Job Description

Account Manager - Client Success

Reports To: Chief Operating Officer

Position Type:

Full-time

Location:

Hybrid, Calgary

Hours of Work:

Monday to Friday, 9:00 am to 5:00 pm, 40 hours per week

Salary Range: $

50,000 per year

Company Overview:

At Phantom Compliance, we're not just another startup; we have been the trailblazers in revolutionizing financial compliance since 2009. Our mission is to democratize access by dismantling barriers and empowering financial visionaries. From crafting cutting-edge banking solutions to orchestrating the grandest virtual land grabs, we're the guardians of compliance, allowing you to keep your eyes firmly on the prize.

Position Overview:

Phantom Compliance is a one-stop compliance partner serving clients in both crypto and fiat finance. We're hiring a client-savvy

Account Manager

with strong regulatory insight and sharp negotiation skills to manage long-term partnerships--many spanning multiple jurisdictions and involving MSBs, AML, and Risk Management.

You'll be a trusted client advocate--solving most client issues independently, guiding complex conversations, and driving value for both clients and the company.

If you're agile, proactive, and thrive on building trust while driving results--we'd love to connect.

What You'll Do

Act as the central communication link, managing cross-channel communications to deliver daily client support to all inquiries. Escalate complex concerns with urgency and transparency, ensuring positive client outcomes and collaboration across internal teams. Maintain and curate Confluence knowledge resources, including FAQs and troubleshooting guides, to support both clients needs and internal workflows proactively. Investigate product and service issues, partnered with cross-functional teams to deliver effective solutions, and drafted MSAs tailored to client needs. Deliver client education on products and services, tools and operational best practices to enhance service adoption and satisfaction. Track account performance, deliverables, and roadmaps using HubSpot and Jira, driving alignment through structured internal reporting. Collaborate cross-departmentally with marketing, operations, and admin teams to continuously improve the customer journey. Host onboarding and training programs with a focus on KYC/AML and other financial compliance requirements. Lead client meetings from agenda preparation to follow-up execution, ensuring clarity, accountability, and alignment on deliverables. Identify opportunities to promote feature adoption and improve regulatory readiness through consultative upselling. Ensure accuracy and currency of client documentation, communication templates, and HubSpot records for operational efficiency.

What You Bring

3 years in account management, customer success, or client support--ideally in crypto or financial tech. Strong negotiation, problem-solving, and strategic decision-making skills. Solid grasp of tools like Google Workspace, Slack, HubSpot, or Jira. Familiarity with FINTRAC, FinCEN, KYC, and AML/ATF frameworks. Insight into client needs in high-risk sectors or complex regulatory environments.

Bonus points if you have

.

1-3 years of experience with crypto onboarding, custodial wallets, or trading platforms. Knowledgeable about KYC and reporting requirements from FINTRAC and FinCEN. Familiarity with AML/ATF regulations and risk mitigation strategies. 1 year of public speaking or presenting.

What is in it for you?

Phantom Compliance has a boutique feel where you will own your accomplishments and be fully supported by our team leads. You will have access to ongoing paid learning opportunities such as Canadian Securities Institute (CSI), Association of Certified Anti-Money Laundering Specialists (ACAMS) to be able to offer solutions for our clients in the financial compliance industry. Our company culture allows you to partner with a dedicated team who strives for Diversity, Equity, Inclusion and Belonging (DEIB) initiatives. Our generous employer-sponsored health spending account We provide you a Hybrid work environment to increase your productivity and flexibility for a better work-life balance You will be given the cutting-edge tools you need to achieve your goals while exceeding the client's expectations.

Phantom Compliance is an equal opportunity employer.

We value diversity and assess candidates based on their qualifications, experience, and potential. If you believe you're a good fit--even if you don't meet every requirement--we encourage you to apply.

We strive to minimize bias in our job postings and make hiring decisions without regard to any status protected by applicable law.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

Dental care Paid time off Vision care
Flexible language requirement:

English not required
Schedule:

Day shift Monday to Friday
Education:

Bachelor's Degree (required)
Experience:

Account management: 3 years (required) HubSpot: 1 year (required)
Licence/Certification:

Certified Anti-Money Laundering Specialist (preferred)
Location:

Calgary, AB T2P 3G6 (required)
Work Location: Hybrid remote in Calgary, AB T2P 3G6

Application deadline: 2025-07-02
Expected start date: 2025-07-21