404 Vp Of Customer Success jobs in Canada

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

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

Boosted.ai is building AI purpose-built for finance to help teams do more. Our mission is to optimize investing and boost productivity. We're already trusted by leading enterprises and developers with over $5T under management with Boosted.ai.

From the fastest growing hedge funds to global financial institutions, our tool lets our users stay ahead of the competition with AI that works for them. We believe that modern investment professionals will win the future of finance by using the best tools; a unique competitive edge powered by data, experimentation, and automation.

Boosted.ai is the platform they use to cut through data overload, outpace competitors, and reclaim their time. We're looking for sharp, low-ego people to help teams find their edge.

Why is Boosted.ai the best place to work?

• Customers love the product (adopted by many of the biggest financial institutions and rapidly expanding to more firms)
• We're growing a lot (5x in the last year)
• Incredible culture (our customers keep applying to work here)
• Well-resourced — 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 Do

• 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.

What You'll Bring

• 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

Our Values

We are guided by a set of values that are at the core of our actions and define our culture. These principles are the foundation of our work, and we are committed to upholding them in everything we do.

• Collaborative – We value our team and know that success can only come from working together
• Client Centric – Our focus is always on our clients and consistently delivering them value
• Action Oriented – We remove barriers and we seek to improve in measurable ways
• Accountable – We are accountable for ourselves, and we hold each other accountable
• Respectful – We are proud of our work, we are respectful of each other's opinions, and we keep a positive attitude

What we offer

We want our benefits to reflect our values and offer the following to full-time employees:

• Flexible (Unlimited) Paid Time Off
• Medical, Dental, and Vision benefits for you and your family
• Life Insurance and Disability Benefits
• Access to a 401(k) retirement savings plan (for U.S. employees)
• Paid Parental Leave
• Free access to use Boosted.ai Alfa™ to make money
• We love the energy of in-person collaboration while also offering the flexibility to work from home when needed

These benefits are further detailed in Boosted.ai's policies and are subject to change at any time, consistent with the terms of any applicable compensation or benefits plans. Eligible full-time employees can participate in Boosted.ai's equity plans subject to the terms of the applicable plans and policies.

Be you, with us

We're working to bring the transformative power of AI to every organization in the world. To do so, it is important to us that the diversity of our employees represents the diversity of our customers. We believe that our work and culture are better when we encourage, support, and respect different skills and experiences represented within our team. We encourage you to apply even if your experience doesn't precisely match the job description. We strive to evaluate all applicants consistently without regard to race, color, religion, gender, national origin, age, disability, veteran status, pregnancy, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.

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

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

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 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.

The Consultant, Client Success is an individual contributor responsible for managing the operational relationship for applicable clients and providing operational support and assistance in growing clients’ business. This role will provide the opportunity to shape how Visa leads the management of clients through support and input into the automated tools, capabilities and processes that enhance the client experience. The individual will also define and deploy client support and service implementation strategies that drive value for our clients and support Visa’s strategy. This involves delivering effective, efficient, and consultative operational support aligned to business objectives.

This role will provide the opportunity to shape how Visa leads the management of clients through support and input into the automated tools, capabilities and processes that enhance the client experience. The individual will also define and deploy client support and service implementation strategies that drive value for our clients and support Visa’s strategy. This involves delivering effective, efficient, and consultative operational support aligned to business objectives.

The role requires a keen insight into Visa product offerings, best practices, and calls for deep collaboration and partnership with leadership across Client Success, Sales, Product, and other internal stakeholders.   

• Support client implementation of new Visa products the client purchases by coordinating with 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 prompt and accurate resolution of inbound client inquiries, always acting as a client advocate, deploying outbound proactive client engagement when appropriate.
• Stay current with latest Visa solutions and technologies to provide a good client experience.
• Establish working relationships with Client Services and other cross-functional subject matter experts to orchestrate consultation to resolve 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

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 Bachelors 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 Bachelors 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
• Excellent verbal, written, presentation and interpersonal skills
• Strong collaboration skills
• Self-starter and organized
• Strong leadership skills
• Demonstrated technical aptitude
• Able to set priorities, influence others, and manage expectations
• Experience in a client-facing accountability role
• Demonstrated ability to build and maintain strong business relationships with internal and external stakeholders at senior leadership levels
• Proven track record of leading complex, cross-functional initiatives and delivering results in a fast-paced, dynamic environment
• Leader and thought partner on cross-functional crisis management team as needed, often through crisis that has no precedent
• Working knowledge of payment systems including authorization & clearing systems, client connectivity, and settlement services

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

Salary:

About Showpass: At Showpass, were reigniting the joy of live experiences. Showpass is Canadas fastest-growing event ticketing and live experience platform. From concerts to festivals to comedy shows, our mission is to empower event organizers with the tools to elevate the fan experience.

As one of Canadas top tech scaleups, were shaping the future of live experiences. Were a curious and passionate group of innovators who move fast, take ownership, and thrive on solving hard problems in a constantly evolving industry.

Title: Director of Client Success

Location: Calgary, AB

Reports To: CEO

Recognition were proud of:

• Canadas Most Admired Corporate Cultures 2024 Winner
• CanadianSME Fastest Growing Company 2024 Winner
• #20 on Deloittes 2024 Technology Fast 50 list
• CEO named Avenue Magazines Top 40 Under 40
  
  

Role Overview: You will be a pivotal part of the executive leadership team. You will shape strategy, oversee execution, and build high-performing teams that make Client Success a competitive advantage at Showpass. Reporting directly to the CEO and working alongside other Directors, youll oversee two critical departments:

• Client Success Management team (CS Team lead, Client Success Managers (CSMs), CS Ops, etc): driving client retention, renewals, and growth
• Support team (Client + Customer): delivering scalable, AI-powered support for event organizers and fans

What Youll Do:

• Lead and scale the CSM and Support teams
• Drive retention, expansion, and client advocacy
• Own NRR as the primary success metric for Client Success
• Champion and use automation and AI to deliver efficient, world-class support
• Collaborate with Product, Engineering, Marketing, and Sales on the client journey
• Act as executive escalation point for complex client opportunities
  
  

What You Bring:

• 10+ years in Client Success, Account Management, or Customer Experience, with 5+ years in senior leadership at a tech company
• Experience leading both CSM and Support functions (or similar dual scope)
• Proven track record of driving retention and NRR at scale
• Strong background in leveraging automation and AI in client and support functions
• Executive-level communication and collaboration skills
• Experience excelling in a fast-paced, growth-stage tech environment
  
  

Why Join Showpass:
Were not just another ticketing company - were building the next generation of event tech. As a Director, youll have a seat at the executive leadership table and help shape the future of live experiences. In addition, youll get some amazing benefits:

• Competitive compensation and performance bonus
• Employee Stock Option Plan
• Unlimited PTO
• Daily breakfast & lunch from our in-house Chef
• Comprehensive benefits plan (incl. generous health & wellness spending account)
• Annual Learning & Development allowance & monthly Curiosity Talks
• Quarterly team bonding & annual hackathon
• Insider Pass event credits to experience the live events we power
• Dog-friendly office environment
  
  

Showpass is committed to employment equity, welcomes diversity in the workplace, and encourages applications from all qualified individuals. We thank all interested applicants; however, only qualified applicants selected for an interview will be contacted.

Job Description

Join us as we change healthcare for the better.  

OceanMD, a WELL Health Company, is the leading provider of EMR-integrated Patient Engagement and eReferral tools in Canada, playing a critical role in millions of patient visits and thousands of referrals every week. Our digital healthcare solutions empower patients and physicians to overcome the barriers preventing the timely delivery of healthcare services. By replacing paper forms with digital tools we give patients and providers secure ways to connect, share health information, and update patient records. Our tools:

• Empower patients to share health information with their physician before, during, and after visits, helping to ensure health records are up to date and accurate while improving patient care.
• Meet the growing demand for digital solutions with online booking and secure messaging that improves the patient’s experience, reduces the need for unnecessary phone calls, and makes clinics more efficient. 
• Improve access to care by replacing faxes, displaying wait times, and reducing the time to process and access specialist referrals.  

Who we need

Reporting to the Senior Manager, Client Success, our team is looking for a new Client Success Associate, HealthTech who is passionate about improving Canada's healthcare with digital tools that engage both patients and providers. You will guide key clients from the moment they sign up until they are happily using our tools to improve patient care in their clinic. You will collaborate across teams to ensure that new clients start with all the necessary support, tools, and training to maximize the benefits of our products. This is a critical customer-facing role that requires someone with empathy, patience, and excellent organizational skills. 

This is a full time, hybrid role requiring working in-office 2-3 days per week.

Who you are

You may have a Masters in Healthcare or an advanced degree in Health Informatics, or you are passionate about the opportunity to improve the healthcare industry. You have direct experience building and optimizing with clinical workflows and are looking for that rare opportunity that combines digital or e-health and bridges the private and public sectors. You want to be part of an organization delivering technology that impacts the clinical and patient care level. You are a solutions-oriented, analytical, and creative team player who can build and manage client relationships. 

What's in it for you

Impact and influence. We are creating solutions the healthcare industry—both patients and providers—is excited to use. This is an exciting time for growth as we expand across Canada. You will play an essential role in bringing our mission to light and solving real problems on live products. You will make a difference to clients, creating engagement with the technology they need to streamline access to healthcare information. 

An in-demand technology. You want an opportunity to provide clinics, practices, and institutions, a new technology that will empower patients and make the work of practitioners and administrators run smoothly and efficiently. You want to be the guiding voice enabling our customers to truly engage with our solution.

Exposure. It's a chance to work with key accounts growing patient engagement through digital health solutions. You will expand your network as you connect with executive directors at leading clinics in the province.

How you will make an impact

• Taking care of our customers. You will serve as the primary point of contact and trusted advisor to customers, overseeing the end-to-end process and fostering lasting relationships. You will deliver and communicate ROI throughout the client lifecycle. You will maintain daily, weekly, or monthly touchpoints, depending on the project's stage, to increase product footprint and strengthen customer loyalty.
• Being proactive and reactive. You will identify and solve problems, resulting in exceptional levels of satisfaction. You will collaborate with internal teams to troubleshoot issues, address concerns, and answer questions.
• Doing whatever it takes. You will advise and execute on customer engagement strategies, refining our approach and optimizing our client offerings to scale effectively.

What you bring

• The education and the experience. You may have a Masters in E-Health, Clinical Informatics, Public Health or another domain. Or, you may have studied healthcare, technology, or communications. You have several years of experience in client, customer, or patient-facing roles, building relationships, sharing information, and introducing processes or tools. 
• The knowledge. Ideally, you have clinical experience, perhaps on a Family Health Team, managing electronic medical records (EMR). Or you have worked in another area of the healthcare sector where you have gained exposure to patient-practitioner workflows. 
• The project management. You have outstanding organizational and task planning skills. You can coordinate a project end-to-end, manage every detail, meet deliverables, and adapt to change requests.
• The interpersonal skills. You have exceptional verbal and written communication skills. You can build trusting relationships and efficiently work across internal and external teams. You have a high emotional intelligence quotient, empathy, and patience. You can translate technical concepts for a nontechnical audience. 
• The technical skills. You have experience or an understanding of working with EMRs and/or healthcare technology. 
• The initiative. You are a critical thinker who can creatively solve problems, and you continuously pursue knowledge. You are inspired by a fast-paced environment and can rise to the challenge of competing priorities.
• The passion. You are passionate about our purpose and applying your talents to build our brand and our client base. You are interested in new ideas and new technology.

What you can expect from our interview process:

• A virtual interview with a Talent Advisor discussing your interest in the role and the company and how you will make an impact as our new Client Success Associate.
• A virtual interview with the VP, Client Relations and the Senior Manager, Client Success to learn about our current process, clients, and solutions. . You will be able to share how your experience will meet the needs of the team and the clients. 
• A final in-person interview with others from the Client Success team and a meeting with our COO. This will be a chance for you to ask questions about the day-to-day role, the team, company’s culture and meet with future collaborators. 

Our culture, our team

We’re a scaling company, expanding rapidly across the country. We are incredibly passionate about our ability to make a difference in the lives of Canadians through our technology and we firmly believe that we can do our best work with realistic deadlines and transparent communication about where we are and what’s next for us as an organization. We understand the time it takes to revolutionize a paper-based industry and develop and release high-quality resilient, compliant, and responsive technology that is easy to use so we ensure that pace is factored into our projects and deliverables across the organization. 

Our focus is your growth and professional satisfaction, resulting in clear opportunities to help us scale and be better through your ideas, and the chance to be part of projects, and try new things. We are dedicated to our team, and we strongly believe that family comes first. To that end, we strive to find opportunities to support balance in the workplace and between work and home. As part of this, we have flexible hours, regular opportunities for social get-togethers, and meeting-free Friday afternoons. 

Everyone here is deeply committed to what we can do - and the potential we have to do more. As a result, we provide an opportunity for Cognisant Causes, our name for passion projects in healthcare where no funding is available and a little technical expertise and time is needed to make a big difference. It’s a way to give back and to add further meaning to what you do here. 

A note on values

We value ethical behaviour above all else. We care about each other and we respect each other as professionals and people. We treat our customers with respect and keep our word, even if it hurts. We own our mistakes. We strive for honesty and integrity every day in every situation. We look for people who share these values.

We are transforming patient care across the country and we’ve only just begun. Join us

We are always on the lookout for ethically driven, intelligent, and compassionate professionals who want to be part of an energetic culture and company, people who are interested in contributing their talents in a challenging, interdisciplinary environment. If you feel you meet 70% of the qualifications we are looking for and are determined to make a difference, we encourage you to apply. We promise to consider your application fully. 

Express your interest here, explore what we do here, or follow us on LinkedIn to stay connected.

We strive to build a diverse team and encourage applications from traditionally underrepresented groups. If we can make this easier through accommodation in the recruitment process, please let us know.

#LI-Hybrid
#LI-DNI

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Job Description

Salary:

Join Canadas Fastest-Growing Fintech

At iFinance, were on a mission to make high-value services like medical, dental, veterinary, and home improvement accessible through flexible financing. As one of Canadas fastest-growing fintech companies, we combine innovation, agility, and purpose to help people get what they need without financial compromise.

With nearly three decades of success behind us and powerful digital transformation ahead, this is the perfect time to join a company thats scaling fast and making a real impact.

Job Summary

Were looking for a Client Success & UX designer who will own and optimize theentire digital lifecycle from first touch to long-term satisfaction.

In this hybrid role spanning UX/UI strategy, client success, and marketing automation, youll map user flows, close experience gaps, and create journeys that delight and convert. Youll bring the voice of the customer into everything we build, ensuring that every click, message, and interaction is clear, seamless, and human.

Responsibilities

• Design and Own the Customer Journey: Audit, map, and optimize the full customer lifecycle across B2C and B2B from digital ads to applications, approvals, onboarding, and retention.
• Enhance the Digital Experience: Identify UX/UI issues, flow friction, backend gaps, and messaging inconsistencies. Build intuitive, conversion-focused wireframes and flows.
• Lead with Insight: Use tools like GA4, Hotjar, and HubSpot Analytics to uncover behavior patterns and drop-off points and act on them.
• Automate With Purpose: Create and refine automated workflows, onboarding emails, SMS triggers, and dynamic content that drives action.
• Support Campaigns With UX: Build or improve high-converting landing pages for ad campaigns, newsletter signups, and promotions.
• Bring Clarity Across Teams: Document and visualize journeys to create a shared understanding of the client experience across departments.
• Drive Adoption of New Tools: Lead UX and operational implementation for platforms like SMS tools, form builders, and CRM integrations.
• Champion Consistency: Ensure UX, messaging, and automation are aligned across all customer touchpoints.

What You Bring

• 58 years in digital marketing, UX, CX
• Expert in HubSpot (or similar), able to build, test, and troubleshoot advanced workflows
• Experience building and optimizing end-to-end journeys, not just email campaigns
• Experience implementing and managing SMS or marketing automation platforms
• Proven track record of launching landing pages, automations, and multi-step flows
• Ability to write and optimize automation copy (emails, SMS, ads, LPs)
• Skilled with behavior tracking tools (GA4, Hotjar, etc.)
• Strategic thinker with a builders mindsetyou dont just find gaps, you close them
• Experience conducting usability tests

Nice to Have

• Experience with customer journeys infinancial services or regulated industries
• Working knowledge ofHTML/CSS or CMS platforms(Webflow, Unbounce, WordPress)
• Background in growth or performance marketing

Why This Role Matters

As we scale and expand our digital presence, were focused on delivering seamless, high-performing customer journeys at every touchpoint. This role is key to making that vision a reality, ensuring our automation, UX, and marketing efforts work together to support growth, conversion, and client satisfaction. Youll be central to building the digital infrastructure that powers our future.