
11 - 50 employees
Founded 2018
💳 Fintech
☁️ SaaS
💸 Finance
💰 Seed Round on 2021-08
Fintech • SaaS • Finance
Mako Financial Technologies is a company specializing in digital onboarding, workflow automation, and client engagement for the wealth management industry. Mako automates onboarding and administrative processes to enhance client experiences, streamline operations, and ensure compliance for portfolio managers, fund managers, investment dealers, and financial institutions. They offer customizable solutions that preserve firms' unique processes and branding while reducing manual effort, particularly in document handling and Know Your Customer (KYC) processes. Mako aims to transform traditional wealth management processes by implementing state-of-the-art security, reducing client onboarding time, and minimizing costs and risks.
Selected: 🇨🇦 Canada – Remote.
Selected: 🆕 Date Added.
🕒 July 30
Customer Success Associate supporting client onboarding, adoption, renewals, and expansion for Mako’s wealth-management SaaS platform. Partnering with Product, Engineering, Sales, and Revenue Operations across Canada.
🇨🇦 Canada – Remote
💰 Seed Round on 2021-08
⏰ Full Time
🟢 Junior
🟡 Mid-level
🏆 Customer Success
👻 Ghost score 23%
🕒 June 23
Solutions Engineer onboarding clients and providing technical support at Mako Fintech. Assisting with documentation and process improvements for satisfied product usage.
🇨🇦 Canada – Remote
💵 $52k / year
💰 Seed Round on 2021-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
💻 Solutions Engineer
👻 Ghost score 9%
🗣️🇫🇷 French Required