Customer Success Manager

M3 Tech; Canada; On-site; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible working conditions

Opportunities for growth

Diverse and inclusive workplace

Job summary

A leading financial technology firm is seeking a Customer Success Manager in Alberta, Canada. In this role, you will drive client relationships, onboard brokers, and enhance business development strategies for the BOSS platform. Ideal candidates should have 3 to 5 years of experience in customer service or consultative sales within the mortgage sector. The position offers a collaborative and innovative work environment, with a focus on diversity and inclusion.

Qualifications

• 3 to 5 years of experience in customer service, consultative sales, or business development.
• Experience in the mortgage or financial services industry is required.
• Ability to build long-term, trust-based relationships with B2B clients.

Responsibilities

• Provide personalized support to brokers for maximizing platform usage.
• Identify and onboard new brokers through outreach efforts.
• Act as a brand ambassador for M3 and the BOSS platform.

Skills

Customer service experience

Consultative sales

Business development

Strong communication skills

Presentation skills

Tools

Mortgage POS systems

Customer Relationship Management (CRM)

Job description

Reports To: Vice President, Sales and Market Intelligence

Location: Western Canada

About us

M3-Tech is a Fintech, proud to be part of the M3 Group and serving over 8500+ independent brokers providing $65+ Billion in mortgage origination. With already over 70 M3 Techies already on board and offices in Montréal, Toronto and Vancouver, we believe in combining creativity and new technologies to deliver innovative solutions to our industry. We are focused on making our mark by providing the best mortgage experience for mortgage borrowers, brokers and lenders.

About the role

As a Customer Success Manager, you will play a key role in promoting BOSS, our flagship technology platform. Your mandate will combine client relationship management, tech onboarding, business development, and consultative sales. You will be responsible for onboarding new brokers, strengthening relationships with existing users, and actively developing new business opportunities within our M3 network.

Your Responsibilities

Support & Enablement

• Provide personalized and strategic support to brokers to help them maximize their use of the BOSS platform.
• Lead product demos, training sessions, and workshops tailored to user needs.
• Document and track support requests using a ticketing system.
• Become an expert in our technology solutions and stay up to date on product developments.
• Collaborate closely with IT, product, and compliance teams to ensure a seamless customer experience.

Business Development & Sales

• Identify, approach, and onboard new brokers into the M3 network through targeted outreach (cold calls, LinkedIn, industry events, etc.).
• Act as a brand ambassador for M3 and the BOSS platform in your market.
• Develop personalized business plans based on brokers' goals and needs.
• Analyze market trends and suggest initiatives to boost sales and improve customer satisfaction.
• Represent M3 Tech at industry events and showcase our technology with impact.

What You Bring

• Experience in the mortgage or financial services industry (required).
• 3 to 5 years of combined experience in customer service, consultative sales, or business development.
• Knowledge/experience of related applications, including but not limited to Mortgage POS and Customer Relationship Management (CRM) systems.
• Strong communication, presentation, and influence skills.
• High autonomy, initiative, and results-driven mindset.
• Ability to build long-term, trust-based relationships with B2B clients.

What we offer

In addition to flexible working conditions and opportunities to grow, M3 Tech as part of the M3 Financial Group is a place where you'll find a community of collaboration and innovation, where you'll work with diverse people with their own unique stories and experiences.

We are M3 Tech a division of M3 Financial Group, an equal opportunity employer for diversity and inclusion and we do not discriminate on the basis of status or legally protected characteristic, including minorities/women/sexual orientation/gender identity/disability, and we are happy to consider all qualified individuals.