Customer Success Specialist

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

Job summary

A leading company is seeking a Customer Success Specialist to enhance client experiences with their platform. This role involves assisting customers through various communication channels, processing financial claims, and ensuring compliance with guidelines. The ideal candidate will possess strong problem-solving skills, attention to detail, and effective communication abilities. This position is fully on-site, requiring availability five days a week.

Qualifications

• 1+ years of experience in customer success or similar role.
• Bilingual (French/English/Spanish) preferred.

Responsibilities

• Assist users with inquiries across multiple channels.
• Process and review financial claims for compliance.
• Provide clear communication to guide users.

Skills

Customer Success

Problem Solving

Communication

Attention to Detail

Education

Bachelor's degree in Business

Bachelor's degree in Marketing

Bachelor's degree in Communications

Tools

Slack

Notion

Intercom

Google Workspace

Microsoft Office

Job description

Job Description

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 companys 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.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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] . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) .

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/ .

Skills and Requirements

1+ years of experience in customer success, customer support, content compliance, account management, or a similar role.

Bachelors degree in Business, Marketing, Communications, or a related field.

Strong written and verbal communication skillsability 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. null

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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].