Customer Success Analyst

3 weeks ago

Toronto ON, Canada Collage HR Full time

Role: Customer Success Analyst
Work Location: North America (Remote)

Travel Required: Some (infrequent)

About Kooltra


Kooltra, founded in Toronto in 2012 is an industry-disrupting fintech company that seeks to bring innovation to FX Markets. We provide a cloud-based platform that streamlines front, middle and back office workflows from client onboarding through to full lifecycle management of Foreign Exchange transactions.

Our platform automates workflows, provides real time analytics, and seamlessly connects customers and their clients. Our mission is to increase efficiency and transparency, improve connectivity, and reduce risk across the Organization..

This is an opportunity to join a rapidly growing fintech team that is delivering next-gen software to capital markets.

Customer Success Role


Kooltra's Customer Success team is a tight-knit group of business-savvy technology enthusiasts who are passionate about harnessing the full potential of our industry-disrupting software. This critical function collaborates closely with our Sales team to support customer acquisition, leads the onboarding process for new customers onto the Kooltra platform, fosters stronger relationships with existing clients, and captures critical feedback to help shape our evolving product roadmap.

As part of this dynamic team, you'll have the opportunity to join our North America division, providing expert service to our clients across the UK, APAC, and North America. With your deep technical knowledge and business acumen, you'll help ensure our customers are fully leveraging our platform's capabilities to meet their unique needs and goals.

Core Responsibilities

  • Acquire an in-depth understanding of our software platform, both from a functional and technical standpoint, in order to effectively and efficiently resolve customer inquiries.
  • Perform system upgrades, test and deploy new features. You'll also be responsible for providing customer facing documentation for new functionality and delivering training to ensure a smooth transition
  • Collaborate with cross functional teams to facilitate the onboarding of new customers onto Kooltra's platform and leverage your knowledge to drive successful implementation projects.
  • Act as a conduit between our customers and internal teams. Representing the voice of the customer to inform the product roadmap as well as driving Sales and Delivery process improvements.

Required Knowledge and Skills

  • Proven experience in Client Support, Delivery and/or Technical Account Management.
  • Excellent analytical skills and the ability to process complex data.
  • Demonstrated experience working with data in various formats such as Relational Databases, XML, CSV, JSON.
  • Strong understanding of Capital Markets asset classes such as FX, Rates or Equities.
  • An ability to manage multiple priorities and projects in a fast-paced environment.
  • Exceptional communication skills with a focus on quality and a high attention to detail.
  • Driven, self-motivated, enthusiastic, and with a “can-do” attitude.
  • Familiarity with Salesforce or other CRM/ERP systems is desirable.
  • A university level degree in Science, Technology, Engineering or Math is desirable.

Why Kooltra

  • Leverage what you know about FX and technology to help scale an unprecedented foreign exchange platform being built from the ground up.
  • We are growing quickly, and you will have an opportunity to grow with us.
  • You will have autonomy to iterate and improve.
  • You can make an immediate, visible impact from day one.
  • You will see each stage of the customer lifecycle, providing a 360-degree view of customer success.

Kooltra is committed to creating a diverse and inclusive culture, one which reflects the world in which we live. We encourage applicants from underrepresented groups including visible minorities, members of sexual minority groups, first nations persons, persons with disabilities, and women to apply. If you require accommodations during the interview process, please let us know and we’ll be happy to oblige.

#J-18808-Ljbffr

  • Customer Success Manager

    3 weeks ago

    Toronto, ON, Canada Enable International Full time

    At Enable, we believe rebates are the best way for companies within the supply chain to create, maintain and grow their trading relationships. At Enable, we’re creating a healthy, vibrant supply chain ecosystem where partner collaboration drives the best products, services and values to customers. And the market agrees with us. Our more than 500...

  • Customer Success Analyst

    3 weeks ago

    Old Toronto, Canada Collage HR Full time

    Role: Customer Success AnalystWork Location: North America (Remote)Travel Required: Some (infrequent)About KooltraKooltra, founded in Toronto in 2012 is an industry-disrupting fintech company that seeks to bring innovation to FX Markets. We provide a cloud-based platform that streamlines front, middle and back office workflows from client onboarding through...

  • Customer Success Analyst

    3 weeks ago

    Old Toronto, Canada Collage HR Full time

    Role: Customer Success AnalystWork Location: North America (Remote)Travel Required: Some (infrequent)About KooltraKooltra, founded in Toronto in 2012 is an industry-disrupting fintech company that seeks to bring innovation to FX Markets. We provide a cloud-based platform that streamlines front, middle and back office workflows from client onboarding through...

  • Customer Success Analyst

    4 weeks ago

    Old Toronto, Canada Collage HR Full time

    Role: Customer Success AnalystWork Location: North America (Remote)Travel Required: Some (infrequent)About KooltraKooltra, founded in Toronto in 2012 is an industry-disrupting fintech company that seeks to bring innovation to FX Markets. We provide a cloud-based platform that streamlines front, middle and back office workflows from client onboarding through...

  • Lead Customer Success Manager

    6 days ago

    Toronto, Canada Herjavec Group Full time

    Cyderes is looking for a dedicated and creative Lead Customer Success Manager to join the CYDERES Customer Success team. This is an exciting opportunity for someone who thrives on solving customers’ problems, is energized by working with interesting technologies, and desires to contribute improvements to our core product offerings and grow this business....

  • Executive Customer Success Manager

    7 days ago

    Toronto, ON, Canada Carebook Technologies Inc. Full time

    At Carebook, our mission is to create a world of connected health that empowers individuals and brings organizations towards a proactive and lifelong commitment to wellbeing. We believe in a world where everyone has the opportunity to be actively engaged and fully supported in managing and improving their overall health. Established in 2014, Carebook is a...

  • Executive Customer Success Manager

    6 days ago

    Toronto, ON, Canada Carebook Technologies Inc. Full time

    At Carebook, our mission is to create a world of connected health that empowers individuals and brings organizations towards a proactive and lifelong commitment to wellbeing. We believe in a world where everyone has the opportunity to be actively engaged and fully supported in managing and improving their overall health. Established in 2014, Carebook is a...

  • Technical Account Manager CUSTOMER SUCCESS

    3 weeks ago

    Toronto, ON, Canada Braze Inc. Full time

    WHAT YOU’LL DO As a Technical Account Manager, you will own the ongoing technical relationship through the entire lifecycle of customers in your portfolio, collaborating very closely alongside the Customer Success and wider account teams. This role will serve as a trusted technical advisor responsible for defining the Braze technology strategy for...

  • Enterprise Customer Success Manager

    7 days ago

    Toronto, ON, Canada Carebook Technologies Inc. Full time

    About Carebook At Carebook, our mission is to create a world of connected health that empowers individuals and brings organizations towards a proactive and lifelong commitment to wellbeing. We believe in a world where everyone has the opportunity to be actively engaged and fully supported in managing and improving their overall health. Established in...

  • Customer Success Manager

    3 weeks ago

    Toronto, ON, Canada Mentimeter AB Full time

    As a Customer Success Manager, you will help our customers to make Mentimeter become a core part of their daily work life, by driving adoption and usage of our Enterprise solution. You will partner closely with our Relationship Managers to help our customers become successful in using Mentimeter. To be able to deliver an amazing customer experience, you...

  • Customer Success Manager

    4 days ago

    Toronto, ON, Canada Burroughs, Inc. Full time

    Customer Success Manager Job Summary: The Customer Success Manager (CSM) works with existing customers to ensure customers realize value from their maintenance and support services and/or subscriptions. They are responsible for the post-sale lifecycle of the customer from onboarding to renewal of the contract and/or subscription. CSMs are members of the...

  • Customer Success Manager

    1 week ago

    Toronto, ON, Canada HomeStars Inc. Full time

    As a Customer Success Manager at HomeStars, you will ensure the successful use of HomeStars by our service professionals and ensure that their experience and journey are top-notch. You’ll drive revenue by ensuring that service professionals continue to leverage HomeStars to drive their marketing needs, you’ll grow & maintain existing businesses by...

  • Customer Success Manager

    1 week ago

    Toronto, ON, Canada Nitro Full time

    We help the world work smarter—and have plenty of fun while doing it. A global SaaS leader for seamless digital document workflows, Nitro offers a suite of solutions for PDF, eSigning, identity verification and analytics supported by a best-in-class customer success and change management team.With more than 3 million licensed users and 13,000+ business...

  • Customer Success Manager

    3 weeks ago

    Toronto, ON, Canada Crossing Minds, Inc. Full time

    Crossing Minds is the smartest platform powering perceptive recommendations that drive online discovery and engagement. Founded and led by world-renowned AI pioneers and powered by the latest advances in deep learning, Crossing Minds instantly delivers precise, session-based recommendations that don’t infringe on or jeopardize customer privacy. Our team...

  • Customer Success Associate

    3 weeks ago

    Toronto, ON, Canada MTFX Full time

    Transfer funds in 100+ currencies to over 140 countries globally We, at MTFX are looking for a driven, service-orieneted individual who is passionate about helping customers succeed. As a Customer Success Associate, you will work directly with our users via phone, email, and chat. In this role, you will gain broad experience of our different products and...

  • Bilingual Customer Success Associate

    3 weeks ago

    Toronto, ON, Canada PayMyTuition Full time

    Serving on the front-lines, our Customer Success team assists PayMyTuition customers with our solutions and payment processes. These representatives are experienced communicators who enjoy solving problems and engaging with users. Imagine a working environment where success is constantly in sight, where the desire to overperform and exceed expectations...

  • Customer Success Executive, Oracle

    2 weeks ago

    Toronto, ON, Canada cohere.com Full time

    Our mission is to scale intelligence to serve humanity. We’re training and deploying frontier models for developers and enterprises who are building AI systems to power magical experiences like content generation, semantic search, RAG, and agents. We believe that a diverse range of perspectives is a requirement for building great products. As we continue...

  • Enterprise Customer Success Manager

    6 days ago

    Toronto, Canada Carebook Technologies Inc. Full time

    About Carebook At Carebook, our mission is to create a world of connected health that empowers individuals and brings organizations towards a proactive and lifelong commitment to wellbeing. We believe in a world where everyone has the opportunity to be actively engaged and fully supported in managing and improving their overall health. Established in 2014,...

  • Enterprise Customer Success Manager

    6 days ago

    Toronto, Canada Carebook Technologies Inc. Full time

    About Carebook At Carebook, our mission is to create a world of connected health that empowers individuals and brings organizations towards a proactive and lifelong commitment to wellbeing. We believe in a world where everyone has the opportunity to be actively engaged and fully supported in managing and improving their overall health. Established in 2014,...

  • Enterprise Customer Success Manager

    5 days ago

    Toronto, Canada Carebook Technologies Inc. Full time

    About Carebook At Carebook, our mission is to create a world of connected health that empowers individuals and brings organizations towards a proactive and lifelong commitment to wellbeing. We believe in a world where everyone has the opportunity to be actively engaged and fully supported in managing and improving their overall health. Established in 2014,...