Client Success Specialist – Technology Solutions

Peak Financial Group

. Serve as the primary point of contact for questions and support requests related to MyPEAK Konnect and its integrated tools.

Posted 11/3/2026full-timeMontreal • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in SaaS customer success and technology training, with a strong ability to communicate complex concepts clearly and effectively. Proficient in developing training resources and managing user support requests while fostering technology adoption and enhancing user experience.

Highest-signal resume keywords

SaaS Customer SuccessTechnology TrainingBilingual Communication (French and English)User Support ManagementContent Creation for Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SaaS PlatformsCRM ToolsTicketing SystemsKnowledge Base CreationTraining Video ProductionWebinar DeliveryTechnical DocumentationUser Experience ImprovementProblem DiagnosisSoftware Support

Soft Skills

Interpersonal SkillsOrganizational SkillsSelf-MotivationCuriosityCommunication Skills

Tools & Technologies

ZendeskMyPEAK KonnectArtificial Intelligence ToolsTraining PlatformsWebinar Software

Industry Keywords

Customer InteractionUser ExperienceTraining Program DevelopmentTechnical ProficiencyTechnology Adoption

About the role

Key responsibilities & impact

Serve as the primary point of contact for questions and support requests related to MyPEAK Konnect and its integrated tools.
Manage support requests, response times, and follow-ups through to resolution.
Diagnose issues, guide users, and reproduce or clearly document technical bugs when necessary.
Collaborate with Product and Development teams to resolve user issues.
Develop in-depth knowledge of the platform and stay current on new features.
Provide one-on-one and group training to financial advisors and their assistants, primarily remotely, with occasional in-person sessions.
Proactively communicate with advisors to offer training and help them make better use of the available tools.
Participate in the design and implementation of a structured ongoing training program.
Create self-service training resources, including practical guides, tutorials, short videos, and help articles.
Organize webinars, workshops, and other training activities on existing features and new releases.
Identify opportunities to improve technology adoption and the user experience.
Share user feedback, recurring questions, and challenges with the Product team.
Recommend improvements to the user experience, support tools, and training processes.
Help develop training and support approaches that can scale with the platform and advisor network.
Work closely with the Product Manager, developers, and various internal teams; report directly to the Product team lead.

Requirements

What you’ll need

Approximately 2 to 4 years of experience in SaaS customer success, software support, technology training, user support, or a comparable role involving direct customer interaction.
Candidates with other relevant backgrounds will also be considered.
Excellent command of French and English, both spoken and written.
Strong interest in technology and the ability to quickly learn new software.
Excellent interpersonal skills and the ability to communicate clearly with professionals who have varying levels of technical proficiency.
Interest in training and the ability to explain complex concepts in a simple, accessible way.
Strong organizational skills and the ability to manage multiple requests, follow-ups, and initiatives simultaneously.
Self-motivated, resourceful, curious, and eager to take initiative.
Comfortable working in a dynamic environment where priorities and technologies evolve rapidly.
Experience with SaaS platforms, CRM tools, ticketing systems such as Zendesk, or customer success platforms is an asset.
Experience delivering training or webinars, or creating educational content, is an asset.
Experience creating knowledge bases, tutorials, or training videos is an asset.
Experience using artificial intelligence tools on a daily basis to improve efficiency, solve problems, create content, and simplify certain tasks is an asset.

Benefits

Comp & perks

Hybrid work model: 3 days in the office and 2 days working remotely per week.
Three weeks of vacation, five sick days, and one personal day per year.
Comprehensive group insurance plan after three months of service, including medical and dental coverage, a health spending account, an employee assistance program, and telemedicine.
Reimbursement for health and wellness expenses, up to a combined total of $550 per year.
Registered Retirement Savings Plan (RRSP) with employer contributions after three months of service.
20% discount on the OPUS card, equivalent to approximately two months free per year.
Monthly social activities and team events.
Professional development and career advancement opportunities.
Modern offices with panoramic views in the heart of downtown Montreal, easily accessible by public transit.
Free drinks and snacks provided at the office every day.