Common Wealth Retirement

Client Success Manager

Common Wealth Retirement

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$70,000 - CA$80,000 per year

About the role

  • Own the post-sale client experience from deal close through long-term partnership
  • Partner with Account Executives to ensure a smooth handoff and onboarding
  • Build trusted relationships with employer and advisor stakeholders
  • Lead employer onboarding, including kickoff meetings and onboarding check-ins
  • Deliver employee education sessions and support adoption of the platform
  • Serve as the primary point of contact for clients and their advisors
  • Manage an ongoing portfolio of clients focused on adoption, satisfaction, and retention
  • Proactively identify risks, surface opportunities, and resolve issues
  • Partner cross-functionally to improve client outcomes and reduce churn

Requirements

  • Relationship-driven and collaborative
  • Clear, confident communicator
  • Organized, independent, and adaptable
  • Mission-aligned and curious
  • Detail-oriented and data-minded
Benefits
  • Competitive Compensation: $70-80k base pay + variable, with the total target compensation up to $100k
  • Medical, dental and vision benefits
  • Health Spending Account
  • 5% employer match into our group retirement plan
  • 4 weeks vacation
  • Home Office Stipend
  • Top of the line hardware
  • Annual Learning & Development Budget
  • Flex Holiday and Summer Friday Program
  • Annual Company Summit
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
relationship-drivencollaborativeclear communicatorconfident communicatororganizedindependentadaptablemission-alignedcuriousdetail-oriented