Customer Success Associate

🕒 July 30

🇨🇦 Canada – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Mako Financial Technologies

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Guide new customers through setup, configuration, and early adoption milestones; ensure smooth handoff from the Sales and Implementation teams • Track usage, engagement, and risk indicators; surface insights to leadership • Identify opportunities to improve or expand the customer’s services through client engagement and advocacy • Track issues, coordinate with Support and Product to ensure timely resolution • Prepare usage reports and insights for QBRs and renewal conversations • Execute repeatable CS playbooks, including renewal prep, adoption nudges, and product education • Deliver training sessions, create documentation, and help customers understand new features • Share customer feedback with Product, support revenue motions with Sales, and coordinate internal workflows • Maintain CRM hygiene, update customer notes, and contribute to internal process improvements

🎯 Requirements

• Understanding of financial workflows, payments, compliance, or financial data systems • Familiarity with subscription models, usage metrics, and customer lifecycle stages • Strong analytical skills; ability to interpret customer data and identify trends • Excellent communication skills—clear, structured, and customer-centric • Experience with CRM and tech tools, including HubSpot, JIRA, and Power BI • Ability to manage multiple priorities in a fast-paced environment • Proactive, problem-solving mindset with a focus on customer outcomes • Organized and methodical, with great meeting notes and a planned approach to meeting targets • Bachelor's degree in computer science, math, physics, engineering, or finance from a major Canadian university • French-speaking is an asset

🏖️ Benefits

• Top-tier compensation, including a generous commission plan and equity • Gold-plated benefits • High-end Mac or PC laptop • $1000 budget to outfit your home office • Unlimited vacation policy