Account Manager

Job summary

The Account Manager is responsible for processing client funding, managing invoices, and mitigating financial risks. They also provide exceptional customer support and maintain regular communication with clients to ensure compliance and satisfaction.

Job details

About Us: At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing Company list in 2023, recognized as a ‘Great Place to Work’ by the Secured Finance Network, and celebrated as a ‘Most Innovative Company’ by ABF Journal; all thanks to our dynamic team who are the cornerstone of our success. The Role: eCapital is currently seeking a Account Manager to join our team in our Orillia Ontario office. At eCapital, our employees are the base of our business, and dynamic employees enable us to service our clients in the most exceptional manner. As an Account Manager, you will work closely with our clients to help them with their financial needs by providing advice, solutions, and overall account management. You will be responsible for a high level of correspondence with our clients on a daily basis. Responsibilities: Approving and processing client funding. Providing accurate management of held and/or denied invoices. Evaluating/mitigating financial exposures and/or risk related to client invoice purchases. Facilitating customer compliance. Communicating and coordinating with internal colleagues by phone and email. Providing exceptional customer service and support with a positive, professional attitude. Complete outbound client wellness calls quarterly. Request and obtain positive reviews from clients. Other duties as assigned by direct, department, or division leadership. Qualifications: Ability to prioritize tasks and client inquiries. Ability to spot, take ownership, and solve problems. Strong attention to detail with an ability to spot errors. Highly accurate math/accounting skills. Customer service orientation with an ability to remain focused and friendly. Proficient in Microsoft Office. Previous call center experience is an asset. We Bring: Salary: $20.00 hourly Annual Bonus Incentives Vacation & Sick Time Health, Dental, and Life Benefits RRSP Matching Abundant professional development opportunities at a growing and thriving Fintech company! eCapital Culture: At eCapital, we're not just a funding provider—we're a strategic partner built for what's next. Our culture is defined by innovation, scalability, and personalized service. We value: Agility: We adapt quickly to changing market conditions and customer needs. Relationships: We put our clients' needs at the center of everything we do, and we believe the best results come from diverse teams working together. Accountability: We hold ourselves to the highest standards in all aspects of our work. Innovation: We constantly push boundaries to create better solutions for our clients. We offer a dynamic work environment where you'll have the opportunity to make a significant impact on our business and the SMBs we serve. Join us in revolutionizing how businesses access and manage capital in the digital age. eCapital values diverse experiences and backgrounds. We encourage all qualified candidates to apply, regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. AI Statement eCapital uses AI-enabled tools within our applicant tracking system to support resume screening by comparing qualifications to job requirements. Final hiring decisions and resume reviews are always conducted by our recruiters. Work Location: This is a full-time, in-office role based in Orillia, Ontario to start. Please note that our office will be moving to Barrie, Ontario effective January 2027. Vacancy Type: Replacement Role

What you’ll do

The Account Manager is responsible for processing client funding, managing invoices, and mitigating financial risks. They also provide exceptional customer support and maintain regular communication with clients to ensure compliance and satisfaction.

Requirements

Candidates must possess strong attention to detail, accurate math or accounting skills, and the ability to prioritize tasks effectively. Proficiency in Microsoft Office is required, and previous call center experience is considered an asset.

Benefits

• Annual Bonus Incentives
• Vacation Time
• Sick Time
• Health Benefits
• Dental Benefits
• Life Benefits
• RRSP Matching
• Professional Development Opportunities

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Account Management · Preferred
• Compliance · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Data entry · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Financial Analysis
• Risk Mitigation
• Customer Service
• Data Entry
• Problem Solving
• Attention To Detail
• Math Skills
• Accounting Skills
• Microsoft Office
• Call Center Operations
• Communication
• Compliance

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative

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