Customer Success Associate
Job Type
Full-Time I Vancouver, BC
About the Role
We’re currently looking for a highly motivated Customer Success Associate as we grow our team responsible for onboarding and customer success. The ideal candidate will have a consistent track record of success, an ability to develop relationships and help clients succeed, and strong financial acumen. You will be a trusted MyFO product expert, playing a key role in providing a white glove onboarding experience and proactive support to set clients up for success with MyFO.
Requirements
What you will be doing:
Provide outstanding customer experience to a portfolio of MyFO clients
Proactively maintain high levels of customer engagement and satisfaction that translate to retention and growth.
Collaborate with team members in customer success, customer support and sales to ensure issues are resolved and customer needs are met.
Explore and share customer feedback to drive the product roadmap.
Become an expert on our product and common desired outcomes to support clients from onboarding, retention and growth.
Implement onboarding plans that guide customers towards achieving their goals and realizing value.
You have:
- 1-3 years in a customer-facing role (ex: Customer Success, Customer Support, Account Management, Sales)
- Proven success in a SaaS or software company – bonus points for experience with wealthtech/fintech applications
- A problem-solving mindset with a passion for exceeding customer expectations
- Strong financial acumen
- Experience with Hubspot or similar CRM platforms
You are:
A self-starter with the ability to navigate and execute in ambiguous environments
Empathetic and able to build strong relationships with clients
Detail-oriented, especially when it comes to numbers
Eager to learn and develop within a customer success career path
This is a full time position. HQ is located in Vancouver, BC.
The salary range for this position is $45k – $65k / year.
If you have the required qualifications, and you are interested in learning more about this opportunity, please email HR@myfo.tech with your resume.
About the Company
MyFO is a wealth management platform tailored for family offices, streamlining wealth management through secure, centralized tools. By consolidating essential financial data and offering customized workflows, MyFO enables families to manage, grow, and safeguard their assets with ease and efficiency.