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 cutting-edge automation opportunities for customers




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

Requirements:
Solid 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 workplace.
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📌 Customer Success Associate At Mako Vancouver
🏢 Mako Financial Technologies
📍 Vancouver