Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The Customer Success Manager will manage the full client lifecycle, including onboarding, training, and retention to ensure successful solution adoption. They will also drive B2B enterprise sales growth by generating leads, conducting product demonstrations, and managing the sales cycle.
Job details
Company Description Fundica is an award winning, AI-powered funding workflow platform licensed to financial institutions, governments, and advisors across North America. Using Fundica, these organizations help businesses easily identify and apply for the most relevant funding while making these organizations next generation, one-stop funding destinations. Job Description We are looking for a motivated, proactive, early-career professional to own the day-to-day relationship with our clients. You will listen to our clients, manage onboarding and training, and then drive customer satisfaction, retention, and long-term growth. You will work alongside the President, business development, marketing, product, software development, and funding analyst team. You will support our growth in both the US and Canada by keeping clients happy and spotting opportunities early. Program eligibility This position is funded through the Youth Employment Program. To be eligible, you must be: A post-secondary graduate Under 30 years old A Canadian citizen or permanent resident A first-time participant in the Youth Employment Program What you will do Lead onboarding and training for new clients so implementation goes smoothly and adoption lasts Act as the day-to-day contact for clients, build trust, learn their needs, and document what you hear Flag growth and upsell opportunities to the sales team Work with sales, marketing, and product to improve retention across the customer journey Log client activity, follow-ups, and leads in our CRM Support product demos and presentations led by the business development team Help research and attend industry events and webinars Qualifications Post-secondary degree or diploma with a strong grasp of technology Up to 2 years in customer success, sales, or another customer-facing role (internships, co-ops, and part-time work count) Bilingual, with strong oral and written communication Interest in sales and business development, with an entrepreneurial streak Fast learner, empathetic, energetic, curious about technology, with a good sense of humour Additional Information What's in it for you? Work from our downtown office in Montreal (Peel Metro) Join an enthusiastic and dynamic team in a fast-paced learning environment Meet influencers in the tech community and expand your personal network Competitive compensation, including stock options Monthly team events Enjoy a kitchen stocked with healthy snacks and beverages We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive and accessible environment for all employees. We thank you for your interest and unfortunately will only be able to contact those candidates selected for interviews.
What you’ll do
The Customer Success Manager will manage the full client lifecycle, including onboarding, training, and retention to ensure successful solution adoption. They will also drive B2B enterprise sales growth by generating leads, conducting product demonstrations, and managing the sales cycle.
Requirements
The ideal candidate must have at least 2 years of experience in a customer-facing or sales role and hold a bachelor's degree. Strong communication skills, an entrepreneurial mindset, and a deep understanding of technology are essential for this position.
Benefits
- Stock options
- Monthly team events
- Healthy snacks and beverages
Listed skills
- Sales · Preferred
- Business development · Preferred
- Onboarding · Preferred
- Client Relationship Management · Preferred
- CRM · Preferred
- Communication Skills · Preferred
- interpersonal skills · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Customer success
- Sales
- Business development
- B2B enterprise sales
- Onboarding
- Client relationship management
- Product demonstrations
- Lead generation
- CRM
- Communication skills
- Interpersonal skills
- Strategic planning
- Technology proficiency
- Enterprise Sales
- Empathy
- Energetic
- Customer Success Management
- Research Support
- Sales Prospecting
- Quick Learning
- Artificial Intelligence
- Business To Business
- Multilingualism
- Business Development
- Customer Relationship Management
- Customer Acquisition Management
- Customer Service
- Communication
- Training And Development
- Entrepreneurship
- Marketing
- Lead Generation
- New Product Development
- Employee Onboarding
- Presentations
- Product Demonstration
- Relationship Building
- Sales Process
- Enthusiasm
Job areas
- Customer Service & Support
- Sales
- Management & Leadership
- Software
- Technology
- Customer Success Manager
- Sales and Marketing Managers
- First-Line Supervisors of Office and Administrative Support Workers