Client Success Manager – FinTech SaaS (Hybrid)

OFX; Toronto; Hybrid; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Learning and development opportunities

Flexible hybrid working model

Comprehensive benefits package

Employee recognition programs

Job summary

A leading financial services provider in Toronto is seeking a Client Success Manager to join their expanding sales team. The role involves working closely with clients, providing education on OFX's platform and solutions. Ideal candidates will have a background in sales or customer success and possess strong communication skills. This position comes with a salary range of $65,000 – $80,000 CAD and opportunities for career development within a supportive hybrid work environment.

Qualifications

• 2+ years of experience in a sales, customer success or project implementation role.
• Confident communicator with strong presentation skills.
• Ability to manage projects successfully.

Responsibilities

• Partner with Account Executive to understand client requirements.
• Educate and train clients on utilizing the platform.
• Ensure accurate client relationship records in Salesforce.

Skills

Sales experience

Customer success

Relationship building

Problem-solving

Communication

Technical skills

Project management

Education

Post Secondary degree or diploma

Tools

Salesforce

Web conferencing tools

Job description

A leading financial services provider in Toronto is seeking a Client Success Manager to join their expanding sales team. The role involves working closely with clients, providing education on OFX's platform and solutions. Ideal candidates will have a background in sales or customer success and possess strong communication skills. This position comes with a salary range of $65,000 – $80,000 CAD and opportunities for career development within a supportive hybrid work environment.