Customer Success Coordinator

Fundica is an award winning, AI-powered funding workflow platform licensed to financial institutions, governments, and advisors across North America. Using Fundica, these organizations help businesses easily identify and apply for the most relevant funding while making these organizations next generation, one-stop funding destinations.

We are looking for a motivated, proactive, early-career professional to own the day-to-day relationship with our clients. You will listen to our clients, manage onboarding and training, and then drive customer satisfaction, retention, and long-term growth.

You will work alongside the President, business development, marketing, product, software development, and funding analyst team. You will support our growth in both the US and Canada by keeping clients happy and spotting opportunities early.

Program eligibility

This position is funded through the Youth Employment Program. To be eligible, you must be:

1. A post-secondary graduate

2. Under 30 years old

3. A Canadian citizen or permanent resident

4. A first-time participant in the Youth Employment Program

What you will do

• 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 our CRM

• Support product demos and presentations led by the business development team

• Help research and attend industry events and webinars

• 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

What's in it for you?

• Work from our downtown office in Montreal (Peel Metro)
• Join an enthusiastic and dynamic team in a fast-paced learning environment
• Meet influencers in the tech community and expand your personal network
• Competitive compensation, including stock options
• Monthly team events
• Enjoy a kitchen stocked with healthy snacks and beverages

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive and accessible environment for all employees. We thank you for your interest and unfortunately will only be able to contact those candidates selected for interviews.