Client Success Manager

Overview

Role involves managing client relationships and ensuring successful funding processes.

Ideal candidate has 3+ years in B2B customer service, preferably in financial services, with strong communication skills.

Locations

• Canada, Ontario, Toronto

Requirements

• Degree in Business or related field
• 3 years customer service experience in B2B
• Experience in financial services or channel sales
• Detail-oriented for documentation accuracy
• Working knowledge of tax credit financing
• Excellent communication and interpersonal skills
• Proficient with Salesforce and MS Office
• Organizational and time management skills

Responsibilities

• Maximize sales and revenues from accounts
• Engage with clients from application to funding
• Gather necessary information for Sales and Underwriting
• Ensure high-quality loan applications
• Support sales objectives
• Track client information in Salesforce
• Occasional travel within Canada
• Perform other duties as assigned

Benefits

• Base salary
• Full benefits
• 3 weeks vacation