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Job Description
- Req#: J00171834
Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity to manage a flagship account with a large, high-profile financial institution
- Potential for career advancement and growth within the Customer Success team
- Work remotely from anywhere in Canada
- Competitive salary and benefits package
- Chance to mentor and lead a team of Customer Success Managers
- Ability to make a significant impact on client satisfaction and retention
What to Expect (Job Responsibilities):
- Directly manage the post-sale lifecycle for a large financial institution, ensuring maximum value realization
- Prepare and lead Quarterly Business Reviews and Executive Steering Committee meetings with senior client leaders
- Proactively manage account health and identify opportunities for deeper solution adoption
- Serve as a trusted advisor and escalation point for the strategic client, addressing complex issues
- Mentor and guide Customer Success Managers on strategy, risk management, and best practices
What is Required (Qualifications):
- 7+ years of experience in Customer Success, Strategic Account Management, or Management Consulting
- Minimum 2 years of experience working specifically with Tier 1 financial institutions or highly regulated clients
- Demonstrated leadership experience, including mentoring junior team members or leading task forces
- Proven ability to create and drive structured processes in high-pressure environments
- Bachelor's degree in a related discipline or equivalent professional experience
How to Stand Out (Preferred Qualifications):
- Strong understanding of the financial services sector and its regulatory requirements
- Expert knowledge of Customer Success processes, playbooks, and metrics
#FinancialServices #CustomerSuccess #RemoteWork #CareerGrowth #LeadershipOpportunityAbout the company
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