Customer Success Associate

Mako Financial Technologies

Customer Success Associate at Mako, a fintech firm, managing client relationships and improving customer operations. Involves collaboration with sales and technical support.

Posted 7/30/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management and business process automation, leveraging strong knowledge of wealth and finance. Capable of utilizing coding skills in Python and JavaScript to enhance customer solutions and drive adoption.

Highest-signal resume keywords

Customer Relationship ManagementBusiness Process AutomationPython Coding SkillsJavaScript Coding SkillsWealth and Finance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

PythonJavaScriptBusiness Process AutomationData AnalysisTechnical Knowledge Retention

Soft Skills

Communication SkillsEnthusiasmProblem-Solving

Tools & Technologies

Mako Platform

Certifications & Qualifications

Bachelor's Degree in Computer ScienceBachelor's Degree in MathBachelor's Degree in PhysicsBachelor's Degree in EngineeringBachelor's Degree in Finance

Industry Keywords

Customer SatisfactionChurn RiskCross-SellingUpsellingAccount Management

Tech Stack

Tools & technologies

JavaScriptPython

About the role

Key responsibilities & impact

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;
Perform regular (weekly, monthly and quarterly) reviews with customers on goals, obstacles, insights and opportunities;
Collaborate with sales to identify opportunities to cross-sell and upsell customers on additional solutions;
Identify customer adoption challenges, CSAT risks and other indicators of churn risk;
Resolve complaints and prevent additional issues by improving processes;
Maintain accurate account records, keeping track of any invoices, contract updates and renewals.

Requirements

What you’ll need

Strong knowledge of wealth and finance
Bachelors degree in computer science, math, physics, engineering, or finance from a major Canadian university
You have basic coding and debugging skills, such as Python, JavaScript, etc.
You have enthusiasm and great communication skills as you will need to support our clients and nurture that relationship.
You possess the ability to learn and retain technical knowledge quickly.
Data-driven mentality
French fluency a strong asset

Benefits

Comp & perks

Top tier compensation including commission and equity
Gold-plated benefits
High-end Mac or PC laptop
$1000 budget to outfit your home office
Unlimited vacation policy