Client Success Account Manager

<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt; text-decoration: underline"><span style="font-weight: bold"><span><span>Purpose</span></span></span><span> </span></span></p> <p><span style="font-size: 10pt; text-decoration: underline"><br></span><br></p> <p><span style="font-size: 10pt"><span><span>The Client Manager oversees all aspects of client relationships, ensuring the highest level of client satisfaction. They act as the client’s </span><span>PayByPhone</span><span> advocate to build strong, </span><span>long term</span><span> relationships. This entails </span><span>identifying</span><span> </span><span>different ways</span><span> to increase adoption, ensuring client questions are addressed, and onboarding new clients by acting as their project manager. Success in this role should </span><span>ultimately lead</span><span> to the renewal of our contracts, an increase in </span><span>PayByPhone</span><span> adoption, and result in positive referen</span><span>ces from our clients. </span></span><span> </span></span></p> <p><br><br></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt"><span style="font-weight: bold"><span><span>Responsibilities</span></span></span><span> </span></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt"><br></span><br></p> <ul> <li><span style="font-size: 10pt"><span>Build strong, long-term relationships with assigned clients</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Partner with clients to drive adoption of PayByPhone</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Renewal of Clients’ contract with PayByPhone</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Overall responsibility for day-to-day management of numerous clients</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Project manage new clients onboarding activities including: define project scope, schedule, and task lists as well as set up of client locations, testing, and internal communications</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Coordinate communications between internal and client’s marketing team</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Assist with client query resolution; routing questions and enquiries internally as appropriate, securing satisfactory answers and responding to clients in a timely manner</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Regular check-ins with client on a monthly/quarterly basis</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Organize, document, and communicate project post go-live analyses</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Upsell of additional PayByPhone product(s) where appropriate</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Work to engage, retain and develop client partnerships and grow revenue</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Collaborating with internal PayByPhone teams, especially Product Development on upcoming features and identified defects.</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Coordinate with Commercial team on Client account management</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Escalate queries and issues when appropriate</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Provide training to clients on PayByPhone product suite</span><span> </span></span></li> </ul> <ul> <li><span style="font-size: 10pt"><span>Ensure Salesforce (SFDC) is regularly updated</span><span> </span></span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt"><br></span><br></p> <p><span style="font-weight: bold"><span><span>Required Qualifications</span></span></span><span> </span></p> <p><br><br></p> <p><span style="font-weight: bold"><span><span>Essential Knowledge, Skills, and Experience</span></span></span><span> </span></p> <p><span style="font-family: Inter, sans-serif; font-size: 10pt">Demonstrated experience / projects </span></p> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Minimum 5 years of prior experience in client account management  </span></li> </ul> <p><span style="font-family: Inter, sans-serif; font-size: 10pt">Technical / Hard Skills </span></p> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Strong proficiency in MS Office Suite, specifically Excel </span></li> </ul> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Salesforce experience an asset  </span></li> </ul> <p><span style="font-family: Inter, sans-serif; font-size: 10pt">People Management experience (if applicable) </span></p> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Able to train and mentor junior team members  </span></li> </ul> <p><span style="font-family: Inter, sans-serif; font-size: 10pt">Years of Experience </span></p> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Minimum 5 years of prior experience in client account management </span></li> </ul> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Minimum 3 years of project management experience dealing with clients in a technical environment </span></li> </ul> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Previous sales skills is an asset </span></li> </ul> <p><span style="font-family: Inter, sans-serif; font-size: 10pt">Education (post-secondary, certification, etc.) </span></p> <ul> <li><span style="font-family: Inter, sans-serif; font-size: 10pt">Bachelor’s degree in Business Administration, Computer Science, Information Systems OR an equivalent combination of training and experience</span><br></li> </ul> <p><span style="font-family: Inter, sans-serif; font-size: 10pt">Travel:</span></p> <ul> <li><span style="font-size: 10pt">Ability to travel throughout Canada and the United States for client meetings, conferences, trade shows, and other business-related events.</span></li> <li><span style="font-size: 10pt">Ability to travel up to 25–50% of the time as required. (Travel can be within Canada and occasionally to the US as well)</span></li> </ul> <p><br></p> <p><br></p> <p><span style="font-size: 12pt; text-decoration: underline"><span style="font-family: arial, helvetica, sans-serif; font-weight: bold"><span style="color: inherit; text-decoration: underline">About PayByPhone</span></span></span></p> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt"><span style="color: inherit">At PayByPhone, our strength is our people. Behind our product is a talented, creative, and driven multi-disciplinary team united by a shared ambition: to make everyday mobility simpler. We believe innovation should be collaborative, learning should be constant, and work should be enjoyable. As we grow, we’re looking for people who want to grow with us.</span><br><span style="color: inherit">Together, we’re on an ambitious mission to create intuitive technology solutions that deliver world-class user experiences. We are a fast-growing, forward-thinking company and already help more than 60 million users across North America and Europe. Our technology helps millions of consumers pay quickly, easily, and securely — without waiting in line, carrying change, or worrying about costly fines.</span><br><br><span style="color: inherit">We operate in a world that’s constantly evolving — and change is something we embrace. Our values guide how we show up for one another and for our customers every day. In short, we:</span><br></span></p> <ul> <li><span style="color: inherit; font-size: 10pt; font-weight: bold">Make things happen</span></li> <li><span style="color: inherit; font-size: 10pt; font-weight: bold">Stay curious</span></li> <li><span style="color: inherit; font-size: 10pt; font-weight: bold">Work together</span></li> <li><span style="color: inherit; font-size: 10pt; font-weight: bold">Have fun</span></li> <li><span style="color: inherit; font-size: 10pt; font-weight: bold">See through our customers’ eyes</span></li> </ul> <p><span style="font-family: arial, helvetica, sans-serif; font-size: 10pt"><span>These principles shape how we collaborate, innovate, and deliver on our commitments.<br><br>We’re also committed to fostering a diverse and representative workforce and an inclusive environment where everyone is treated with respect and fairness. We do not tolerate discrimination or harassment in our workplace or throughout our hiring process. Our hiring decisions are grounded in business needs, role requirements, and individual qualifications — ensuring we reflect the talent and communities we serve.<br>Want to see our values in action? Visit our <span style="color: rgb(18, 100, 163) !important"><a href="https://www.instagram.com/paybyphone/" target="_blank" rel="noopener noreferrer">Instagram</a></span> and <span style="color: rgb(18, 100, 163) !important"><a href="https://www.linkedin.com/company/149407/" target="_blank" rel="noopener noreferrer">LinkedIn</a></span>. Curious about the story behind our values? Head over to our <span style="color: rgb(18, 100, 163) !important"><a href="https://www.paybyphone.com/about" target="_blank" rel="noopener noreferrer">About Us</a></span> page to learn more.</span></span></p> <p><br></p>

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