Job Title: Customer Success Manager

Reports to: Vice President, Customer success

Location: This role can be based in either Western Canada or the Toronto region.

About us

M3 Tech, a division of M3 Group, is a Fintech company proud to serve more than 8,500 independent brokers originating over $65 billion in mortgages. With more than 70 M3 Techies already on board and offices in Montréal, Toronto and Vancouver, we believe in combining creativity and recent technologies to deliver innovative solutions to our industry. We strive to make our mark by providing the best mortgage experience for mortgage borrowers, brokers and lenders.

About the role

As a Customer Success Manager, you will play a key role in promoting BOSS, our flagship technology platform. Your mandate will combine client relationship management, tech onboarding, business development, and consultative sales. You will be responsible for onboarding new brokers, strengthening relationships with existing users, and actively developing new business opportunities within our M3 network.

Key Responsibilities

· Provide personalized and strategic support to brokers to help them maximize their use of the BOSS platform.

· Lead product demos, training sessions, and workshops tailored to user needs.

· Document and track support requests using a ticketing system.

· Become an expert in our technology solutions and stay up to date on product developments.

· Collaborate closely with IT, product, and compliance teams to ensure a seamless customer experience.

· Identify, approach, and onboard new brokers into the M3 network through targeted outreach (cold calls, LinkedIn, industry events, etc.).

· Act as a brand ambassador for M3 and the BOSS platform in your market.

· Develop personalized business plans based on brokers' goals and needs.





· Analyze market trends and suggest initiatives to boost sales and improve customer satisfaction.

· Represent M3 Tech at industry events and showcase our technology with impact.

The ideal profile

· Experience in the mortgage or financial services industry (required).

· 3 to 5 years of combined experience in customer service, consultative sales, or business

· development.

· Knowledge/experience of related applications, including but not limited to Mortgage POS and Customer Relationship Management (CRM) systems.

· Strong communication, presentation, and influence skills.

· High autonomy, initiative, and results-driven mindset.

· Ability to build long-term, trust-based relationships with B2B clients.

What we offer

· A constantly growing company offering real development opportunities.

· A cooperative, innovative and inclusive culture where communication is open, ideas are valued and successes are celebrated as a team.

· Real opportunities for internal mobility across assignments and departments.

· A hybrid work model that supports work-life balance.

· A 37.5-hour work week.

· Modern offices in downtown Montréal and Toronto, with direct access to the metro and ergonomic workspaces designed for your comfort.

· Regularly organized social activities and team events.

· A comprehensive advantages program to support your health and well-being.

· An Employee Assistance Program (EAP), including confidential psychological support.

· Competitive compensation reviewed annually.

We are M3 Group, an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on any legally protected status or characteristic, including minority status, sex, sexual orientation, gender identity or disability, and we are pleased to consider all qualified individuals.

Pay: $100,000.00 per year

Work Location: Remote

📌 Customer Success Manager (Canada)
🏢 M3 Group
📍 Canada