Client Success Manager, Payments Issuing

We are hiring for this position out of our Toronto office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance.

About The Role:

You are a seasoned Account Manager with a strong background in financial services, fintech, or payments. You thrive in fast-paced environments and excel at building and growing client relationships. You bring a strategic mindset to account management, are comfortable navigating complex internal structures, and know how to drive portfolio growth through upselling and cross-functional collaboration.

About The Day-To-Day:

• Responsible for client communications including regular touch points, advice on internal policies, and problem resolution.
• Liaise with internal departments and advocate for clients’ interests within Peoples Group.
• Meet with clients by phone, web conferencing and in person.
• Provide weekly updates to the executive team on all account activity.
• Experience interacting and presenting to all levels of management as well as to clients.
• Manage clients’ expectations professionally and ensure that their issues are dealt with quickly and efficiently.
• Support business objectives of individual clients and provide strategic insight into clients’ program.
• Responsible for managing and negotiating agreements, including pricing, for all assigned clients.
• Identify opportunities within client portfolios and propose new products and services to enhance performance.
• Act as the primary point of contact for clients, providing strategic guidance, resolving issues, and advocating for their needs internally.
• Lead regular client touchpoints via phone, video, and in-person meetings (10% travel within the GTA).
• Identify opportunities to expand client portfolios through upselling and new product offerings. 

About The Qualifications:

• 5+ years of experience in account management, preferably in banking, fintech, or payments.
• Experience with strategic account management considered an asset.
• Proven ability to grow and manage client portfolios strategically.
• Strong relationship-building and communication skills, both written and verbal.
• Experience working with cross-functional teams and managing multiple internal stakeholders.
• Comfort with client-facing roles, including presenting to senior leaders and handling escalations.
• Familiarity with contract review, analytics, and project management.
• Proficiency with Microsoft Office, CRM tools (e.g., Microsoft Dynamics), and other business software.

About Us:

Peoples Group is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 35 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values: Trustworthy, Creative, Willing. We believe people don't choose a company to work for, they choose a company to join. We prioritize risk-based practices and procedures in order to remain risk intelligent and compliant. We value people, building relationships, and focusing on strengths; we execute with passion.

About The Work Environment:

Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.

We Offer:

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
• Competitive salaries, profit sharing, RRSP matching and benefits from day one.
• Generous paid time off to help achieve a healthy work-life balance.
• A strengths-based approach, ensuring we work together more effectively.
• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

Hiring Process:

If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in-person. The hiring team will communicate any in-person requirements throughout the process.

NOTE:  This job posting is for an existing vacancy. Peoples Group is an Equal Employment Opportunity employer. Please accept our utmost appreciation for your interest; however, only those applicants under consideration will be contacted. 

We value and celebrate individuality while fostering an inclusive workplace for everyone. If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.