Customer Success Representative (Contract)

Job summary

The representative will deliver exceptional customer service by addressing inquiries regarding RESP services via phone, email, and chat. They are also responsible for identifying customer needs, maintaining accurate records, and collaborating with other departments to ensure a smooth customer experience.

Job details

Customer Success Representative (Contract) Application Deadline: 31 October 2026 Department: Customer Success Employment Type: Fixed Term Contract Location: Head Office Compensation: CA$19.00 - CA$20.00 / hour Description We are looking for an outstanding verbal communicator, active listener and natural problem solver to join our team. You enjoy talking to people and you are enthusiastic about helping families meet their goals for their children’s future. About the Role In this role you will be responsible for: · Delivers exceptional customer experience to Embark customers and prospects. · Identifies customer needs and provides best solution or guidance in the best interests of customers. · Be a subject matter expertise for RESP and assist customer requests for RESP related services over the phone, e-mail and online chat, including contributions, payments and general account related inquiries. · Offer and guide customer to leverage digital and self serve options, seek out opportunities to meet with licensed specialists in other departments (e.g. refer new customers to Sales teams) and create easy & smooth experiences. · Takes ownership of challenges as they arise, identifying gaps and opportunities to keep customers on track. · Looks for ways to enhance or improve overall customer experience. · Organizes customer related information to ensure accuracy, completeness, and confidentiality. · Acts as both a team player and a leader: someone who can back up teammates and fill in for absences as needed and take the lead on important projects. · Broader accountabilities may be assigned as needed. · Supports customers who contact us through our centre, Monday to Thursday, 9 a.m. to 8 p.m. and Friday 9 a.m. to 6 p.m. (Eastern Time). Work schedule may differ from week to week in terms of days worked, hours, and shifts. Who we are looking for You might be a good fit if you have… · One year of experience providing excellent customer service and/or working in a customer support department · Superior written and verbal communication skills, with a proven ability to express yourself clearly and give your full attention to customer needs over the phone. · Well-organized and detail-oriented, with the solid record-keeping skills needed to work with our customer tracking systems. · Excellent organizational and time management skills and thrive on multi-tasking in a fast-paced environment. · Strong analytical and problem-solving skills · Proficient with Microsoft Office 365 · Being flexible to meet the needs of the Customer Success Centre. Don’t meet every single requirement? That’s okay. We encourage you to apply anyway. We believe in investing in potential and supporting our team members as they grow into their roles. If this opportunity excites you, but your experience doesn’t align perfectly, we still want to hear from you.

What you’ll do

The representative will deliver exceptional customer service by addressing inquiries regarding RESP services via phone, email, and chat. They are also responsible for identifying customer needs, maintaining accurate records, and collaborating with other departments to ensure a smooth customer experience.

Requirements

Candidates should have at least one year of experience in customer service or support roles. Strong communication, organizational, and problem-solving skills, along with proficiency in Microsoft Office 365, are required.

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Time management · Preferred
• Detail-oriented · Preferred
• Data entry · Preferred
• record keeping · Preferred
• Multi-Tasking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Verbal Communication
• Active Listening
• Problem Solving
• Time Management
• Organizational Skills
• Detail-oriented
• Microsoft Office 365
• Data Entry
• Record-keeping
• Multi-tasking
• Analytical Skills
• Microsoft 365
• Customer Success Management
• Record Keeping
• Sales Prospecting
• Customer Support
• Confidentiality
• Sales
• Leadership
• Multitasking
• Verbal Communication Skills
• Enthusiasm
• Detail Oriented

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative
• Customer Success Representative
• Sales Support Specialist
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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