Join to apply for the Customer Success Specialist role at EquisoftHYBRID – Québec City, CanadaWhat is Equisoft?Equisoft is a global provider of digital solutions for insurance and investment, recognized by over 250 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers meet all the challenges brought about by this era of digital transformation, thanks to our business needs‑driven approach, industry knowledge, cutting‑edge technologies and experts. With its business‑driven approach, in‑depth industry knowledge, cutting‑edge technologies and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its customers meet the challenges of this era of digital transformation.Why Choose Equisoft?Hiring Location: Canada (Montreal or Quebec City)You are welcome to work in our office, hybrid or remoteInternal job title: Customer Success SpecialistFull‑time Permanent RoleBenefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program,



Employee Assistance Program, etcFlexible hoursNumber of hours per week: 40Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University)RoleThe Customer Retention & Sales Specialist reports to the Manager, Customer Success and works as part of a team of two other specialists, collaborating closely with onboarding, training, and support teams. This role works directly with insurance and investment advisors and their administrative teams to understand their challenges, identify opportunities to improve products and services, and proactively drive retention and long‑term customer success.Your Day with EquisoftBuild and maintain trusted advisor relationships with customers to help them realize the full value of the platform and its tools.Serve as the primary escalation point for at‑risk customers, proactively addressing concerns to prevent cancellations.Partner with customers and internal cross‑functional teams to develop and execute

📌 Customer Success Specialist (Quebec City)
🏢 Equisoft
📍 Quebec City