Common Wealth

Director, Account Management (Financial Institutions)

📍 north york, canada, Canada ⏰ Full-time

Description

Director, Account Management (Financial Institutions)

Lead the growth, optimization, and protection of a portfolio of large, strategic Financial Institution (FI) clients. Provide strategic account management, revenue retention and expansion, data‑driven insights, and cross‑functional collaboration to achieve measurable commercial impact.

Role
  • Own and grow strategic FI account relationships, acting as the primary point of contact.
  • Identify and develop sales opportunities;

    actively build and manage a strong opportunity pipeline.
  • Develop and execute account plans to drive direct and indirect revenue growth.
  • Lead day‑to‑day customer engagement, including issue resolution, data insights, strategic messaging, and QBRs.
  • Drive partnership expansion and deepen customer engagement.
  • Lead negotiations with clients and internal stakeholders;

    develop term sheets andcontracts.
  • Build and ...
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