OnX is a leading technology solution provider that serves businesses, healthcare organizations, and government agencies across Canada. OnX combines deep technical expertise with a full suite of flexible technology solutions—including Generative AI, Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, OnX delivers comprehensive technology solutions for its clients’ transformative business initiatives. For more information, please visit www.onx.com.
Job Title: Account Manager – Financial Services
Location: Toronto, ON
Company: OnX
Position Overview
OnX is seeking an experienced Account Manager to manage and grow relationships within an assigned portfolio of Financial Services clients, including banking, capital markets, and insurance organizations. This role is focused on account stewardship, client satisfaction, and expansion of existing relationships, rather than new logo acquisition.
The Account Manager serves as a trusted advisor, working closely with clients to understand evolving business and technology needs and aligning OnX’s services to support long-term success and growth.
Key Responsibilities
Account Management & Client Partnership
- Serve as the primary point of contact for assigned Financial Services accounts, building strong, long-term client relationships
- Develop a deep understanding of client business objectives, regulatory environments, and technology roadmaps
- Act as a trusted advisor to client stakeholders, providing strategic guidance aligned to OnX solutions
Account Growth & Opportunity Development
- Identify and develop expansion opportunities within existing accounts, including cross-sell and upsell of OnX services
- Partner with internal sales, solution, and delivery teams to support account growth initiatives
- Support renewal discussions and ensure continuity of services and client satisfaction
Stakeholder & Delivery Coordination
- Collaborate with Solution Architects, Delivery, and Client Success teams to ensure successful execution of client engagements
- Participate in client planning sessions, QBRs, and executive reviews
- Ensure timely communication, issue resolution, and escalation management as needed
Account Planning & Reporting
- Own account planning, pipeline tracking, and forecasting for assigned accounts
- Maintain accurate account documentation, reporting, and CRM updates
- Provide insights to sales leadership on account health, risks, and growth opportunities
Reporting Structure
- Reports to the Vice President of Sales
Ideal Candidate Attributes
- Relationship-Oriented: Strong focus on client retention, satisfaction, and long-term partnership development
- Consultative Mindset: Ability to translate client business challenges into technology solutions
- Collaborative: Works effectively across internal sales, technical, and delivery teams
- Strategic Communicator: Comfortable engaging with senior stakeholders and facilitating executive-level conversations
- Accountable & Organized: Maintains ownership of account outcomes and follow-through
Qualifications
- 7+ years of experience in account management, customer success, or client-facing roles within Financial Services or technology services
- Experience managing enterprise Financial Services accounts
- Strong understanding of Financial Services environments, including regulatory, security, and compliance considerations
- Excellent communication, presentation, and relationship management skills
- Experience working within managed services, IT services, data & analytics, cloud, or technology solutions