Fundica

Customer Success Manager

• Manage day-to-day client relationships
• Lead the onboarding and training of new clients to ensure a smooth implementation and lasting adoption
• Serve as the daily point of contact for clients, build trust, identify their needs, and document feedback
• Flag growth and upselling opportunities to the sales team
• Collaborate with the sales, marketing, and product teams to improve retention throughout the customer journey
• Record client activities, follow-ups, and sales leads in the CRM
• Support product demonstrations and presentations led by the business development team
• Contribute to researching and participating in industry events and webinars
• Support Fundica’s growth in the United States and Canada by maintaining client satisfaction and quickly identifying opportunities

Customer Success Coordinator

• 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