Customer Success Specialist

2 weeks ago

Toronto, Canada Broadridge Full time

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

At Broadridge, our mission is to earn clients' confidence every day by delivering real business value through leading technology-driven solutions that set the standard for the financial services industry and beyond. We are committed to fostering a culture of empowerment, collaboration, and innovation. Join us in our mission to transform the financial services landscape.

Position Summary:
We are seeking a Customer Success Specialist who will be responsible for delivering comprehensive training sessions and managing client engagements. This role involves coordinating onboarding experiences, handling case management, and driving customer engagement initiatives to ensure satisfaction and retention.

Key Responsibilities:
- Serve as the primary point of contact for program sponsors, field marketing, and compliance teams.- Provide proactive insights and counsel to enhance client relationships.- Prioritize enhancements and Business As Usual (BAU) requests with home office and corporate teams.- Conduct meetings for planning and strategic success of programs.- Support Enterprise Customer Success Partners with BAU activities and coverage.- Manage advisor and home office onboarding for test experiences.- Handle all home office cases and partner with Enterprise CS during PTO.
- Qualifications:
- Bachelor’s degree in Business, Marketing, Computer Science, or equivalent experience.- 5-7 years of experience in a financial technology or SaaS organization.- Proficiency in Microsoft Word, Excel, and PowerPoint.- Strong communication and organizational skills.- Ability to manage multiple tasks and prioritize effectively.- Commitment to providing excellent customer service and engagement.- Proven ability to deliver fast, accurate results.
- Recruitment Process
- Background Check Process
- Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:
- Employment verification- Education verification- Credit inquiry- Canadian criminal record check
- Workplace Flexibility
- We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
- At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.
- Accessibility & Accommodation
- Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodations during the recruitment process, please notify our recruitment team.
- #LI-Hybrid
- #LI-SS1

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.

  • Customer Success Specialist

    2 days ago

    Toronto, Canada Resolver Full time

    Resolver operates as a hybrid workforce with the option to work at home, in the office, or a mix of both._ As a Customer Success Specialist at Resolver, you will manage a portfolio of customers, drive renewals, and focus on generating qualified migration opportunities. The Customer Success team at Resolver are a friendly, supportive bunch who put our...

  • Customer Success Specialist

    24 minutes ago

    Toronto, Canada Baycrest Full time

    **CUSTOMER SUCCESS SPECIALIST** **Full-time** 70 Hours Bi-weekly | Non-Union | Day shifts The Customer Success Specialist is responsible for establishing a trusted and strategic advisor relationship to help drive continued value of our products and services. You will own the overall relationship with assigned clients, which includes managing on-boarding,...

  • Customer Success Specialist

    2 days ago

    Toronto, Canada Marketcircle Full time

    Are you looking for autonomy, flexibility in a 100% remote environment, the opportunity to try new things and push creative boundaries? Do you care about small businesses? Do you like supporting and teaching others? This role provides just that and much more! We're looking for a quick learner, someone excellent at communicating with customers and a problem...

  • Customer Success Specialist

    6 months ago

    Toronto, Canada Altus Group Full time

    Job Category: Administration, Technology Pay Grade Range: $33,000.00 - $77,000.00 Disclaimer: The base salary range represents the low and high end of Altus Group’s “Pay Grade Range” for this position in the primary work location. Actual hiring salaries will vary depending on factors including but not limited to work experience, and geographic market...

  • Customer Success Specialist

    3 weeks ago

    Toronto, Canada myBlueprint Full time

    **About myBlueprint** Our vision is to empower every student to thrive and succeed in education, career, and life. We're creating an active and engaging learning environment for all students, and we’re are excited about what's next. Come grow your career with us! **About the Opportunity** As a Customer Success Specialist, you’ll play a key role in...

  • Customer Success Specialist

    6 days ago

    Toronto, Canada North Results Inc. Full time

    **Customer Success Specialist** **stu.me**: - Product Site **Searchie.io**: - Product Site - Company Site **Hybrid/Remote in Brantford, Ontario** **Who we are** North Results is a young startup company based in Ontario, Canada. We teach entrepreneurs how to turn what they know, love, and do into recurring revenue through courses and memberships. We live...

  • Customer Success Specialist

    7 months ago

    Greater Toronto Area, Canada Help Desk Technology Full time

    **Customer Success Specialist (Hybrid)** Help Desk Technology — Oakville, ON We are an innovative Technology Company, offering a challenging and exciting atmosphere in a comfortable work environment. You will enjoy a performance-based compensation package and the opportunity to make a difference in a growing and dynamic organization. We are looking for...

  • Director, Customer Success

    3 weeks ago

    Toronto, Canada SAS Full time

    : **Director, Customer Success - Canada & Healthcare** **Nice to meet you!** We’re a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into intelligence - and questions into answers. We’re also a debt-free multi-billion-dollar organization on our path to IPO-readiness. If you're looking...

  • Customer Success Specialist

    7 months ago

    Toronto, Canada HiMama Full time

    **About HiMama and Our Mission: HiMama is improving learning outcomes for children aged zero to five. We are a social purpose business and certified B Corporation that connects families with the early childhood professionals who serve them. Our goal is to empower early childhood educators with affordable tools that enable them to improve developmental...

  • Solution Area Specialist

    7 months ago

    Toronto, Canada Microsoft Full time

    Do you want to be a part of a transformational sales team that is revolutionizing the way we sell our services? A Solution Area Specialist - Customer Success focuses on generating and qualifying leads, drives, and closes Microsoft Enterprise Unified Support opportunities, and remains engaged with our customers to ensure they are supported throughout all...

  • Solution Area Specialist

    7 months ago

    Toronto, Canada Microsoft Full time

    Do you want to be a part of a transformational sales team that is revolutionizing the way we sell our services? A Solution Area Specialist - Customer Success focuses on generating and qualifying leads, drives, and closes Microsoft Enterprise Unified Support opportunities, and remains engaged with our customers to ensure they are supported throughout all...

  • Customer Success Advisor

    6 months ago

    Toronto, Canada AlertDriving Full time

    **Customer Success Advisor** **Position Title Recommendations for LinkedIn**: 1. Customer Success Specialist 2. Customer Success Associate 3. Customer Success Advisor **Reports to**:Customer Success Manager We are looking for a highly motivated and action-oriented individual to join our strategic Global Customer Success team in Toronto. Alertdriving®...

  • Customer Success Operations Specialist

    6 days ago

    Toronto, Canada Clio Full time

    We are currently seeking a Customer Success Operations Specialist to join our Revenue Operations Team. This role is available to candidates in Vancouver or Toronto.What your team does:Revenue Operations has one job—to drive growth by accelerating our revenue-generating and revenue-retaining teams. We directly support Sales, Marketing, Channel, and Customer...

  • Customer Success Associate

    13 hours 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 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 days 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...

  • Account Specialist Customer Success Manager

    4 months ago

    Toronto, Canada IBM Full time

    Introduction As a Customer Success Manager - Account Specialist, your mission is to collaboratively lead the way for the deployment and adoption of IBM's solutions within large, complex accounts. Highly organized, with a natural flare for spotting growth opportunities, you'll identify and secure projects, whilst orchestrating the necessary resources for...

  • Customer Success Operations Specialist

    7 months ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** RBCx is a new kind of business - one that marries the strength of one of the world’s most trusted and successful financial institutions with a mission to reimagine the role we play in people’s lives - to move RBC ‘beyond banking’. We’re building a world-class organization focused on designing exceptional experiences, exploring new...

  • Customer Success Manager

    4 weeks ago

    Toronto, Canada Salesforce Full time

    Job Category Customer Success Job Details **About Salesforce** We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your...

  • Customer Success Specialist

    2 days ago

    Toronto, Canada Parity Full time

    **ABOUT US** At Parity, our purpose is to make urban living sustainable by providing an easy service to manage waste energy and save money for our customers. Parity provides a cloud-based building automation system that adapts a building’s energy use to the demands of its residents. The net result? Money saved and CO2 emissions reduced. Multi-residential...