[Hiring] Account Manager @Lendesk

Role Description

We are hiring an Account Manager to support our U.S. expansion, reporting to our Director of User Development and Enablement under Sales. The Account Manager will play a key part in helping brokers and partners successfully use our SaaS Solution.

The Account Manager will work closely with the Senior Account Manager, supporting day-to-day onboarding, training, and activation of loan officers. The Senior Account Manager will provide guidance on complex brokerage implementations, integrations, and escalations.

Responsibilities

• Act as the primary point of contact for assigned loan officers following the sales handoff.
• Lead standard onboarding and training sessions, assisting the Senior AM with more complex brokerage integrations.
• Proactively follow up with loan officers to encourage activation and ongoing platform usage.
• Host recurring group and one-on-one onboarding and training sessions.
• Maintain accurate HubSpot records, monitor activation progress, and escalate at-risk accounts.
• Work directly with the Snr Account Manager, Account Executives and Customer Success to ensure seamless client transitions.
• Share broker feedback and workflow challenges with the Senior AM and internal teams.
• Proactively solve client issues by collaborating with technical and support teams.
• Provide regular reporting on adoption rates, account health, and success metrics.
• Travel involved to major conferences in the US.

Qualifications

• 1–2+ years of experience in SaaS, account management, customer success, or technology sales.
• Experience delivering customer onboarding, training, or technical support.
• Familiarity with financial services or mortgage workflows, preferably in the U.S.
• Comfortable learning technical systems and troubleshooting basic issues.
• Strong organizational skills and experience managing multiple customers simultaneously.
• Comfortable working in a high-volume, remote-first environment.
• Experience with CRM tools such as HubSpot.

Requirements

• Experience in mortgage technology, fintech, or SaaS platforms.
• Background in training or enablement (virtual or live sessions).
• Experience with Zapier.

Benefits

• Competitive salaries: base + commission structure.
• Comprehensive benefit plan including dental, medical, as well as health and wellness and vacation stipends.
• Lendesk is remote first - your office is where you choose it to be across Canada!
• The latest in hardware and software tools.
• Budget for continuous development and training.