Customer Success Associate

🔥 37 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Help us grow our happy customers across Canada by owning the customer relationship; • Maintain a real time understanding of your customers and their adoption of our platform; • Help customers identify new, innovative opportunities to improve their business operations via custom business process automation configurations on Mako; • Become a Mako subject matter expert to help define new best practices to solve customer needs and champion these ideas with our internal teams; • Perform regular (weekly, monthly and quarterly) reviews with customers on goals, obstacles, insights and opportunities; • Collaborate with sales to identify opportunities to cross-sell and upsell customers on additional solutions; • Identify customer adoption challenges, CSAT risks and other indicators of churn risk; • Resolve complaints and prevent additional issues by improving processes; • Maintain accurate account records, keeping track of any invoices, contract updates and renewals.

🎯 Requirements

• Strong knowledge of wealth and finance • Bachelors degree in computer science, math, physics, engineering, or finance from a major Canadian university • You have basic coding and debugging skills, such as Python, JavaScript, etc. • You have enthusiasm and great communication skills as you will need to support our clients and nurture that relationship. • You possess the ability to learn and retain technical knowledge quickly. • Data-driven mentality • French fluency a strong asset

🏖️ Benefits

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