Customer Success Manager, Wealthsimple for Business

Wealthsimple • Toronto, Ontario, Canada • 8h ago

Onboard new Customers (companies, organizations etc) including working with Plan Sponsors and Admin's to set up their Group Accounts, support platform integrations, organization and plan management
Drive adoption of W4B with our Customers employees, providing instructions and training on GRSP's, the plan and general financial wellness
Manage the Transfer of any existing Group Plan over to W4B
Provide ongoing support and expertise on the Wealthsimple for Business platform and highlight key features and functionality allowing the customer to execute their needs around implementing and maintaining their GRSP program
Establish and track measurable goals for your customer accounts
Manage and resolve bugs, issues, outages, escalations, working cross functionally with the Wealthsimple for Business team, Engineering, Treasury or Product etc.
Proactive outreach to your customers sharing best practices, optimizations, and general account management.

We're looking for someone who:

Can provide best in class Customer relationships, matching problem solving skills with a deep Customer empathy.
Is able to adjust communications and support to related but different audiences and their needs
Superior time management, task prioritization, and communication skills
Is Bilingual - fluent in both writing and speaking in French
Experience in Group Retirement / Pension industry

Wealthsimple

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