Customer Success Manager, Wealthsimple for Business

Wealthsimple; Toronto; Remote; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking fintech company as a Customer Success Manager, where you'll help redefine financial wellness for businesses. In this pivotal role, you'll onboard new clients, drive employee engagement with group retirement plans, and provide exceptional support tailored to customer needs. With a commitment to innovation and inclusivity, this position offers a unique opportunity to impact financial freedom for many. If you're passionate about customer success and thrive in a collaborative environment, this is the perfect chance to grow your career while making a difference.

Benefits

Competitive salary

Top-tier health benefits

Life insurance

Retirement savings matching

20 vacation days

Unlimited sick and mental health days

Wellness and professional development allowance

90-day international work program

Company-wide wellness days off

Qualifications

• Experience in the Group Retirement/Pension industry.
• Strong communication skills tailored for diverse audiences.

Responsibilities

• Onboard new customers and manage group accounts.
• Drive adoption of financial wellness among employees.
• Resolve issues by collaborating with cross-functional teams.

Skills

Customer Relationship Management

Problem-Solving Skills

Time Management

Bilingual (French)

Job description

Customer Success Manager, Wealthsimple for Business

Join to apply for the Customer Success Manager, Wealthsimple for Business role at Wealthsimple.

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we make financial services transparent, low-cost, and accessible for all. We’re the largest fintech company in Canada, trusted by over 4 million users with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We value collaboration, humility, and simplicity, creating inclusive and high-performing teams where everyone can do their best work.

About Wealthsimple For Business

Wealthsimple for Business (W4B) offers a modern group retirement savings plan that simplifies financial wellness benefits for companies and their employees. Built on our award-winning Invest platform, W4B provides a fully digital experience with low fees, inclusive options, and dedicated support. Our admin portal allows easy management of employees and plans.

We are seeking a Customer Success Manager to help us scale and grow this foundational part of our business.

In this role, you will have the opportunity to:

• Onboard new customers, working with Plan Sponsors and Admins to set up group accounts, support platform integrations, and manage organization and plans.
• Drive adoption of W4B among employees by providing instructions and training on GRSPs, the plan, and financial wellness.
• Manage the transfer of existing group plans to W4B.
• Offer ongoing support and expertise on the platform, highlighting features and functionalities to meet customer needs.
• Establish and monitor measurable goals for customer accounts.
• Resolve bugs, issues, outages, and escalations by working cross-functionally with teams such as Engineering, Treasury, and Product.
• Proactively reach out to customers to share best practices, optimizations, and account management tips.

We’re looking for someone who:

• Provides excellent customer relationships with problem-solving skills and deep empathy.
• Adjusts communication and support for different audiences and needs.
• Possesses superior time management, prioritization, and communication skills.
• Is bilingual, fluent in both written and spoken French.
• Has experience in the Group Retirement/Pension industry.

Why Wealthsimple?

• Competitive salary, top-tier health benefits, and life insurance.
• Retirement savings matching plan via Wealthsimple Work.
• 20 vacation days, unlimited sick and mental health days.
• Up to $1,500 annually for wellness and professional development.
• 90-day international work program.
• Employee Resource Groups like Rainbow, Women of Wealthsimple, Black @ WS.
• Company-wide wellness days off.
• Remote-first team with over 1,000 employees across North America.

Join us and help shape the future of finance for millions! Learn more about our culture and work practices.

Technology & Innovation

We believe in bold innovation, including AI, to rethink work, solve problems faster, and create value. We encourage a mindset energized by change and evolution.

DEI Statement

We are committed to building products for a diverse world and strongly encourage applications from all backgrounds.

Accessibility Statement

We provide an accessible candidate experience and will accommodate your needs throughout the process. Please let us know how we can support you.