Customer Lifecycle Architect — Activate Onboarding & Growth

Purelend Technologies Inc.; Calgary; On-site; Full time

Benefits offered by this job

Stock options

Work with the founding team

Job summary

A leading FinTech startup in Calgary is seeking a Customer Success Manager to enhance customer engagement and ensure effective use of their mortgage technology platform. The role involves monitoring account health, driving feature adoption, and providing hands-on support to brokers. Candidates should have at least 2-4 years in customer success at a SaaS company, along with strong communication skills and a data-driven mindset. A passion for building relationships and helping customers achieve success is essential.

Qualifications

• 2-4 years in customer success or account management at a SaaS company.
• Comfortable with data and able to use analytics dashboards.
• Skilled in direct communication, especially via phone.

Responsibilities

• Own onboarding outcomes and ensure active usage of the platform.
• Monitor account health and proactively reach out to customers.
• Drive feature adoption to enhance customer experience.

Skills

Customer success

Data analytics

Communication

Relationship building

Process-oriented

Persistence

Job description

A leading FinTech startup in Calgary is seeking a Customer Success Manager to enhance customer engagement and ensure effective use of their mortgage technology platform. The role involves monitoring account health, driving feature adoption, and providing hands-on support to brokers. Candidates should have at least 2-4 years in customer success at a SaaS company, along with strong communication skills and a data-driven mindset. A passion for building relationships and helping customers achieve success is essential.