Fiscal AI

Account Manager

Toronto, Ontario, Canada

Sponsorship not specified$100k-$120kDetected 12 days ago

CRMAccount ManagementForecastingCustomer SuccessPremiere ProResearchPublic Speaking

About the role

Relationship Architecture & Revenue Growth As an Account Manager at Fiscal.ai, you are the bridge between our technology and our clients' success.
We are looking for a growth-minded professional who can navigate complex organizations, identify untapped revenue within existing licenses, and command a room during high-stakes business reviews.

Expansion & Adoption: Drive net-new revenue by educating clients on specialized data services and API capabilities that complement their current stack.
You own the cross-sell and upsell motion.
Renewal Ownership: Manage the end-to-end renewal process.
Strategic Relationship Management: Build and maintain deep-rooted relationships with key users and C-suite decision-makers across asset managers, hedge funds, and financial institutions.
Business Reviews: Lead regular, high-impact business reviews to stay aligned with client goals, surfacing insights on how Fiscal.ai can support their shifting strategies in the AI era.
Drive net-new revenue by educating clients on specialized data services and API capabilities that complement their current stack.
Manage the end-to-end renewal process.
Build and maintain deep-rooted relationships with key users and C-suite decision-makers across asset managers, hedge funds, and financial institutions.
Lead regular, high-impact business reviews to stay aligned with client goals, surfacing insights on how Fiscal.ai can support their shifting strategies in the AI era.
Combining a powerful research Terminal with modern APIs, Fiscal.ai is building the modern financial data company.

Demonstrated ability to meet or exceed renewal targets and expansion (upsell/cross-sell) quotas.
Ability to understand and explain complex data architectures and API integrations to both technical and non-technical stakeholders.
3+ years of experience: Proven track record in Account Management or Customer Success within B2B SaaS or Fintech.

Maintain a meticulous record of account health, contract dates, and expansion opportunities to ensure accurate forecasting and seamless internal collaboration.
You aren't just "managing a list"-you are a strategic partner responsible for the long-term health and expansion of our institutional accounts.

This listing is sourced directly from Fiscal AI's careers page and normalized into a canonical job model.