Client Success Specialist

Résumé du poste

The role involves onboarding clients by transforming financial data into models and providing strategic advising to municipal leaders. The specialist will conduct live presentations to help councils and boards make informed long-term planning decisions.

Détails du poste

Location: Victoria, BC (On-site) Hours: 7am - 3:30pm (Monday to Friday) Compensation: $75,000 - $90,000 salary (plus potential bonuses) About Waterworth Waterworth is a scaling SaaS company known for utility financial planning, located in Victoria, BC. We empower more than 400 municipalities across North America to take control of their financial futures through proprietary financial modelling and analysis software. We embrace the philosophy that "the best idea wins," which entails having robust execution plans to support those ideas. This approach creates an environment where everyone feels comfortable sharing their strategies. We are looking for an articulate communicator with an understanding of accounting or finance who wants to apply themselves. This role goes beyond "customer support", which is typically limited to instructing customers how to use a tool and checking in for the sake of checking. The Role We believe in a proactive approach to Client Success. This means collaborating closely with communities to navigate complex challenges without causing an affordability and inequity crisis. Our training program provides you with in-depth insights into municipal government, financial management, SaaS, and Client Success. Rest assured, you won't feel out of your element; we are committed to supporting your development at every stage, with regular check-ins designed to help you thrive. Key Responsibilities: Client Onboarding Utilizing Excel to extract, transform, and load financial, utility, and infrastructure data from local governments into Waterworth. Initiatives for data automation are highly encouraged! Financial Forecasting Use your accounting fundamentals and domain knowledge to build and calibrate forward-looking financial models that turn data into visual stories. Strategic Advising Support community growth by partnering with City Managers, Finance Directors, and Public Works Directors (our "Waterworth Champions") to deliver critical insights for their long-term strategic planning. This includes conducting live online presentations for councils, boards, and the public to aid in informed decision-making. Build Meaningful Relationships: Earn trust and credibility as a go-to advisor for senior municipal leaders. Your consistency, integrity, and insight will form the backbone of lasting partnerships. Requirements Accounting & Financial Acumen Understand key accounting/finance concepts and you're excited to apply that knowledge to real-world challenges in public sector contexts. Proficient in Excel Must be able to demonstrate experience using spreadsheets to analyze data and build models. Candidates will be tested on their Excel skills during the interview process. Confident Communicator Experience in presenting complex data insights with clarity to key stakeholders. Growth Mindset Demonstrated a commitment to continuous learning from each challenge faced. A "Win or Learn" mindset is the standard here. Effective Team Player Worked in a cross-functional environment, with a collaborative approach to solving business problems. Professional Experience 1+ years of professional experience, with demonstrated experience working in a collaborative, professional environment. Benefits Downtown Office & Friendly Atmosphere Join our young, growing team in a 100% in-person office that promotes innovation and fun. Enjoy regular socials, BBQs, office pets, a ping pong table and free snacks, creating an enjoyable work environment. Impactful Work Our skilled team empowers communities across North America to take control of their futures, making a genuine difference in hundreds of lives. Extended Health You will be entitled to full extended health benefits, along with dental coverage and other benefits suited to your needs. How To Apply Ready to make a real impact while gaining valuable experience? We want to hear from you! Please submit your resume and get in touch! We are actively reviewing resumes for Aug starting dates.

Ce que vous ferez

The role involves onboarding clients by transforming financial data into models and providing strategic advising to municipal leaders. The specialist will conduct live presentations to help councils and boards make informed long-term planning decisions.

Exigences

Candidates must have 1+ years of professional experience and strong proficiency in Excel for data analysis and modeling. A solid understanding of accounting or finance concepts and excellent communication skills for presenting complex data are required.

Avantages

• Extended Health Benefits • Dental Coverage • Free Snacks • Social Events

Compétences indiquées

• Analyse de données · Souhaitée
• Microsoft Excel · Souhaitée

Autres compétences pertinentes

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

• Financial Modeling
• Excel
• Client Onboarding
• Strategic Advising
• Financial Forecasting
• Public Speaking
• Data Analysis
• Accounting Fundamentals
• Stakeholder Management
• Client Success

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Software
• Government & Public Sector
• Consulting