Educate bank teams on servicing processes and expectations
Maintain service design plans and supporting documentation
Track decisions, documentation, dependencies, readiness activities, risks, and delays
Execute production verification testing and document results
Coordinate issue resolution with cross-functional teams
Validate launch and readiness activities before pilot onboarding
Provide responsive white-glove support to pilot clients during installation, onboarding, and early production use
Troubleshoot common onboarding, product, and servicing questions
Capture and share client and bank feedback
Track pilot clients through onboarding and maintain accurate client status visibility
Monitor progress against pilot and timeline targets and follow up on outstanding activities
Coordinate training, documentation, support processes, and knowledge transfer
Create and update training materials, process documentation, FAQs, and operational resources
Support change-management activities
Prepare documentation for transition to FISPAN Operations and servicing teams
Participate in knowledge-transfer and handoff sessions and track transition activities through completion
Requirements
Bachelor's degree in Commerce, Information Technology, or related field
1–3 years of experience in Customer Success Management or related field
Experience launching B2B or B2B technology products with financial institutions
Experience with production verification, user acceptance testing, or structured launch-readiness processes
Ability to manage complex, cross-functional implementations with multiple stakeholders, dependencies, and deadlines
Ability to establish trust and credibility with enterprise clients and partner stakeholders
Ability to understand technical products, integrations, production environments, and payment or transaction workflows without needing to be an engineer
Ability to translate product or technical implementations into scalable servicing processes, roles, documentation, and controls
Ability to take ambiguous problems, establish a path forward, and drive issues across multiple teams until resolution
Ability to manage readiness criteria, testing, documentation, risks, dependencies, and handoffs
Nice-to-have: experience in banking, payments, fintech, treasury management, or financial technology
Nice-to-have: familiarity with payment lifecycles, ERP/accounting integrations, APIs, or embedded banking solutions
Nice-to-have: experience designing or implementing customer support and operational servicing models
Nice-to-have: experience leading pilot or early-access programs and transitioning them into general availability
Transportation and logistics operating partner advising Fireclay Partners, a middle - market M&A and buy - side advisory firm. Providing sector intelligence, diligence, executive introductions, and sponsor - pitch support on deal - specific engagements.
Research Partner supporting University of Alberta researchers with grant proposals, funding strategy, and research administration. Advising faculties, resolving policy issues, and coordinating proposal - development training.
Senior HSE professional supporting GHD’s engineering and environmental services across Canada Central. Leading audits, incident investigations, safety programs, training, and regulatory compliance.
Affiliate Manager driving user acquisition for ScholarshipOwl, an AI - powered scholarship marketplace. Recruiting traffic partners, optimizing campaigns, and scaling profitable acquisition channels globally.
Talent Business Partner shaping recruitment strategy for Solink’s AI - powered video security platform. Leading full - cycle hiring, talent pipelines, stakeholder coaching, and data - informed workforce decisions across Canada.
Consult Associate Partner leading strategic technology consulting engagements for Kyndryl, which runs mission - critical systems for global businesses. Driving profitable growth, CXO relationships, complex transformations, and high - value deal execution.
Consulting Partner leading Site Investigation and Remediation for ERM in Canada. Delivering strategic value and building executive relationships across various industries.
Consulting Partner driving growth of sustainable consulting services for environmental remediation. Building client relationships and leading consulting teams in Canada's leading sustainability consultancy.