Open to opportunities

Clay J

@clayj

I build trusted client relationships that drive onboarding, retention, and portfolio growth across finance and enterprise sales.

Canada

Message

What I'm looking for

I’m seeking Account Management or Compliance Officer roles where I can apply 20+ years of sales, client relationship management, compliance, and process-improvement experience. I’m interested in building client partnerships, managing portfolios, improving retention and onboarding, reducing risk, and delivering strong customer outcomes in a remote or flexible environment.

I've spent 15+ years building and protecting client relationships in regulated, high-stakes financial environments, guiding customers from onboarding through renewal and account growth.

At Pineapple Financial, I serve as the primary relationship manager for 100+ client accounts, translating complex compliance and documentation requirements into clear next steps while monitoring account health, pipeline progress, and renewal opportunities.

Previously, I managed 80+ client accounts at Matrix Mortgage Global, building retention through proactive account reviews, timely outreach, and dependable follow-through.

As Principal Broker and Compliance Officer at VKT Financial, I handled sensitive escalations, assessed complex client risk, and coached teams on regulations, documentation, and client communication. I bring CRM discipline, cross-functional coordination, and a customer-first approach to helping clients navigate high-stakes decisions with confidence.

Experience

Work history, roles, and key accomplishments

Current

Mortgage Broker

Current

Pineapple Financial

Jan 2018 - Present (8 years 7 months)

Serve as the primary relationship manager for a portfolio of 100+ mortgage clients, guiding customers from discovery and onboarding through ongoing support, renewals, retention, and account expansion. Build long-term client relationships through proactive communication and timely follow-up.

Customer Success Management Client Onboarding Customer Retention Mortgage Technology Account Health Monitoring CRM Management Salesforce HubSpot Pipeline Reporting Cross Selling Upselling Regulatory Compliance Process Improvement

Education

Degrees, certifications, and relevant coursework

University of Toronto

Bachelor of Arts, Sociology

Studied core sociological theories and research methods, focusing on social behavior, group dynamics, and organizational structures. Gained strong analytical and communication skills applicable to client relationship management, stakeholder engagement, and understanding diverse customer needs in professional settings.