219 Client Success jobs in Canada

Job Description

We are seeking a Client Success Manager to join our Client Success team in our well-designed, spacious Toronto office. This role is ideal for a proactive individual who thrives in a fast-paced environment, demonstrates strong execution skills, and excels both independently and collaboratively. We’re looking for someone who brings fresh ideas, embraces challenges, and is eager to grow their career within a high-performance culture and a rapidly expanding organization.

*This role is based on a hybrid job model with 3 days in the office and 2 days working from home.

*This role requires on-site client visits.

About LEAP
LEAP is the leading provider of Legal Practice Productivity Solutions in the world and is part of ATI – one of the largest international LegalTech companies. For more than 30 years, our curiosity and commitment to continual improvement has kept us reimagining productivity tools for lawyers and their staff to support our guiding purpose, to ‘Help lawyers who help people’. The market leading software we develop and support is used by more than 100,000 lawyers and their staff in small and medium sized law firms.

Working alongside our international team of passionate high achievers, you’ll join a fast-growing technology business where things seldom stay the same for long. With more than 1000 smart, caring and ambitious ‘LEAPsters’ working together across Australia, Canada, the United States, the United Kingdom, the Republic of Ireland, Poland and New Zealand, you’ll find yourself in good company here.

Meet the Client Success Team
Our Client Success teams are passionate product experts who build trusted client relationships that turn new customers into proud LEAP advocates. They are a team of friendly, caring problem solvers who thrive on helping others.

From complaint handling and cancellation management to data extraction and legal services, the team ensures that joining LEAP is as simple and intuitive as possible.

You’ll discover our clients' ins and outs and unique challenges as you connect them to cutting-edge software that helps them be more productive and profitable.

What you’ll do

As a Client Success Manager, you will play a crucial role in ensuring the success and satisfaction of our clients (primarily law firms), and will be responsible for building strong relationships with clients, understanding their needs, and ensuring they derive maximum value from our legal software solution.

The role would suit an individual who thrives in a fast-paced environment with rapidly evolving product features, and who can execute tasks quickly and efficiently while working both independently and as part of a team.

You will be responsible for the following:

• Oversee processes for minimizing churn and driving product value, ensuring retention revenue growth and satisfaction. This job focuses on the continued use and adoption of the software by our clients through further training and communications.
• Become a product expert by developing and maintaining an outstanding knowledge of LEAP Software, including legal content and partner software
• Understand the LEAP product ethos and where it sits in the marketplace, and be willing to communicate this to external parties
• Educate and empower clients on LEAP’s innovative features, including AI-powered tools, by providing training, sharing best practices, and promoting early adoption to drive increased efficiency and productivity at their firms
• Provide information to LEAP support staff about client needs and lead issue resolution cross-departmentally.
• Work with cross-functional teams to implement, test, and measure initiatives and product updates to improve adoption and reduce churn
• Measure and report on client on-boarding & product adoption KPI's
• Act as the voice of our clients - identify trends and gaps based on communication and feedback from clients
• Contact clients regularly throughout their life with LEAP, ensuring they are using LEAP to its potential, devising and implementing strategies where they are not doing so
• Demonstrate the continued value and software development to existing clients through webinars and tutorials
  

What you’ll bring

• 2+ years’ experience in a client-facing role with a technology company
• Ability to leverage data to inform and support critical decisions
• Familiarity with dealing with client conflict in a positive manner
• Exceptional organizational skills and self-discipline
• Positive and professional attitude
• Ability to leverage cross-functional business and technical resources to provide timely issue resolution
• An aptitude for quick learning
• An in-depth knowledge of the latest versions of Word, Excel and Outlook
• Superb communication skills, both written and verbal
• A passion for technology

Preferred (but not required):

• An extensive understanding of Legal Accounting rules and bookkeeping
• Knowledge of QuickBooks and/or Xero
• A thorough understanding of varying law firms' culture and expectations
  

What you'll get

Why work at LEAP?

There are endless opportunities within our business to progress and grow your career and full training is provided so an aptitude and hunger to learn is essential. We offer:

• Competitive compensation
• Excellent group insurance benefits
• RRSP with employer matching
• Generous Paid Time Off (PTO), including starting at 4 weeks’ vacation, sick days, floater/personal days and volunteer days
• Hybrid working model at our beautiful and modern downtown Toronto office as well as work from home days
• Collaborative and inclusive work environment filled with learning and support

At LEAP,

We care about what we do and the people we work with

We continually improve to be the best

We NEVER EVER GIVE UP!

At LEAP we are committed to fostering an inclusive and accessible environment. We are dedicated to building a workforce that reflects the diversity of the community in which we live, including those with disabilities. LEAP is committed to providing accommodations in all parts of the hiring process. If you require accommodation, we will work with you to meet your needs.

Job Description

Boosted.ai is a fintech company headquartered in Toronto, Canada with offices in New York City and Nashville. We provide finance-specific AI tools that automate custom research workflows, analyzing data continuously from millions of sources, all tailored to the needs of our investment management clients. We are a well funded, post Series-B company - our lead investors are innovators and disruptors in financial and technology markets, including Spark Capital (Twitter, Slack, Affirm), Ten Coves Capital (Plaid, Sentieo, TouchBistro), Portage Ventures (Wealthsimple, Borrowell, Nesto), and RBC (Royal Bank of Canada).

Position Description

Boosted.ai is seeking a motivated Client Success Associate to join our dynamic team. In this role, you will serve as a vital point of contact for our clients, helping them navigate our software platform and ensuring they derive maximum value from our services. You will work collaboratively with various internal teams to support our clients' needs across all accounts.

We are seeking an ambitious professional who is eager to build a career at the intersection of finance and cutting-edge AI technology. This role offers the opportunity to develop your skills and expertise in customer success, with the potential to transition into an account management position. As you grow in this role, you will take on the responsibility of driving growth and retention for a portfolio of clients, playing a key part in their success and our company's continued innovation.

What You'll Be Doing (Key Responsibilities)

• Provide exceptional support to clients by answering queries and assisting with software navigation.
• Ability to create and optimize prompts and workflows using agentic AI to enhance client interactions and drive efficient solutions.
• Ownership of designated accounts and/or management of a shared account pool through queue or incident routing tools, ensuring timely resolution of client inquiries and effective resource allocation.
• Conduct regular follow-up calls with clients to ensure satisfaction and engagement with our products.
• Assist in creating presentations and materials to educate clients about our offerings and enhancements.
• Track client engagement metrics to identify opportunities for improvement and proactive outreach.
• Collaborate with internal teams to resolve issues and implement client feedback to improve processes.
• Maintain a comprehensive understanding of our products and services to assist customers effectively.
• Help optimize existing Client Success processes and support initiatives to enhance the customer experience.

Who You Are (Skills and Attributes)

• Educational Background
  • Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field
• Professional Experience
  • At least one year of experience in financial services, consulting, or a similar role, within fintech or AI/machine learning environments
  • Proven experience in client-facing roles involving finance or strategic consulting
• Technical and Industry Knowledge
  • Strong understanding of financial markets, investment strategies, and portfolio management
  • Familiarity with AI/machine learning technologies and their applications in finance
  • Proficient with tools such as Microsoft Office, Client Relationship and Workforce Enhancement tools such as Google Workspace, HubSpot, Jira, Slack, and Zoom
  • Excels in leveraging large language models (LLMs) for novel use cases
• Skills and Competencies
  • Excellent verbal and written communication and presentation skills
  • Ability to convey complex technical concepts to both technical and non-technical audiences
  • Strong analytical and problem-solving skills with a strategic mindset
  • Self-motivated with excellent time management and organizational skills
  • Ability to build and maintain strong relationships with clients and internal teams
  • Proven track record of success in fast-paced, rapidly evolving technological environments, demonstrating adaptability and resilience
• Personal Attributes
  • Demonstrated passion for problem-solving, with a proactive approach to identifying challenges and implementing effective solutions for clients
  • Experience working with demanding clients in high-stress, time-sensitive environments, consistently delivering exceptional service and meeting critical deadlines
  • Entrepreneurial spirit with a proactive approach to identifying opportunities and driving results
  • Eager to learn and adapt in an extremely fast-paced, dynamic environment
  • Proven ability to find, recommend, and implement needle-moving changes
  • Demonstrated ability to take initiative and contribute innovative ideas
  • Commitment to excellence and a high level of integrity
  • Willingness to travel as needed

We know that innovation thrives on product teams where diverse points of view come together to solve hard problems in ways that are just now possible. As such, we explicitly seek people that bring diverse life experiences, diverse educational backgrounds, diverse cultures, and diverse work experiences. Please be prepared to share with us how your perspective will bring something unique and valuable to our product teams.

Job Description

Location: In-office – Downtown Victoria, BC | Hours: M-F 7:00 AM – 3:30 PM

Salary Range: $75,000 - $90,000 base salary, plus potential bonuses

Waterworth is a fast-growing SaaS platform that empowers local governments to build financially sustainable futures. Over 300 municipalities across North America already rely on us for financial forecasting of their utilities. We’re now looking for a high-energy Client Success Specialist with a foundation in accounting, a head for strategy, and a heart for public service.

This role is not “Customer Support” – which is typically limited to instructing customers how to use our tool and doing regular check-ins for the sake of checking in. We take a proactive approach in ensuring the communities we work with tackle complex utility finance challenges, and we’ll go above and beyond to make sure that happens. We drive action, and (as appropriate/desired) take a leading role in getting our Clients where they need to go.

Role & Responsibilities

• Strategic Advising: Help communities thrive by working closely with City Managers, Finance Directors, and Public Works Directors to provide key insights to assist in their long-term, strategic decision making.

• Build Meaningful Relationships: Earn trust and credibility as a go-to advisor for senior municipal leaders. Your consistency, integrity, and insight will form the backbone of lasting partnerships.

• Turn Numbers into Stories: Use your accounting fundamentals to build, calibrate, and present financial models that drive action. You’ll spot what others miss; patterns, discrepancies, opportunities—and communicate insights with clarity and confidence.

• Deliver Client Value at Every Touchpoint: Whether you’re writing an email, planning your week, or leading a model walkthrough, you’ll put the Client experience first, striving to exceed expectations every step of the way.

Training & Onboarding

Our immersive training program equips you with deep knowledge in municipal government, financial management, SaaS, and Client Success. We’ll support your development every step of the way, with regular check-ins to help you grow and excel.

What We’re Looking For

• Accounting & Financial Acumen: You’ve studied and/or practiced accounting or finance, and you’re excited to apply that knowledge to real-world challenges in public sector contexts.

• Confident Communicator: You’re comfortable engaging with senior city staff, elected officials and the public, and can present complex information with clarity and poise.

• Growth Mindset: You want to build your analytical, software, and storytelling skills—and you’re not afraid to stretch outside your comfort zone.

• Persuasive & Purpose-Driven: You can articulate how our solutions make a difference, and you’re motivated by meaningful work.

• High-Energy Team Player: You bring enthusiasm and initiative to everything you do, and you're ready to contribute to a culture that’s fast-paced, ambitious, and fun.

About Waterworth

We’re a mission-driven tech startup based in Victoria, BC, helping communities manage their finances with confidence. Our work is serious, but our team is spirited. If you're looking to grow your career, make a real impact, and have a blast doing it—we want to meet you.

Job Description

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

The Consultant, Client Success is an individual contributor responsible for owning the holistic post-sale Client Services operational relationship for applicable clients and providing operational support and assistance in growing clients’ business. The Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption.

This role is an exciting opportunity to be at the forefront of Visa’s Client Success transformation by partnering closely with key Visa clients to maximize their benefits realization and value from Visa products through optimizing their performance. Working in conjunction with Account Team members from Sales and Product, you will proactively drive Client Success outcomes in alignment with Visa’s business agenda as detailed in the Sales Account Plan. The individual will also define and deploy client support and service implementation strategies, including automated tools and capabilities to enhance the client experience, that drive value for our clients and support Visa’s strategy.

Visa DPS, a processing asset at Visa is focused on providing future-ready innovative processing products with superior performance. Visa DPS customers include traditional financial institutions, Fintechs, Neobanks and 3rd party aggregators. Building upon foundation of Visa DPS debit processing business, we are expanding our capability to include additional payment types such as credit. To affect this new solution, we are looking for digital savvy teammates who are passionate about innovating and delivering differentiated client and end-user experiences in product and processing space.

Responsibilities include:

• Support and/or oversee the implementation of new Visa products the Client purchases by coordinating key Client and Visa teams to expedite implementation readiness activities and steer the client toward getting faster time to value and maximize adoption of deployed products.

• Ensure Client operational goals and success metrics for their overall Visa product landscape are understood.

• Build and sustain a client advocate status with key client stakeholders by proactively executing against forward looking Client Success Plans, in alignment with the Account Team, to track client specific outcomes including a client’s adoption and performance of Visa products purchased.

• Participate in the design and delivery of initiatives to improve client adoption of products and use of Visa’s self-tools.

• Stay current with the latest payment processing trends, Visa solutions and technologies to provide a good Client experience and generate new sales leads as solutions to identified client pain points.

• Establish working relationships with Client Services and other cross-functional subject matter experts to orchestrate consultation to resolve complex client issues and optimize client performance.

• Support development of client education and training materials (including webinars) to communicate new Visa Rules, essential mandates, Visa Business Enhancement Releases and/or upcoming changes to ensure client readiness and service compliance.

• Support and/or lead periodic operational reviews with clients and Visa stakeholders.

• Act, on an ad-hoc and as needed basis for applicable clients, as the escalation point for managing significant issues and major incident/crisis responses.

• Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.

This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.

Basic Qualifications:
5 or more years of relevant work experience with a Bachelor's Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD

Preferred Qualifications:
6 or more years of work experience with a Bachelor's Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
Analytical skills to prepare and summarize data into business solutions and provide sound analysis
Able to communicate complex technical terms and/or processes in business language tailored to client
Self-starter able to achieve results as part of an effective team (across countries and time zones)
Able to effectively prioritize and multi-task under deadlines
Experience using standard Microsoft Office tools (e.g., Excel, PowerPoint, Word)
Experience representing technical and/or business issues and solutions to influence audiences at multiple levels of an organization
Knowledge of the payment industry (i.e., trends, threats, competitors, regulatory environments)
Certifications or qualifications in Client/Customer Success, project management or related areas of practice and expertise.
Basic to intermediate proficiency in the following skills:
Building client relationships - Build credibility and create trust-based relations, partner with clients to build their business
Becoming customer centric - Listen to and prioritize customer needs to drive value realization and build trusted partnerships
Success planning - Build measurable actions plans to help clients achieve their business goals and realize value from their products/solutions
Client engagement - Communicate clearly and effectively with clients
Proactiveness - Think ahead and take action
Critical thinking - Take ownership over problems and find creative solutions to complex problems

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

Job Title : Client Success Specialist

Location : Calgary, AB

Salary : $50,000 - $2,000 per year

Position Overview :

Are you looking to join a dynamic team where your experience in administration can make an impact? Our client, a thriving and growing organization in the Financial Services sector in Calgary, is seeking a detail-orientedClient Success Specialist to join their team on a full-time, permanent basis. The successful Client Success Specialist will play a vital role in client engagement, office organization, and team support, ensuring smooth daily operations and exceptional client service.

Key Responsibilities :

• Acting as the first point of contact for clients and customers, greeting clients upon arrival and answering and directing incoming calls
• Contacting clients to confirm requests, book client meetings, and responding to client inquiries
• Preparing client reports and processing requests efficiently
• Assist with booking semi-annual reviews and other client appointments.
• Handle and coordinate active calendars for the Executive Team
• Manage mail and coordinate deliveries
• Organizing catering for meetings and assist in planning team events
• Create efficiencies for the Executive Team and broader office operations.
• Provide ad hoc support around office as needed

Qualifications :

• 2+ years of administrative experience; wealth management or financial services industry experience preferred.
• Strong interpersonal, customer service and communication skills
• Excellent communication and interpersonal skills
• Strong organizational skills and the ability to multitask
• A proactive attitude with the ability to take initiative
• Team player willing to step in where needed
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); familiarity with CRM tools (e.g., SalesForce) is a plus.

Compensation :

The role offers a competitive salary in the range of 50,000 - 62,000 per year, depending on experience. Additionally, this role offers 3 weeks vacation + flex days, full health benefits, and a group RSP plan!

If you're a proactive and meticulous Administrative professional ready to take on a key role within an exceptional team, wed love to hear from you! To be immediately considered for this exciting role, apply directly or send your resume to today!

Job Description

Insurance Client Success Representative - Desjardins Agent Team Member

Location: Nepean, next to the Costco at Merivale and Huntclub
Job Types: Full Time

Position Overview:

Are you looking for a meaningful, relevant, engaging and rewarding career? Do you enjoy being the person who finds solutions? Do you like working with people? Do you want to work with a collaborative, chohesive and supportive team in a pretty cool and dynamic environment? If you answered yes to these questions, working for our very established Desjardins Independent Contractor Agency may be the career for you!

Responsibilities:

• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Work with the agent to establish and meet marketing goals.

Requirements:

• We are a team of professionals who value Reliability, Authenticity, Resourcefulness and Engagement. The succesfull candidate will be able to demonstrate these traits and will be given the opportunity to develop them in a very supportive environment.
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) can be an asset.
• Willingness to pursue sales goals
• Excellent interpersonal skills
• Excellent written, verbal and listening skills
• Proactive in problem-solving
• A unwavering willingness to deliver incomparable service to our existing and prospective clients
• Ability to manage and prioritize many different tasks and completing them to the satisfaction of the client
• Ability to make presentations to potential customers
• Property & Casualty license (preferred/must be able to obtain)

These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.

Job Description

Salary:

Client Success Specialist

Location: Calgary, AB (Hybrid)

Department: Account Management
Reports to: VP of Sales

Are you a relationship-builder who loves helping clients get the most out of technology? Do you thrive on digging into data, solving problems, and making a real impact? If so, AFTI WatchDog wants you on our team!

At AFTI, we dont just sell cutting-edge technologywe ensure it delivers long-term value. Thats where our Account Management Team comes in. Were growing fast, and were looking for anClient Success Specialist
whos passionate about helping clients succeed, preventing churn, and uncovering new opportunities for growth.

As a Client Success Specialist, youll be the trusted advisor for our clients after the sale is made . Your mission: Make sure their WatchDog systems stay healthy, their teams stay trained, and their field operations run smarter than ever. Youll work with both Keep Accounts (focused on retention) and Expansion Accounts (focused on growth)and every day, youll be driving real results.

Key Responsibilities:

Keep Accounts Prevent Churn & Maximize Value

• Conduct quarterly or semi-annual check-ins (depending on priority)
• Monitor unit health through WatchDog reports
• Identify champions, provide training, and track value delivered
• Keep our clients informed, supported, and satisfied

Expansion Accounts Fuel Growth

• Help clients move from pilot to full field expansion
• Run biweekly/bimonthly account scans to highlight ROI and system value
• Present real-world use cases (pump-downs, leaks, outages) to promote adoption
• Lead regular strategic meetings and support field teams with training

What Success Looks Like:

• Ensure retention rate for high-priority accounts
• Ensure accounts have clear champions and up-to-date usage documentation
• Ensure unit health across all active deployments
• Expansion accounts progress to next sales phase

Qualifications:

• 3+ years in Account Management, Customer Success, or a similar client-facing role
• Tech-savvy with a knack for translating data into action
• Confident communicator who builds trust quickly
• Comfortable working with oil & gas or industrial IoT clients (bonus!)
• Experience with CRM systems and digital training platforms

Why Join AFTI WatchDog?

At AFTI, were revolutionizing remote field operations. Our technology helps field teams save time, improve safety, and make smarter decisionsand as an Client Success Specialist, youll be at the heart of that transformation.

Were a team that celebrates wins, supports each other, and never settles for average. If youre ready to join a mission-driven company with real impact in the field, this is your next career move.

Job Description

Company Description

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

The Sr. Consultant, Client Success is an individual contributor responsible for owning the holistic post-sale Client Services relationship for applicable clients and providing operational solutions in support of growing clients’ business. The Sr. Consultant is a trusted client advocate and works proactively with their client portfolio to enable new capabilities, manage geographic expansion, and promote product adoption. The role requires a high level of professionalism, leadership and interpersonal skills to manage relationships with a variety of internal and client stakeholders.

This role is an exciting opportunity to be at the forefront of Visa’s Client Success transformation by partnering closely with key Visa clients to maximize their benefits realization and value from Visa products through optimizing their performance. Working in conjunction with Account Team members from Sales and Product, you will proactively drive Client Success outcomes in alignment with Visa’s business agenda as detailed in the Sales Account Plan. The individual will also define and deploy client support and service implementation strategies, including automated tools and capabilities to enhance the client experience, that drive value for our clients and support Visa’s strategy.

This role serves as a functional specialist, located in insert North America and reporting to the Senior Director on the NA Shared Services team.

The Client Success Shared Services team is responsible for providing operational assistance to a large and diverse number of Visa clients. The team acts as a central hub responsible for helping clients resolve issues and drive improvement opportunities to completion.

Responsibilities include:

• Oversee the implementation of new Visa products the Client purchases by coordinating key Client and Visa teams to expedite implementation readiness activities and steer the client toward getting faster time to value and maximize adoption of deployed products.
• Ensure Client operational goals and success metrics for their overall Visa product landscape are understood.
• Build and sustain a trusted client advocate status with key client stakeholders by proactively executing against forward looking Client Success Plans, in alignment with the Account Team, to track client specific outcomes including a client’s adoption and performance of Visa products purchased.
• Drive and deliver initiatives to improve client adoption of products and use of Visa’s self-service tools.
• Stay current with the latest local market trends, payment processing trends, Visa solutions and technologies to provide a great Client experience and generate new sales leads as solutions to identified client pain points.
• Establish working relationships with Client Services and other cross-functional subject matter experts to orchestrate consultation to resolve complex client issues and optimize client performance.
• Develop client education and training materials (including webinars) to communicate new Visa Rules, essential mandates, Visa Business Enhancement Releases and/or upcoming changes to ensure client readiness and service compliance.
• Lead periodic operational reviews with clients and Visa stakeholders.
• Act, on an ad-hoc and as needed basis for applicable clients, as the escalation point for managing significant issues and major incident/crisis responses.
• Showcase operational excellence by supporting cross-functional initiatives to improve the Client experience, incorporating automated solutions to drive efficiency and productivity.
• Proactively identify and drive opportunities to optimize client performance by monitoring client health and liaising with specialist Visa teams as needed.
• As applicable, coordinate with global, regional and or in-market Client Success team members to maintain a continuous 360-degree view of the Client and deliver a consistent operational relationship experience.

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Basic Qualifications

• 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD

Preferred Qualifications

• 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
• Analytical skills to extract and synthesize relevant data into business solutions and provide sound analysis
• Able to communicate complex technical terms and or processes in business language tailored to client
• Self-starter able to achieve results as part of an effective team (across countries and time zones)
• Able to effectively prioritize and multi-task under deadlines
• Experience representing technical and or business issues and solutions to influence audiences at multiple levels of an organization, including executives, in support of strategic business plans
• In-depth knowledge of the payment industry (i.e., trends, threats, competitors, regulatory environments)
• Certifications or qualifications in Client Customer Success, project management or related areas of practice and expertise

Intermediate proficiency in the following skills:

• Building client relationships: Build credibility and create trust-based relations and partner with clients to build their business
• Becoming customer centric: Listen to and prioritize customer needs to drive value realization and build trusted partnerships
• Success planning: Build measurable actions plans to help clients achieve their business goals and realize value from their products/solutions
• Client engagement: Communicate clearly and effectively with clients
• Proactiveness: Think ahead and take action
• Critical thinking: Take ownership over problems and find creative solutions to complex problems

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

Your Future in Insurance Starts Here – Work from Anywhere!

Position: Client Success Specialist
Company: AO Globe Life
Location: 100% Remote (Work from anywhere in the U.S. or Canada)

About Us:
AO Globe Life is the largest distribution partner of Globe Life, proudly serving working families with industry-leading life and supplemental insurance solutions. We’re not your typical insurance agency—we’re a people-first, tech-forward, and growth-driven team that values culture, flexibility, and purpose.

The Role:
As a Client Success Specialist , you’ll be the heart of our client experience—supporting policyholders, answering questions, and ensuring our customers feel confident and cared for. You’ll be a trusted advisor who turns insurance into something easy and empowering.

What You’ll Do:

• Build and maintain strong client relationships post-sale

• Guide clients through policy benefits, updates, and claims processes

• Educate clients to ensure they understand their coverage

• Collaborate with team leads to ensure seamless onboarding and support

• Be the go-to contact for all things service-related

What We’re Looking For:

• Strong communication and people skills (you genuinely like helping others)

• Tech-savvy and comfortable working remotely

• Organized, detail-oriented, and self-motivated

• Prior experience in customer service or insurance? Big plus—but not required

• You must be legally eligible to work in the U.S. or Canada

Perks of Working with AO Globe Life:

• 100% remote and flexible schedule

• Weekly pay + performance-based incentives

• Award-winning training and mentorship

• Fast-track career growth

• A mission-driven culture with a people-first mindset

Ready to Make a Difference?
We’re not just hiring for a job—we’re inviting you into a mission. If you’re ready to grow personally and professionally, and help families secure their futures, apply now!