Join Waterworth as a Client Success Specialist in Victoria, BC, where you'll deeply engage with municipal clients and leverage financial data for strategic insights. This full-time, on-site role focuses on proactive client support in financial planning.
In this strategic position, you'll utilize your accounting knowledge to build financial models and aid community growth. Collaborating with municipal leaders, you'll lead presentations and foster trust as a key advisor. Waterworth is committed to your growth through extensive training programs to ensure your success.
Key Responsibilities:
• Extract and analyze utility data using Excel
• Create and calibrate financial forecasting models
• Support community leaders through insightful advising
• Present critical data during online sessions
• Build lasting relationships based on trust
Requirements:
• Minimum 1 year of relevant experience
• Solid Excel skills and data proficiency
• Excellent communication abilities
• Ability to adapt and learn continuously
• Experience in a collaborative work environment
Make a difference in community financial planning through this dynamic Client Success Specialist role at Waterworth.
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📌 Proactive Client Success Specialist Role (Victoria)
🏢 Waterworth
📍 Victoria