Client Success Manager (Bilingual)

Link Investment Management Ltd.; Calgary; Remote; CAD 70,000 - 90,000; Full time

Job summary

A leading company in financial services is seeking a Client Success Manager (Bilingual) to build strong relationships with clients while enhancing their experience. This full-time remote role requires fluency in both English and French, analytical skills, and experience in SaaS or related fields. Join a dynamic team to help shape customer success strategies in a rapidly scaling environment.

Benefits

Equity in the future of LINK

Health Spending Account

Training / Educational stipend

Qualifications

• Fluency in English and French required.
• Strong analytical skills for assessing client needs.
• Experience in the financial services or SaaS industry is a plus.

Responsibilities

• Ensure customer satisfaction measured by Client Health Score.
• Identify client needs and provide support to enhance customer experience.
• Analyze data to improve client outcomes and contribute to success strategies.

Skills

Analytical skills

Customer retention skills

Relationship-building skills

Excellent verbal communication

Excellent written communication

Ability to work independently

Fluency in English

Fluency in French

Job description

Role : Client Success Manager (Bilingual)

Company Description

LINK Investment Management provides business solutions for workplace savings programs from our headquarters in Calgary. Our innovative, fully digital, software-as-a-service (SaaS) business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management and investment options. We work directly with companies of all sizes and through channel partners like BMO to create the best solutions at an affordable price. For more information, visit us at www.linkinvestmentmanagement.com .

Role Description

This is a full-time, fully-remote role for a Client Success Manager able to work in Eastern or Atlantic time zones / hours. Fluency in English and French is required. The Client Success Manager will ensure customer satisfaction (measured by Client Health Score) and growth (measured by Net Revenue Retention) by building strong relationships with clients and providing value.

This role involves identifying client needs, resolving issues, and providing support to enhance customer experience. The Client Success Manager will also analyze data to improve client outcomes and contribute to the development of customer success strategies. This is a full lifecycle role, participating in member support as well as client success management functions.

Qualifications

• Fluently bilingual (both written and oral)
• Located or willing to work within standard Eastern or Atlantic time-zone hours
• Analytical skills for assessing client needs and outcomes
• Curious and able to thrive within and reduce ambiguity
• Customer retention and relationship-building skills
• Excellent written and verbal communication skills
• Ability to work independently and remotely
• Experience in financial services or SaaS industry considered a plus
• Experience thriving in a distributed (remote) company environment considered a plus

Compensation

• Equity in the future of LINK
• Health Spending Account
• Training / Educational stipend

We are a small but mighty team here at LINK, poised to scale quickly, with a healthy dose of DNA from previous Fin-Tech scale-ups that have reached Unicorn status. If you are fluently bilingual in English and French, able to work in the Eastern or Atlantic time zones / hours, and are a naturally service-oriented person with relevant experience, please submit a resume and cover letter.