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Full-time
Hybrid
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Job Description
**Position: Account Manager
Comp: $100,000 \- $120,000 Base Salary ($160,000 \- $180,000 \+ OTE Uncapped)
Location: Hybrid (3 days/week in Toronto HQ) \| Remote considered for top\-tier performers**
**About Fiscal.ai**
Fiscal.ai is a leading research and data platform for capital markets. Combining a powerful research Terminal with modern APIs, Fiscal.ai is building the modern financial data company. The firm has raised $13M in venture backing and is headquartered in Toronto, Canada. With thousands of customers and millions of end\-users through their API offerings, Fiscal.ai is building the premiere financial data company in the AI era.
**This role is based in Toronto and requires a minimum of three days per week in our office.**
Why Fiscal.ai?
* Equity: You aren't just an employee; you're an owner. Every team member gets a piece of the pie
* Zero Bureaucracy: We are a tight\-knit, fast\-paced team where results matter more than optics
* Uncapped Upside: A competitive $100k base with a lucrative, uncapped commission structure designed for high achievers
**The Role:**
Relationship Architecture \& Revenue Growth As an Account Manager at Fiscal.ai, you are the bridge between our technology and our clients' success. You aren't just "managing a list"—you are a strategic partner responsible for the long\-term health and expansion of our institutional accounts. 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.
**Key Responsibilities:**
* 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. You are responsible for ensuring high retention rates and securing long\-term commitment from our customer base
* 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
* CRM Discipline: Maintain a meticulous record of account health, contract dates, and expansion opportunities to ensure accurate forecasting and seamless internal collaboration.
**Requirements**
* 3\+ years of experience: Proven track record in Account Management or Customer Success within B2B SaaS or Fintech
* Revenue Accountability: Demonstrated ability to meet or exceed renewal targets and expansion (upsell/cross\-sell) quotas
* Capital Markets Expertise: Previous experience working within or selling to Capital Markets is a significant advantage
* Technical Literacy: Ability to understand and explain complex data architectures and API integrations to both technical and non\-technical stakeholders
* Executive Presence: Comfortable leading presentations and negotiations with senior\-level decision\-makers in the financial sector
* Proactive Mindset: A self\-starter who doesn't wait for a ticket to break to call a client, but rather hunts for growth opportunities constantly
**Desired Assets (The "Outlier" Profile)**
* Financial Domain Knowledge: Deep understanding of financial data, investment workflows, or the fintech landscape
* Network: Established relationships within asset management, wealthtech, or institutional trading firms
**Benefits**
**Comp: $100,000 \- $120,000 Base Salary ($160,000 \- $180,000 \+ OTE Uncapped)
Location: Hybrid (3 days/week in Toronto HQ) \| Remote considered for top\-tier performers
Available Position: 2**
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