Account Manager - US Expansion
About Lendesk
We’re a financial technology company on a mission to make the mortgage experience easy, accessible, and transparent. Our flagship product is an advanced digital mortgage origination platform that connects borrowers, brokers, and lenders. We’re a fast-growing team of 70+ employees, composed of innovative and engaged individuals working collaboratively to deliver a unique digital home buying experience.
At Lendesk, diversity is our strength. What makes us different, makes us stronger. We believe that a variety of backgrounds, cultures, beliefs, experiences, identities, and voices make for a better and inclusive workplace.
The Role
We are hiring an Account Manager to support our U.S. expansion, reporting to our Director of User Development and Enablement under Sales. The Account Manager will play a key part in helping brokers and partners successfully use our SaaS Solution.
The Account Manager will work closely with the Senior Account Manager, supporting day-to-day onboarding, training, and activation of loan officers. The Senior Account Manager will provide guidance on complex brokerage implementations, integrations, and escalations.
Responsibilities
- Act as the primary point of contact for assigned loan officers following the sales handoff
- Lead standard onboarding and training sessions, assisting the Senior AM with more complex brokerage integrations.
- Proactively follow up with loan officers to encourage activation and ongoing platform usage
- Host recurring group and one-on-one onboarding and training sessions
- Maintain accurate HubSpot records, monitor activation progress, and escalate at-risk accounts.
- Work directly with the Snr Account Manager, Account Executives and Customer Success to ensure seamless client transitions.
- Share broker feedback and workflow challenges with the Senior AM and internal teams.
- Proactively solve client issues by collaborating with technical and support teams.
- Provide regular reporting on adoption rates, account health, and success metrics.
- Travel involved to major conferences in the US.
Skills & Experience
- 1–2+ years of experience in SaaS, account management, customer success, or technology sales.
- Experience delivering customer onboarding, training, or technical support.
- Familiarity with financial services or mortgage workflows, preferably in the U.S.
- Comfortable learning technical systems and troubleshooting basic issues.
- Strong organizational skills and experience managing multiple customers simultaneously.
- Comfortable working in a high-volume, remote-first environment.
- Experience with CRM tools such as HubSpot.
- Nice to haves:
- Experience in mortgage technology, fintech, or SaaS platforms.
- Background in training or enablement (virtual or live sessions).
- Experience with Zapier
What We Offer
In addition to the exciting work, great people and a fun and supporting culture, we offer extensive benefits and perks package:
- Competitive salaries: base + commission structure
- Comprehensive benefit plan including dental, medical, as well as health and wellness and vacation stipends
- Lendesk is remote first - your office is where you choose it to be across Canada!
- The latest in hardware and software tools
- Budget for continuous development and training
You must be a current Canadian resident to be considered for this role. A candidate selected for this position must pass a criminal background check.
Lendesk is committed to offering competitive compensation to all our team members. This role offers a base salary range of $60,000–$90,000, plus a performance-based bonus tied to onboarding, activation, and customer adoption. For experienced candidates, we typically hire at or near the midpoint of the salary band to ensure there’s room for continued growth and development. Compensation will reflect the skills and experience you bring to the team, the impact you have on the business, and your continued growth in the role. Throughout your time at Lendesk, we'll support your professional development and provide opportunities to build a rewarding career with us.
Skills Required
- 1–2+ years of experience in SaaS, account management, customer success, or technology sales
- Experience delivering customer onboarding, training, or technical support
- Familiarity with financial services or mortgage workflows, preferably in the U.S.
- Ability to learn technical systems and troubleshoot basic issues
- Strong organizational skills and experience managing multiple customers simultaneously
- Experience with CRM tools such as HubSpot
- Experience in mortgage technology, fintech, or SaaS platforms
- Background in training or enablement, virtual or live
- Experience with Zapier
- Current Canadian residency
- Ability to pass a criminal background check
What We Do
Lendesk is a Canadian technology company modernizing the mortgage industry with solutions trusted by brokers, financial institutions, and industry partners alike. Our flagship products, Finmo and Lender Spotlight, are widely recognized for simplifying mortgage origination and workflows. Guided by our mission to help people feel confident in their mortgage decisions and deliver seamless experiences, we build tools that simplify complexity and drive measurable impact across the mortgage ecosystem. We’re a team of 70+ people, including over 40 focused on product and software. Lendesk is technology first, with the scale and talent to build solutions that make a real impact. At the same time, we were founded by mortgage professionals and continue to be guided by their insights. The result is technology that is both highly innovative and firmly grounded in real-world lending experience.
