Client Experience Agent - Remote (Fixed Term Contract)

Role Overview Wealthsimple is hiring a Bilingual Associate, Client Success for a remote contract role based out of the Toronto headquarters. This position focuses on supporting clients as they manage their financial goals. What You Will Do Assist clients in both English and French, ensuring clear and effective communication Provide responsive customer servic…

Join Us in Creating Financial Solutions for EveryoneAt Wealthsimple, our goal is to empower individuals to achieve financial independence by offering straightforward, transparent, and affordable financial services. As Canada's leading fintech company, we serve over 3 million clients, managing more than $100 billion in assets. We prioritize speed, ownership, and genuine care for our users, and if this resonates with you, we'd love to hear more.We take great pride in our accomplishments and are excited for what lies ahead. Discover more about our values in our Culture Manual and learn about how we operate.Our Client Operations team does more than just address inquiries; we tackle financial puzzles by translating complex concepts into human-centered solutions. We continuously seek new team members with monthly start dates to support our ongoing growth.Work Environment and LocationHybrid Model: This position is based in Toronto, Ontario.Office Presence: Candidates must be able to work in a hybrid environment and attend our office at 80 Spadina Avenue as business needs require.Your Daily Impact:The Voice of Wealthsimple: You are more than just a support agent; you are a champion for our clients' financial interests. You will demystify investment, trading, and personal finance concepts, making them accessible to all.Strategic Problem Solving: You will guide the client journey, whether facilitating complex institutional transfers or navigating back-office operations, ensuring clients meet their financial objectives.Creator-Owner Mindset: Collaborating closely with various departments, from Product to Operations, you’ll learn the intricacies of developing our financial tools and enhance them through direct client engagement.

About Maple Maple, founded in 2015, is a health technology company focused on making healthcare more accessible and effective for patients and providers. The company’s virtual care platform reaches nearly 4 million Canadians and connects them with a network of over 2,000 healthcare professionals. Maple works across several channels: direct-to-consumer (B2C), employers and private insurers (B2B), and public sector institutions (B2I). Maple has been recognized among Canada’s fastest-growing virtual care companies, earning spots on LinkedIn’s Top 10 Startups, Deloitte Canada’s Technology Fast 50, and Globe & Mail’s Top Growing Companies. The culture values entrepreneurship, health, and well-being, with a focus on improving the healthcare system. Role Overview: Bilingual Client Success Associate – Channel Partnerships This role sits on the Channel Partnerships team in Toronto, Ontario. The team manages major commercial distribution channels, working closely with insurance providers and benefits brokers to deliver Maple’s virtual care services to their members. The Bilingual Client Success Associate (French/English) takes ownership of a partner portfolio, acting as the main point of contact. The position involves guiding partners from the moment a program is signed through to launch and ongoing support. Responsibilities include leading bilingual meetings, handling renewals, and troubleshooting issues independently. This position suits someone who enjoys building relationships, managing complex workflows, and growing as a client success professional. Key Responsibilities Act as the main day-to-day contact for a portfolio of channel partners, driving engagement and responsiveness. Oversee program launches, ensuring all technical and administrative steps are completed so members can access care without obstacles. Lead business reviews and maintain daily communications in both French and English, serving as a trusted contact for partners across Canada, including Quebec. Manage renewals: track timelines, prepare renewal materials, and coordinate pricing, contract, and eligibility details in an organized, proactive manner. Handle operational aspects of partnerships, such as eligibility management and billing cycles.

About From Day One:In a rapidly evolving business environment, From Day One serves as a vital media outlet and conference series dedicated to prioritizing people as organizations navigate change. Since our inception in 2018, we've connected over 150,000 attendees, hosted more than a thousand influential speakers, and produced conferences across 20 major U.S. cities. Our unique, multidisciplinary approach brings together leaders from CSR, HR, marketing, and communications, as well as civic leaders, authors, and journalists, to share innovative business strategies that uplift workers, customers, and communities.We also feature insightful reporting and opinion pieces from a distinguished network of journalists, led by our editor-in-chief, veteran journalist Stephen Koepp.At From Day One, we seek individuals who possess a high level of self-motivation and the potential to evolve into proactive leaders. We refer to such team members as “drivers.” If you identify as a passenger, our company may not be the right fit for you.As you consider applying, reflect on whether these qualities resonate with you:You inspire and energize your colleagues rather than waiting for inspiration.You are incredibly resourceful and take ownership of your work, seeking solutions rather than making excuses.You consistently strive for exceptional outcomes and seek to enhance processes as you engage with them.You are passionate about your work and approach your mission with a sense of urgency.You tackle challenges with enthusiasm and optimism.Our mission is to enhance the relationship between business and society, contributing to a brighter future. By maintaining an optimistic perspective, we not only motivate ourselves but also inspire those around us. We believe that envisioning a better future is the crucial first step in making it a reality—for others and for ourselves.We are staunchly committed to diversity and inclusion as core values in our mission and throughout our hiring processes.About This Role:The Client Success Manager plays a pivotal role in managing our extensive and expanding network of sponsors, ensuring they achieve their objectives. In this position, you will be primarily responsible for supporting our clients, ensuring they receive a positive return on their partnership with us by understanding their needs and goals, cultivating strong personal relationships, and delivering an exceptional experience.This role emphasizes the daily provision of high-touch service through email, phone, and face-to-face communication, coordinating...

Join AlayaCare as a Bilingual Customer Success Program Manager, where you will play a vital role in ensuring our clients' success and satisfaction. In this position, you will leverage your bilingual skills to communicate effectively with our diverse client base, helping them to maximize the value they get from our innovative software solutions.Your responsibilities will include developing and executing customer success strategies, conducting training sessions, and collaborating with cross-functional teams to enhance our offerings. If you are passionate about customer service and thrive in a dynamic environment, we want to hear from you!

About Flywheel Digital Flywheel Digital delivers digital commerce solutions for global brands, supporting growth across major online marketplaces. The platform gives clients real-time access to performance data that helps improve sales, market share, and profitability. With teams based in the Americas, Europe, and APAC, Flywheel Digital offers opportunities for career development and strong support for employees. Role Overview Flywheel Digital is hiring a Client Success Specialist to join Perpetua, a Flywheel company, in Toronto, Ontario. This role blends customer success, SaaS, and advertising, giving team members the chance to build a broad skill set. The position involves working directly with Sponsored and DSP clients to support and improve their digital commerce strategies. Expect hands-on experience and collaboration with a variety of clients. Main Responsibility Lead customer onboarding and provide strategic guidance through virtual meetings and in-app instructions to support product adoption.

Join Tali AI, where we are dedicated to developing cutting-edge products that address real challenges faced by clinicians today.Our Approach: Our AI-driven medical assistant alleviates the administrative load on healthcare providers, allowing them to concentrate on delivering exceptional patient care. This shift not only enhances accessibility but also fosters a more compassionate and sustainable healthcare environment.With thousands of clinicians relying on Tali across Canada and the US, we are revolutionizing the industry by streamlining millions of patient interactions annually, giving clinicians back over 10 hours a week to focus on what truly matters—patient care.As a Customer Success Specialist, you will play a pivotal role in shaping the onboarding experience of our new users during their first 90 days. You will transform new sign-ups into empowered users by effectively communicating our value proposition and ensuring that every interaction is seamless, empathetic, and impactful. If you possess extensive experience in customer workflows, user onboarding, knowledge base development, and a passion for resolving customer needs while ensuring an exceptional experience, we encourage you to apply. Note: We are exclusively considering candidates who are fluent in both English and French for this position.

About UsAt #paid, we are dedicated to empowering creators to pursue their passion—creating. Our innovative marketplace seamlessly connects accredited creators with some of the world's most renowned brands, including McDonald’s, Samsung, and Disney, cultivating genuine collaborations that yield substantial business results. We have developed a marketplace that addresses significant challenges in the creator ecosystem, from equitable pricing to algorithmic matching and content usage rights, guaranteeing that every partnership is effective and smooth.With our proprietary technology and an unwavering commitment to trust and transparency, we are transforming the way brands and creators collaborate to create magic. Recognized as the top choice for customer support and managed services, #paid is at the forefront of the creator marketing industry. Through cutting-edge technology and a team of driven individuals, we are reshaping the future of the creator economy.The RoleIn your role as the Senior Client Success Manager overseeing our Key Accounts, you will serve as a trusted strategic advisor and operational expert for some of our most valued brand partners. This position combines meticulous campaign execution (including Creator Management) with relationship-focused account and client management.You will orchestrate intricate creator marketing initiatives from inception to completion while fostering enduring relationships with enterprise-level clients. Your responsibility includes not only ensuring that campaigns meet client goals but also collaborating with the Client Partners on account renewals and growth.You will work cross-functionally with teams such as Product, Sales, Media, Analytics, and Strategy to achieve outstanding outcomes, retain and expand key accounts, and influence how #paid collaborates with its largest clients.

Join GetMaple as a Client Success Manager, where you'll be at the forefront of our direct partnerships, ensuring our clients achieve exceptional results. In this pivotal role, you will foster relationships with key stakeholders, facilitate onboarding processes, and provide ongoing support to enhance customer satisfaction and retention.

The Associate, Client Experience plays a pivotal role in enhancing client satisfaction by assisting the Manager, Client Experience in a variety of operational tasks. Key responsibilities include the meticulous processing and maintenance of policy documentation, ensuring data integrity, and efficiently addressing customer inquiries. The associate will also support administrative functions and uphold client records, facilitating the delivery of outstanding service to our clientele.

ABOUT MAPLEEstablished in 2015, Maple is an innovative health technology company on a mission to revolutionize the healthcare experience for patients, healthcare providers, and institutions alike. We are committed to creating a seamless and connected healthcare landscape.Our virtual care services are delivered through various channels, including Direct-to-Consumer (B2C), Employers and Private Insurers (B2B), and Public Sector Institutions (B2I). With a robust network of over 2,000 healthcare providers and nearly 4 million Canadians benefiting from our services, Maple stands as one of the fastest-growing virtual care platforms in Canada.Our entrepreneurial culture is deeply rooted in our commitment to enhancing the health and well-being of individuals while fortifying the healthcare system. We take pride in our dedicated team, which has garnered multiple prestigious awards such as LinkedIn's Top 10 Startups, Deloitte Canada’s Technology Fast 50, and Globe & Mail's Top Growing Companies in Canada.THE POSITIONWe are seeking a passionate Client Success Manager to join our Health System Partnerships (HSP) team.In this role, you will oversee a portfolio of strategic client relationships, serving as the principal contact for key partner initiatives. Your mission will be to enhance engagement, ensure operational excellence, and provide exceptional client experiences that reinforce Maple’s partnerships and influence within Canada's healthcare ecosystem.The HSP team is responsible for managing large-scale provincial partnerships and government-related initiatives, customizing programs to address the needs of diverse patient populations. As a Client Success Manager, you will play a vital role in fostering long-term relationships, identifying growth opportunities, and delivering impactful virtual care solutions.This position is perfect for a strategic, relationship-focused professional who thrives in a dynamic and mission-driven environment.

Every day, significant decisions are made across the globe. Whether it’s a private equity firm investing millions into a venture or a large corporation pivoting its strategic direction, these decisions have far-reaching effects on employees, customers, and other stakeholders.At proSapient, we empower consulting and private equity firms to uncover the insights they need to make informed decisions and achieve their objectives. Our mission is to assist them in their quest for knowledge.We connect our clients with industry experts who share their insights through interviews or surveys. We have developed a leading software platform that curates this information, and we also help clients identify and leverage the existing knowledge within their organizations through our comprehensive knowledge management solutions.What does an Associate do?Our clients seek information that cannot be easily found through a simple Google search—insights that reside exclusively in the minds of industry experts. Our Associates leverage AI-driven technology to identify these experts and connect them with our primary clientele, which includes consultancy firms, hedge funds, and private equity organizations. Projects can vary widely, from exploring EV Charging Networks in the US to researching Shrimp Aquaculture in Mexico, ensuring that every day brings new learning opportunities.Your Responsibilities as an Associate:Collaborate with your Project Lead to understand client requests across diverse sectors, quickly grasping the context of each inquiry.Proactively identify and source exceptional experts globally using our proprietary technologies, along with other methods such as direct outreach, our AI platform, and LinkedIn.Act as a consultant by determining the type of expert necessary to fulfill client project needs.Manage multiple client requests independently while connecting with and vetting a variety of experts daily.Present the selected expert to your client, ensuring their specific needs and expectations are fully met.

proSapient helps consulting and private equity firms access specialized knowledge from industry experts worldwide. Clients use the company’s proprietary platform to gather insights that go beyond public information, supporting better decision-making and knowledge management. Role overview The Client Services Associate position focuses on connecting clients in consulting, hedge funds, and private equity with leading industry experts. Projects vary widely, from researching trends in US electric vehicle charging networks to studying shrimp aquaculture in Mexico. Associates rely on proSapient’s AI-powered tools and research methods to identify experts whose knowledge is not easily found through standard channels. What you will do Collaborate with a Project Lead to understand client needs across different industries and quickly learn the context for each assignment. Source and identify expert candidates using proSapient’s technology, direct outreach, LinkedIn, and other research techniques. Work with clients to clarify the specific expertise required for each project. Handle multiple client requests simultaneously, reaching out to and vetting various experts each day. Present recommended experts to clients, ensuring their needs and expectations are addressed. Location This role is based in Toronto, Ontario, Canada.

Role Overview Mufg Investor Services is hiring a Senior Associate Director, Client 360, based in Toronto. This leadership role centers on client relationship management. The position plays a central part in developing and refining client engagement strategies, aiming to deliver strong service and results for clients. What You Will Do Shape and improve how the organization engages with clients Work with teams across departments to deliver coordinated solutions Oversee the implementation of Client 360 initiatives Ensure the organization meets and exceeds client expectations

As a Customer Success Manager at Samsara, you will play a pivotal role in ensuring our customers achieve their desired outcomes through our innovative solutions. You will be responsible for building strong relationships with clients, understanding their unique needs, and guiding them to maximize the value of our platform.Your proactive approach will involve onboarding new customers, delivering training sessions, and providing ongoing support to ensure their success. You will collaborate closely with cross-functional teams to advocate for customer needs and drive product enhancements.

About Us:At Exiger, we empower businesses by transforming supply chains into strategic advantages. Our mission is to enhance safety and transparency across the globe. Through our state-of-the-art AI platform, 1Exiger, we provide immediate insights into complex supplier ecosystems, utilizing proprietary data and advanced AI technology to identify risks, automate compliance, and uncover efficiencies that lead to significant cost savings and long-term resilience. With over 550 global clients, including Fortune 500 companies and U.S. government entities, Exiger stands as an award-winning leader in supply chain AI solutions and is a FedRAMP® authorized provider.Role Overview:As an Associate in Research & Delivery, you will gain proficiency in a variety of research tools, including Exiger’s premier AI software, DDIQ. You will collect risk and compliance intelligence on individual and corporate entities, analyze the gathered data, and compile comprehensive narrative reports, all while receiving continuous feedback and training from our knowledgeable team.We invite you to submit your resume for consideration for the Associate, Research & Delivery position!Key Responsibilities:Generate and curate report content using a mix of web-based compliance tools, open-source resources, client data, and Exiger’s case management system.Craft clear, concise, and well-researched reports for clients utilizing a range of public records, databases, and web-based resources.Employ sound judgment and established best practices to conduct research, write, and edit cases across various products, scopes, jurisdictions, and complexities.Identify and escalate risk factors to the case manager as necessary.Effectively manage the lifecycle of cases, personal workload, and project pipeline.Communicate proficiently with colleagues and stakeholders, both verbally and in writing.Collaborate within a diverse multinational team to achieve intended outcomes.

Join Our Dynamic Customer Success Team at Abacum!As a recognized leader in the Business Planning solutions sector, Abacum empowers finance teams to enhance their performance through automation of reporting, collaboration, and simplified planning and forecasting. Our mission is to help finance professionals evolve from mere number crunchers to strategic decision-makers.Founded in 2020 by two visionary former CFOs, we have rapidly expanded to a global team of over 100 talented individuals representing more than 30 nationalities. With our headquarters in New York and additional offices in London and Barcelona, we are proud to serve industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, and Cortex.Having successfully raised over $100 million, including our recent $60 million Series B funding led by Scale Venture Partners, with key contributions from Cathay Innovation, Y Combinator, Atomico, and Creandum, we are well-positioned for future growth.We invite you to be part of our ambitious mission to redefine Business Planning for finance teams around the globe!

Join Reddit's dynamic Canadian Large Customer Sales team as a Senior Client Account Manager. In this role, you'll work closely with your Client Partner to execute and optimize campaigns that help agencies and advertisers achieve their marketing goals on our rapidly growing platform. The ideal candidate is a proactive, motivated self-starter who excels in building and nurturing relationships with clients and agencies alike. This position requires in-person attendance at our Toronto office 1-2 days per week over an 8-month contract.

Join Anaplan, a pioneering team dedicated to transforming business decision-making with our cutting-edge AI-driven scenario planning and analysis platform. Our goal is to empower our clients to stay ahead in a competitive market.At Anaplan, what binds our diverse teams together is a shared commitment to our customers' success and our vibrant Winning Culture.Our clientele includes some of the most recognized names in the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our exceptional platform.Our Winning Culture fuels our innovative spirit. We celebrate diversity of thought, empower individuals to lead regardless of title, aspire to achieve ambitious goals, and take joy in celebrating our successes—both large and small.Guided by principles that emphasize strategic focus, strong values, and disciplined execution, you will find inspiration, connection, development, and rewards at Anaplan. Embrace your uniqueness and join us as we build the future together!The Customer Success Business Partner (CSBP) plays a crucial role in ensuring our customers effectively adopt our solutions, achieve tangible value, and uncover growth opportunities. As a vital liaison for our customers, the CSBP collaborates closely with our Sales, Professional Services, and Partner teams to guarantee successful training and implementation. Your primary objective will be to execute the overarching company and Customer Success strategy, safeguarding the existing customer base, ensuring value realization, and unlocking growth potential with current customers. Your ImpactStrategic Objectives:Manage a portfolio of Enterprise Customers with an ARR of approximately $5.0M, focusing on enhancing customer value and ROI from Anaplan, securing contract renewals, and identifying growth opportunities.Serve as the primary point of contact for Anaplan, earning the trust of customers throughout their lifecycle.Collaborate within an account team, leveraging internal resources to implement the account strategy.Identify opportunities within existing accounts to deliver value and expand the Anaplan footprint.Facilitate connections between customers and various Anaplan departments, including Product, Support, and Community.