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Posted 2 months ago

Senior Client Services Manager

@ Fintel Connect

Vancouver, British Columbia

HybridFull-time7+ years experience
Apply now
SIGNALS

Overview

Fintel Connect is hiring a Senior Client Services Manager to lead Client Services Managers and Account Managers and to hold its most significant client relationships directly. The role is a full-time layer between the Director and the pod managers, accountable for manager performance, senior accounts and client work quality across the group. Seven or more years of client services or account management experience, with at least three managing people, is expected.

Responsibilities:

  • Lead and coach Client Services Managers and Account Managers
  • Own senior client relationships, strategy and renewals
  • Set goals and OKRs and run quarterly performance reviews
  • Manage escalations and spot churn risk early
  • Report on performance accurately and on time

Requirements summary:

  • Seven or more years in client services, account management or performance marketing
  • At least three years managing people directly
  • Evidence of developing and promoting team members
  • Strong Excel and PowerPoint skills
  • Affiliate marketing experience is an advantage

Tools & skills

Source and dates

Employer career site / ATS feed · bamboohr

Employer posting date
2026-09-21
First seen by our source
2026-10-08
Source record updated
2026-10-23

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SenioritySenior
DepartmentCustomer service
Experience7+ years
Management experience3+ years
Manages peopleYes
Hours per week40 (estimated)
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish

Summary and details written by AI from the posting; the employer’s posting is the authority.

Fintel Connect

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Think finance affiliate marketing. Think Fintel Connect.

Full company description

Fintel Connect is the leading partner marketing solution exclusively built for the financial industry. We are on a mission to drive scalable growth for financial brands through our specialized technology, high-quality partner database, expert agency services and built-in compliance engine. Partnership and collaboration are fundamental to who we are and what we do. We aim to create maximum value for finance brands, publishers and influencers at scale. To learn more about how Fintel Connect’s solutions help brands like Scotiabank, BMO, Live Oak Bank, and Western Alliance scale their new customer growth through partner marketing, come see us at https://www.fintelconnect.com.

LinkedIn followers
5,260
People associated on LinkedIn
50
Reported office locations
  • 1075 W Georgia St, Unit #1660, Vancouver, British Columbia V6B 3C9, CA
Business categories
  • Marketing
  • Financial Services
  • Advertising
Other recorded names
  • Fintel Connect
Specialties
  • Affiliate Network
  • Affiliate Program Management
  • Performance Marketing
  • Data Analytics
  • Customer Acquisition
  • and Financial Services
Profile identifies a recruitment agency
No
Reported total investment
3,516,478

Currency and observation date were not supplied; this is not a current valuation or a funding round.

Fintel Connect is the leading partner marketing solution exclusively built for the financial industry. We are on a mission to drive scalable growth for financial brands through our specialized technology, high-quality partner database, expert agency services and built-in compliance engine. Partnership and collaboration are fundamental to who we are and what we do. We aim to create maximum value for finance brands…

FieldValue
IndustryFinancial Services
Company size51-200 employees
HeadquartersVancouver, British Columbia
Organization typePrivately Held
Year founded2018
SpecialtiesAffiliate NetworkAffiliate Program ManagementPerformance MarketingData AnalyticsCustomer Acquisitionand Financial Services
Open jobs on Jobsy5
LinkedInView page
Job description

We are hiring a Senior Client Services Manager to lead a group of Client Services Managers and Account Managers, and to hold our most significant client relationships directly.

The role sits above the pod. You are accountable for the performance of the managers running those pods, for the senior relationships in your portfolio, and for the standard of client work across the group. It suits someone who has already managed people well and is ready to manage managers.

Why this role exists now

Our Client Services team has grown past the point where one Director can hold every client relationship and every manager. We are building a layer between the two: someone close enough to the accounts to step in when something is off, and senior enough to develop the people running them. You are being hired to be that.

In your first twelve months, we would expect you to:

  • Hold a consistent standard of client review across every team in your group, so quality does not vary depending on who is on the account.
  • Take full ownership of your senior client relationships, including strategy, performance against targets and renewal.
  • Build an accurate picture of each manager's strengths and development gaps, and put plans in place against them.
  • Identify who in the group is ready to move up, and get them there.
  • Shape how the wider team improves onboarding, client health monitoring and reporting.

What you will do

Lead the managers

Coach through the work: sit in on client calls and one-on-ones, review reporting before it goes out, and give feedback that changes what happens next time. Set goals and OKRs for each pod, and hold quarterly performance conversations that people leave knowing where they stand. Manage capacity across the group, including cover during absence and reallocation when an account escalates. Own hiring and onboarding as the group grows.

Own your clients and back your managers on theirs

Build and deliver program strategies for your accounts against agreed client goals and revenue targets. Hold senior relationships through difficulty, not just when the numbers are good. Step in on escalations across the group, whether that is a tracking failure, a missed target or a relationship that has gone quiet. Spot churn risk early and act on it rather than reporting it. Identify expansion opportunities across the group's portfolio and work them with the commercial team.

Keep the operation tight

Work in our project management system, so the status of every pod is visible without anyone having to ask. Hold a working knowledge of our tracking and integration setup, enough to triage an issue and know when to escalate to product or engineering. Report on performance accurately and on time, and explain what is behind the numbers. Carry information both ways between your pods and CS leadership, so decisions are made on an accurate picture. Work with sales, marketing, product and engineering on anything your clients need from them.

What we are looking for

Seven or more years in client services, account management or performance marketing, with at least three spent managing people directly. Evidence that you have developed someone: promoted them, turned around a performance problem, or built capability that outlasted you. A track record of holding client relationships through difficulty. Comfort with data and strong Excel and PowerPoint skills. You can read performance reporting, find what is off and explain it to a client without hiding behind it. Enough technical curiosity to understand how tracking and integrations work. Affiliate marketing experience is an advantage, and financial services or another regulated industry more so.

About Fintel Connect

Fintel Connect is a leading full-service affiliate marketing solution for financial institutions across North America. We are building a team of driven, thoughtful people who want to help shape the future of performance marketing and see the results of their work in real time.

We are committed to fostering a diverse and inclusive workplace as an equal opportunity employer. We embrace individuals of all backgrounds, ensuring that everyone has the opportunity to thrive and succeed.

For more about us, visit our website: Fintel Connect

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