Customer Success Manager

Overview

Role focused on client support, onboarding, and relationship management in retirement plans.

Ideal candidate has 2+ years in customer success and is bilingual in French and English.

Locations

• Canada

Requirements

• 2+ years in customer success
• Bilingual in French and English
• Familiarity with group retirement savings plans preferred

Responsibilities

• Lead onboarding for new clients
• Build relationships with Plan Sponsors
• Provide bilingual support
• Act as key contact for troubleshooting
• Educate clients on financial wellness
• Manage client engagement
• Collaborate with cross-functional teams

Benefits

• Competitive salary
• Health and life insurance
• Retirement savings matching
• 20 vacation days
• Unlimited sick and mental health days
• $1,500 annual wellness budget
• Inclusive work culture
• Company-wide wellness days