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Customer Success Manager

Role overview

Qualifications

  • At least 2 years in a customer success, sales, or customer facing role
  • Bachelor's degree with a strong grasp of technology
  • Outstanding, bilingual oral and written communication skills
  • Fast learner, empathetic, technology lover, great sense of humour, and energetic individual

Responsibilities

  • Drive the overall relationship with clients, including managing onboarding, implementation, training, and customer satisfaction
  • Identify opportunities in the market and strengthen strategic relationships
  • Provide qualified prospects with product demonstrations and presentations
  • Own and lead the onboarding and training process for new clients

Key facts

Hard skills

Other skills

  • Training And Development
  • Entrepreneurship
  • Technical Acumen
  • Communication
  • Social Skills
  • Empathy
  • Adaptability
  • Teamwork

About the company

Fundica logo

Fundica

Fintech: Finance + Technology

Fundica is an award winning, AI-powered funding search engine licensed by some of the largest financial institutions in North America. Using Fundica, these financial institutions and other entrepreneur-supporting organizations help business prospects and clients effortlessly identify and apply for the most relevant government and bank complementary funding available while also gaining valuable data about these businesses and their needs.

Company details

Company typeStartup
IndustryFintech: Finance + Technology
Company size2 - 10

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Job description

Company Description

Fundica is an award winning, AI-powered funding search engine licensed by entrepreneur support organizations across North America. Using Fundica, these organizations help business clients easily identify and apply for the most relevant government while also acquiring valuable data about these businesses and their needs. 

Job Description

We are looking for a motivated, proactive individual to drive the overall relationship with clients, which includes managing on-boarding, implementation, training, increasing adoption, ensuring retention, and high levels of customer satisfaction.

The Customer Success Manager will identify opportunities in the market and strengthen strategic relationships to drive customer acquisition in the US.

In order to be successful in this role, you will need to superb interpersonal and communication skills and a deep understanding of the sales process.

The ideal candidate would have an entrepreneurial mindset with a passion for and understanding of the business development and technology. You will work alongside the President, VP of Business Development and multidisciplinary experts to generate qualifying leads and drive B2B enterprise sales growth. 

  • Research, support, and attend industry events and webinars 
  • Provide qualified prospects with product demonstrations and presentations
  • Prepare the client contract proposal and assist in closing the sales process
  • Follow up and manage all qualified leads and partners through a structured sale cycle and document this through our CRM
  • Own and lead the onboarding and training process for news clients to ensure seamless implementation and long-term, successful solution adoption
  • Serve as day-to-day contact for clients, building trust and rapport while identifying customer needs, detecting areas of opportunity, and documenting learnings 
  • Work closely with sales, marketing, and product development to maximize client retention and growth through the customer journey

Qualifications

The Ideal Candidate  

  • At least 2 years of in a customer success, sales, or customer facing role  
  • Bachelor's degree with a strong grasp of technology
  • Outstanding, bilingual oral and written communication skills  
  • Fast learner, empathetic, technology lover, great sense of humour, and energetic individual  

Additional Information

What's in it for you?  

  • Work from our downtown office in Montreal (Peel Metro)  
  • Join an enthusiastic and dynamic team in a fast-paced learning environment  
  • Meet influencers in the tech community and expand your personal network  
  • Competitive compensation, including stock options  
  • Monthly team events  
  • Enjoy a kitchen stocked with healthy snacks and beverages  

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive and accessible environment for all employees. We thank you for your interest and unfortunately will only be able to contact those candidates selected for interviews. 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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