Customer Success Associate

1 month ago

Toronto, Canada HighlightTA Full time

**Customer Success Associate**

Baseline offers a market-leading SaaS product in the private lending industry, an industry projected to nearly double to $2.8 trillion by 2028. We’re redefining what it means to lead in an underserved market with a team that operates like championship tennis players: high-energy, high-performing, and laser-focused on results. Momentum drives everything we do, with small wins building into big victories and fueling our shared ambition to dominate the market. In our fast-paced, collaborative environment, you’ll find a casual energy fueled by quiet confidence, friendly competition, and a commitment to excellence. We don’t micromanage, but we expect everyone to bring their best game, working together to solve complex problems, push boundaries, and transform the private lending industry with a product that delivers real value. If this opportunity motivates you, then Baseline is the place for you.

Baseline is looking for a critical employee to help shape the future of our company: a Customer Success Associate. This is a full-time in-office position, with 5 days a week required at our building located at 507 King Street East, Toronto.

To cut to the chase, here are the character traits we’re looking for:

- A proven track record of excelling in your previous experiences, whether academic, professional, or personal.
- A tenacity that drives you to manoeuvre past roadblocks wherever they appear
- Exceptional work ethic with an ambition to make an impactful change and a meaningful contribution.
- Strong interpersonal skills and the ability to work effectively with many personality types.
- Meticulous attention to detail, consistently producing high-quality, error-free work.

If this sounds like you, we’re interested in you for this role.
- __________________________________________

**What is a Customer Success Associate at Baseline?**

The Customer Success Associate role at Baseline focuses on building strong relationships with our clients and ensuring their success. Your primary responsibility will be to deeply understand the business practices, workflows, needs, and challenges of our clients. Our clients are operators of private credit businesses in the U.S., specializing in real-estate secured loans for investors and developers.

**The majority of your time as a Customer Success Associate will be spent in these areas**:

- Onboarding new clients onto the Baseline platform with custom, high-touch trainings that help them quickly adopt our platform as their lending operating system
- Consulting with clients on private credit best practices to help their businesses grow and achieve their goals.
- Managing customer relationships and expanding product usage (and revenue) by proving ROI from our platform and delivering results to clients based on your knowledge of their businesses
- Collaborating with our product and engineering teams to share client feedback, identify usability improvements, and report bugs.
- Creating helpful content, including guides and videos, and training AI tools to support scalability and efficiency.

You will also have the opportunity to work on a vast array of other initiatives that help the Baseline business excel, including but not limited to Sales, Marketing and Events.

**Qualifications**:

- A Bachelor’s degree or equivalent practical experience with a proven record of achievement in academics, work, or personal projects.
- 1-3 years of relevant experience.
- Excellent communication and presentation skills, with the confidence and charisma to explain technical concepts to diverse audiences.
- A proactive attitude and a genuine interest in learning about private lending.
- Ability to quickly adapt to new tools and technologies, including CRM systems, analytics platforms, or AI tools, with familiarity being an asset.
- Creativity and problem-solving skills, with an eagerness to create content including videos and guides that support client success and internal collaboration.
- Organized and self-motivated, with a collaborative mindset and the agility to respond with a high sense of urgency.
- While not required, experience in Customer Success, Account Management, or Consulting is a plus. Exposure to private lending, financial services, or real estate industries is also an asset.
- In-office commitment: Must be available to work in person, five days a week.
- _________________________________________

**But here’s what’s in it for you**:

- An opportunity to directly enter the Customer Success team of an extremely fast-growing B2B SaaS company.
- An unmatched career accelerant, giving you direct exposure to and ownership of the most important Customer Success disciplines in a customer-obsessed environment.
- The ability to see the tangible impacts on the overall success of the Baseline business, based directly on your efforts, and the associated sense of purpose and meaning in your work that delivers.
- An opportunity to work on, give input to, and learn abo

  • Customer Success Associate

    4 days ago

    Toronto, Canada Intelex Technologies Full time

    **Position Overview** This is an exciting and challenging customer advocacy opportunity in a software environment. We are looking for a Customer Success Associate who is adept at building lasting relationships and finding elegant solutions to complex problems. As a Customer Success Associate you will be responsible for the loyalty and retention of a...

  • Customer Success Associate

    7 months ago

    Toronto, Canada Air Full time

    Air is a Creative Ops System for Marketers. Our product automates the mindless tasks that marketers do every day to manage content and unlocks creativity through image recognition, automated versioning, and approval workflows. We launched in March 2021 and have raised $28M+ from world-class venture capital groups including Tiger Global, Headline Ventures,...

  • Customer Success Associate

    3 days ago

    Toronto, Canada Air Full time

    Air is a Creative Ops System for Marketers. Our product automates the mindless tasks that marketers do every day to manage content and unlocks creativity through image recognition, automated versioning, and approval workflows. We launched in March 2021 and have raised $28M+ from world-class venture capital groups including Tiger Global, Headline Ventures,...

  • Customer Success Associate

    7 hours ago

    Toronto, Canada Achievers Full time

    **Overview**: We are looking for a **Customer Success Associate** to join our team in Toronto! As a Customer Success Associate you will be responsible for driving strategy for the Achievers recognition and engagement platform while continuously driving value for our customers. You will play a key role with our customers by promoting product adoption,...

  • Customer Success Associate

    9 months ago

    Toronto, Canada Selrhub It Solutions Full time

    **Responsibilities**: - Act as the primary point of contact for customers, ensuring they receive excellent service and support. - Develop and maintain strong relationships with customers, understanding their needs and business objectives. - Proactively reach out to customers to ensure they are getting value from products or services and address any...

  • Customer Success Associate

    3 days ago

    Toronto, Canada Aislelabs Full time

    **About Aislelabs** We are a fast-growing software company based in Toronto whose passion is developing innovative analytics and marketing technologies that help brick and mortar venues maximize their earning potential. As a global leader in WiFi-based products, we have customers on 4 continents with regional offices in Canada, the UK, India, and Dubai. In...

  • Customer Success Associate

    2 weeks ago

    Toronto, Canada Employee by Design Full time

    We are seeking dynamic and motivated individuals to join our team! This role will be an addition to our Customer Success team, working alongside our Senior Customer Success Manager under our Strategic Accounts division. We’re looking for a Customer Success Associate who will be in constant communication with our clients to understand their needs, address...

  • Customer Success Associate

    1 day ago

    Toronto, Canada Volante Systems Full time

    Volanté is an Enterprise Point-of-Sale company that prides itself on developing leading-edge hospitality technology. What began as a three-person basement project has developed into an industry-leading POS system with a team of over 100 employees in its Toronto, Ontario-based office. Volanté's point of sale software has evolved based on customer requests...

  • Customer Success Associate

    3 weeks ago

    Toronto, Canada Employee by Design Full time

    We are seeking dynamic and motivated individuals to join our team! This role will be an addition to our Customer Success team, working alongside our Senior Customer Success Manager under our Strategic Accounts division. We’re looking for a Customer Success Associate who will be in constant communication with our clients to understand their needs, address...

  • Customer Success Associate

    2 weeks ago

    Toronto, Canada Employee by Design Full time

    We are seeking dynamic and motivated individuals to join our team! This role will be an addition to our Customer Success team, working alongside our Senior Customer Success Manager under our Strategic Accounts division. We’re looking for a Customer Success Associate who will be in constant communication with our clients to understand their needs, address...

  • Customer Success Associate

    3 days ago

    Toronto, Canada Firmex Full time

    Firmex is a global software-as-a-service provider with corporate headquarters in Toronto, Canada. The company’s Firmex VDR service is the world’s most trusted virtual data room, having been used by over 120,000 companies worldwide to share confidential documents for due diligence, litigation and compliance. **Mission**: We’re on a mission to become...

  • Customer Success Associate

    6 days ago

    Toronto, Canada DemandHub Full time

    **Role**: Customer Success Associate [Remote] **Company**: DemandHub We're on a mission to help local businesses grow. Our powerful messaging platform allows local businesses to communicate with customers over text message. Using DemandHub, local businesses can get customer reviews, communicate with website visitors, collect payments, and more - ultimately...

  • Customer Success Associate

    2 weeks ago

    Toronto, Canada BuildOps Full time

    **Customer Success Associate** BuildOps (Los Angeles, California) Remote Position At BuildOps, we're building a ground-breaking software solution, purpose-built to support today's commercial contractor. From helping our customers to manage their service all the way to project management, we're breaking the mold and building a team that invests in our...

  • Customer Success Associate

    1 week ago

    Toronto, Canada BuildOps Full time

    **Customer Success Associate** at BuildOps (View all jobs) Remote At BuildOps, we're building a ground-breaking software solution, purpose-built to support today's commercial contractor. From helping our customers to manage their service all the way to project management, we're breaking the mold and building a team that invests in our mission statement....

  • Customer Success Associate

    3 days ago

    Toronto, Canada Kinaxis Full time

    At Kinaxis, who we are is grounded in our common belief that people matter. Each one of us plays an important part in accomplishing our work, building our culture and making a global impact. Every day, we're empowered to work together to help our customers make fast, confident planning decisions. This is how we create a better planet - for each other, for...

  • Associate, Customer Success

    7 months ago

    Toronto, Canada GoBolt Full time

    Location: Hybrid, Downtown Toronto **Join Our Mission**: At GoBolt, we provide a technology-driven, customer-centric and sustainable approach to ecommerce and last-mile logistics for businesses of all sizes - from local brands to large national retailers. By operating as an extension of our customer's team, we deliver best-in-class services every step of...

  • Associate Customer Success Manager

    2 weeks ago

    Toronto, Canada LifeWorks Full time

    Build a meaningful career At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting...

  • Customer Success Associate

    2 days ago

    Toronto, Canada Volante Software Inc. Full time

    Volanté is an Enterprise Point-of-Sale company that prides itself on developing leading-edge hospitality technology. What began as a three-person basement project has developed into an industry-leading POS system with a team of over 100 employees in its Toronto, Ontario-based office. Volanté's point of sale software has evolved based on customer requests...

  • Customer Success Associate

    7 months ago

    Toronto, Canada Jonas Software Full time

    Job Description: POSITION We're excited to be adding to our amazing Customer Experience Team! If you like taking on challenges with a smile, have a strong sense of emotional intelligence, are highly organized, and are driven to excel, we'd love to hear from you. Reporting to the Head of Customer Experience, the Customer Success Manager will work with top...

  • Customer Success Associate

    1 week ago

    Toronto, Canada Aislelabs Full time

    **About Aislelabs** We are a fast-growing software company based in Toronto whose passion is developing innovative analytics and marketing technologies that help brick and mortar venues maximize their earning potential. As a global leader in WiFi-based products, we have customers on 4 continents with regional offices in Canada, the UK, India, and Dubai. In...