Remote Client Success Lead — Private Markets FinTech

S&P Global; Toronto; Hybrid; CAD 64,000 - 101,000; Full time

Job summary

A leading financial services firm in Ontario seeks a Client Engagement professional to develop client relationships and enhance product usage. Candidates should have a Bachelor’s degree and 5+ years of relevant experience. Excellent communication skills and knowledge in fintech are essential as you will interact with c-suite executives regularly. The role is hybrid, and offers competitive salary and benefits.

Benefits

Health & Wellness coverage

Generous time off

Continuous Learning resources

Qualifications

• 5+ years experience in account management or client success roles.
• Private markets or fintech industry knowledge is required.
• Proficient in Microsoft Office and motivated to learn new apps.

Responsibilities

• Understand client needs and internal workflows.
• Provide actionable feedback to product management.
• Collaborate with sales and schedule client meetings.

Skills

Client engagement

Account management

Communication

Organizational skills

Analytical skills

Education

Bachelor’s degree in Finance, Economics, Management, or relevant field

Tools

Microsoft Excel

Salesforce

Microsoft Teams

Job description

A leading financial services firm in Ontario seeks a Client Engagement professional to develop client relationships and enhance product usage. Candidates should have a Bachelor’s degree and 5+ years of relevant experience. Excellent communication skills and knowledge in fintech are essential as you will interact with c-suite executives regularly. The role is hybrid, and offers competitive salary and benefits.