Customer Success Specialist (SaaS)

TL;DR

Customer Success Specialist (SaaS): Supporting strategic wealth management clients by managing day-to-day operational workflows, issue resolution, and product adoption. Focus on coordinating cross-functional efforts, maintaining Jira-based ticketing, and ensuring high-quality service delivery for digital marketing and wealth technology solutions.

Location: Must be based in or able to commute to Toronto, ON (Hybrid: 2 days/week in office)

Salary: $30–$34/hr CAD

Company

hirify.global is a global fintech leader empowering wealth management firms and advisors with digital marketing and communications solutions.

What you will do

• Serve as the primary operational support partner for Enterprise Customer Success leads.
• Manage day-to-day client service workflows, including case management and Jira ticket prioritization.
• Troubleshoot client inquiries, assess business impact, and drive timely issue resolution.
• Support client onboarding, training sessions, and feature adoption initiatives.
• Analyze usage data to identify trends, risks, and opportunities for improved client experience.
• Prepare materials for business reviews and internal account discussions.

Requirements

• 3+ years of experience in Customer Success, Account Coordination, or Client Services.
• Experience supporting a book of business in a SaaS, technology, or financial services environment.
• Strong proficiency in Jira and case management processes.
• Proven ability to work cross-functionally with Sales, Delivery, and Product teams.
• Excellent organizational, troubleshooting, and documentation skills.
• Must be able to work from the Toronto office 2 days per week.

Nice to have

• Experience in wealth management, advisor, or home office space.
• Background in digital marketing platforms or compliance-related solutions.

Culture & Benefits

• Collaborative and inclusive team environment focused on empowering associates.
• Hybrid work model providing flexibility between office collaboration and remote work.
• Commitment to professional development and career growth.
• Focus on authentic, value-driven workplace culture.