Account Manager

Posted Yesterday
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Orillia, ON, CAN
In-Office
20-20 Hourly
Entry level
Financial Services
The Role
Manage client accounts and support financial needs by approving and processing funding, managing held or denied invoices, evaluating financial risk, facilitating compliance, and providing daily client communication. The role also includes coordinating with internal teams, conducting quarterly client wellness calls, obtaining client reviews, and delivering accurate, professional customer service in an in-office environment.
Summary Generated by Built In
About Us:
At eCapital, we are on a mission to ignite growth and empower businesses across North America and the U.K. by accelerating their access to capital. Our expertise and forward-thinking technology create customized, cutting-edge solutions for clients in over 80 industries. We are proud to have been named to the prestigious Inc. 5000 Fastest Growing Company list in 2023, recognized as a ‘Great Place to Work’ by the Secured Finance Network, and celebrated as a ‘Most Innovative Company’ by ABF Journal; all thanks to our dynamic team who are the cornerstone of our success.
The Role:
eCapital is currently seeking a Account Manager to join our team in our Orillia Ontario office. At eCapital, our employees are the base of our business, and dynamic employees enable us to service our clients in the most exceptional manner.
As an Account Manager, you will work closely with our clients to help them with their financial needs by providing advice, solutions, and overall account management. You will be responsible for a high level of correspondence with our clients on a daily basis.
Responsibilities:
  • Approving and processing client funding.  
  • Providing accurate management of held and/or denied invoices.  
  • Evaluating/mitigating financial exposures and/or risk related to client invoice purchases.  
  • Facilitating customer compliance.  
  • Communicating and coordinating with internal colleagues by phone and email.  
  • Providing exceptional customer service and support with a positive, professional attitude.  
  • Complete outbound client wellness calls quarterly. 
  • Request and obtain positive reviews from clients. 
  • Other duties as assigned by direct, department, or division leadership. 
Qualifications: 
  • Ability to prioritize tasks and client inquiries.  
  • Ability to spot, take ownership, and solve problems.  
  • Strong attention to detail with an ability to spot errors.  
  • Highly accurate math/accounting skills. 
  • Customer service orientation with an ability to remain focused and friendly.  
  • Proficient in Microsoft Office.  
  • Previous call center experience is an asset.  
We Bring:  
  • Salary: $20.00 hourly
  • Annual Bonus Incentives
  • Vacation & Sick Time
  • Health, Dental, and Life Benefits
  • RRSP Matching
  • Abundant professional development opportunities at a growing and thriving Fintech company!
eCapital Culture:
At eCapital, we're not just a funding provider—we're a strategic partner built for what's next. Our culture is defined by innovation, scalability, and personalized service. We value:
  • Agility: We adapt quickly to changing market conditions and customer needs.
  • Relationships: We put our clients' needs at the center of everything we do, and we believe the best results come from diverse teams working together.
  • Accountability: We hold ourselves to the highest standards in all aspects of our work.
  • Innovation: We constantly push boundaries to create better solutions for our clients.
We offer a dynamic work environment where you'll have the opportunity to make a significant impact on our business and the SMBs we serve. Join us in revolutionizing how businesses access and manage capital in the digital age.
eCapital values diverse experiences and backgrounds. We encourage all qualified candidates to apply, regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.
AI Statement
eCapital uses AI-enabled tools within our applicant tracking system to support resume screening by comparing qualifications to job requirements. Final hiring decisions and resume reviews are always conducted by our recruiters.
Work Location: This is a full-time, in-office role based in Orillia, Ontario to start. Please note that our office will be moving to Barrie, Ontario effective January 2027.
Vacancy Type: Replacement Role 

 

Skills Required

  • Ability to prioritize tasks and client inquiries
  • Ability to identify, own, and solve problems
  • Strong attention to detail and ability to spot errors
  • Highly accurate math and accounting skills
  • Customer service orientation with a focused and friendly approach
  • Proficiency in Microsoft Office
  • Previous call center experience
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The Company
HQ: Aventura, FL
341 Employees
Year Founded: 1993

What We Do

We've built our organization on the notion that companies shouldn't have to jump through hoops to get funding. At eCapital, we get you the capital you need, when you need it. That way you can get back to doing great things. Whether that means purchasing new equipment, expanding your team or funding your next big project, eCapital shares your vision.

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