We're an investment sales platform for wealth enterprises and professionals. Sign up for free and grow your practice!
August 22
🔄 Hybrid – Toronto
We're an investment sales platform for wealth enterprises and professionals. Sign up for free and grow your practice!
• Drive end-user adoption and expansion with North America’s largest banks and wealth management firms • Deliver trainings and quarterly business reviews in both English and French • Demonstrate empathy and curiosity for customers to understand their needs • Support the Head of Customer Experience in team process improvements
• Bilingual: Professional working proficiency of French and English • Relationship management: Experience in customer success management or account management, working in SaaS • Strategic thinking: Understand complex business scenarios • Goal-oriented mindset: Ability to coach customers towards higher adoption • Account management: Experience with data analysis and account planning • Teamwork and collaboration: Ability to work in a pod structure
• Remote first work • Fair, competitive, and equitable pay based on skills and experience • Comprehensive benefit package from day one • Competitive vacation days, life-care days, and company holidays • Professional growth opportunities with onboarding success plans • Commitment to diversity and inclusion
Apply Now