Bilingual Customer Success Manager (AI)

Location: Toronto, Ontario, Canada; hybrid with four days in-office each week and occasional client travel

Company

hirify.global provides advisor software, licensed financial data, and AI-powered solutions for institutional clients, independent advisors, and financial services organizations.

What you will do

• Build trusted relationships with enterprise clients and independent advisors and understand their objectives, workflows, challenges, and success criteria.
• Develop account plans, monitor client health and risks, coordinate cross-functional teams, and identify growth opportunities.
• Lead client touchpoints, business reviews, onboarding, training, and best-practice enablement to drive adoption and value realization.
• Provide consultative guidance on products, industry trends, and client workflows, including financial software platforms, data, and emerging technologies.
• Analyze utilization, influence expansion opportunities, and collaborate with Sales and Product.
• Advocate for client needs, escalate issues, and provide feedback to internal stakeholders.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• 5+ years of experience in Customer Success, Account Management, Relationship Management, Consulting, or another client-facing role.
• Bilingual fluency in English and French is required to support clients in both languages.
• Experience supporting financial services clients and technology solutions, including financial software platforms, APIs, market data, and data feeds, is highly desirable.
• Ability to build trusted relationships and influence senior leaders and decision-makers.
• Ability to manage multiple client relationships, priorities, and initiatives in a fast-paced environment with adaptability and resilience.
• Excellent communication, presentation, and facilitation skills, including the ability to simplify complex concepts.
• Proactive, strategic, and analytical approach with strong collaboration and problem-solving skills.
• Strong technical and consultative skills, curiosity, and willingness to learn and apply AI and other emerging technologies.

Culture & Benefits

• Hybrid work model with four days in-office each week in most locations, supporting regular in-person collaboration.
• Occasional travel to meet clients and support strategic initiatives.
• Tools and resources for meaningful collaboration with global colleagues.
• Additional benefits designed to provide flexibility as needs change.
• Accepted offers require confidential disclosure and compliance review of personal and related investments; certain employee accounts may need to be held with an approved broker.