Customer Success Representative, 6m Contract

Financeit; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financing provider in Toronto is seeking a Customer Success Representative on a 6-month contract. The role involves providing excellent customer service, coordinating loan payments, and maintaining detailed customer records. Candidates should have strong communication skills and a customer-centric approach. This hybrid position requires 2-3 days in the downtown office, with competitive pay and a collaborative company culture.

Benefits

Competitive pay

Performance-based bonus

In office massage and wellness sessions

Virtual events and team activities

Qualifications

• Proven track record in client relationship management.
• Excellent verbal and written communication skills.
• Customer-centric mindset with a positive attitude.

Responsibilities

• Provide customer service by resolving inquiries via phone and email.
• Post, reconcile, and balance daily financial transactions related to loans.
• Identify opportunities to improve customer service experience.

Skills

Client relationship management

Excellent communication skills

Payment processing experience

Strong multitasking abilities

Customer-centric mindset

Problem-solving skills

MS Office or Google Suite proficiency

Job description

Who we are:

Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada.

Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase.

We are small enough that you can make an impact within the company and large enough to make an impact in the market.

Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us.

About the role:

We are looking for an enthusiastic and self-motivated Customer Success Representative to join the Financeit team on a 6-month contract. You will be the go-to person to help answer questions, troubleshoot problems and provide a great experience for our Partners and Borrowers. You’ll also oversee and coordinate loan payments.

Working hours: This is a full-time, contract role with scheduling flexibility required. Shifts are scheduled Monday to Friday between 9:00 AM and 9:00 PM, with 1–2 weekend shifts per month on average.

What you’ll do:

• Provide top notch customer service by resolving Partner and Borrower inquiries via phone (inbound and outbound) and email.
• Respond to all inquiries promptly and maintain detailed notes and customer information.
• Post, reconcile, and balance daily financial transactions related to loan payments and reversals.
• Maintain strict service level agreements associated with payment processing and daily, weekly, and monthly reconciliations.
• Understand all the ins and outs of Financeit’s services and products.
• Identify opportunities to improve overall customer service experience.
• Be an internal champion and voice for our Partners/Borrowers.
• Work on other special projects to improve the customer experience.

• Proven track record in client relationship management.
• Excellent verbal and written communication skills.
• Previous experience in payment processing, including cheque and cash handling, considered an asset.
• Strong multitasking abilities and the capacity to meet deadlines.
• Customer-centric mindset with a positive attitude.
• Problem-solver who follows through to resolution.
• Proficiency in MS Office or Google Suite.
• Availability between 9:00 AM - 9:00 PM, Monday to Friday, with an average of 1-2 weekend shifts.
• This hybrid role requires 2-3 days per week in our downtown Toronto office at The Well.

Winner of Canada’s Most Admired Corporate Cultures, twice. We offer more than just the basics, take advantage of:

• An award-winning culture with a collaborative & inclusive team.
• Competitive pay and performance-based bonus:
• Committed to flexible work arrangements, offering hybrid workplace options.
• In office massage, meditation & workout sessions.
• Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.

Next Steps:

If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview.

Financeit is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.