Customer Success Manager

6 days ago

Calgary, Canada M3 Groupe Financier Full time

**Job Title**: Customer Success Manager

**Reports To**: Vice President, Sales and Market Intelligence

**Location**: Western Canada.

**About us**

M3-Tech is a Fintech, proud to be part of the M3 Group and serving over 8500+ independent brokers providing $65+ Billion in mortgage origination. With already over 70 M3 Techies already on board and offices in Montréal, Toronto and Vancouver, we believe in combining creativity and new technologies to deliver innovative solutions to our industry. We are focused on making our mark by providing the best mortgage experience for mortgage borrowers, brokers and lenders.

**About the role**

As a Customer Success Manager, you will play a key role in promoting BOSS, our flagship technology platform. Your mandate will combine client relationship management, tech onboarding, business development, and consultative sales. You will be responsible for onboarding new brokers, strengthening relationships with existing users, and actively developing new business opportunities within our M3 network.

**Your Responsibilities**

**Support & Enablement**
- Provide personalized and strategic support to brokers to help them maximize their use of the BOSS platform.
- Lead product demos, training sessions, and workshops tailored to user needs.
- Document and track support requests using a ticketing system.
- Become an expert in our technology solutions and stay up to date on product developments.
- Collaborate closely with IT, product, and compliance teams to ensure a seamless customer experience.

**Business Development & Sales**
- Identify, approach, and onboard new brokers into the M3 network through targeted outreach (cold calls, LinkedIn, industry events, etc.).
- Act as a brand ambassador for M3 and the BOSS platform in your market.
- Develop personalized business plans based on brokers' goals and needs.
- Analyze market trends and suggest initiatives to boost sales and improve customer satisfaction.
- Represent M3 Tech at industry events and showcase our technology with impact.

**What You Bring**
- Experience in the mortgage or financial services industry (required).
- 3 to 5 years of combined experience in customer service, consultative sales, or business development.
- Strong communication, presentation, and influence skills.
- High autonomy, initiative, and results-driven mindset.
- Ability to build long-term, trust-based relationships with B2B clients.

**What we offer**

In addition to flexible working conditions and opportunities to grow, M3 Tech as part of the M3 Financial Group is a place where you'll find a community of collaboration and innovation, where you'll work with diverse people with their own unique stories and experiences.
- We are M3 Tech a division of M3 Financial Group, an equal opportunity employer for diversity and inclusion and we do not discriminate on the basis of status or legally protected characteristic, including minorities/women/sexual orientation/gender identity/disability, and we are happy to consider all qualified individuals._

**Job Types**: Full-time, Permanent

Pay: From $80,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match

Schedule:

- Monday to Friday

Application question(s):

- Do you have experience in the mortgage or financial services industry?

Work Location: Hybrid remote in Calgary, AB T2R 1L5

  • Manager of Customer Success

    2 weeks ago

    Calgary, Canada ABM Integrated Solutions Full time

    **Job Overview**: As Manager of Customer Success, you will be responsible for the strategy, execution, and continuous improvement of our customers’ experience. This role oversees the full customer lifecycle post-sale, driving retention, satisfaction, and expansion. You will work cross-functionally with Project Delivery Team, Managed Services, & Sales to...

  • Customer Success Manager

    2 hours ago

    Calgary, Canada Arsenault Full time

    Arsenault is building a world-class Customer Experience practice, and we are looking for driven, talented, and passionate Customer Success Managers to help make it happen. This is a unique opportunity to join on the ground floor, drive tangible impact for customers, and shape our customer success playbook. About Arsenault is a full-suite shop management...

  • Customer Success Manager

    6 days ago

    Calgary, Canada ServiceNow Full time

    **Company Description** It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent...

  • Customer Success Manager

    4 days ago

    Calgary, Canada GeoLOGIC Systems Limited Full time

    **Job Title**:Customer Success Manager **Location**:Calgary **Term**:Permanent Full Time (with hybrid flexibility) **Application**:Accepted only through the geoLOGIC Careers Centre: **About us** **geoLOGIC systems ltd.**, is a trusted data, software, and information solutions company committed to the Energy Industry. Everyday we provide global customers...

  • Customer Success Manager

    1 hour ago

    Calgary, Canada IrisCX Full time

    About The JobWe’re looking for an engaging and creative Customer Success Manager to help us demonstrate the value of what we’re creating to new and existing customers. If you enjoy having a diverse workload, managing enterprise accounts, and collaborating with customers and team members, this might be the role for you.What you’ll be doingOwn 8 to 12...

  • Customer Success Manager

    2 weeks ago

    Calgary, Canada SensorUp Full time

    **Who We Are** SensorUp, the global leader in enterprise software for methane emissions Measurement, Reporting, Verification, and Repair (MRVR), is serving the needs of oil and gas companies worldwide. With SensorUp Gas Emission Management Solutions, these enterprises are effectively executing their comprehensive methane detection and repair initiatives,...

  • Customer Success Manager

    3 weeks ago

    Calgary, Canada geoLOGIC Systems Full time

    Term: Permanent Full Time (with hybrid flexibility) Application: Accepted only through the geoLOGIC Careers Centre https://www.geologic.com/company/#careers At geoLOGIC systems ltd. (“geoLOGIC”), we are a trusted data, software, and information solutions company committed to the Energy Industry. Every day, we provide our global customers with...

  • Customer Success Manager

    3 weeks ago

    Calgary, Canada geoLOGIC Systems Full time

    Term: Permanent Full Time (with hybrid flexibility) Application: Accepted only through the geoLOGIC Careers Centre At geoLOGIC systems ltd. (“geoLOGIC”), we are a trusted data, software, and information solutions company committed to the Energy Industry. Every day, we provide our global customers with market-leading data, software, platforms, analytics,...

  • Customer Success Manager

    1 hour ago

    Calgary, Canada Schneider Electric Full time

    OverviewJoin us as a Customer Success Manager and play a key role in helping our customers get the most out of our platform. You’ll be the go‑to partner for a portfolio of high‑touch, strategic accounts. You’ll guide them through onboarding, support meaningful product adoption, and build genuine, long‑term relationships that make a real difference...

  • Customer Success Manager

    4 days ago

    Calgary, Canada Travel Edge Full time

    Company Description Travel Edge is the largest luxury-focused travel agency in North America with over 750 advisors, planners and travel experts specializing in Leisure, Corporate & Events travel. At Travel Edge we believe in the power of travel, our people, the technology they use, and giving back to the communities in which we operate. Our luxury advisors...