Customer Success Coordinator

Fundica

. Manage day-to-day client relationships .

Posted 9/21/2026full-timeRemote • Montreal • CanadaSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management skills, with a focus on onboarding, training, and retention strategies. Proficient in using CRM systems to track client interactions and identify growth opportunities.

Highest-signal resume keywords

Client Relationship ManagementOnboarding And TrainingCRM ExperienceCollaboration With Sales And MarketingUpselling Opportunities Identification

ATS Keywords

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Applicant Tracking System Keywords

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

Soft Skills

MotivatedProactiveTrust Building

Tools & Technologies

CRM

Industry Keywords

Client SatisfactionProduct DemonstrationsCustomer JourneyIndustry EventsYouth Employment Program

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Graduate of a post-secondary institution
Under 30 years of age
Canadian citizen or permanent resident
Participating in the Youth Employment Program for the first time
Motivated and proactive early-career professional
Ability to lead the onboarding and training of new clients
Ability to serve as the daily point of contact for clients, build trust, identify their needs, and document their feedback
Ability to flag growth and upselling opportunities to the sales team
Ability to collaborate with the sales, marketing, and product teams
Experience using a CRM to record client activities, follow-ups, and sales leads
Ability to support product demonstrations and presentations
Availability to work from the downtown Montreal office

Benefits

Comp & perks

Stock options
Monthly team events
Kitchen stocked with healthy snacks and beverages
Environment where learning never stops
Opportunities to meet key players in the technology sector and expand your professional network
Equal opportunity employer committed to an inclusive and accessible workplace