Customer Success Associate

Are you passionate about finance and technology?

Are you a great communicator and networker?

If so, this position offers you the opportunity to leverage both of these skills!

This is your chance to join a Fintech start-up experiencing growth and scaling quickly!

Mako is a top fintech firm, building software to bring top asset managers into the cloud.

Our SaaS platform allows firms to onboard new clients and grow their AUM faster with smart automation and great user experience.

We’re the leading solution in a fast-growing segment that has become a must-have in the wealth industry, and we’ve ridden our product leadership to profitability, a team of 60 and market leadership.

As we expand our business to domination across Canada and international expansion, we’re looking for someone to join our Customer Success team, amaze our clients and build great things with us.

You will first receive training with our Solutions Engineers to give you the best possible understanding of our product, before transitioning to the customer success team.

You need to come in with an existing understanding of wealth and finance, a basic understanding of Python or Javascript, and be comfortable working with CEOs and VPs to rapidly make things happen.

And critically, as a tech company, you need to quickly understand our product and be able to assist our customers improve their business operations.

This means, reporting directly to the Chief Revenue Officer, your job will be:

• 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;