Join a Team of Industry Disruptors.

We pride ourselves on empowering our teams to push boundaries and challenge norms to transform the landscape of finance. Build your career by helping us build the software of the future at Agreement Express.

Agreement Express

Words from Our Employees

We strive to make our company and its environment open, collaborative, and safe for our innovators-in-residence.

Carmen Ballard

Carmen Thoms

CLIENT SUCCESS

I joined AEX for the high quality of team members, the contagious entrepreneurial spirit, and the opportunity to get involved in an exciting industry.

Finlay Developer

Finlay Charles-Lundaahl

DEVELOPMENT

From day one everyone has been extremely helpful and encouraging. The company is invested in employee growth, whether it be job-related courses, or allowing developers to work on challenging tasks to hone their skillset.

Kristy Maurice

Kristy Hissa

OPERATIONS

The people at Agreement Express are really what makes this work special. I’m very grateful to be working alongside so many sharp, thoughtful, and extraordinary colleagues.

Our Company Values

We let our values define the integrity of our products and services as much as it defines how we treat each other.

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#1 Passion

We hope to make the arduous onboarding process a little more pleasant through our hard work, care for our customers, and love of what we do.

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#2 Niche

We seek to hone our craft every day, driving us farther down the path of innovation. We aim to be the unquestioned leader in intelligent customer onboarding all day, every day. 

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#3 Ingenuity

We ask questions, we aren’t afraid of new ideas, and we encourage the brave and the bold. That’s how we got to where we are today, and that’s how we continue to climb ever higher and learn more.

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What we’re looking for

Characteristics We Expect Every Employee to Embody.

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Step Up - Increase the effort, accomplish faster.

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Wow the Customer - Act with the customer in mind

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Own It - Learn from mistakes to improve

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Be a Team - Give help and get help

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Be Curious and Creative - Always be a student

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Have Fun - Enjoy the adventure

Open Positions at Agreement Express

Check out our current openings. See one that catches your eye? Send in an application. We are excited to hear from you.

Payments

Project Manager

Canada or U.S. (remote)

Reporting to the Director, Customer Delivery Project Managers (PM) work as part of a cross functional implementation team to manage the implementation of our proprietary SaaS platform, Agreement Express (AEX) and or internal projects.

Project Manager, Payments

Summary

Reporting to the Director, Customer Delivery Project Managers (PM) work as part of a cross-functional implementation team to manage the implementation of our proprietary SaaS platform, Agreement Express (AEX) and or internal projects. Project Managers understand the AEX technology, the business value the project brings to the customer, and strive to provide excellent customer service. PMs work with customers directly to guide them through the implementation process, control scope, and set expectations.

Focussing on our customers in the Payments industry, the PM will need to understand the unique onboarding challenges Payments customers face and stay current on industry changes so they are comfortable communicating, teaching, and guiding executives of Fortune 1000 financial institutions through software implementations. This position is a 1-year temporary position with the possibility of renewal to a permanent role.

Location

Canada or U.S. (remote)

Duties and Responsibilities

  • Uses project management standard practices to create comprehensive project plans that meet project objectives and mitigate risks for all stakeholders. Understands contractual commitments and terms underpinning the project.
  • Responsible for any project assigned at Agreement Express.
  • Identifies interdependencies that may impact the project and collaborates internally to create a plan to solve the issue in an efficient manner that maintains the customers faith in the product.
  • Facilitates regular meetings, maintains associated minutes and provides an avenue for open dialog between all parties involved.
  • Collaborates with internal teams to ensure timely and successful completion of IT deliverables according to master project plan.
  • Manages and controls the project through task, budget, scope and schedule monitoring. Employs issue management procedures as required.
  • Makes appropriate decisions on project health by collecting and compiling relevant data, business circumstances, timelines resources, or budgeting scenarios. Complete scenario analysis to provide viable options. Escalates to the appropriate executives as needed.
  • Viewed as the go-to expert for an assigned project.
  • Demonstrates exceptional written language skills in project plans, meeting agendas and minutes or any other customer facing documentation
  • Communicates difficult messages clearly and fairly in a respectful, persuasive manner with preparation and coaching.
  • Able to positively manage, overcome resistance or break stalemate between stakeholders to minimize impact on project delivery
  • Provides demonstrations of basic product functions.
  • Able to communicate and understand all types of stakeholders (technical, non-technical, executive, business line, prospects, customers).
  • Ability to effectively influence others in external organizations.
  • Manages customer expectations while balancing the customers and AEX perspectives and business needs.

Qualifications and Education

  • 3+ years previous experience in a software implementation project management role.
  • Certificate in Project Management or equivalent experience.
  • Demonstrated knowledge of the Payments industry.
  • Knowledge of AGILE methodology is an asset.
  • Demonstrated relationships and experience with customers and projects in the Payments industry.
  • Interested in joining continuous improvement initiatives.

How to apply

Send your resume, cover letter, and availability to careers@agreementexpress.com with the subject line "Project Manager, Payments."

No recruiters or staffing agencies please. Only candidates who are legally eligible to work in Canada or the U.S. will be considered.

Payments

Customer Success Manager

Canada or U.S. (remote)

Reporting to the VP, Customer Success, Customer Success Managers (CSM) develop and maintain client relationships designed to retain and grow the contractual relationships with customers.

Customer Success Manager, Payments

Summary

Reporting to the VP, Customer Success, Customer Success Managers (CSM) develop and maintain client relationships designed to retain and grow the contractual relationships with customers. CSMs are involved the moment the client signs with Agreement Express (AEX), and will be the trusted contact in their tenure of use on the platform. While monitoring the implementation, CSM’s key goal is to develop success metrics with the client and maintain focus on that client’s key objective(s) throughout the duration of their time with AEX. CSMs act as the customer’s advocate internally and will be focused on customers in the Payments industry. It is helpful if the CSM understands the unique challenges Payments customers face and can remain current on industry changes. In doing so, the CSM provides monthly value to the client and gives them credibility with these Fortune 1000 companies.

Agreement Express employees enjoy a remote working environment so this position is open to anyone eligible to work in Canada or U.S.A.

Location

Canada or U.S. (remote)

Duties and Responsibilities

  • Owns the overall relationship with assigned clients including supporting onboarding, building success plans, training to increase adoption, understanding key objectives, and maintaining monthly contact with customers once live.
  • Understands all areas of the customer contract including any non-standard terms and critical milestones or dates. Communicates relevant points to customers and internally to ensure contract conditions are met.
  • Focuses on the best methods to retain the customer and ensure their renewal at the end of their contract term by following internal processes to provide the client with monthly touchpoints that create value.
  • Creates and executes strategic account renewal plans that outline customer pain points, key business objectives, key stakeholders and how AEX can help achieve these objectives.
  • Establishes a trusted/strategic advisor relationship with each assigned client, at all levels and across functions, to drive the continued value of AEX products and services. Skillfully uses tact and diplomacy to build trust through open and honest communication.
  • Offers a high degree of customer empathy, advocates customer needs/issues cross-departmentally to enable an effective customer experience throughout the customer lifecycle.
  • Communicate customer feedback, requests and requirements to the AEX Product team for consideration while balancing the customers and AEX perspectives and business needs.
  • Participates in issue resolution processes by advocating for customers at AEX and proactively keeping customers informed of progress.
  • Exceptional communication skills which include the ability to communicate and understand all types of personalities (technical, non-technical, executive, business line, prospects, customers) and ability to effectively influence others in external organizations.
  • Communicates difficult messages with clarity and confidence in a respectful, persuasive manner with preparation and coaching.
  • Provides demonstrations of basic product functions and understands the customer’s use cases to ensure demonstrations are impactful.
  • Escalates problems to the correct internal level on time, to ensure the best possible response to customer problems.
  • Focuses effort, resources, people on delivering quality solutions that meet customer needs.
  • Responsionsible for SOC 2 control activities as they relate to client communication regarding onboarding and training

Qualifications and Education

  • 3 Years in Customer Facing Position.
    CSM Certification or other equivalent experience.
  • Payments industry knowledge
  • Bachelor's degree in Business or equivalent experience.
  • Track record of maintaining business relationships at multiple organizational levels.
  • Proven experience in following account management processes and maintaining sufficient velocity with customer contact.

How to apply

Send your resume, cover letter, and availability to careers@agreementexpress.com with the subject line "Customer Success Manager, Payments."

No recruiters or staffing agencies, please. Only candidates who are legally eligible to work in Canada or the U.S. will be considered.