Account Manager

Account Manager – Financial Services

• Do you want to work for a global leader in AI and technology? Are you passionate about helping financial institutions improve communication with multilingual clients, expand into new markets, and scale operations efficiently and compliantly? If so, Trans Perfect Financial Services could be the right place for you.

• Trans Perfect Financial Services supports leading banks, insurers, wealth managers, and fintechs across North America by delivering comprehensive outsourcing programs spanning media, contact center support, AI, digital marketing, legal services, events, and language/localization solutions. Our clients rely on us to better engage diverse audiences, reduce risk, meet regulatory requirements, and improve operational performance.

• Trans Perfect offers a full suite of services and technology—ranging from interpretation and translation to multicultural marketing, AI strategy and implementation, SEO, and multilingual customer support. Every client partnership is backed by industry-leading technology and a consultative approach designed to drive measurable business outcomes.

What’s in It for You?

You’ll join a high-growth team where innovation, collaboration, and curiosity are valued and rewarded. We offer:

• A clearly defined path for career advancement

• Hands-on training across our services and technology platforms

• Direct exposure to some of the most recognized names in financial services

• The opportunity to contribute to a rapidly expanding Canadian market

Position Summary

The Account Manager role is an entry-level sales position with additional marketing responsibilities. You will manage and grow a portfolio of existing accounts while identifying and pursuing new business opportunities within the Canadian financial services market. Success in this role requires strong relationship-building skills, consultative selling abilities, and a proactive mindset.

Key Responsibilities

• Manage a book of business aligned with your experience level, with responsibility for client retention and revenue growth (with manager support and oversight)

• Identify and prospect new clients and target organizations for sales outreach

• Present Trans Perfect solutions in a consultative manner, focused on solving business challenges for financial services clients

• Create client-facing documents including proposals, Quarterly Business Reviews (QBRs), and other deliverables to support account success

• Collaborate with marketing to develop case studies, blog content, and other promotional materials for Trans Perfect Financial Services Canada

• Educate clients on our capabilities, including localization technology, AI-powered tools, multicultural marketing, and digital engagement solutions

• Negotiate pricing, scopes of work, and timelines with new and existing clients

• Coordinate with internal production teams to ensure timely, high-quality delivery

• Stay informed on trends in banking, insurance, fintech, and multilingual customer experience

What We’re Looking For

• Interest in or experience with strategic business development, client services, or account management

• Strong relationship-building and communication skills

• A proactive, entrepreneurial mindset with excellent organizational skills

• Ability to manage multiple priorities in a fast-paced environment

• Strong problem-solving skills and a commitment to delivering exceptional service

• Willingness to travel for client meetings and industry events as needed

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

• Minimum Bachelor’s degree

• Most importantly, the ideal candidate must demonstrate ability to: multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build strategic relationships with clients and co-workers, work as part of a team, take active measures to solve problems and commit to a high level of service