Customer Success Speacilisit

Insight Global; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A technology services firm in Toronto is seeking a Customer Success Specialist to enhance client experience through effective communication and problem-solving. The successful candidate will manage financial claims, ensuring compliance with brand guidelines while supporting users across multiple channels including phone and email. Requirements include a Bachelor’s degree, 2+ years of relevant experience, and strong attention to detail. This is an on-site role, five days a week, in a diverse and inclusive work environment.

Qualifications

• 2+ years of experience in customer success or a similar role.
• Strong written and verbal communication skills.
• Experience in marketing or brand compliance.

Responsibilities

• Engage customers across various channels to support their experience.
• Process and review financial claims ensuring compliance.
• Evaluate claims for accuracy and resolve disputes.

Skills

Customer service experience

Problem-solving skills

Attention to detail

Multi-channel communication

Bilingual (French/English/Spanish)

Education

Bachelor’s degree in Business, Marketing, Communications or related field

Tools

Slack

Notion

Intercom

Google Workspace

Microsoft Office

Job description

Company Overview

Insight Global is seeking a Customer Success Specialist to join a growing team. This role is essential in supporting clients and ensuring they have a seamless experience with the company’s platform. The successful candidate will be responsible for being a subject matter expert in both the platform itself and the rules and guidelines that govern it. This role involves engaging with customers across multiple communication channels, including phone, in-platform messaging, and email. In addition to assisting users with inquiries, the Customer Success Specialist will process and review financial claims, ensuring compliance with brand guidelines and spending rules. This includes evaluating submissions for accuracy, resolving claim disputes, and providing clear, professional communication to guide users through the process. The role requires strong attention to detail, problem-solving skills, and the ability to work efficiently in a structured environment. This is a fully on-site position, five days a week.

Responsibilities

• Engage customers across phone, in-platform messaging, and email channels to support seamless experience.
• Process and review financial claims, ensuring compliance with brand guidelines and spending rules.
• Evaluate submissions for accuracy, resolve claim disputes, and provide clear, professional communication.

Qualifications

• 2+ years of experience in customer success, customer support, content compliance, account management, or a similar role.
• Bachelor’s degree in Business, Marketing, Communications, or a related field.
• Strong written and verbal communication skills—ability to explain processes clearly and professionally.
• Experience with multi-channel communication (phone, email, chat).
• Strong problem‑solving skills.
• High attention to detail when reviewing logos, brand guidelines, and financial submissions.
• Ability to direct inquiries efficiently and guide users to the right information.
• Comfortable working in a fast‑pasted, high‑volume environment.
• On‑site availability (5 days a week).
• Bilingual (French/English/Spanish).
• Experience in marketing or brand compliance.
• Background in a fast‑growing software company.
• Knowledge of advertising industry standards and guidelines.
• Familiarity with Slack, Notion, Intercom, Google Workspace, and Microsoft Office.

Benefits & Requirements

Fully on‑site, five days a week. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail]. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.