Job Overview

We are seeking a highly motivated and detail-oriented Customer Experience Coordinator to join our dynamic team. In this role, you will be the key point of contact for our clients, ensuring exceptional service and fostering long-term relationships. The ideal candidate will possess strong project management skills, excellent communication abilities, and a passion for delivering outstanding customer experiences within a SaaS environment, particularly in financial services or marketing sectors.

Duties

- Manage and enhance customer relationships through proactive communication and personalized support
- Coordinate and oversee customer onboarding, training, and ongoing account management activities
- Utilize CRM tools such as Salesforce to track interactions, analyze customer data, and identify opportunities for growth
- Collaborate with sales, marketing, and product teams to align customer needs with company offerings
- Conduct analysis of customer feedback and usage data to recommend improvements in service delivery
- Support the development of customer success strategies that increase retention and satisfaction

Requirements

- Proven experience in project management, customer relationship management, or account management within SaaS or financial services industries
- Strong analysis skills with the ability to interpret data and generate actionable insights
- Proficiency in Salesforce or similar CRM platforms
- Excellent communication skills—both written and verbal—with the ability to engage effectively with diverse stakeholders




- Familiarity with marketing strategies and tools used to enhance customer engagement
- Customer service experience demonstrating a commitment to client satisfaction
- Ability to manage multiple projects simultaneously while maintaining attention to detail
- Robust organizational skills coupled with a proactive approach to problem-solving

What you'll do

- Accurately perform Workday transactions, including hires, promotions, transfers, and updates to effective dates, ensuring compliance with established procedures and weekly payroll deadlines.
- Review, triage, and resolve first-level Workday cases, supporting timely and accurate case management.
- Collaborate with managers and employees to resolve discrepancies between Workday data and supporting documentation (e.g., termination dates, hours entered).
- Maintain data integrity within Workday, ensuring accuracy of key fields such as FTE, employee type, and organizational segments.
- Identify and resolve duplicate employee records, determining appropriate actions such as rescind, retain, or data consolidation.
- Create and maintain Supervisory Organizations and assign appropriate security roles.




- Configure delegation access for store and corporate employees in accordance with business requirements.
- Ensure all HR data is handled with the highest level of accuracy, accountability, confidentiality, and compliance with privacy standards.
- Support testing of HR processes and system enhancements in partnership with Analysts and leadership.
- Identify opportunities for process improvements and provide recommendations to enhance employee and manager experience, including highlighting root causes of issues.
- Maintain SIN and work permit data audits to ensure compliance with company policies and regulatory requirements.
- Participate in and support the resolution of various data audits across the team to ensure data accuracy and compliance.
- Manage and support Service Connection processes, ensuring timely handling and resolution of requests.

We know wellness is supported with work-life balance. In an inclusive culture committed to support your passion for continuous learning, growth and innovation, we offer:

- Attractive comprehensive compensation packages and benefits
- Valuable development opportunities
- Membership in a world class defined benefit pension plan
- Salary

The aim of this role is to support existing departments in all day to day, month-end and year-end tasks with a view to taking on more responsibility as your skill set develops. This is a great opportunity to develop supply chain management skills and bookkeeping, as well as a rewarding career.

Pay: $20.00-$36.00 per hour

Work Location: In person

📌 Customer Experience Coordinator (Toronto)
🏢 Socket.dev
📍 Toronto