Customer Success Manager (CA) Full Time

As a Customer Success Manager, you will play a key role in helping clients maximize the value of innovative financial technology solutions designed to improve financial inclusion and access. Working closely with customers, cross-functional teams, and commercial stakeholders, you will drive adoption, retention, and growth across a portfolio of accounts. This position combines relationship management, strategic planning, and customer advocacy in a fast-paced, mission-driven environment. You will help clients achieve measurable outcomes while identifying opportunities for expansion and long-term partnership success. The role offers a highly collaborative remote work environment with opportunities to engage directly with customers and contribute to meaningful social impact initiatives. Occasional travel will allow you to strengthen relationships and support strategic business objectives.

Accountabilities

• Manage and grow a portfolio of customer accounts by developing strategic success plans focused on adoption, retention, renewals, and expansion opportunities.
• Partner closely with Account Executives, Account Managers, onboarding specialists, and internal stakeholders to ensure a seamless customer experience throughout the lifecycle.
• Build trusted relationships with property managers and customer stakeholders to understand business goals, challenges, and success metrics.
• Conduct regular business reviews, account planning sessions, and health assessments to proactively identify risks and opportunities.
• Deliver product education, best practices, and financial literacy guidance to support customer success and engagement.
• Leverage product expertise and customer insights to create feedback loops that contribute to product enhancements and service improvements.
• Monitor customer performance metrics and adoption trends, providing actionable recommendations to improve outcomes.
• Contribute to cross-functional initiatives focused on operational excellence, customer satisfaction, and continuous improvement.
• Travel as needed (up to 25%) for strategic customer meetings, relationship-building activities, and team collaboration.

Requirements

• Minimum 5 years of experience in Customer Success, Account Management, Client Experience, or Sales with a proven record of customer retention and account growth.
• Strong ability to build and maintain executive-level relationships while managing multiple priorities and stakeholders.
• Demonstrated strategic thinking skills with experience translating business objectives into actionable account plans and measurable results.
• Excellent verbal and written communication skills, including experience presenting insights, recommendations, and performance data to customers.
• Strong analytical mindset with the ability to interpret customer needs, identify trends, and develop solutions that drive value.
• Comfortable working independently in a remote environment while collaborating effectively across distributed teams.
• Experience with CRM and customer management platforms such as Salesforce; familiarity with Jira is considered an asset.
• Background in SaaS, technology, fintech, proptech, real estate, or property management environments is highly desirable.
• Startup experience is a plus, particularly in high-growth and rapidly evolving organizations.
• Strong adaptability, problem-solving capabilities, and customer-first mindset.

Benefits

• Competitive annual salary ranging from CAD 110,000 to CAD 140,000.
• Comprehensive benefits package including public healthcare, pension, employment insurance, and workers’ compensation programs.
• Private health coverage featuring medical, dental, vision, mental health support, life insurance, accidental death and dismemberment coverage, and long-term disability protection.
• Fully remote-first work environment with flexibility and a culture built on trust and autonomy.
• Opportunities for in-person and virtual team gatherings to foster collaboration and connection.
• Mission-driven culture focused on creating meaningful impact and expanding financial access for underserved communities.
• Inclusive and supportive workplace committed to professional growth, diversity, and employee well-being.

How Jobgether Works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role’s core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.