Senior Account Manager, Financial Services

Senior Account Manager, Financial Services

Department: Account Management

Employment Type: Full Time

Location: Canada - Remote (0002)

Reporting To: Jayne Ingram

Compensation: $108,035 - $146,165 / year

This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely.

The Senior Account Manager serves as the primary point of contact for a portfolio of Vena customers, focused on delivering an outstanding customer experience while driving net revenue growth through renewals, cross‑sell, and upsell opportunities. In this strategic role, the Senior Account Manager builds trusted, multi‑threaded relationships at all levels within customer organizations and acts as a key link between customers and Vena’s internal teams, ensuring satisfaction, value realization, and long‑term success.

• Customer Relationship Management
  • Build and nurture multi‑threaded relationships with key stakeholders and decision‑makers within customer organizations.
  • Develop and execute account plans for growth potential accounts by conducting effective discovery sessions with customers to understand their top priorities and business challenges.
  • Act as a trusted advisor by demonstrating how aligning their unique challenges to Vena’s platform capabilities can solve their business challenges and deliver measurable business outcomes.
• Revenue Retention and Growth
  • Through territory planning, manage and own the net revenue growth strategy and execution for your assigned portfolio of accounts by driving the renewal and expansion/upsell strategy for your customer portfolio.
  • Lead the quote to order process by preparing and presenting bespoke pricing proposals and facilitating the contract creation and execution process.
  • Maintain an accurate forecast on a weekly basis to consistently meet and exceed annual revenue targets.
  • Actively manage both expansion sales and renewal cycles, leveraging workback plans and/or mutual close plans as needed, to secure opportunities in a predictable manner.
  • Address SLA, security/compliance requests, invoice collections issues, and/or other commercial terms as needed to support Vena’s revenue goals.
• Customer Health
  • Utilize data‑driven insights by leveraging technology and reporting to monitor account health, identify and track renewal and expansion opportunities, and report on key performance metrics.
  • Proactively identify risks and take steps to prevent churn (cancellation or downsell of services) with support from Vena’s Customer Success team members and relevant cross‑functional teams to ensure customer satisfaction, adoption, and value realization goals are met.
• Collaboration with Internal Teams
  • Partner with cross‑functional departments that support delivering an exceptional customer experience including Solutions, Customer Success, Professional Services, Application Support, Marketing, Product and Technology, Finance, and Operations to proactively address any potential churn risks, ensuring customer satisfaction and retention with a focus on net revenue growth.
• Advanced Negotiation and Influence
  • As a Senior Account Manager, use your strong negotiation skills to handle important contract discussions, resolve issues, and manage challenging customer situations.
  • Work closely with key decision‑makers at customer organizations to help grow and strengthen Vena’s presence.
• Enablement
  • Embrace a growth mindset by actively engaging in learning and development opportunities, while also occasionally leading or supporting internal enablement or training initiatives to enhance team efficiency, drive productivity, and mentor junior team members.
• Other duties, as assigned.

• 4+ years of proven and consistent success managing the retention and growth strategy of an established client base or equivalent experience working directly in FP&A or corporate finance including 1+ year(s) of internal experience in the Account Manager role, with a track record of exceeding targets and performance goals.
• Experience driving adoption and change management within tech organizations. You will ideally have applicable experience in “sell…