Enhance customer satisfaction with Mako as a Customer Success Associate. This remote role combines finance expertise and communication skills to support clients across Canada.

Mako, a leading fintech firm, is scaling rapidly and seeks a dedicated individual for its Customer Success team. Your mission will revolve around fostering relationships with clients and ensuring they maximize their use of our innovative SaaS platform. You’ll provide insights into best practices and explore opportunities for business automation to boost customer operations.

Key Responsibilities:
• Own the customer relationship and ensure satisfaction
• Monitor customer platform adoption and progress
• Identify innovative automation opportunities for customers




• Conduct regular reviews on goals and insights
• Collaborate with sales for cross-sell and upsell opportunities

Requirements:
• Strong knowledge of wealth management and finance
• Bachelor's degree in relevant fields from a major Canadian university
• Excellent communication and client support skills
• Ability to learn technical concepts quickly
• French fluency is a strong asset

Drive customer success and leverage your finance skills at Mako's innovative fintech setting.
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📌 Customer Success Associate at Mako (Alberta)
🏢 Mako Financial Technologies
📍 Alberta