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Mortgage Automator
Customer Success ManagerMortgage Automator • Toronto, ON, CA
Customer Success Manager

Customer Success Manager

Mortgage Automator • Toronto, ON, CA
2 days ago
Salary
CA$100,000.00 yearly
Job type
  • Full-time
  • Quick Apply
Job description
  • Serve as the primary point of contact for an assigned portfolio of clients, building trusted, long-term relationships grounded in consistent communication and follow-through.
  • Guide new clients through onboarding, ensuring they are set up for success and confident in using Mortgage Automator to its full potential.
  • Deliver product and feature demonstrations that clearly articulate value, helping clients maximize their use of the platform and contributing to Customer Lifetime Value (CLTV).
  • Proactively monitor client accounts to identify adoption gaps, usage trends, or risks — and take initiative to resolve them before they escalate.
  • Respond to client inquiries, concerns, and requests in a timely and professional manner, escalating appropriately and coordinating with internal teams to reach resolution.
  • Advocate for clients internally by gathering and communicating product feedback to the development team, helping shape platform improvements.
  • Partner with the sales team to identify upselling and cross-selling opportunities that align with client goals and add measurable value.
  • Other duties as assigned.

Requirements

  • 2+ Year(s) of Experience in a customer-facing role within SaaS , Fintech or the Mortgage Industry.
  • Exceptional interpersonal and communication skills, both written and oral.
  • Proven track record of building and maintaining high customer service rates.
  • Strong problem-solving skills with an ability to analyze situations and provide innovative solutions.
  • Able to work independently, manage multiple priorities and thrive in a fast-paced environment.
  • Education and professional experience considered.

Benefits

Compensation

  • On Target Earnings (OTE): CAD 100,000 /annual
  • Split: 80% Base, 20% Variable

Time-Off & Work Life Balance

  • Comprehensive Time Off: Competitive paid vacation to unplug and recharge throughout the year.
  • Holistic Wellness Leave: Dedicated personal leave supporting total well-being, including physical recovery or mental health.
  • Commuter-Friendly Hybrid: Flexible schedule blending collaborative office time with remote work.

Team Culture & Perks

  • Catered Lunches: Monthly team lunches to celebrate wins and connect with colleagues.
  • Growth & Learning: Continuous professional development with internal training and learning opportunities.
  • Modern Workspace: Professional, supportive environment with tools and technology needed to succeed.
  • Comprehensive Health Benefits

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Customer Success Manager • Toronto, ON, CA

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