Customer Success Coordinator

Fundica; Montreal; On-site; CAD 36,000 - 48,000; Full time

Benefits offered by this job

Stock options

Monthly team events

Downtown office in Montreal

Job summary

Fundica is seeking an ambitious, early-career professional to own the day-to-day relationship with clients in Montreal. You will lead onboarding and training to ensure smooth implementation and adoption, acting as the main client contact to learn needs and document feedback.

You will collaborate with sales, marketing, product, and development teams to improve retention across the customer journey, log activity in CRM, and support demos and events.

Qualifications

• Post-secondary degree or diploma required.
• Experience in customer-facing roles is a plus.
• Bilingual with strong communication skills in English and French.

Responsibilities

• Lead onboarding and training for new clients to ensure smooth implementation and adoption.
• Serve as day-to-day client contact, build trust, learn needs, and document feedback.
• Identify growth and upsell opportunities for the sales team.

Skills

Customer success

Onboarding

Relationship building

Bilingual (English/French)

Education

Post-secondary degree or diploma

Tools

CRM (Salesforce)

Job description

Fundica is an award winning, AI-powered funding workflow platform licensed to financial institutions, governments, and advisors across North America. Using Fundica, these organizations help businesses easily identify and apply for the most relevant funding while making these organizations next generation, one-stop funding destinations.

Job Description

We are looking for a motivated, proactive, early-career professional to own the day-to-day relationship with our clients. You will listen to our clients, manage onboarding and training, and then drive customer satisfaction, retention, and long-term growth.

You will work alongside the President, business development, marketing, product, software development, and funding analyst team. You will support our growth in both the US and Canada by keeping clients happy and spotting opportunities early.

Program eligibility

This position is funded through the Youth Employment Program. To be eligible, you must be:

A post-secondary graduate

Under 30 years old

A first-time participant in the Youth Employment Program

What you will do

Lead onboarding and training for new clients so implementation goes smoothly and adoption lasts

Act as the day-to-day contact for clients, build trust, learn their needs, and document what you hear

Flag growth and upsell opportunities to the sales team

Work with sales, marketing, and product to improve retention across the customer journey

Log client activity, follow-ups, and leads in our CRM

Support product demos and presentations led by the business development team

Help research and attend industry events and webinars

Qualifications

• Post-secondary degree or diploma with a strong grasp of technology

Up to 2 years in customer success, sales, or another customer-facing role (internships, co-ops, and part-time work count)

Bilingual, with strong oral and written communication

Interest in sales and business development, with an entrepreneurial streak

Fast learner, empathetic, energetic, curious about technology, with a good sense of humour

Additional Information

What's in it for you?

• Work from our downtown office in Montreal (Peel Metro)
• Join an enthusiastic and dynamic team in a fast-paced learning environment
• Meet influencers in the tech community and expand your personal network
• Competitive compensation, including stock options
• Monthly team events
• Enjoy a kitchen stocked with healthy snacks and beverages

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive and accessible environment for all employees. We thank you for your interest and unfortunately will only be able to contact those candidates selected for interviews.