Overview At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters teamwork and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture. We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally. We Have a Comprehensive Benefit Package Including Health Benefits: including medical, dental, vision, life, and health spending account Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses Education Benefits: education reimbursement and on-demand learning courses We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. We support work / life balance and promote growth-from-within opportunities. Position Summary The Customer Success Manager will work alongside FIRST Canada’s Sales and Business Solutions teams to promote broker adoption and utilization of FIRST PayTM and other finance quote solutions. Using methods such as business reviews and product performance analysis, the role will identify opportunities to drive FIRST PayTM uptake, as well as alternative technologies when FIRST PayTM is not available.



The Customer Success Manager will possess a robust sales acumen and develop subject matter expertise on FIRST’s technical solutions. This role will interact directly with brokers to coordinate and deliver end-user product training and conduct post-implementation reviews. Essential Duties And Responsibilities Utilize a data-driven approach to analyze FIRST PayTM adoption and InSite Plus adoption with the goal to increase usage. Provide FIRST PayTM and InSite Plus product training to brokers and support Sales with end-user training, tracking activity through CRM tools. Create training tools and collateral where appropriate. Communicate frequently with Sales and Business Solutions teams to ensure a strong awareness of plans to increase adoption. Utilize various communication tactics and CRM reporting tools. Liaise with Sales to develop a longer-term adoption strategy and training programs with brokers as needed. Monitor FIRST PayTM implementation activities, conduct technical configuration demonstrations as needed. Proactively provide post-implementation product training to brokers. Understand the ‘Voice of the Customer’ through user workflow training and troubleshooting. Develop an understanding of FIRST PayTM usage patterns and provide product feedback to the Business Solutions team including enhancements requests, issues, and user input.



Knowledge / Skills / Abilities Required Proven experience supporting, training or selling technical solutions Exceptional interpersonal skills, and sales acumen Demonstrated experience with adult training techniques and/or group presentation skills Experience interpreting data to drive decision-making and identify solutions/opportunities Earn trust through internal and external relationship development (Sales Stakeholders and Broker Customers) Strong capacity to manage one’s time and prioritize competing activities independently Leverage creative, out-of-the-box thinking to solve problems and increase training engagement Collaborate and communicate effectively across teams with strong oral and written communication skills Training / Education / Experience Qualifications 3-5 years of experience supporting or selling technical solutions, preferably in insurtech or fintech industries College or university degree Insurance Industry knowledge or experience would be an asset Understanding of project management, sales, and software development life cycles would be an asset Bi-lingual (French/English) is strongly preferred Proficient within Microsoft Office. Intermediate Excel skills. Power BI and Salesforce experience is an asset. Compensation The estimated salary range for this role is $71,000 - $92,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience. AI Disclosure No AI technology is used in the recruitment process Vacancy Status This position is an existing vacancy that is actively being filled #J-18808-Ljbffr

📌 Customer Success Manager - C$71,000 - C$92,000 A Year (Toronto)
🏢 FIRST Insurance Funding of Canada
📍 Toronto