Client Success & UX designer

Iceberg Finance Group; Toronto; Hybrid; CAD 75,000 - 90,000; Full time

Job summary

A fast-growing fintech company in Toronto is looking for a Client Success & UX Designer to enhance digital journeys and optimize user experiences. This hybrid role involves mapping user flows, driving automation, and collaborating across teams to ensure seamless interactions. Ideal candidates have a strong background in digital marketing, UX, and HubSpot, with a strategic mindset to improve customer satisfaction and conversion rates.

Qualifications

• Experience in digital marketing, UX, and CX roles.
• Ability to build and optimize end-to-end customer journeys.
• Skilled in writing and optimizing automation copy.

Responsibilities

• Audit and optimize the full customer lifecycle.
• Identify UX/UI issues and enhance the digital experience.
• Create automated workflows and dynamic content.

Skills

Digital marketing experience

UX expertise

HubSpot proficiency

Usability testing experience

Behavior tracking tools proficiency

Tools

GA4

Hotjar

HubSpot

Job description

Overview

Join Canadas Fastest-Growing Fintech. At iFinance, we’re on a mission to make high-value services like medical, dental, veterinary, and home improvement accessible through flexible financing. As one of Canadas fastest-growing fintech companies, we combine innovation, agility, and purpose to help people get what they need without financial compromise. With nearly three decades of success behind us and powerful digital transformation ahead, this is the perfect time to join a company that’s scaling fast and making a real impact.

Job Summary

We’re looking for a Client Success & UX designer who will own and optimize the entire digital lifecycle from first touch to long-term satisfaction. In this hybrid role spanning UX / UI strategy, client success, and marketing automation, you’ll map user flows, close experience gaps, and create journeys that delight and convert. You’ll bring the voice of the customer into everything we build, ensuring that every click, message, and interaction is clear, seamless, and human.

Responsibilities

• Design and Own the Customer Journey: Audit, map, and optimize the full customer lifecycle across B2C and B2B from digital ads to applications, approvals, onboarding, and retention.
• Enhance the Digital Experience: Identify UX / UI issues, flow friction, backend gaps, and messaging inconsistencies. Build intuitive, conversion-focused wireframes and flows.
• Lead with Insight: Use tools like GA4, Hotjar, and HubSpot Analytics to uncover behavior patterns and drop-off points and act on them.
• Automate With Purpose: Create and refine automated workflows, onboarding emails, SMS triggers, and dynamic content that drives action.
• Support Campaigns With UX: Build or improve high-converting landing pages for ad campaigns, newsletter signups, and promotions.
• Bring Clarity Across Teams: Document and visualize journeys to create a shared understanding of the client experience across departments.
• Drive Adoption of New Tools: Lead UX and operational implementation for platforms like SMS tools, form builders, and CRM integrations.
• Champion Consistency: Ensure UX, messaging, and automation are aligned across all customer touchpoints.

What You Bring

• Experience in digital marketing, UX, CX
• Expert in HubSpot (or similar), able to build, test, and troubleshoot advanced workflows
• Experience building and optimizing end-to-end journeys, not just email campaigns
• Experience implementing and managing SMS or marketing automation platforms
• Proven track record of launching landing pages, automations, and multi-step flows
• Ability to write and optimize automation copy (emails, SMS, ads, LPs)
• Skilled with behavior tracking tools (GA4, Hotjar, etc.)
• Strategic thinker with a builders mindset—you don’t just find gaps, you close them
• Experience conducting usability tests

Nice to Have

• Experience with customer journeys in financial services or regulated industries
• Working knowledge of HTML / CSS or CMS platforms (Webflow, Unbounce, WordPress)
• Background in growth or performance marketing

Why This Role Matters

As we scale and expand our digital presence, we’re focused on delivering seamless, high-performing customer journeys at every touchpoint. This role is key to making that vision a reality, ensuring our automation, UX, and marketing efforts work together to support growth, conversion, and client satisfaction. You’ll be central to building the digital infrastructure that powers our future.