9 дней назад
Customer Success Manager (Fintech)
77 600 - 97 000CAD
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Success Manager (Fintech): Managing and scaling a portfolio of more than 1,000 customers through usage analysis, business reviews, product advocacy, and expansion opportunities with an accent on AI-powered account coverage and data-driven customer growth. Focus on identifying cross-sell and upsell opportunities, scaling high-growth accounts to higher-touch models, and coordinating with Sales, Product, Support, Implementation, and Marketing to improve adoption and customer outcomes.
Location: Toronto, Ontario, Canada; hybrid work with office attendance required Monday, Tuesday, and Thursday
Base salary: CAD 77,600–97,000 annually. Target bonus: 10% of base salary. Expected total compensation: CAD 85,360–106,700 annually.
Company
is a late-stage fintech startup providing an AI-powered platform that automates finance and payables operations for global businesses.
What you will do
- Manage and scale a portfolio of more than 1,000 customers through a pooled specialized customer success model.
- Drive cross-sells, upsells, and account expansion by identifying business changes such as acquisitions, funding, and mergers.
- Use customer usage data, AI-powered tools, and analytics to surface insights, scale account coverage, and streamline workflows.
- Set benchmarks and milestones, conduct business reviews, present value-driven recommendations, and advocate for product solutions.
- Build customer advocates, strengthen loyalty and satisfaction, and support adoption of product enhancements.
- Collaborate with Sales, Solutions Consulting, Implementation, Support, Product, and Marketing to collect and act on customer feedback.
Requirements
- 2+ years of customer success or account management experience, preferably in fintech.
- Hands-on experience using AI tools to streamline day-to-day workflows.
- Experience with one-to-many customer engagement models and high-volume ticketing queues.
- Strong communication, organization, presentation, consulting, and requirements-gathering skills.
- Ability to engage with stakeholders ranging from CEOs and CFOs to accountants.
- Knowledge of accounting procedures and principles; accounting certification or experience with CPA, ACA, ACCA, or CIMA is preferred.
Nice to have
- Previous sales or quota-carrying sales-adjacent experience.
- Experience with ERP, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytics reporting, or customer success management tools.
- Fintech industry and product knowledge.
Culture & Benefits
- Hybrid workplace with a collaborative and inclusive culture.
- Competitive salary, stock options, and a matching RRSP.
- Extended benefits, employee assistance program, life insurance, AD&D, and LTD coverage.
- 15 days of PTO, phone and internet allowance, and subsidized lunches on office days.
- Dog-friendly office with snacks, drinks, convenient transit access, social events, and employee resource groups.
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