Customer Success Manager - Canada

Agora RE; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading FinTech company in Montreal is seeking a Customer Success Manager to drive client engagement and support. You will guide clients through their journey, ensuring they derive maximum value from the platform. The ideal candidate has at least 3 years of B2B SaaS experience and strong customer-facing skills. This role requires working onsite in Montreal at least three times a week and offers a full-time position.

Qualifications

• At least 3 years of experience in B2B SaaS as a customer success manager.
• Experience with international clients.
• Strong customer-facing and presentation skills.
• Ability to take initiative and adapt.
• Proficient at building online onboarding processes.

Responsibilities

• Build and nurture client relationships to ensure success.
• Manage onboarding and training for new accounts.
• Execute client success and engagement plans.
• Act as the main point of contact for clients.

Skills

B2B SaaS experience

Customer-facing skills

Presentation skills

Online onboarding

Adaptability

Empathy

Positive attitude

Language skills

Job description

Direct message the job poster from Agora

Helping top talent grow with @Agora | Talent Acquisition Specialist at Agora

We’re Agora, a fast-growing FinTech and PropTech company on a mission to revolutionize how real estate investment firms and their investors manage capital, streamline operations, and communicate. Our Investment Management platform helps firms raise and retain more capital, improve investor satisfaction, and simplify complex processes. We do this by automating back-office operations, enabling seamless investor communication, and equipping teams with advanced tools to elevate their real estate marketing efforts.

As a Customer Success Manager at Agora, you will be the trusted partner for our clients, guiding them throughout their journey and ensuring they get maximum value from our platform. You’ll work closely with cross-functional teams to support adoption, drive retention, and build long-term relationships that lead to mutual success.

What are we looking for?

• Build and nurture strong relationships with our clients to understand their needs and ensure their success
• Empower customers to connect their goals and challenges
• Take ownership of new accounts and manage their onboarding teaching them how to use the platform and technology.
• Build, own, and execute client success and engagement plans
• Spearhead internal cross-functional improvement projects
• Represent voice of the customer and influence product development roadmap
• Be the main point of contact for your clients.
• Get on calls with clients according to their subscription and needs (weekly, monthly, bi-monthly)
• Maintain a high level of product proficiency to guide clients on the best uses of our product. Fully understand the features and limitations of Agora’s array of products and provide innovative and creative solutions even when clients haven’t asked for them.

Requirement:

• At least 3 year of experience in B2B SaaS as a customer success Manager
• Experience working with international clients
• Strong customer-facing and presentation skills with the ability to establish credibility with executives
• Proficient at building online onboarding & ongoing process
• Ability to take initiative and adapt
• Positive attitude, empathy, and high energy
• Ability to work from Montreal office at least three times a week.
• Additional languages - an advantage

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Software Development

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