Account Manager

<span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>The Role, Account Manager</b></span></span></span><br><span style="font-size:12px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">-This position is for applicants located in Canada</span></span></span><br><br><br><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>SiteDocs</b>, a GoCanvas company, is a leading provider of digital safety management software, trusted by thousands of teams to modernize and simplify workplace health and safety across construction, engineering, infrastructure, logistics, and beyond. We’re the highest-rated EHS platform on Gartner-owned Capterra, empowering field teams and safety leaders to replace paperwork, boost compliance, and drive real-time visibility where it matters most.</span></span><br><br><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">SiteDocs is part of the Nemetschek Group — a publicly traded European software company with a multi-billion-euro market capitalisation. The group brings together more than 15 specialised brands, including GoCanvas, Bluebeam, FirmusAI, Nevaris, AllPlan, VectorWorks, and SpaceWell, serving customers across the full AECO (Architecture, Engineering, Construction & Operations) spectrum. Together, we’re shaping a smarter, safer, and more sustainable built world.</span></span><br><br><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>Position Overview:</b></span></span><br><br><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">The <i>Account Manager</i> is responsible for maximizing customer retention, growth, and satisfaction across an assigned portfolio of accounts. This role combines strategic relationship management with a deep understanding of client goals to drive renewals, expansion, and long-term success. The Account Manager acts as the primary commercial partner, ensuring customers realize continuous value from GoCanvas  or Sitedocs solutions while contributing directly to company revenue objectives.</span></span><br><br><br><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>Your Most Important Initiatives:</b></span></span><br><br><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Account Management & Growth</span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Manage a portfolio of accounts, serving as the primary contact for all renewal, expansion, and satisfaction initiatives.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Identify, develop, and execute strategies for horizontal and vertical expansion through Quarterly Business Reviews, Strategic Reviews, and Product Innovation discussions.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Collaborate closely with key stakeholders to align solutions with business objectives and demonstrate value realization.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Leverage data insights to track adoption, drive performance metrics, and refine account strategies for maximum growth.</span></span></span></li></ul><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Retention & Renewals</span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Own renewal processes, ensuring timely execution of contract negotiations, renewals, and price adjustments.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Develop and implement proactive save plans to mitigate churn, address at-risk accounts, and maintain a healthy book of business.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Monitor customer health and engagement through data-driven tools to anticipate and resolve potential retention risks.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Consistently meet or exceed retention and expansion revenue goals through renewal optimization and customer advocacy.</span></span></span></li></ul><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Customer Advocacy & Escalations</span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Act as a trusted advisor and advocate, ensuring customers’ voices are represented across internal teams.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Serve as the escalation point for customer issues, coordinating resolutions with cross-functional partners in a timely and professional manner.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Partner with internal Customer Success, Professional Services, Billing, and Product teams to enable seamless execution and customer satisfaction.</span></span></span></li></ul><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Collaboration & Reporting</span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Collaborate across departments to identify upsell, cross-sell, and renewal opportunities.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Provide leadership with forecasts and insights on customer retention, account health, and revenue projections.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Track and report on KPIs for expansion, renewal, retention, and satisfaction to drive continuous process improvement.</span></span></span></li></ul><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Tools & Systems</span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Salesforce for CRM and account management</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">ChurnZero for customer health tracking</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Salesloft and Gong for communication and engagement management</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Zendesk and Intercom for support and billing coordination</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Rocketlane for project and communication management (where applicable)</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Back End systems as needed for data review and reporting</span></span></span></li></ul><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>What You Bring:</b></span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">3–5 years of experience in account management, customer success, or retention-focused roles, ideally in a SaaS or subscription-based environment</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Proven ability to drive renewals, expansion, and retention through consultative account management practices</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Strong communication, relationship management, and problem-solving abilities</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Analytical mindset with experience leveraging data for decision-making and strategy optimization</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Proficiency with CRM platforms (Salesforce) and customer engagement tools</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Ability to work cross-functionally and effectively manage multiple, concurrent priorities</span></span></span></li></ul><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>Success Metrics</b></span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Achievement of renewal, retention, and expansion revenue goals</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Growth in customer referral rates and account penetration</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Maintenance of a healthy, satisfied, and expanding customer base</span></span></span></li></ul><br><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>Why Join Us?</b><br>Join a mission-driven team focused on proactive customer success and long-term partnership. You'll collaborate with supportive colleagues, impact business growth, and play a critical role in ensuring our customers thrive with GoCanvas & SiteDocs solutions.</span></span><br><br><br><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Our success is rooted in a wonderfully wholesome culture, best defined by our four overarching values:</span></span></span><ul><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Authentic Relationships - People are never a means to an end.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Continuous Learning - Test every assumption and never stay stagnant.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Interdependence - We build systems that require everyone to perform with excellence, we are a team, and we succeed or fail together.</span></span></span></li><li style="margin-left:8px;"><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">Data Driven Decisions - Because wisdom requires understanding the facts of the matter, disputes between competing perspectives are resolved with data.</span></span></span></li></ul><span style="font-size:14px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">If you have any questions about your personal data privacy at SiteDocs, please visit our privacy page.</span></span><br><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. </span></span><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;">If you need special assistance or accommodation while seeking employment with us, please email <a href="mailto:recruiting@gocanvas.com" style="color:#467886;text-decoration:underline;">recruiting@gocanvas.com</a> or call: (703) 547-8588. We are interested in every qualified candidate who is eligible to work in Canada. However, we are not able to sponsor visas.<br><br>We take into account an individual’s qualifications, skillset, and experience in determining final salary. This role is eligible for health insurance (medical, dental & vision), life insurance, 401(k) & paid time off. The expected compensation range for this position is about $65k-$70k CAD annually and additional commissions. The actual offer will be at the company’s sole discretion and determined by relevant business considerations, including the final candidate’s qualifications, years of experience, skillset, and geographic location.</span></span></span><br><br><br><span style="font-size:12px;"><span style="line-height:normal;"><span style="font-family:Aptos, sans-serif;"><b>This role is a #LI-Remote opportunity.</b></span></span></span>

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