Client Engagement Manager

220 Professional Services · Remote, Ontario
Department 220 Professional Services
Employment Type Full-Time
Minimum Experience Experienced

Client Engagement Manager


A leader in software solutions for client relationship management, compliance and fraud prevention, Tier1 Financial Solutions’ is passionate about helping accelerate our clients’ digital transformation initiatives with our CRM, AML and compliance solutions. Founded in 2007 and located in Toronto, Ottawa and New York, Tier1 today has over 150 employees and services over 200 clients globally, including the world’s largest financial institutions.


We’re looking for a Client Engagement Manager to join the compliance and fraud prevention division of Tier1.  Operating under the Alessa brand, the compliance division is focused on creating comprehensive solutions to help financial institutions and many other organizations to comply with regulations and combat theft, fraud, money laundering and many other forms of financial crime.  Every year billions of dollars are laundered internationally, supporting drug trafficking, smuggling, fraud, extortion and corruption, enabling organized crime to continue their criminal activities. Fighting financial crime using advanced data analytics is a cutting-edge space with Anti-Money Laundering software and advanced analytics being driven by some of the brightest minds in the industry.


The Client Engagement Manager represents many aspects of the relationship with the Alessa Risk Compliance/Anti-Money-Laundering product line.  This role will advocate for the clients with the goal to promote a highly satisfied and referenceable client base with a high retention rate.  The Client Engagement Manager must possess a sufficient understanding of the business and technical requirements to lead a team of business and technical specialists in providing the best possible applications of the Alessa product.



  • Communicate and promote the value Alessa brings to the clients leveraging multiple avenues including meetings, email, webinars, training sessions, phone call, and social media.
  • Understand the goals, concerns, and business needs of each assigned client, documenting findings and communications within the CRM and related systems.
  • Monitor satisfaction levels with the goal of receiving positive reference testimonials by ensuring the delivery of a solution that meets commitment to the client while maintaining the overall financial health and profitability of the customer.
  • Maintain and extend skill sets by researching industry trends, product updates, and new relevant technologies.



  • Bachelor’s degree coupled with 5-10+ years of experience managing complex client relationships.
  • Proven ability to learn quickly and comprehend many technical and business concepts in a collaborative environment.
  • Knowledge of the anti-money laundering/compliance industries.
  • Exceptional customer skills with experience working in a client-facing role.
  • Strong communication skills, both written and verbal, to deliver specifications, business timelines and presentations.
  • Excellent interpersonal skills, specifically the ability to communicate clearly and interact effectively with all staff levels, internally and externally, to reach mutual goals.
  • Ability to exercise independent judgment to manage simultaneous and varied complex projects from inception through completion with minimal supervision.
  • While not required, any experience with SQL, Microsoft Report Builder, Python, or APIs is highly desirable!


What we offer:

  • Competitive salary
  • Career development & growth at Tier1CRM
  • Health and dental benefits
  • Dynamic, close-knit team
  • Corporate discount for Goodlife Fitness
  • Exciting social & fundraising events (departmental & company wide)


We also encourage can-do, collaboration, and possibility thinking that will enable you to take your career to the next level.


Tier1 Financial Solutions is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.


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  • Location
    Remote, Ontario
  • Department
    220 Professional Services
  • Employment Type
  • Minimum Experience