Client-Partner Engagement Manager (Account Manager) Opportunity

Location: Toronto, ON | Hybrid | Full-Time

ASAPP Financial Technology is seeking a relationship-driven and results-oriented Client-Partner Engagement Manager to join our growing team. Reporting directly to JR Pierman, President and CEO, this role is focused on managing and expanding relationships with ASAPP’s growing portfolio of credit union and financial institution Client-Partners.

As a strategic account manager, you’ll act as the trusted advisor and main point of contact for our partners, ensuring they are successfully onboarded, supported, and continuously extracting value from the ASAPP OXP® | Omnichannel Experience Platform. You’ll play a critical role in platform adoption, client retention, and upsell opportunities.

Your Role

• Serve as the primary relationship manager for a portfolio of credit union and financial institution Client-Partners across Canada
• Act as the voice of the Client-Partner internally, collaborating with Product, Implementation, Support, and Marketing teams to ensure their success
• Lead regular business reviews and status meetings, identifying opportunities for value expansion and platform optimization
• Develop a deep understanding of each Client-Partner’s goals, challenges, and operations to proactively offer strategic recommendations
• Track contract milestones, renewal timelines, and satisfaction metrics to ensure strong long-term partnerships
• Identify and escalate risks or concerns, providing thoughtful solutions to maintain positive relationships
• Help drive the adoption of new features and platform capabilities, ensuring Client-Partners are maximizing ROI
• Support onboarding and transition activities for new Client-Partners as needed
• Attend ASAPP OXP Forum events, tradeshows, and client-facing engagements as a brand ambassador
• Maintain up-to-date records and activities within ASAPP’s CRM tools

Success Criteria

Critical

• 3–5 years of experience in Account Management, Customer Success, or Relationship Management within the financial services or SaaS industry
• Deep understanding of B2B client lifecycle management and value delivery
• Exceptional communication, interpersonal, and problem-solving skills
• Experience managing multiple accounts with varying needs and priorities
• High degree of professionalism and confidence when engaging with senior-level stakeholders
• Proficiency in CRM platforms (e.g., HubSpot, Salesforce) and Microsoft Office Suite

Valuable

• Experience working with Canadian credit unions or regulated financial institutions
• Familiarity with SaaS products like CRM, account origination, lending platforms, or core banking systems
• Exposure to client onboarding or implementation project workflows
• Ability to translate technical concepts into actionable business conversations
• Background in consulting, product strategy, or fintech client services is a plus

Your Opportunity

ASAPP OXP® is Canada’s most complete Omnichannel Experience Platform for regulated Canadian financial service organizations. We continuously challenge ourselves to deliver the best customer experience software and platform strategy services while growing our business.

In 2024, ASAPP Financial Technology will be launching the bank.io OXP™ brand in the US market with the goal of signing our first credit union and community bank customers by year-end.

We believe in working together as a team to deliver solutions that create sustainable competitive advantages for our Client-Partners, enabling them to be more efficient, effective, and engaging with their customers.

We are transparent, engaging, efficient and effective. We exceed expectations and have fun along the way while we transform our Client-Partners’ businesses. We support these brand values with our corporate values of integrity, fairness, and passion.

We care about each other, achieving our objectives, and making a positive impact within the communities we serve.

We offer a comprehensive and competitive compensation package including profit sharing participation, discretionary performance bonus, a robust benefits program, and matching RSP contributions.

Our leaders support your development through coaching, are actively involved in the business, and are approachable to discuss your career.

Additional Details

• Full-time / Permanent role
• Based in our Toronto office, with up to 3 days/week in-office attendance
• Some travel required to attend ASAPP OXP Forum events and Client-Partner meetings
• Criminal background and reference checks required before employment