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 cutting-edge 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 environment.
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📌 Customer Success Associate at Mako (Toronto)
🏢 Mako Financial Technologies
📍 Toronto