- Serve as the primary point of contact for an assigned portfolio of clients, building trusted, long-term relationships grounded in consistent communication and follow-through.
- Guide current clients through onboarding, ensuring they are set up for success and confident in using Mortgage Automator to its full potential.
- Deliver product and feature demonstrations that clearly articulate value, helping clients maximize their use of the platform and contributing to Customer Lifetime Value (CLTV).
- Proactively monitor client accounts to identify adoption gaps, usage trends, or risks — and take initiative to resolve them before they escalate.
- Respond to client inquiries, concerns, and requests in a timely and professional manner, escalating appropriately and coordinating with internal teams to reach resolution.
- Advocate for clients internally by gathering and communicating product feedback to the development team, helping shape platform improvements.
- Partner with the sales team to identify upselling and cross-selling opportunities that align with client goals and add measurable value.
- Other duties as assigned.

Requirements

- 2+ Year(s) of Experience in a customer-facing role within SaaS , Fintech or the Mortgage Industry.
- Exceptional interpersonal and communication skills,



both written and oral.
- Proven track record of building and maintaining high customer service rates.
- Strong problem-solving skills with an ability to analyze situations and provide innovative solutions.
- Able to work independently, manage multiple priorities and thrive in a fast-paced environment.
- Education and professional experience considered.

Benefits

Compensation

- On Target Earnings (OTE): CAD 100,000 /annual
- Split: 80% Base, 20% Variable

Time-Off & Work Life Balance
- Comprehensive Time Off: Competitive paid vacation to unplug and recharge throughout the year.
- Holistic Wellness Leave: Dedicated personal leave supporting total well-being, including physical recovery or mental health.
- Commuter-Friendly Hybrid: Flexible schedule blending collaborative office time with remote work.

Team Culture & Perks
- Catered Lunches: Monthly team lunches to celebrate wins and connect with colleagues.
- Growth & Learning: Continuous professional development with internal training and learning opportunities.
- Modern Workspace: Professional, supportive environment with tools and technology needed to succeed.
- Comprehensive Health Benefits

📌 Customer Success Manager (Toronto)
🏢 CareerBeacon
📍 Toronto