operations Manager to ensure that client research requirements are met and clearly communicated.
- Possess a comprehensive understanding of AMLRS’ technology platforms to guide the client training sessions, discussions, and adoption.
- Facilitate best practice usage of AMLRS’ solutions to help clients maximize their investment.
- Schedule and host regular follow-up engagement meetings with clients on the health and status of their programs.
- Ensure clients are aware of new technology releases and how they can engage them in their workflows.
- Prepare tailor-made proposals for existing clients requiring new services.
- Provide existing as well as prospective clients with adequate information about AMLRS’ services, including but not limited to technology, service levels, product differentiation, customizations and any necessary training on technologies as required.
Required Qualifications:
- Bachelor’s Degree (or equivalent) in any discipline.
- 3+ years of proven client care and account management experience in a B2B SaaS business model.
- Technically savvy with solid project management experience and strong organizational skills.
- Be a self-starter and quick learner with demonstrated initiative, diligence, and attention to detail.
- Possess excellent presentation and social skills.
- Effective communicator, fluent in written and spoken English.
- Experience with CRM tools is advantageous.
- Have a good grasp of Microsoft Office, especially Excel and PowerPoint.
- Social media and online advertising experience is advantageous: LinkedIn, Google AdWords, and Google Analytics.
- Be a holder of CAN ID/ passport with permission to work in Canada.
Preferred Qualifications
- Experience of enterprise software and/or of the due diligence KYC/AML market
Normal Working Hours and Conditions
Core business hours are generally 8:00 am – 5:00 pm. However, this position will require work to be performed outside of normal business hours based on Company operations.
Physical Requirements
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to travel to other office locations and to verbally communicate to exchange information.
AML RightSource is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.