Senior Manager, Partner Success & Account Management

About the Role Beautifi is looking for a Senior Manager, Partner Success & Account Management to lead the day-to-day performance and experience of our clinic partner base. This is an execution-focused leadership role. The mandate is to ensure partner clinics are properly onboarded, actively engaged, adopting Beautifi’s financing programs, and consistently generating funded volume. The successful candidate will lead the Account Management team, enforce strong operating discipline, maintain clear visibility into performance metrics, and ensure partner clinics receive a high level of responsiveness and support. This role is highly metrics-driven and requires strong Salesforce, reporting, and analytical capability. However, the primary responsibility is not process design. The primary responsibility is ensuring workflows are adopted consistently, teams are executing daily, and partner activity translates into measurable business outcomes. The Company Beautifi is a Canadian consumer finance and technology company changing how people access and pay for elective healthcare. Through our platform, patients can explore procedures, connect with clinics, and access flexible financing for the care they want and need with flexible loans on their own terms. We also support clinic partners with equipment financing solutions that help practices invest in technology, equipment, and growth. We’re one of the fastest-growing companies in our space, with ambitious plans to become the leading financing platform for surgical, dental, fertility, medical aesthetics, and other elective healthcare procedures. We will achieve this through strong partner relationships, brand awareness, technology, and a team focused on delivering an excellent experience for clients and partners. Key Responsibilities • Lead and manage Beautifi’s Account Management / Partner Success team. • Own daily and weekly performance tracking across clinic engagement, onboarding, activation, financing program adoption, and funded volume. • Ensure inbound clinics are contacted quickly, meetings are booked promptly, and onboarding timelines are met. • Hold Account Managers accountable to daily activity, follow-up, conversion, activation, and funded volume targets. • Ensure every interested clinic is moved efficiently through meeting, onboarding, activation, and first funded volume. • Identify stalled, dormant, or underperforming clinic partners and drive corrective action plans. • Oversee the clinic partner experience, ensuring timely responses to calls, emails, and partner support requests. • Build a strong clinic feedback loop and identify recurring issues impacting partner experience or funded volume. • Work closely with leadership to improve partner workflows, communication, reporting, and operational effectiveness. • Ensure process changes, tools, and workflows are consistently adopted and used by the team. • Maintain strong Salesforce discipline and ensure accurate pipeline visibility, account tracking, and reporting hygiene. • Provide weekly reporting and actionable insights to leadership on performance trends, risks, pipeline health, and opportunities. • Run structured weekly team meetings focused on numbers, accountability, blockers, and next actions. • Help build and scale the Partner Success / Account Management function over time. What We’re Looking For • 5+ years of experience in account management, partner success, customer success, sales operations, or revenue-focused team leadership. • Bilingual fluency in English and French is an asset. • Experience managing a team against measurable KPIs and activity targets. • Strong operator mindset with the ability to manage day-to-day execution at a high level. • Strong Salesforce and reporting experience with comfort analyzing funnel and performance data. • Ability to identify performance gaps quickly and drive corrective action. • Experience coaching and holding frontline teams accountable. • Highly organized, practical, and outcome-oriented. • Strong communication and relationship management skills. • Comfortable operating in a fast-paced, growth-stage environment. • Experience in fintech, lending, healthcare, SaaS, payments, or partner-driven businesses is an asset. What Success Looks Like Within the first 90 days, this person should: • Establish strong visibility into AM and clinic performance metrics. • Create consistent daily and weekly operating rhythm across the team. • Improve speed to lead, onboarding follow-through, and clinic activation. • Increase accountability and performance consistency across Account Managers. • Identify key friction points impacting clinic experience and funded volume. • Improve visibility into partner health, pipeline gaps, and reactivation opportunities. • Begin driving measurable improvement in clinic activity and funded volume. What we offer • Competitive base salary, plus OTE performance bonus • Dental, Vision, and Health Benefits – 100% employer-paid • Paid Vacation • Advancement opportunities for top-performers Location This is an in-office role based out of our Vancouver office (Downtown Vancouver, BC) or Toronto office (Liberty Village, ON).

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