Customer Success Associate analyzing vehicle reimbursement programs for Cardata. Preparing reports, audits, and insights that support customer reviews, renewals, and expansions.
About the role
- Customer Success Coordinator managing onboarding, training, and retention for Fundica’s AI-powered funding workflow platform. Supporting client growth across Canada and the US.
Responsibilities
- Lead onboarding and training for new clients so implementation goes smoothly and adoption lasts
- Act as the day-to-day contact for clients, build trust, learn their needs, and document what you hear
- Flag growth and upsell opportunities to the sales team
- Work with sales, marketing, and product to improve retention across the customer journey
- Log client activity, follow-ups, and leads in the CRM
- Support product demos and presentations led by the business development team
- Help research and attend industry events and webinars
- Work alongside the President, business development, marketing, product, software development, and funding analyst teams
- Support growth in the US and Canada by keeping clients happy and spotting opportunities early
Requirements
- Post-secondary graduate
- Under 30 years old
- Canadian citizen or permanent resident
- First-time participant in the Youth Employment Program
- Post-secondary degree or diploma with a strong grasp of technology
- Up to 2 years in customer success, sales, or another customer-facing role (internships, co-ops, and part-time work count)
- Bilingual, with strong oral and written communication
- Interest in sales and business development, with an entrepreneurial streak
- Fast learner, empathetic, energetic, curious about technology, with a good sense of humour
Benefits
- Stock options
- Monthly team events
- Kitchen stocked with healthy snacks and beverages
- Fast-paced learning environment
- Opportunity to meet influencers in the tech community and expand personal network
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Customer Success Operations Specialist enabling customer - facing teams at Cardata, which automates vehicle reimbursement programs. Creating training, communications and resources that drive product adoption.
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