Strategic Growth & Customer Success Partner

Job Title: Strategic Growth & Customer Success Partner

Purpose-Driven Fintech B2B SaaS Startup

About BlueMind

BlueMind is a purpose-built, AI-powered platform transforming how financial and insurance professionals work—bringing speed, compliance, and simplicity to an industry that needs it most. We’re proudly based in Canada and making waves across North America.

We’re not just another SaaS. BlueMind is designed to solve real, everyday problems for financial advisors and agencies—from streamlining compliance to simplifying onboarding and automating workflows. Our mission is to give advisors their time back, empower compliance teams, and create a frictionless experience through intuitive, modern technology.

Who We’re Looking For

We’re not just hiring—we’re inviting someone to help shape the future of BlueMind. This is a rare opportunity for a smart, emotionally intelligent, action-oriented professional who thrives at the intersection of business development, customer onboarding, and operations.

You’re not a corporate type. You’re the kind of person who thinks fast, solves problems on the spot, gets energy from people, and wants to make real impact. You love using modern AI tools, creating automation, and helping customers succeed. You’re resourceful, emotionally sharp, and ready to grow.

What You’ll Do

• Lead customer onboarding with speed, clarity, and care—ensuring users are up and running with confidence
• Run demos and personalize the onboarding experience
• Build automated onboarding flows, user journeys, and customer touchpoints using tools like Appcues, Notion, Loom, Asana, HubSpot and Zapier
• Monitor and improve onboarding speed, retention rates, NPS, support response times, and customer feedback loops
• Handle support tickets with empathy and speed, reducing time to resolution and tracking solve vs. unsolved rates
• Plan and execute customer success operations—including weekly metrics, feedback reviews, and process improvements
• Plan and host webinars and customer education sessions in collaboration with the founding team
• Maintain and grow relationships with MGA and BGA partners
• Create and distribute monthly product updates to users to drive engagement and adoption
• Support the sales pipeline with lead follow-ups and AI-powered outreach campaigns
• Attend and coordinate trade shows, networking events, and in-person advisor meetups
• Represent BlueMind with professionalism and warmth at external events and industry conferences

You’ll Thrive Here If You:

• Are emotionally intelligent, street smart, and learn fast
• Love being around people and making them feel supported
• Have experience in SaaS, fintech, insurance, or customer success
• Know your way around CRMs, AI tools, and onboarding platforms
• Are curious, adaptable, and excited by change
• Think like a builder, act like an owner, and care like a partner
• Are open to collaborating in-person at our office, with flexibility for remote work
• Can travel occasionally to events across North America
• Develop strategic growth initiatives to expand our market reach and customer base
• Collaborate with marketing teams to create customer-centric content and campaigns

Team Culture at BlueMind

At BlueMind, we don’t just build software—we build trust. We’ve created a transparent, feedback-driven culture where ideas are shared openly, collaboration is real, and everyone feels ownership. We move fast, we solve problems together, and we celebrate progress, not just perfection.

This is a place where you’ll be heard, challenged, and supported. If you’re someone who loves growing alongside ambitious, kind, and mission-driven teammates, this is your kind of team.

What We Offer

• Competitive salary + performance-based bonus
• Stock options and a chance to grow with the company
• Direct mentorship from founder-level leadership
• Opportunity to grow into leadership roles in Customer Success, Growth, or Strategy
• A mission-driven team and a role that actually matters

How to Apply

Send your resume to careers@bluemind.app. Tell us why this speaks to you—and how you’d help our customers not just adopt BlueMind, but love it.

Let’s build something amazing, together.