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 cutting-edge 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 innovative SaaS solutions.

📌 Remote Fintech Customer Success Associate (Calgary)
🏢 Mako Financial Technologies
📍 Calgary