Bilingual Customer Success Specialist

2 days ago

Toronto, Ontario, Canada CI Financial Full time
About Snap Projections

Snap Projections is a fintech company that is revolutionizing the financial planning industry with its innovative platform. Our mission is to empower advisors to provide exceptional client experiences and achieve success.

Job Summary

We are seeking a highly motivated and bilingual Customer Success Specialist to join our team. As a Customer Success Specialist, you will be responsible for providing exceptional support to our customers, ensuring they get the most out of our platform and achieve their goals.

Key Responsibilities
  • Provide timely and effective support to customers via email, phone, and screen-sharing technology.
  • Onboard new customers and drive retention among existing customers.
  • Host live webinars to provide training and answer customer questions.
  • Create educational content to engage customers and help them get more out of the product.
  • Represent the voice of the customer to help shape the future roadmap of the product.
  • Perform functional and acceptance testing of our software in collaboration with the engineering and product teams.
Requirements
  • Fluency in both English and French.
  • Driven, self-motivated, resourceful, and eager to learn.
  • Love helping people and want them to succeed.
  • Excellent oral and written communication skills.
  • Detail-oriented and able to accurately follow a process.
  • Extremely tech-savvy and able to master new software tools quickly.
  • Previous experience in a customer-facing role.
  • Comfortable with math and have a working knowledge of Canadian tax concepts.
What We Offer
  • Competitive salary and attractive benefits package.
  • Flexible work arrangement and remote work options.
  • Opportunity to work with a dynamic and growing fintech company.
  • Professional development and growth opportunities.

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