Client Account Administrator Jobs

Position Overview: The Customer Success Manager oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, gross revenue retention, upsell/cross-sell referrals, meaningful customer engagement and adoption via product usage indicators. As the key contact point for the customer relationship on Diligent products. The CSM will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction. Key Responsibilities Build and maintain strong direct client relationships with key stakeholders & retain those relationships via meaningful and consistent engagement with the key stakeholders at the customer. This entails setting up and running operational meetings as well as periodic formalised business review meetings to align intended outcomes with the customer journey. Owning and managing the commercial and contractual customer renewal process; Grow your set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage; Collaborate with the Sales team in a mutually beneficial account management model by spotting, qualifying and passing on expansion leads Increase overall client satisfaction with Diligent measured through Net Promoter Score; Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s; Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and op

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the Role Reporting to the Director, Brokerage Account Operations, you will own and scale our brokerage general ledger processes. You sit at the intersection of Operations, Finance, and Engineering—translating transactional booking logic into reliable operational workflows. Your core mission is to safeguard ledger integrity, ensure regulatory audit readiness, and systematically improve core brokerage processes. About the Team: The Brokerage Operations team manages the engine behind Wealthsimple’s brokerage services. We ensure billions of dollars move seamlessly, accurately, and in full compliance with regulatory standards. Our team works cross-functionally to bridge technical engineering specs with real-world financial accuracy. What You'll Do Ensure Ledger Integrity: Lead cross-functional efforts to ensure accurate journal entries, reconciliations, and reporting for all client transactional data. Remediate Systemic Issues: Investigate data anomalies entering the general ledger, tracing root causes to design automated, long-term solutions. Lead Audit Readiness: Coordinate operational deliverables for brokerage audits (SOC, FinOps, MFRs) and maintain robust process documentation. Oversee Asset Movements: Monitor internal and external ledger transfer bookings, tracking timelines so exception cases are handled promptly. Scale Operations: Pa

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution, overcoming challenges and taking brands direct-to-consumer. Our client portfolio includes globally recognised brands such as Coca-Cola, Nestle, Elemis, Homebase, and Proctor & Gamble. In this role you will be responsible for one of THG Fulfil's largest and most complex accounts, spanning B2B/channel and B2C/D2C fulfilment, inbound and new product introduction (NPI), value-added services, systems integration, and commercial administration, with direct exposure to both client leadership and THG group executives. The Role This is one of the most strategic, highest-visibility accounts in the Fulfil portfolio, and a newly created, dedicated role to match. It carries real intensity: a daily governance and reporting obligation, and a breadth of scope across B2B, B2C/D2C, inbound, NPI, VAS, integrations and commercial that effectively spans several workstreams under one relationship. With that comes genuine ownership. The successful candidate will be THG's primary point of contact for the client's operational, logistics and programme teams, translating their requirements into internal action across warehouse operations, transport, IT/integrations, ISC and commercial — and holding those teams to delivery. They will own the account's governance calendar and daily reporting, resolve escalations end-to-end, and hold credible technical conversations on integrations without needing to do that work personally. This is a role for someone who wants to run something significant, not administer it. Why This Role Real seniority from day one: of one of Fulfil's largest and most complex accounts — you're the person in the room with senior leadership on both sides, not a supporting player. A genuin

Work Flexibility: Field-based Work Flexibility: Field-based Service Area: Manitoba/Northern Ontario Shift: Monday – Friday, varying hours dependent upon customer needs Summary: The Field Service Representative conducts analysis of product implementations, modifications and enhancements to product in accordance with specific customer specifications and implementations. In this role, you will troubleshoot problems and issues, determine technical solutions in accordance with product and customer specifications, and recommend actions to company or customer representatives for coordinative product solution. Additionally, you will assess product needs in accordance with customer specifications and act as local on-site representative to the customer's organization What You Will Do: Provide effective, proficient, and timely service and repairs to all customers in direct support of the sales team to ensure optimal customer satisfaction. Acute care and Treatment products. Adhere to account protocols. Responsible for fault isolation and maintenance of equipment at account locations Promote Stryker’s business by recognizing opportunities to fulfill additional customer needs and communicating with the appropriate Stryker personnel for follow up Provide post sale in-servicing on equipment operation and maintenance Perform warranty, upgrades, field actions, preventative maintenance, installations, deliveries billable or any other related services required by a client. Follow all administrative duties in a very accurate and timely manner, assist in the development of new service procedures, provide new product information to customers Maintain an accurate inventory of Stryker equipment and parts. Other duties as assigned by Manager/Supervisor Tr

Work Flexibility: Field-based Work Flexibility: Field-based Service Area: Prince George, BC (Northern) Shift: Monday – Friday, varying hours dependent upon customer needs Summary: The Associate Field Service Representative conducts analysis of product implementations, modifications and enhancements to product in accordance with specific customer specifications and implementations. In this role, you will troubleshoot problems and issues, determine technical solutions in accordance with product and customer specifications, and recommend actions to company or customer representatives for coordinative product solution. Additionally, you will assess product needs in accordance with customer specifications and act as local on-site representative to the customer's organization What You Will Do: Provide effective, proficient, and timely service and repairs to all customers in direct support of the sales team to ensure optimal customer satisfaction. Adhere to account protocols. Complete fault isolation and maintenance of equipment at account locations. Promote Stryker’s business by recognizing opportunities to fulfill additional customer needs and communicating with the appropriate Stryker personnel for follow up. Provide post sale in-servicing on equipment operation and maintenance. Perform warranty, upgrades, field actions, preventative maintenance, installations, deliveries billable or any other related services required by a client. Follow all administrative duties in a very accurate and timely manner, assist in the development of new service procedures, provide new product information to customers. Maintain an accurate inventory of Stryker equipment and parts. Travel up to 75% of the time to any other Province or Territory within Canada for Field S

About Us At BGBx , we're driven by a simple idea: breakthrough thinking creates breakthrough impact. As an independent commercial solutions partner to pharmaceutical and life science companies, we bring together strategists, scientists, communicators, creatives, technologists, and data experts to tackle some of healthcare's most important challenges. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle. The work is complex, fast-moving, and deeply connected to improving lives, creating opportunities for curious minds to make a real difference every day. If you're energized by collaboration, inspired by innovation, and motivated by work that matters, you'll find a place to grow, contribute, and make a meaningful impact at BGBx. Associate Project Manager Position Overview The Associate Project Manager is responsible for the overall management and administration of client projects throughout the entire project lifecycle. The Associate Project Manager is at the core of the team and helps everyone to communicate clearly while staying on time, on budget, and meets the highest of quality standards. This individual must demonstrate solid business judgment and sound strategic thinking. This role reports to the Director of Project Management. This position follows the working hours of 9:00am - 5:30pm ET Monday through Friday. Responsibilities: Understands the scope of work across an assigned account, as well as the project plan at an individual project level Facilitates interdepartmental negotiation process to reach alignment on project resources and timelines Aligns with Department Resource Managers to assign resources and ensure effective time management throughout a project life cycle Continually monitors projects to ensure deliverables are on sche

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . At Wealthsimple, we take our clients' security seriously. The Fraud Investigations team is the front line of defense within our Security & Risk group. We are looking for a sharp, detail-obsessed Fraud Investigator to specialize in Account Takeover (ATO) and Identity Fraud. You will be the detective protecting our clients from bad actors, securing compromised accounts, and ensuring our platform remains a safe place to build wealth. Please note this is an initial engagement of 9 months in a contract with benefits! What you will do: Investigate & Protect: Dive into the weeds of suspected Account Takeover (ATO) and Identity fraud cases. You will evaluate alerts, verify identities, and piece together digital footprints to uncover the truth. Secure & Remediate: Take immediate, decisive action to lock down compromised accounts, stop fraudulent activity in its tracks, and remediate the situation based on industry best practices. Guide the Client: Communicate directly with clients who may be panicked about a compromised account. You will guide them through the recovery process with absolute empathy, clarity, and urgency. Manage the Queue: Act as a master multi-tasker, managing multiple ongoing investigations at once while strictly maintaining case-closure Service Level Agreements (SLAs). Connect the Dots: Participate in weekly calibration

About Us At BGBx , we're driven by a simple idea: breakthrough thinking creates breakthrough impact. As an independent commercial solutions partner to pharmaceutical and life science companies, we bring together strategists, scientists, communicators, creatives, technologists, and data experts to tackle some of healthcare's most important challenges. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle. The work is complex, fast-moving, and deeply connected to improving lives, creating opportunities for curious minds to make a real difference every day. If you're energized by collaboration, inspired by innovation, and motivated by work that matters, you'll find a place to grow, contribute, and make a meaningful impact at BGBx. Senior Project Manager Position Overview The Senior Project Manager is responsible for the overall management and administration of client projects throughout the entire project lifecycle. The Senior Project Manager is at the core of the team and helps everyone to communicate clearly while staying on time, on budget, and meets the highest of quality standards. This individual must demonstrate solid business judgment and sound strategic thinking. This role reports to the Director of Project Management. Responsibilities: Understands the scope of work across an assigned account, as well as the project plan at an individual project level Facilitates interdepartmental negotiation process to reach alignment on project resources and timelines Aligns with Department Resource Managers to assign resources and ensure effective time management throughout a project life cycle Continually monitors projects to ensure deliverables are on schedule and within scope &nbsp

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work . About the team The Financial Risk team is responsible for protecting Wealthsimple and its clients from fraud while enabling safe, fast, and scalable money movement. We own the Decision Platform — a real-time rules engine that processes streaming data to make fraud decisions across every major payment rail — as well as the tooling and automations that power fraud investigation workflows, transaction decisioning, account restrictions, and deposit holds. Our systems are the infrastructure layer that payment and money movement teams plug into to move money safely. About the role This is a platform PM role with a dual mandate: prevent fraud by building and tuning real-time interventions and decision rules, and enable fraud investigations by building automations and tooling that make our fraud operations team faster and more effective. You'll own a broad surface area — from the streaming decision engine that blocks fraudulent withdrawals in milliseconds, to the case management system that routes alerts to investigators, to the restriction and suspension frameworks that protect compromised accounts. What you'll do Own the product vision and strategy for the Financial Risk platform, balancing fraud prevention with client experience - every intervention has a cost, and you'll need to make sharp tradeoffs between friction and protection. Drive the road

About Us At BGBx , we're driven by a simple idea: breakthrough thinking creates breakthrough impact. As an independent commercial solutions partner to pharmaceutical and life science companies, we bring together strategists, scientists, communicators, creatives, technologists, and data experts to tackle some of healthcare's most important challenges. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle. The work is complex, fast-moving, and deeply connected to improving lives, creating opportunities for curious minds to make a real difference every day. If you're energized by collaboration, inspired by innovation, and motivated by work that matters, you'll find a place to grow, contribute, and make a meaningful impact at BGBx. Senior Project Manager Position Overview The Senior Project Manager is responsible for the overall management and administration of client projects throughout the entire project lifecycle. The Senior Project Manager is at the core of the team and helps everyone to communicate clearly while staying on time, on budget, and meets the highest of quality standards. This individual must demonstrate solid business judgment and sound strategic thinking. This role reports to the Director of Project Management. Responsibilities: Understands the scope of work across an assigned account, as well as the project plan at an individual project level Facilitates interdepartmental negotiation process to reach alignment on project resources and timelines Aligns with Department Resource Managers to assign resources and ensure effective time management throughout a project life cycle Continually monitors projects to ensure deliverables are on schedule and within scope&nbsp

FEQ327R213 The Solutions Architect (Lakebase) team executes on Databricks’ strategic Product Operating Model that provides enhanced focus on earlier stage, highly prioritised product lines in order to establish product market fit, and set the course for rapid revenue growth. They are part of a global go-to-market team mandate, though individually will cover a specific, local region. Clients may span across one or more business units and verticals. By working in partnership with direct account teams, they will jointly engage clients, foster the necessary relationships, position in-depth the specific product line, so as to provide compelling reasons for clients to adopt and grow the usage of the given product. They understand the appropriate approach, the guardrails, and the steps needed to successfully adopt the product line, as clients deliver on their business objectives. The Solutions Architect (Lakebase) is paired with an Account Executive aligned to a given product line with specific targets accordingly. Together, they will devise and implement a strategy across their assigned set of accounts, develop presentations, demos and other assets and deliver them such that clients make an informed decision as they decide to adopt the product-line in a meaningful way. The Lakebase product-line requires the following core technical competencies: 10+ years of transactional database (OLTP) expertise across engineering, product development, administration, and pre-sales, with a proven track record of designing and delivering client-facing solutions. Credibility in influencing OLTP products with the market insight needed to shape and prioritise roadmap capabilities. Experience architecting solutions that integrate transactional data systems within broader Big Data, Lakehouse, and AI ecosystems. Infrastructure, platform and administration expertise around disaster recovery, high availability, backup and recovery, scale-out methods, identity and security mana

Mission The Solutions Architect (Lakebase) team executes on Databricks’ strategic Product Operating Model that provides enhanced focus on earlier stage, highly prioritized product lines in order to establish product market fit, and set the course for rapid revenue growth. They are part of a global go-to-market team mandate, though individually will cover a specific, local region. Clients may span across one or more business units and verticals. By working in partnership with direct account teams, they will jointly engage clients, foster the necessary relationships, position in-depth the specific product line, so as to provide compelling reasons for clients to adopt and grow the usage of the given product. They understand the appropriate approach, the guardrails, and the steps needed to successfully adopt the product line, as clients deliver on their business objectives. The Solutions Architect (Lakebase) is paired with an Account Executive aligned to a given product line with specific targets accordingly. Together, they will devise and implement a strategy across their assigned set of accounts, develop presentations, demos and other assets and deliver them such that clients make an informed decision as they decide to adopt the product-line in a meaningful way. The Lakebase product-line requires the following core technical competencies: 10+ years of transactional database (OLTP) expertise across engineering, product development, administration, and pre-sales, with a proven track record of designing and delivering client-facing solutions. Credibility in influencing OLTP products with the market insight needed to shape and prioritize roadmap capabilities. Experience architecting solutions that integrate transactional data systems within broader Big Data, Lakehouse, and AI ecosystems. Infrastructure, platform and administration expertise around disaster recovery, high availability, backup and recovery, scale-out methods, identity and security management, mi

FEQ327R245 Mission The Senior Solutions Architect (Lakebase) team executes on Databricks’ strategic Product Operating Model that provides enhanced focus on earlier stage, highly prioritized product lines in order to establish product market fit, and set the course for rapid revenue growth. They are part of a global go-to-market team mandate, though individually will cover a specific, local region. Clients may span across one or more business units and verticals. By working in partnership with direct account teams, they will jointly engage clients, foster the necessary relationships, position in-depth the specific product line, so as to provide compelling reasons for clients to adopt and grow the usage of the given product. They understand the appropriate approach, the guardrails, and the steps needed to successfully adopt the product line, as clients deliver on their business objectives. The Senior Solutions Architect (Lakebase) is paired with an Account Executive aligned to a given product line with specific targets accordingly. Together, they will devise and implement a strategy across their assigned set of accounts, develop presentations, demos and other assets and deliver them such that clients make an informed decision as they decide to adopt the product-line in a meaningful way. The Lakebase product-line requires the following core technical competencies: 10+ years of transactional database (OLTP) expertise across engineering, product development, administration, and pre-sales, with a proven track record of designing and delivering client-facing solutions. Credibility in influencing OLTP products with the market insight needed to shape and prioritize roadmap capabilities. Experience architecting solutions that integrate transactional data systems within broader Big Data, Lakehouse, and AI ecosystems. Infrastructure, platform and administration expertise around disaster recovery, high availability, backup and recovery, scale-out methods, identity an

FEQ327R226 Mission The Solutions Architect (Lakebase) team executes on Databricks’ strategic Product Operating Model that provides enhanced focus on earlier stage, highly prioritized product lines in order to establish product market fit, and set the course for rapid revenue growth. They are part of a global go-to-market team mandate, though individually will cover a specific, local region. Clients may span across one or more business units and verticals. By working in partnership with direct account teams, they will jointly engage clients, foster the necessary relationships, position in-depth the specific product line, so as to provide compelling reasons for clients to adopt and grow the usage of the given product. They understand the appropriate approach, the guardrails, and the steps needed to successfully adopt the product line, as clients deliver on their business objectives. The Solutions Architect (Lakebase) is paired with an Account Executive aligned to a given product line with specific targets accordingly. Together, they will devise and implement a strategy across their assigned set of accounts, develop presentations, demos and other assets and deliver them such that clients make an informed decision as they decide to adopt the product-line in a meaningful way. The Lakebase product-line requires the following core technical competencies: 10+ years of transactional database (OLTP) expertise across engineering, product development, administration, and pre-sales, with a proven track record of designing and delivering client-facing solutions. Credibility in influencing OLTP products with the market insight needed to shape and prioritize roadmap capabilities. Experience architecting solutions that integrate transactional data systems within broader Big Data, Lakehouse, and AI ecosystems. Infrastructure, platform and administration expertise around disaster recovery, high availability, backup and recovery, scale-out methods, identity and

(FEQ327R229) The Solutions Architect (Lakebase) team executes on Databricks’ strategic Product Operating Model that provides enhanced focus on earlier stage, highly prioritised product lines in order to establish product market fit, and set the course for rapid revenue growth. They are part of a global go-to-market team mandate, though individually will cover a specific, local region. Clients may span across one or more business units and verticals. By working in partnership with direct account teams, they will jointly engage clients, foster the necessary relationships, position in-depth the specific product line, so as to provide compelling reasons for clients to adopt and grow the usage of the given product. They understand the appropriate approach, the guardrails, and the steps needed to successfully adopt the product line, as clients deliver on their business objectives. The Solutions Architect (Lakebase) is paired with an Account Executive aligned to a given product line with specific targets accordingly. Together, they will devise and implement a strategy across their assigned set of accounts, develop presentations, demos and other assets and deliver them such that clients make an informed decision as they decide to adopt the product-line in a meaningful way. The Lakebase product-line requires the following core technical competencies: 10+ years of transactional database (OLTP) expertise across engineering, product development, administration, and pre-sales, with a proven track record of designing and delivering client-facing solutions. Credibility in influencing OLTP products with the market insight needed to shape and prioritise roadmap capabilities. Experience architecting solutions that integrate transactional data systems within broader Big Data, Lakehouse, and AI ecosystems. Infrastructure, platform and administration expertise around disaster recovery, high availability, backup and recovery, scale-out methods, identity and security ma