Account Manager - Group Retirement

About the role

Common Wealth, a group retirement provider serving over 1,800 employers across Canada, is hiring an Account Manager reporting to the Director of Account Management. The role owns the employer relationship from deal close through the life of the partnership, supporting a portfolio of several hundred employers. It is a high-volume, scaled position, open to candidates anywhere in Canada, with a strong preference for British Columbia or other Pacific time zone locations.

Key responsibilities

• Own implementation for new employers, from handoff to the first payroll contribution, including kickoff meetings, onboarding check-ins and employee education sessions
• Guide employers through plan setup, such as pre-authorized debit forms, eligible employee lists and payroll setup
• Manage a portfolio of several hundred employers using account health signals and weekly account briefings, and run proactive check-ins and stewardship meetings
• Grow participation after launch by addressing low-enrollment accounts, and identify at-risk accounts early using the retention playbook
• Collect client feedback, including NPS, and use it to improve the client experience
• Serve as the main point of contact for employers and their advisors, and partner with Customer Service, Operations, Employer Service, Product and Marketing to resolve issues and reduce churn
• Keep HubSpot accurate and current, and contribute to the team's playbooks and tools

Required profile

• 2+ years in account management, customer success, client onboarding or implementation, ideally in B2B SaaS, financial services or employee benefits
• Experience managing a high volume of accounts at once, with a track record of prioritizing well
• Comfortable presenting to groups of all sizes, from a small HR team to an all-staff education session
• Relationship-driven, organized and detail-oriented, with a clear, confident communication style

Required skills

• Working knowledge of a CRM, ideally HubSpot
• Nice to have: group retirement, group benefits or payroll experience; familiarity with RRSP, DPSP and TFSA plans; experience with financial advisors or brokers; comfort using AI tools

What we offer

• Base pay of $70-80k plus variable, with total target compensation up to $100k
• Medical, dental and vision benefits, Health Spending Account and 5% employer match into the group retirement plan
• 4 weeks vacation, home office stipend and top-of-the-line hardware
• Annual learning and development budget, flex holiday and summer Friday program, annual company summit