Sr. Account Manager

Job Title: Account Manager – Financial Services

Location: Toronto, ON
Company: OnX

Position Overview

OnX is seeking an experienced Account Manager to manage and grow relationships within an assigned portfolio of Financial Services clients, including banking, capital markets, and insurance organizations. This role is focused on account stewardship, client satisfaction, and expansion of existing relationships, rather than new logo acquisition.

The Account Manager serves as a trusted advisor, working closely with clients to understand evolving business and technology needs and aligning OnX’s services to support long-term success and growth.

Key Responsibilities

Account Management & Client Partnership

• Serve as the primary point of contact for assigned Financial Services accounts, building strong, long-term client relationships
• Develop a deep understanding of client business objectives, regulatory environments, and technology roadmaps
• Act as a trusted advisor to client stakeholders, providing strategic guidance aligned to OnX solutions

Account Growth & Opportunity Development

• Identify and develop expansion opportunities within existing accounts, including cross-sell and upsell of OnX services
• Partner with internal sales, solution, and delivery teams to support account growth initiatives
• Support renewal discussions and ensure continuity of services and client satisfaction

Stakeholder & Delivery Coordination

• Collaborate with Solution Architects, Delivery, and Client Success teams to ensure successful execution of client engagements
• Participate in client planning sessions, QBRs, and executive reviews
• Ensure timely communication, issue resolution, and escalation management as needed

Account Planning & Reporting

• Own account planning, pipeline tracking, and forecasting for assigned accounts
• Maintain accurate account documentation, reporting, and CRM updates
• Provide insights to sales leadership on account health, risks, and growth opportunities

Reporting Structure

• Reports to the Vice President of Sales

Ideal Candidate Attributes

• Relationship-Oriented: Strong focus on client retention, satisfaction, and long-term partnership development
• Consultative Mindset: Ability to translate client business challenges into technology solutions
• Collaborative: Works effectively across internal sales, technical, and delivery teams
• Strategic Communicator: Comfortable engaging with senior stakeholders and facilitating executive-level conversations
• Accountable & Organized: Maintains ownership of account outcomes and follow-through

Qualifications

• 7+ years of experience in account management, customer success, or client-facing roles within Financial Services or technology services
• Experience managing enterprise Financial Services accounts
• Strong understanding of Financial Services environments, including regulatory, security, and compliance considerations
• Excellent communication, presentation, and relationship management skills
• Experience working within managed services, IT services, data & analytics, cloud, or technology solutions