Customer Success Manager - Fintech Industry

Ontario / Remote
30+ days ago

Job Description

Territory: This rep will handle accounts nationally within Canada

Location: This rep may live anywhere in Canada, however GTA/Ontario is preferred

Work Arrangement: This role is remote, work from home, no travel required

About the Company

Our client, a diverse and dynamic Toronto-based Fintech company with an inclusive work environment, is seeking the best and brightest talent. Small enough to make an impact within the company, and large enough to make an impact in the market, you will enjoy a thriving work culture that has won the company the “Canada’s Most Admired Corporate Culture” award.

A market leading point-of-sale payment plan provider focused on the home improvement, vehicle and retail industries, this company offers cloud-based technology that makes it easy for merchants to increase close rates and transaction sizes with affordable monthly or bi-weekly payment plans.

They specialize in payment plans, but their end-to-end suite of workflow and lead management solutions give some of North America’s largest enterprise businesses, big box retailers, OEMs, and dealer networks the technological edge they need to stay ahead of the competition.

About the role:

The Customer Success Manager is responsible for working with newly approved merchants to train and coach them on the product. The mission of this role is to grow volume with existing Partners, while getting new merchants ramped up and generating consistent volume.

To be successful in this role, you will need to be motivated, organized, detail-oriented and focused on customer service above all else. You are an enthusiastic, team player with a positive attitude, and are regarded as a strong and personable communicator. You are comfortable multi-tasking in a fast-paced and high-pressure environment, while holding yourself accountable for results.

What you'll do:

  • Handle a portfolio of merchants within Canada
  • Ensure seamless and positive merchant experience during transition from Merchant Approval Team
  • Teach businesses how to use tools to position financing and offer monthly payments
  • Grow volume with existing Partners, while getting new Partners ramped up and generating consistent volume
  • Develop and execute training sessions with new merchants on the platform
  • Manage communication effectively when connecting and scheduling training with merchants
  • Maintain accountability through daily and weekly reporting of all sales activities
  • Use expert product knowledge and sales consultation
  • Communicate process and system gaps when discovered to appropriate levels of management


  • College Diploma or BA degree or equivalent practical experience
  • Experience with hands-on direct sales and relationship management
  • Experience in lending, financial services or banking is an asset
  • Experience in consumer lending, SaaS or financial services is preferred
  • Strong B2B sales and relationship management skills
  • Proficiency in Salesforce or other CRM tools
  • Effective communication, interpersonal and organizational skills
  • Ability to multi-task and meet deadlines under pressure
  • Strong customer service and retail background are pluses

Compensation: Salary + Commission ($45,000-$50,000 + Commission)

Application deadline: 2021-07-27

Expected start date: 2021-07-31

Job Types: Full-time, Permanent

Salary: $45,000.00-$50,000.00 per year

Additional pay:

  • Commission pay


  • Casual dress
  • Company events
  • Dental care
  • Extended health care
  • Flexible schedule
  • Paid time off
  • RRSP match
  • Vision care
  • Wellness program
  • Work from home


  • 8 hour shift
  • Monday to Friday

COVID-19 considerations:
Remote Work


  • B2B sales: 1 year (preferred)
  • Financial Services/Consumer Lending: 1 year (preferred)
  • Fintech / SaaS industry: 1 year (preferred)
  • Customer Service / Retail: 1 year (preferred)
  • Home Improvement / Vehicle Industry: 1 year (preferred)

Work remotely:

  • Yes


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