THE COMPANY Our platform is at the cutting edge of investment accounting technology, built for the most complex write-ups cross-border holdings. We work with Canada’s most prestigious accounting firms and family offices, placing us at the epicenter of innovation in wealth accounting. AI is transforming accounting and bookkeeping. Repetitive tasks are being automated, workflows are being reinvented, and firms that adapt will define the future of the profession. At Wealth Write.Up, we are not just responding to this change, we are leading it. THE OPPORTUNITY We are seeking a highly skilled and skilled Customer Service Manager to ensure customers receive timely, effective support throughout their journey. Acting as the primary point of contact for day-to-day operational matters, the incumbent will combine excellent customer service with strong technical knowledge to troubleshoot issues, improve processes, and collaborate with internal teams. The successful candidate will support onboarding and training,



maintain clear operational documentation, and develop a thorough understanding of the software and customer workflows. This role is essential to delivering a positive customer experience and continuously improving service quality in a dynamic SaaS environment. KEY RESPONSIBILITES Customer Support Lead and scale the customer service team to deliver an exceptional client experience. Establish service standards and monitor team performance against key metrics. Manage escalated customer issues and ensure timely resolution. Build strong, direct relationships with key customers and stakeholders. Communicate product updates, enhancements, and best practices. Technical & Operational Support Develop expertise in the company's software, workflows, and processes. Troubleshoot customer issues and coordinate resolutions with internal teams. Support

📌 Customer Service Manager / Gestionnaire Du Service Client (Montreal)
🏢 Wealth Write.Up
📍 Montreal