Client Success Specialist, Bilingual

Who we are: Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada. Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase. We are small enough that you can make an impact within the company and large enough to make an impact in the market. Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us. About the role: The Bilingual Client Success Specialist is responsible for working with our newly approved merchants to train and coach them on the Financeit product and to provide customer support for existing merchants primarily in the Quebec market. The mission of this role is to get new merchants ramped up and generating consistent volume while solving loan related issues with existing merchants. To be successful in this role, you will need to be motivated, organized, detail-oriented and focused on customer service above all else. You are an enthusiastic, team player with a positive attitude, and are regarded as a strong and personable communicator. You are comfortable multi-tasking in a fast-paced and high-pressure environment, while holding yourself accountable for results. What you’ll do: Ensure seamless and positive merchant experience during transition from the Merchant Approval Team. Teach businesses how to use our set of tools to position financing and offer monthly payments. Get new Partners ramped up and generating consistent volume. Develop and execute training sessions with new merchants on the Financeit platform. Manage communication effectively when connecting and scheduling training with merchants. Maintain accountability through daily and weekly reporting of all sales activities. Use expert product knowledge and sales consultation to drive financing adoption. Communicate process and system gaps when discovered to appropriate levels of management. 2+ years of experience is sales or customer service. Effective communication in English and French is required. Experience in consumer lending, B2B, SaaS or financial services is preferred. Strong B2B sales and relationship management skills. Proficiency in Salesforce or other CRM tools. Strong interpersonal and organizational skills. Confident and professional speaking and presentation abilities. Ability to multitask and meet deadlines under pressure. Winner of Canada’s Most Admired Corporate Cultures, twice. We offer more than just the basics, take advantage of: An award-winning culture with a collaborative & inclusive team. Competitive pay and performance-based bonus: Salary: $55,000 - $60,000 Annual Bonus: 20% Committed to flexible work arrangements, offering hybrid workplace options. Comprehensive medical, dental and vision coverage + Lifestyle Account. RRSP Matching and Parental Leave Top UP Program. In office massage, meditation & workout sessions. Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives. Career learning and development programs. Next Steps: If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you are selected to move forward in the process. Financeit is an equal opportunity employer. We celebrate diverse backgrounds and perspectives because we know they make our team stronger and our product better. We hire based on talent, potential, and culture add - no matter your background, identity, or life experience, you are welcome here. We may use AI to support our hiring process. While these tools assist our team, applications are ultimately reviewed and assessed by our recruiters. If you require accommodation at any stage of the recruitment process, please let our People Success team know. Please note that this posting is for an existing vacancy, and all employment offers are contingent upon a successful background and credit check, among other verifications.

The Client Success Specialist is responsible for training and coaching new merchants on the Financeit platform to ensure consistent sales volume. They also provide ongoing customer support and resolve loan-related issues for existing merchants.

Candidates must have at least 2 years of experience in sales or customer service and be fluent in both English and French. Proficiency in CRM tools like Salesforce and strong B2B relationship management skills are required.

• Performance-based bonus • Medical coverage • Dental coverage • Vision coverage • Lifestyle account • RRSP matching • Parental leave top up program • In-office massage • Meditation sessions • Workout sessions • Virtual events • Career learning and development programs

• Service à la clientèleSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• B2B sales
• Relationship management
• Salesforce
• CRM tools
• Training
• Coaching
• Communication
• Presentation skills
• Multitasking
• Time management
• Bilingualism
• Financial services
• Consumer lending
• SaaS
• Product Knowledge
• Consumer Lending
• Relationship Management
• Accountability
• Organizational Skills
• Ability To Meet Deadlines
• Learning and Development Programs and Policies
• Effective Communication
• Positivity
• Bilingual (French/English)
• Customer Support
• Business To Business
• Multilingualism
• Customer Relationship Management
• Management
• Customer Service
• Software As A Service (SaaS)
• Sales
• Financial Services
• Loans
• Point Of Sale
• Scheduling
• Professional Speaking
• Enthusiasm
• Detail Oriented

• Customer Service & Support
• Sales
• Finance & Accounting
• Technology
• Client Success Specialist
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Exigences de lieu

Country, Canada