Account Manager

Job summary

Manage and grow a diverse portfolio of Canadian merchants, building relationships with corporate stakeholders and independent retailers while identifying opportunities to increase financing volume. Design and maintain AI-driven onboarding workflows and data pipelines, analyze merchant performance, and collaborate with Risk, Compliance, and Technology teams to deliver secure processes and tailored training.

Job details

Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially successful and secure. At QFG, we combine human-centric collaboration with AI-driven innovation to redefine financial services. The ideal candidate will be a catalyst for change, using AI to transform and deliver unparalleled customer experiences and shaping a future where AI empowers our teams to do their best work. Join our diverse, inclusive, and hybrid workplace to unleash your creativity and nurture your curiosity without limits. If you share this sense of infinite possibility, come shape your future at QFG. What’s in it for you as an employee of Flexiti? Health & wellbeing resources and programs Paid vacation, personal, and sick days for work-life balance Competitive compensation and benefits packages Work-life balance in a hybrid environment with at least 3 days in office Career growth and development opportunities Opportunities to contribute to community causes Work with diverse team members in an inclusive and collaborative environment This job posting is for an existing vacancy. We’re looking for our next Account Manager. Could it be you? Flexiti sits at the intersection of fintech, retail, and consumer lending — a $1.6B+ platform serving hundreds of thousands of Canadian consumers through major merchant partnerships. We’ve spent the last year investing in the foundations: Braze for lifecycle orchestration, Databricks for analytics and segmentation, and a consumer mobile app that’s now live. Now we’re accelerating — expanding into new verticals, scaling high-velocity partnerships, and building the team and operating model to match our ambitions. In this role, you will be responsible for nurturing and growing our merchant portfolio across Canada. This position requires exceptional versatility, as you will pivot daily between collaborating with senior-level executives at national brands and consultatively supporting owners of smaller independent retailers. You will successfully balance high-level client relationship management with technical execution. A critical component of this role is operational efficiency. You will leverage Gemini, Claude, Databricks, and other automation tools to optimize and streamline our merchant onboarding process, ensuring new partners can begin offering Flexiti financing faster and with minimal manual friction. Need more details? Keep reading... In this role, responsibilities include but are not limited to: Portfolio Management: Serve as a trusted point of contact for a diverse Canadian merchant portfolio, building strong relationships with senior-level corporate stakeholders at national brands as well as small business owners. Onboarding Automation: Design, implement, and maintain AI-driven workflows and data pipelines to automate the merchant onboarding journey, reducing time-to-live. Performance Optimization: Analyze merchant data to identify growth opportunities, driving increased financing volume across your portfolio. Cross-Functional Collaboration: Partner with Risk, Compliance, and Tech teams to ensure automated onboarding processes align with company standards and enterprise security. Strategic Training: Conduct high-impact onboarding and training sessions tailored to the stakeholder, whether presenting to corporate teams or busy retail owners. So are YOU our next Account Manager? You are, if you... AI & Data Proficiency (Core Requirement): Have proven ability to leverage Generative AI models (specifically Gemini and Claude) and data platforms (e.g., Databricks) in a daily workflow. You aren't just familiar with AI; you actively use it to automate tasks, generate client insights, and optimize business processes. Experience: Have demonstrated experience in account management, customer success, or sales operations (FinTech or SaaS experience is a strong asset). Analytical Ability: Are comfortable navigating complex data platforms to track merchant health, leveraging AI-assisted insights to measure the overall efficiency of the onboarding pipeline. Adaptability & Initiative: Are a proactive, tech-forward professional who thrives in an agile environment and is eager to champion new AI tools to drive operational efficiency. Communication & Executive Presence: Have exceptional communication skills. You can confidently hold your own in a boardroom with enterprise executives, yet remain empathetic and accessible to small business owners. Compensation Information Base salary range: $85,000 - $105,000 The final compensation package will be commensurate with the successful candidate's experience, skills, and geographic location (Canada). It includes a comprehensive benefits plan and a competitive incentive (bonus) program for Full-Time Permanent roles. Sounds like you? Click below to apply! At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us. Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.

What you’ll do

Manage and grow a diverse portfolio of Canadian merchants, building relationships with corporate stakeholders and independent retailers while identifying opportunities to increase financing volume. Design and maintain AI-driven onboarding workflows and data pipelines, analyze merchant performance, and collaborate with Risk, Compliance, and Technology teams to deliver secure processes and tailored training.

Requirements

Candidates should have experience in account management, customer success, or sales operations, with FinTech or SaaS experience considered an asset. They must be proficient in using Gemini, Claude, and data platforms such as Databricks to automate workflows and generate insights, and demonstrate strong analytical, communication, adaptability, and relationship-management skills.

Benefits

• Health And Wellbeing Resources
• Paid Vacation
• Personal Days
• Sick Days
• Competitive Compensation
• Benefits Package
• Bonus Program
• Career Growth And Development Opportunities
• Community Contribution Opportunities
• Inclusive And Collaborative Work Environment

Listed skills

• Account Management · Preferred
• Data analysis · Preferred
• Claude · Preferred
• Client Relationship Management · Preferred
• Workflow Automation · Preferred
• Onboarding · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Customer Success
• Sales Operations
• Generative AI
• Gemini
• Claude
• Databricks
• Workflow Automation
• Data Pipelines
• Data Analysis
• Merchant Portfolio Management
• Client Relationship Management
• Performance Optimization
• Onboarding
• Cross-Functional Collaboration
• Executive Communication

Job areas

• Sales
• Management & Leadership
• Finance & Accounting
• Data & Analytics
• Technology

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