Account Manager (Montreal)

Account Manager

DiliTrust

ACCOUNT MANAGER - CANADA Ready to be part of the Legal Tech revolution? As the leading SaaS publisher in Europe, Dilitrust is transforming legal departments worldwide with cutting-edge technology. Our Impact: From General Meeting reports to AI-assisted contract life management, our teams across France, Spain, Italy, Canada, Mexico, and MEA are the driving force behind our global success. We are pleased to provide daily support to 2,500 customers in 64 countries, with 80% of major listed companies in major markets like Europe, North America and the middle East.  Our Recognition: Dilitrust has been recognized for offering a positive and stimulating work environment. We are proud to have been awarded the "Happy at Work" and “Tech at Work” label since 2019. YOUR TASKS : As an Account Manager, you will build strategic relationships with legal departments, General Counsel, Corporate Secretaries, Legal Operations teams, CEOs, Board members, and other executive stakeholders across multinational corporations and public sector organizations. You will serve as a trusted advisor to customers, helping drive adoption, long-term success, and growth across DiliTrust’s legal technology solutions. You will act as a product expert and customer advocate internally, collaborating closely with sales, implementation, support, product, development, and marketing teams to ensure an exceptional customer experience. As part of your missions: • Building and maintaining relationships with a portfolio of strategic client accounts • Driving customer adoption, engagement, and long-term account success • Managing contract renewals and supporting retention initiatives • Identifying and acting on upsell and cross-sell opportunities to meet targets • Leading customer business reviews and strategic account discussions • Acting as a consultant and trusted advisor on DiliTrust products and best practices • Collaborating cross-functionally to support customer needs, escalations, and ongoing initiatives • Monitoring KPIs, customer usage, and business outcomes to support customer value and growth PROFILE REQUIRED: Ideally, you have : * 5 years of relevant experience in account management, customer success, or enterprise SaaS environments  You are capable of building strategic long-term account plans and developing trusted customer relationships * You have experience managing strategic or enterprise customer accounts within a technology or SaaS environment  You have excellent presentation and communication skills * You are comfortable conducting customer discovery, identifying project-level needs, and coordinating with internal teams to help guide successful customer outcomes You are comfortable working within international and multicultural teams * You have a strong desire to learn and become a trusted functional expert across multiple software solutions  You are relationship-driven, adaptable, and comfortable navigating complex customer environments  * Experience working with legal departments, legal operations teams, governance professionals, or enterprise legal technology solutions is a plus * Bilingual French and English  WHAT WE OFFER: * Join a fast-growing legal technology company within a collaborative and international environment (offices in France, Italy, Spain, Germany, USA as well as Dubai and Marocco); * A highly competitive commission structure  * Clear career growth opportunities, including a development path from Account Manager to Key Account Manager  * A flexible hybrid work model that supports both collaboration and work-life balance  MORE INFO : Location: Montreal Type of contract : Full time, hybrid DiliTrust is a socially responsible company, committed to the diversity of its teams and to promoting professional equality at all levels.

PROJECT MANAGER - FINTECH - NYC - Salary up to 200K depending on experience + Benefits

Adaptive

At Adaptive, we are a financial consulting firm that partners with capital, commodity, and digital market participants. We value differentiation through technology. Our experienced teams design and deliver complex front-office technology solutions using our proven accelerators to create long-term competitive advantage. Our clients include the world’s leading investment banks, investment managers, fintechs and capital market service providers. With a global reach with offices in Barcelona, London, Manila, Montreal and New York, we have a proven track record delivering powerful, elegant and intuitive trading technology solutions. We are now looking for a PM to join our NYC team to help build and shape a new, Adaptive owned, product suite that will be instrumental to the future of the company's product strategy! Our Project Managers at Adaptive are leaders who set an example for Adaptive’s culture and values. Most importantly, our Project Managers give the teams the autonomy they require in their role to be motivated and grow professionally. If you feel like this is you, you might be a perfect fit for this role!  YOU ARE:  * A strategic thinker with great communication skills  * A great relationship builder with your team and clients * A problem-solver and team player AS A PM YOU WILL ENSURE THAT: * The project that you are overseeing is executed as planned, on time and on budget * Stakeholders are engaged and informed, and ultimately satisfied * The team has a clear understanding of the project goals and their place within the team, and are empowered to deliver on our commitments YOU WILL:  * Manage the project: - Understand the strengths and potential pitfalls that come with an Agile delivery philosophy based on personal experience - Tailor and manage processes in accordance with the team structure and circumstances (different engagement models such as T&M or fixed price, variable team size, geographical spread and engagement length…) - Work collaboratively with our clients and internal stakeholders to identify and document scope as well as building and maintaining delivery plans - Provide accurate and timely updates on milestones and progress against a plan i.e burndown - Actively manage and mitigate project risk * Manage a product: - Maintain a product roadmap, balancing requirements from multiple stakeholders - Coordinate with Adaptive teams using the product - Oversee production & maintenance of technical documentation and marketing materials - Share knowledge with the Adaptive Support team * Manage a team: - Promote a Servant Leader mindset, empower highly-skilled team members to deliver their best and involve them in decision making - Identify and drive the resolution of problems affecting team harmony and performance - Understand various software concepts to discuss problems and orchestrate strategy with various talents in the team:   ~ Developers: real-time programming, high availability   ~ QA: TDD, BDD, acceptance criteria   ~ UX: visual design   ~ BA: backlog management, domain knowledge (exchanges, real-time trading, investment banking)   ~ DevOps   ~ Support - Work with distributed teams (Barcelona/London/Manila/Montreal/New York) * Manage people: - Regularly lend an ear to your team members and listen to what they have to say about their job satisfaction, their aspirations... in the spirit of Adaptive’s staff management style: informal and collegiate - Liaise with directors/HR to report relevant information (ex: career plan development, a personal event requiring support from the team/company…) - Take part in the probation process for new members of staff if appropriate *  Manage resourcing: - Own, or support the resourcing plan for the project or programme - Review proposed resourcing model with Delivery leadership, and maintain resource forecast in Kantata (time management system) - Identify gaps in the team, and engage with the delivery leadership team to recruit new hires accordingly - Participate in hiring of PM peers * Manage client & stakeholders: - Provide regular project status reporting to relevant stakeholders as necessary - Use effective and transparent communication - Actively manage the stakeholder expectations, make assumptions explicit and create an audit trail of important decisions throughout the engagement - Liaise with the Account Manager to define & implement the communication plan * Report to Adaptive: - Report project status on a weekly basis - Escalate issues to the respective Engagement and/or Account Manager *  Commercial & Legal: - Understand the legal framework for the engagement - Ensure that both Adaptive and the client meet their contractual obligations - Escalate issues where breaches of obligations occur or are at a risk of occurring * Finance: - Own, or support, delivery of the target revenue and margin for Adaptive - Where necessary, control budget and actuals; forecast revenue & costs - Manage costs (resources, expenses, licenses, vendors) - Manage expenses in line with agreement * Capturing and sharing knowledge: - Identify IP to be captured for Adaptive (code, process, functional knowledge) - Liaise with CTO and head of Project Execution to agree on the plan to capture IP (how and when to capture it, how to share it) WHY US:  * To be immersed in high-standard engineering culture. Our fantastic team takes pride in crafting complex technical solutions but also loves sharing their knowledge and helping you grow professionally (we have extraordinary minds at Adaptive) You can learn from anyone here, which is  the beauty of it * To take part in the growth and development of a great company * Our teams feel free to speak up, make suggestions and raise concerns. * Collaborative team environment: we all work together, respect each other, and pitch in * Great consideration for work/life balance (highly-flexible, hybrid working model, well-being benefits…). Balance between professional and personal life is massively important to us. * We work hard to provide a positive, collaborative and inclusive culture and to positively impact our staff and local communities through different well-being, diversity and inclusion programmes. WHAT PEOPLE THINK OF US You can check our Glassdoor page   BENEFITS  (What we offer in return // what you’ll get ) * Flexible hybrid working model * Medical from the 1st of month following your start date (i.e. if you join on the 24th of July, it starts on the 1st of August). We have 6 Aetna plans to choose from as provided by our PEO, Justworks. We make a flat monthly contribution to your healthcare costs. * Dental and vision from the 1st of the month following your start date - we have 3 dental and 2 vision plans to choose from.  We make fixed contributions to each. * 23 days of vacation per calendar year plus 11 public holidays * Group disability insurance: short-term and long-term (60% and taxable) * 401K safe harbor plan where we match contributions up to 5% of base pay on a paycheck-to-paycheck basis (you can opt-in after 90 days of service) * Gym subsidy of up to $50 per month (and we pay the taxes on that so it's a real $50) post probation. * Life insurance at 2 x salary * Commuter benefits * Health Savings Account and Flexible Spending Account Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. The Salary range for this position is $160,000 - $200,000 THE PROCESS Long interview processes are stressful and boring and that is not us  We want to make sure that everything runs smoothly. So here you will have three stage interviews: 1- A chat with one of our great recruiters. 2- A zoom chat with one of our PM where they will ask you detailed questions about your experience 3- A Face to Face interview (either in our office or via Zoom).  But don’t worry; everything will be explained to you step by step by your recruiter.  A little tip for you during those stages:  Collaboration is massively important to us, so don't hesitate to share your thoughts, ask questions, ask for help if needed, etc   DIVERSITY AND INCLUSION:  Diversity and inclusion are key to a great workplace, and Adaptive is better when it’s more representative of the world around us. We want everyone to feel comfortable bringing their whole selves to work without any fear of judgment or negativity. All we ask is that our colleagues are respectful, collaborative, passionate about what they do, and have the skills needed to be successful in their roles. E-Verify Adaptive Financial Consulting Inc. makes use of E-Verify to validate someone's right to work in the US. We will provide the Social Security Administration, and, if necessary, the Department of Homeland Security, with information from each new employee's Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants. Background check: the employment/engagement is subject to an acceptable background check that will be run by Adaptive. Base pay will be determined on an individualized basis and is only part of the total compensation package. Pay is based on candidate skills and experience. New York pay range $160,000—$200,000 USD

Project manager - ortigas - fintech

Adaptive

WE ARE: Mabuhay! This is an exciting opportunity for a Project Manager to join our Operate team in the Philippines, leading the engagements behind two of the functions that keep Adaptive's client platforms running. We are a growing company that continues to expand our operations in the country, and you will work alongside a team of dedicated professionals across the globe to help shape the future of our managed services in the region. As a member of our team, you will have the unique opportunity to help mature how we run, support, and maintain mission-critical trading platforms long after they go live. At Adaptive, we are a financial consulting firm that partners with capital, commodity, and digital market participants. We value differentiation through technology. Our experienced teams design and deliver complex front-office technology solutions using our proven accelerators to create long-term competitive advantage. Our clients include the world's leading investment banks, investment managers, fintech and capital market service providers. With a global reach with offices in London, New York, Barcelona and Montreal, we have a proven track record of delivering powerful, elegant and intuitive trading technology solutions. Our Project Managers at Adaptive are leaders who set an example for Adaptive's culture and values. Most importantly, our Project Managers give the teams the autonomy they require in their role to be motivated and grow professionally. This role sits at the heart of Operate. You will own the engagements that bring our application maintenance and SRE teams together to deliver Adaptive's Operate Service. Our platform support and application-maintenance capability sits between L1 support and the L3 R&D product teams, keeping Operate clients environments stable, current, and within agreed SLAs. Our infrastructure-as-code accelerator and SRE capability, provisioning, hosting, and maintaining the cloud environments those platforms run on.  If you feel like this is you, you might be a perfect fit for this role! YOU ARE: * A strategic thinker with great communication skills * A problem solver with strong analytical skills, comfortable operating in a support and run-service context where priorities shift with incidents and SLAs * A great team player who loves sharing knowledge and learning from others * Experienced in managing distributed, multi-disciplinary teams (developers and SREs) across time zones * Happy to work in a hybrid environment, with once a week in our office for meetings with colleagues, training, and social activities AS A PM YOU WILL ENSURE THAT: * The operate support engagements you oversee deliver against their service commitments, on time, within budget, and within agreed SLAs * Clients are engaged and informed, and ultimately satisfied with the support and infrastructure services they receive * The Development and SRE teams have a clear understanding of their goals and their place within the wider Operate model, and are empowered to deliver on our commitments * Application maintenance, platform support, and infrastructure work are coordinated as one coherent service rather than separate streams YOU WILL: Manage the engagements: * Understand the strengths and potential pitfalls that come with an Agile and ITIL-based service delivery philosophy, based on personal experience * Plan and coordinate the transition of client platforms from Consulting Build engagements into the Operate Run Service, taking knowledge transfer and assessing production readiness ahead of go-live * Work collaboratively with clients to identify and document the scope of support, maintenance, and infrastructure services, and build and maintain delivery and roadmap plans * Provide accurate and timely updates on milestones, service performance, and progress against plan * Actively manage and mitigate engagement risk, including resourcing gaps, SLA exposure, and dependencies between Dev, SRE, the Platform/Accelerator teams. Manage the service: * Oversee the day-to-day operation of application maintenance (software upgrades, dependency migrations, security patches, bug fixes, and minor changes) for Run Service clients. * Coordinate platform support activity, working with the Support and Platform teams to drive a high resolution rate and clean, well-characterised escalations * Help define and track KPIs and reporting (ticket ownership, ticket type, product type, severity, SLA performance) and drive service-improvement initiatives Manage a team: * Promote a Servant Leader mindset, empower highly-skilled team members to deliver their best, and involve them in decision making * Identify and drive the resolution of problems affecting team harmony and performance, with particular attention to the demands of a 24/7 support and run-service environment * Understand various software and infrastructure concepts to discuss problems and orchestrate strategy with the talents in the team: * Backend developers: real-time programming, high availability * SRE: infrastructure-as-code, cloud provisioning, observability, networking, capacity planning, security and compliance * Support: L1/L2/L3 triage, escalation, and knowledge management * QA, BA, UX and DevOps as engagements require * Work with distributed teams (Manila/London/Barcelona/Montreal/New York) Manage people: * Regularly lend an ear to your team members and listen to what they have to say about their job satisfaction and their aspirations, in the spirit of Adaptive's staff management style: informal and collegiate * Liaise with directors/HR to report relevant information * Take part in the regularization process for new members of staff Manage resourcing: * Own the resourcing plan for the Operate application maintenance engagements, balancing dedicated team members and rotational/shared resources * Review the proposed resourcing model with Delivery and Operate leadership, and maintain the resource forecast in time tracking system * Identify gaps in the team, and engage with the HR team to recruit new hires accordingly (e.g. additional developers and SREs as the client base grows) Manage client & stakeholders: * Provide regular service and project status reporting to client stakeholders * Use effective and transparent communication * Actively manage clients' expectations, make assumptions explicit, and create an audit trail of important decisions throughout the engagement (including the boundaries of what the Run Service covers) * Liaise with the account manager to define and implement the communication plan Report to Adaptive: * Report engagement and service status on a weekly basis, and contribute to the monthly Operate SteerCo * Escalate issues to the Head of Operate Commercial & Legal: * Understand the legal framework for each engagement, including the Run Service commercial definition and SLA framework * Ensure that both Adaptive and the client meet their contractual obligations, including the standards required before SLA activation * Escalate issues where breaches of obligations occur or are at risk of occurring Finance: * Manage costs (resources, expenses, licenses, cloud/infrastructure spend) in line with client agreements WHY US: * To be immersed in high-standard engineering culture. Our fantastic team takes pride in crafting complex technical solutions but also loves sharing their knowledge and helping you grow professionally (we have great people here at Adaptive 😁). You can learn from anyone here, which is the beauty of it * To take part in the growth and development of a great company at the point where our products meet our clients' day-to-day operations * Our teams feel free to speak up, make suggestions and raise concerns * Collaborative team environment: we all work together, respect each other, and pitch in * Great consideration for work/life balance (highly-flexible, hybrid working model, well-being benefits). The balance between professional and personal life is massively important to us * We work hard to provide a positive, collaborative and inclusive culture and to positively impact our staff and local communities through different well-being, diversity and inclusion programmes WHAT DO PEOPLE THINK OF US 🗣 You can check our Glassdoor page 🎉 BENEFITS Among our benefits are: * 23 days PTO * Retirement plan * HMO including x§dependents * Group Life Insurance THE PROCESS Long interview processes are stressful and boring, and that is not us 😉 We want to make sure that everything runs smoothly. So here you will have three interviews:   1. A chat with one of our great recruiters. 2. A zoom chat with one of our PM colleagues where they will ask you detailed questions about PM knowledge and your experience. 3. A Face to Face interview (either in our office or via Zoom). During this interview, we will dig even deeper, and you will have a technical task to do.   But don't worry; everything will be explained to you step by step by your recruiter. Here is a little tip for you during those stages: Collaboration is massively important to us, so don't hesitate to share your thoughts, ask questions, ask for help if needed, etc 😊 DIVERSITY AND INCLUSION: 💜 Diversity and inclusion are key to a great workplace, and Adaptive is better when it's more representative of the world around us. We want everyone to feel comfortable bringing their whole selves to work without any fear of judgment or negativity. All we ask is that our colleagues are respectful, collaborative, passionate about what they do, and have the skills needed to be successful in their roles.