Tailored CRM for Financial Services. AI powered with IQ Boost to empower your advisors and grow your firm.
Vancouver, British Columbia
Maximizer is a trusted Canadian CRM platform built to help financial services and sales professionals grow relationships, drive results, and stay ahead of the curve. Used by more than 120,000 global customers, Maximizer is designed for fast deployment, powerful customization, and everyday usability. AI-assisted summaries and real-time exception alerts give users timely insights that go beyond traditional reporting—helping teams identify risks, act on opportunities, and make smarter decisions. Whether managing a growing pipeline or building a book of business, Maximizer equips professionals with the visibility and tools to stay organized, compliant, and prepared for what’s next.
Remote · Vancouver, British Columbia, Canada
The Customer Success Manager will act as the primary point of contact for an assigned portfolio of accounts, focusing on driving retention, engagement, and growth. They will manage complex customer implementations, resolve multi-step issues, and ensure data accuracy across various systems.
On-site · Vancouver
You will map and codify end-to-end advisory practice workflows to build and configure CRM and AI-driven software solutions. This involves identifying manual tasks for automation and validating AI agent performance to improve operational efficiency for wealth management teams.
Hybrid · Vancouver
You will own the roadmap for integrating wealth and insurance data into the Maximizer platform from various external sources. Additionally, you will define canonical schemas, manage data quality, and work closely with engineering to turn these integrations into valuable product features.
