Strategic Client Success Manager - Retirement Platform

Common Wealth Retirement; Remote; CAD 70,000 - 80,000; Full time

Job summary

A dynamic retirement services firm is seeking a Customer Success Manager responsible for enhancing client relationships and driving successful onboarding experiences. The role involves managing post-sale interactions and ensuring client satisfaction through effective communication and collaboration with internal teams. Candidates should possess strong organizational skills and be motivated by a desire to improve financial security for Canadians. Competitive compensation up to $100k with extensive benefits offered.

Benefits

Medical, dental and vision benefits

5% employer match into retirement plan

4 weeks vacation

Home Office Stipend

Annual Learning & Development Budget

Flex Holiday and Summer Friday Program

Qualifications

• Ability to build trusted relationships with clients and stakeholders.
• Experience in managing multiple clients and priorities.
• Strong presentation and facilitation skills.

Responsibilities

• Own the post-sale client experience and manage long-term partnerships.
• Lead onboarding for employers and deliver employee education sessions.
• Identify risks and opportunities to improve client satisfaction.

Skills

Client relationship management

Cross-functional collaboration

Clear communication

Organizational skills

Detail-oriented

Data-driven decision making

Job description

A dynamic retirement services firm is seeking a Customer Success Manager responsible for enhancing client relationships and driving successful onboarding experiences. The role involves managing post-sale interactions and ensuring client satisfaction through effective communication and collaboration with internal teams. Candidates should possess strong organizational skills and be motivated by a desire to improve financial security for Canadians. Competitive compensation up to $100k with extensive benefits offered.