Hybrid FinTech Advisor Success Lead

Swoop; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A growing FinTech platform based in Toronto is seeking a Customer Success Manager who excels at building relationships and leveraging technology. The ideal candidate will empower accounting professionals to enhance their practices while enjoying benefits like a competitive salary, flexible working, and 5 weeks of annual holiday. If you're ready to make an impact and embrace new challenges, we want to hear from you.

Benefits

5 weeks holiday annually

Competitive salary & short term incentive structure

Employee Healthcare benefits plan

Employee Discounts

Flexible working (3 days in office)

Qualifications

• Prior experience in B2B Customer Success, Account Management, or Partner Management roles.
• Familiarity with business funding, lending, or financial services.
• Ability to handle complaints and difficult conversations.

Responsibilities

• Serve as a trusted partner for accounting firms.
• Develop deep, authentic partnerships with accounting firms.
• Master Swoop's technology and service offerings.
• Monitor partner health and identify churn risks.
• Collaborate with sales, marketing, and operations teams.
• Provide insights and reporting on partner relationships.
• Help accounting professionals achieve their goals.

Skills

Natural charisma

Strong interpersonal skills

Commercial acumen

Experience in B2B Customer Success

Familiarity with CRM tools

Problem-solving skills

Tools

HubSpot

Job description

A growing FinTech platform based in Toronto is seeking a Customer Success Manager who excels at building relationships and leveraging technology. The ideal candidate will empower accounting professionals to enhance their practices while enjoying benefits like a competitive salary, flexible working, and 5 weeks of annual holiday. If you're ready to make an impact and embrace new challenges, we want to hear from you.