Client Success Specialist, Bilingual

Financeit; Toronto; Hybrid; CAD 55,000 - 60,000; Full time

Benefits offered by this job

Hybrid workplace options

Medical, dental and vision coverage

RRSP Matching

Parental Leave Top Up

In office wellness

Virtual events and team activities

Career learning programs

Annual bonus 20%

Job summary

Financeit is seeking a Bilingual Client Success Specialist to train and coach newly approved merchants, primarily in the Quebec market, and to support existing merchants. You will help ramp up volume and resolve loan-related issues, while delivering top-notch customer service.

Ideal candidates bring 2+ years in sales or customer service, fluency in English and French, and experience with CRM tools. This role offers a hybrid work arrangement and opportunity for performance-based bonuses.

Qualifications

• 2+ years of experience in sales or customer service.
• Effective communication in English and French is required.
• Experience in consumer lending, B2B, SaaS or financial services is preferred.
• Strong B2B sales and relationship management skills.
• Proficiency in Salesforce or other CRM tools.
• Strong interpersonal and organizational skills.
• Confident and professional speaking and presentation abilities.
• Ability to multitask and meet deadlines under pressure.

Responsibilities

• Ensure seamless and positive merchant experience during transition from the Merchant Approval Team.
• Teach businesses how to use our set of tools to position financing and offer monthly payments.
• Get new Partners ramped up and generating consistent volume.
• Develop and execute training sessions with new merchants on the Financeit platform.
• Manage communication effectively when connecting and scheduling training with merchants.
• Maintain accountability through daily and weekly reporting of all sales activities.
• Use expert product knowledge and sales consultation to drive financing adoption.
• Communicate process and system gaps when discovered to appropriate levels of management.

Skills

Bilingual English/French

Sales & Customer Service

Interpersonal skills

CRM software

Tools

Salesforce CRM

Job description

Who we are:

Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada.Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase.

We are small enough that you can make an impact within the company and large enough to make an impact in the market. Financeit is a company where collaboration, inclusivity, fairness, and respect aren't just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you'll join us.

About the role:

The Bilingual Client Success Specialist is responsible for working with our newly approved merchants to train and coach them on the Financeit product and to provide customer support for existing merchants primarily in the Quebec market. The mission of this role is to get new merchants ramped up and generating consistent volume while solving loan related issues with existing merchants.

To be successful in this role, you will need to be motivated, organized, detail-oriented and focused on customer service above all else. You are an enthusiastic, team player with a positive attitude, and are regarded as a strong and personable communicator. You are comfortable multi-tasking in a fast-paced and high-pressure environment, while holding yourself accountable for results.

What you'll do:

• Ensure seamless and positive merchant experience during transition from the Merchant Approval Team.
• Teach businesses how to use our set of tools to position financing and offer monthly payments.
• Get new Partners ramped up and generating consistent volume.
• Develop and execute training sessions with new merchants on the Financeit platform.
• Manage communication effectively when connecting and scheduling training with merchants.
• Maintain accountability through daily and weekly reporting of all sales activities.
• Use expert product knowledge and sales consultation to drive financing adoption.
• Communicate process and system gaps when discovered to appropriate levels of management.

• 2+ years of experience is sales or customer service.
• Effective communication in English and French is required.
• Experience in consumer lending, B2B, SaaS or financial services is preferred.
• Strong B2B sales and relationship management skills.
• Proficiency in Salesforce or other CRM tools.
• Strong interpersonal and organizational skills.
• Confident and professional speaking and presentation abilities.
• Ability to multitask and meet deadlines under pressure.

Winner of Canada's Most Admired Corporate Cultures, twice. We offer more than just the basics, take advantage of:

• An award-winning culture with a collaborative & inclusive team.
• Competitive pay and performance-based bonus:
  • Salary: $55,000 - $60,000
  • Annual Bonus: 20%
• Committed to flexible work arrangements, offering hybrid workplace options.
• Comprehensive medical, dental and vision coverage + Lifestyle Account.
• RRSP Matching and Parental Leave Top UP Program.
• In office massage, meditation & workout sessions.
• Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.
• Career learning and development programs.

Financeit is an equal opportunity employer. We celebrate diverse backgrounds and perspectives because we know they make our team stronger and our product better. We hire based on talent, potential, and culture add - no matter your background, identity, or life experience, you are welcome here.

We may use AI to support our hiring process. While these tools assist our team, applications are ultimately reviewed and assessed by our recruiters. If you require accommodation at any stage of the recruitment process, please let our People Success team know. Please note that this posting is for an existing vacancy, and all employment offers are contingent upon a successful background and credit check, among other verifications.