Customer Success Analyst

2 weeks ago

Old Toronto, 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 Analyst

    4 weeks ago

    Toronto, Canada Club Coffee LP Full time

    **Client Success Analyst** The Client Success Analyst ensures the highest levels of service and experience possible for the Clients of Club Coffee/**ofi**. The Client Success Analyst is a dual responsibility role of both processing daily customer needs like orders or unexpected issues as well as creating and interpreting future looking trends of customer...

  • Customer Success Analyst

    1 month 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

    1 month 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

    1 month 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

    1 week ago

    Toronto, Canada Harry Rosen Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! - We're committed to bringing passion and customer focus to the business._ Customer Success Analyst Full Time Permanent - Reporting to Director, Customer Success_ - Harry Rosen_ - Central Office, 77 Bloor Street W._ - Hybrid (Remote/Office)_ Harry Rosen is the premier...

  • Analyst, Customer Success

    1 month ago

    Toronto, Canada Rogers Communications Full time

    Are you ready to take your career to new heights and be a part of a dynamic team at Rogers Sports & Media? We believe in creativity, innovation, and collaboration in everything we do, and we are looking for people who share this mindset to join us. With a monthly reach of 30 million Canadians, you can help shape the future of sports, news, e-commerce, and...

  • Customer Success Manager

    4 days ago

    Old Toronto, 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. Rebates allow trading partners to make the best decisions for their businesses, meaning everyone wins: manufacturers, distributors, retailers and, most importantly, end consumers.At Enable, we’recreating a healthy,...

  • Customer Success Manager

    4 days ago

    Old Toronto, 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. Rebates allow trading partners to make the best decisions for their businesses, meaning everyone wins: manufacturers, distributors, retailers and, most importantly, end consumers.At Enable, we’recreating a healthy,...

  • Customer Success Manager

    4 days ago

    Old Toronto, 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. Rebates allow trading partners to make the best decisions for their businesses, meaning everyone wins: manufacturers, distributors, retailers and, most importantly, end consumers.At Enable, we’recreating a healthy,...

  • Customer Success Analyst

    1 month 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...

  • Analyst, Customer Success

    4 days ago

    Old Toronto, Canada HomEquity Bank Full time

    Analyst, Customer Success - 1 Year Contract WHO WE ARE HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that...

  • Analyst, Customer Success

    4 days ago

    Old Toronto, Canada HomEquity Bank Full time

    Analyst, Customer Success - 1 Year Contract WHO WE ARE HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that...

  • Analyst, Customer Success

    4 days ago

    Old Toronto, Canada HomEquity Bank Full time

    Analyst, Customer Success - 1 Year Contract WHO WE ARE HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that...

  • Customer Success Manager

    4 days ago

    Old Toronto, Canada MESSAGEPOINT Full time

    Customer Success ManagerAbout Us:Messagepoint is a privately-owned, PE-funded software company headquartered in Toronto, Ontario. We enable large enterprises to deliver enhanced customer experiences and achieve a better bottom line by optimizing their omni-channel customer communications.Our award-winning platform gives non-technical business users such as...

  • Customer Success Manager

    4 days ago

    Old Toronto, Canada MESSAGEPOINT Full time

    Customer Success ManagerAbout Us:Messagepoint is a privately-owned, PE-funded software company headquartered in Toronto, Ontario. We enable large enterprises to deliver enhanced customer experiences and achieve a better bottom line by optimizing their omni-channel customer communications.Our award-winning platform gives non-technical business users such as...

  • Customer Success Manager

    4 days ago

    Old Toronto, Canada MESSAGEPOINT Full time

    Customer Success ManagerAbout Us:Messagepoint is a privately-owned, PE-funded software company headquartered in Toronto, Ontario. We enable large enterprises to deliver enhanced customer experiences and achieve a better bottom line by optimizing their omni-channel customer communications.Our award-winning platform gives non-technical business users such as...

  • Customer Success Manager

    5 days ago

    Old Toronto, Canada EightSix Network Inc Full time

    SysAid Technologies Ltd, an international leader in providing comprehensive IT management solutions, is seeking an Enterprise Customer Success Manager to join our team in Israel to support some of our largest Global customers. Your primary responsibility will be to drive net retention revenue, including expansion and building customer relationships. The...

  • Customer Success Manager

    6 days ago

    Old Toronto, Canada EightSix Network Inc Full time

    SysAid Technologies Ltd, an international leader in providing comprehensive IT management solutions, is seeking an Enterprise Customer Success Manager to join our team in Israel to support some of our largest Global customers. Your primary responsibility will be to drive net retention revenue, including expansion and building customer relationships. The...

  • Customer Success Manager

    5 days ago

    Old Toronto, Canada EightSix Network Inc Full time

    SysAid Technologies Ltd, an international leader in providing comprehensive IT management solutions, is seeking an Enterprise Customer Success Manager to join our team in Israel to support some of our largest Global customers. Your primary responsibility will be to drive net retention revenue, including expansion and building customer relationships. The...

  • Director Customer Success

    2 weeks ago

    Old Toronto, Canada Roar Full time

    About ROAR: ROAR is a purpose-driven technology company committed to fostering safer workplaces through innovative solutions. Our patented panic alarm technology, utilizing bi-directional protection, ensures the safety of at-risk workers with the touch of a button. We empower industries such as hospitality and healthcare with wearable panic buttons,...