Client Success Manager

Easly; Toronto; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading Canadian alternative lending platform is seeking a Client Success Manager to join their sales team in Toronto. This hybrid role involves managing client relationships, ensuring smooth communication between clients and internal teams, and increasing sales from assigned account territories. The ideal candidate will have a relevant university degree and substantial B2B customer service experience, particularly in the financial services sector. Competitive salary with benefits and vacation is offered from day one.

Benefits

Full benefits from day 1

3 weeks vacation

Qualifications

• B2B customer service experience.
• 3 years minimum in relevant sector.
• Detail-oriented with high accuracy.

Responsibilities

• Manage client relationships from application to funding.
• Engage clients and gather necessary information.
• Submit high-quality loan applications.

Skills

Communication

Customer Service

Detail Orientation

Sales Skills

Problem Solving

Education

University degree in Business, Marketing, or a related field

Tools

Salesforce

MS Office

Job description

Founded in 2019, Easly is a Canadian alternative lending platform. We specialize in providing non-dilutive financing to companies that receive government tax incentive refunds. We use these tax incentive refunds as collateral to provide companies with evergreen sources of capital. Easly is committed to supporting the vibrant innovation ecosystem in Canada.

We are adding a Client Success Manager to our sales team in Toronto. This is a Hybrid role with 2 days a week (Tuesday and Thursday) in our Midtown office at Younge and St. Claire.

POSITION SUMMARY

• Working alongside the Sales Director, the Client Success Manager is responsible for being a pivotal contact between our clients, the Sales Director and Underwriting;
• This position involves client interactions, gathering and recording essential information to facilitate the client journey from application to funding, and ensuring timely communication between clients, Sales and the Underwriting team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The duties and responsibilities of the Client Success Manager, include, but are not limited to the following:

• Work with the Sales Director to maximize new sales and revenues from assigned accounts and/or territories;
• Engage with potential clients, understanding their needs, and “owning” the client from initial application to initial funding;
• Deliver exceptional customer interactions, efficiently gathering necessary information and documents from clients needed for the Sales and Underwriting process;
• Ensure high-quality loan applications are submitted to Underwriting;
• Support successful achievement of sales objectives;
• Track all relevant client information in Salesforce, Box, etc.;
• Occasional travel within Canada; and
• Perform other duties as assigned.

The ideal candidate will possess the following qualifications:

• University degree in Business, Marketing, or a related field;
• Minimum three (3) years of customer service experience in a B2B (business to business) organization;
• Customer service experience in the financial services sector and/or in a channel sales position;
• High level of detail orientation for documentation collection and submission accuracy
• Working knowledge of the tax credit financing industry;
• Commitment to Easly’s goals, philosophies, and standards;
• Excellent written and verbal communication and interpersonal skills with the with the ability to be persuasive, resilient, and tenacious, with a strong desire to sell;
• Exceptional customer service skills;
• Highly competitive, results-oriented, self-starter, with the ability to work independently with minimal supervision and work collaboratively within a team;
• Data-driven mindset, high level of detail-orientation, follow-through, and accuracy;
• Highly proficient with technology, including, Salesforce, internet browsers, conducting internet research and MS Office products;
• Well-developed organization and time management skills to meet or exceed activity quotas;
• Adaptive, thrives in a fast growth, changing environment; and
• Formal financial training/certification is an asset.

This position offers:

Base salary of 80K, with potential to earn an additional 30K in variable pay.

Full benefits from day 1

3 weeks vacation

Easly welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.