Customer Success Associate

Are you passionate about finance and technology? Are you a great communicator and networker? If so, this position offers you the opportunity to leverage both of these skills! This is your chance to join a Fintech start-up experiencing growth and scaling quickly! Company Mako is a top fintech firm, building software to bring top asset managers into the cloud. Our SaaS platform allows firms to onboard new clients and grow their AUM faster with smart automation and great user experience. We’re the leading solution in a fast-growing segment that has become a must-have in the wealth industry, and we’ve ridden our product leadership to profitability, a team of 60 and market leadership. As we expand our business to domination across Canada and international expansion, we’re looking for someone to join our Customer Success team, amaze our clients and build great things with us. The Job You will first receive training with our Solutions Engineers to give you the best possible understanding of our product, before transitioning to the customer success team. You need to come in with an existing understanding of wealth and finance, a basic understanding of Python or Javascript, and be comfortable working with CEOs and VPs to rapidly make things happen. And critically, as a tech company, you need to quickly understand our product and be able to assist our customers improve their business operations. This means, reporting directly to the Chief Revenue Officer, your job will be: Help us grow our happy customers across Canada by owning the customer relationship; Maintain a real time understanding of your customers and their adoption of our platform; Help customers identify new, innovative opportunities to improve their business operations via custom business process automation configurations on Mako; Become a Mako subject matter expert to help define new best practices to solve customer needs and champion these ideas with our internal teams; Perform regular (weekly, monthly and quarterly) reviews with customers on goals, obstacles, insights and opportunities; Collaborate with sales to identify opportunities to cross-sell and upsell customers on additional solutions; Identify customer adoption challenges, CSAT risks and other indicators of churn risk; Resolve complaints and prevent additional issues by improving processes; Maintain accurate account records, keeping track of any invoices, contract updates and renewals. Requirements Strong knowledge of wealth and finance Bachelors degree in computer science, math, physics, engineering, or finance from a major Canadian university You have basic coding and debugging skills, such as Python, JavaScript, etc. You have enthusiasm and great communication skills as you will need to support our clients and nurture that relationship. You possess the ability to learn and retain technical knowledge quickly. Data-driven mentality French fluency a strong asset Location Remote in Canada Why you should want this job Top tier compensation including commission and equity Gold-plated benefits High-end Mac or PC laptop $1000 budget to outfit your home office Unlimited vacation policy

The associate will own customer relationships, drive platform adoption, and identify opportunities for business process automation. They will also conduct regular performance reviews and collaborate with sales to manage account growth and churn risks.

Candidates must hold a bachelor's degree in a technical or finance-related field and possess strong knowledge of wealth management. Basic coding skills in Python or JavaScript and excellent communication abilities are required to support clients effectively.

• Commission • Equity • Gold-plated benefits • High-end Mac or PC laptop • Home office budget • Unlimited vacation policy

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

• Wealth management
• Finance
• Python
• Javascript
• Customer success
• Communication
• Networking
• SaaS
• Automation
• Data-driven
• Debugging
• Relationship management
• Upselling
• Cross-selling
• Technical support
• Product Leadership
• Cross-Selling
• Customer Success Management
• Financial Technology (FinTech)
• Business Operations
• JavaScript (Programming Language)
• Business Process Automation
• Software As A Service (SaaS)
• Computer Science
• Equities
• Sales
• French Language
• Leadership
• Innovation
• Invoicing
• Python (Programming Language)
• Mathematics
• Personal Computers
• Physics
• Process Improvement
• Computer Security Awareness Training
• Enthusiasm

• Customer Service & Support
• Finance & Accounting
• Software
• Technology
• Sales
• Customer Success Associate
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives

Formation minimale

Baccalauréat

Expérience minimale

0+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine