Customer Success Manager, Wealthsimple for Business - Remote

Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. We are looking for a Customer Success Manager to join our team to help us scale and grow.

In Short

• Onboard new Customers including working with Plan Sponsors and Admin’s to set up their Group Accounts.
• Drive adoption of W4B with Customers' employees.
• Manage the Transfer of existing Group Plans to W4B.
• Provide ongoing support and expertise on the Wealthsimple for Business platform.
• Establish and track measurable goals for customer accounts.
• Manage and resolve bugs, issues, outages, escalations.
• Proactive outreach to customers sharing best practices.

Requirements

• Best in class Customer relationships with problem-solving skills.
• Ability to adjust communications to different audiences.
• Superior time management and task prioritization skills.
• Bilingual – fluent in both writing and speaking in French.
• Experience in Group Retirement / Pension industry.

Benefits

• Opportunity to work with a leading fintech company.
• Collaborative and inclusive work environment.
• Impactful work with groundbreaking ideas.