Bilingual Customer Success Specialist

CI Financial; Toronto; Remote; CAD 55,000 - 75,000; Full time

Job summary

A leading company in fintech is seeking a Customer Success Specialist to join their innovative team. This full-time remote role involves providing exceptional support to customers, onboarding new users, and creating educational content. Ideal candidates are fluent in English and French, tech-savvy, and have a passion for helping others succeed. Join a tight-knit team focused on personal growth and making a difference in the financial planning landscape.

Benefits

Flexible work hours

Personal growth opportunities

Competitive salary

Attractive benefits package

Qualifications

• Fluent in English and French.
• Previous experience in a customer-facing role.

Responsibilities

• Providing immediate support via email and phone.
• Onboarding new customers and driving retention.
• Creating educational content for customers.

Skills

Communication

Customer Support

Problem Solving

Technical Savvy

Education

CFP

QAFP

CA

CPA

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

Looking for work that matters? How about making a difference in the lives of millions of Canadians?

ABOUT SNAP PROJECTIONS

Snap Projections is developing a financial planning platform of the future. By enabling complex financial planning calculations through a modern, intuitive, and powerful interface, Snap Projections equips advisors with a means to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real time during face-to-face client meetings. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative, and impactful. We are a quickly growing 10-person semi-remote team focused on developing solutions that matter, solving real problems, and creating products our customers love.

WHAT YOU’LL BE WORKING ON

When our customers use Snap Projections, we need to help them see the positive impact this will have on their business as quickly as possible. The Customer Success team provides insights to customers to ensure that they get the most out of the platform and achieve success.

This is an exciting and challenging role where your top tasks will include :

1. Providing our customers immediate support via email and phone conversations, using screen-sharing technology.
2. Onboarding new customers and driving retention among our existing customers.
3. Hosting live webinars to provide training and answer customer questions in a group setting.
4. Creating educational content for our customers to keep them engaged and help them get more out of the product.
5. Representing the voice of the customer to help shape the future roadmap of the product.
6. Performing functional and acceptance testing of our software in collaboration with the engineering and product teams.

And we’d love to have a new Customer Success Specialist join our team. That person is you.

You’ll get a chance to be part of an amazing team at Snap Projections. A team where we focus on our successes and tackle obstacles head-on. A team brave enough to challenge each other on ways to improve as well as ready to applaud those that had a big win. A team driven by the desire to always be better, to grow stronger, and to be great at supporting both customers and our colleagues internally.

WHO WE’RE LOOKING FOR

• You’re fluent in both English and French.
• You’re driven, self-motivated, resourceful, and eager to learn.
• You genuinely love helping people and want them to succeed.
• You love talking to people and helping them solve problems through technology.
• You can effectively teach people how things work in a simple, straightforward way.
• You have outstanding oral and written communication skills.
• You’re detail-oriented and can accurately follow a process and take initiative to improve it.
• You’re extremely tech-savvy and able to master new software tools quickly.
• You previously worked in a customer-facing role (either support or sales).
• You’re comfortable with math and have a working knowledge of Canadian tax concepts.
• Bonus points if you hold a financial planning or an accounting designation (CFP, QAFP, CA, CPA, or an equivalent) or if you have prior software testing experience.

WHAT YOU NEED TO KNOW

This is a full-time position based remotely anywhere in Canada. If you are not physically based in Canada, please do not apply.

WHY WORK WITH US

• Fun place to work: a tight-knit results-driven team, freedom of location, and flexibility of work hours.
• Personal growth: join a company that is already off to a great start and help build a truly successful fintech company ultra-focused on helping millions of people.
• Competitive salary and attractive benefits package.