Drive customer engagement at Mako as a remote Customer Success Associate. Leverage your finance expertise and communication skills to delight clients throughout Canada.
Mako, a rapidly growing fintech organization, is in search of a Customer Success Associate dedicated to building robust customer relationships. In this role, you will track customer engagement with our SaaS platform, address their concerns, and identify innovative automation solutions to enhance their business processes. Regular interactions and strategic reviews will ensure that clients achieve their goals with our technology.
Key Responsibilities:
• Engage and support customers to foster satisfaction
• Assess customer platform usage and growth opportunities




• Guide customers in implementing automation improvements
• Conduct performance reviews to strategize actions
• Collaborate with sales teams for upsell initiatives
Requirements:
• Profound understanding of the finance and wealth sectors
• Bachelor's degree in a relevant discipline from a significant Canadian university
• Passionate communicator with client nurturing skills
• Quick learner of technical details
• French language ability preferred
Enhance customer success and fulfill your passion for finance with Mako’s creative SaaS solutions.
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📌 Remote Fintech Customer Success Associate (Ottawa)
🏢 Mako Financial Technologies
📍 Ottawa