Job description
The Role, Account Manager
-this position is only for applicants located in Canada
GoCanvas and SiteDocs work together as part of the Nemetschek Group to streamline construction and field operations. GoCanvas specializes in digital fieldworker collaboration and compliance, while SiteDocs, a GoCanvas solution, focuses on workplace safety management through mobile and web apps. Together, these platforms create a unified ecosystem that improves efficiency, safety, and collaboration across construction projects.
GoCanvas and SiteDocs are looking for an Account Manager to join our Customer Success team! As an Account Manager focused on customer expansion and growth at GoCanvas & SiteDocs, you will be responsible for driving revenue by identifying and capitalizing on opportunities within our existing customer base. You’ll work closely with clients to understand their evolving business needs and demonstrate how GoCanvas and/or the SiteDocs product can further transform their operations. Your efforts will directly contribute to the company’s ambitious growth targets and help position both GoCanvas and SiteDocs as an indispensable partner.
Your Most Important Initiatives:
- Manage a portfolio of assigned customer accounts, identifying and executing on opportunities for horizontal and vertical expansion through Account Management best practices such as Quarterly Business Reviews, Strategic Reviews, and Product Innovation conversations
- Build and nurture long-term relationships with key stakeholders, acting as a trusted advisor and advocate for customer needs.
- Proactively identify and address potential retention risks through regular check-ins and customer health monitoring
- Manage the renewal process for an assigned set of customer accounts, ensuring timely and successful contract execution
- Serve as the primary commercial point of contact for upsell and cross-sell initiatives
- Serve as the primary point of contact for all assigned accounts, including at-risk customers, to address concerns, drive upsell and cross-sell initiatives, and proactively support retention and customer satisfaction.
- Develop a strong understanding of product features and services, effectively communicate value and address customer questions.
- Collaborate with internal Customer & Product Teams to drive success and maximize customer value
- Consistently meet or exceed monthly revenue goals through expansion and growth activities
- Leverage data and reporting metrics to track progress and refine strategies for account growth
- Track and report on expansion, retention and renewal KPIs, using insights to drive continuous improvement
Tools & Systems
- Utilize Salesforce for CRM and account management.
- Monitor customer health via ChurnZero and implement retention strategies accordingly.
- Track and log communication using Salesloft/ Gong.
- Collaborate with support and billing teams via Zendesk / Intercom.
- Manage customer projects and communications through Rocketlane
Success Metrics
- Achievement of monthly expansion revenue targets
- Increased referral rates and account penetration
- Maintenance of a healthy, growing book of business
What You Bring:
- 5+ years in a quota-carrying sales or account management role, ideally in SaaS
- Proven ability to drive expansion within existing accounts using a structured, analytical approach
- Strong collaboration, communication, and consultative skills
- Proficiency with Salesforce and Excel/Google Sheets
Our success is rooted in a wonderfully wholesome culture, best defined by our four overarching values:
- Authentic Relationships - People are never a means to an end.
- Continuous Learning - Test every assumption and never stay stagnant.
- Interdependence - We build systems that require everyone to perform with excellence, we are a team, and we succeed or fail together.
- Data Driven Decisions - Because wisdom requires understanding the facts of the matter, disputes between competing perspectives are resolved with data.
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. If you have any questions about your personal data privacy at SiteDocs, please visit our privacy page.
If you need special assistance or accommodation while seeking employment with us, please email [email protected] 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.
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 $68k-80k CAD annually + commission. 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.
This role is a #LI-Remote opportunity.
