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Client Success Representative (web-based marketing platform)

AdvisorStream

This is a Contract position in Toronto, ON posted August 10, 2017.

Job Description

Client Success Rep (3 positions)

AdvisorStream is an innovative software as a service (SAAS) company in the financial services industry in the heart of downtown Toronto. We are looking to bring on new Client Success Representatives to support the Director and Manager in achieving aggressive growth and retention goals.

What AdvisorStream offers you:

  • Energetic, fun and success-oriented work environment

  • Finger on the pulse of technology. We know what’s fresh and we invest in our people and technology.

  • A stable and rewarding work environment

  • Creative and collaborative team of professionals with strong training procedures

  • Opportunity to grow with the company

  • A competitive commission package with a base salary

  • First year OTE (on target earnings) is $40K-$55k+ Bonus

  • Group health benefits and insurance, company smartphone and optional group gym membership

Responsibilities:

  • Execute client success practices

  • On-board new customers and help them understand and use our service

  • Help customers achieve their marketing goals

  • Master our CRM system

  • Grow and retain existing accounts

  • Document internal processes and procedures

  • Consistently monitor customer’s activity and lifecycle

  • Report to management on key metrics

Requirements:

  • Strong background of excellence

  • Extremely client service oriented

  • Technically proficient

  • Excellent English verbal and written communication skills

  • Developed analytical and problem-solving ability

  • Understanding of digital marketing

  • Detail oriented

  • Ability to work as a team player

Experience:
Software, Client Services or Customer Success experience is an asset but not necessary. Smart, competent, driven is ideal.

Job Type: Full-time
Salary: Base $40,000-$55,000, plus monthly bonuses
Job Location: Downtown Core. Toronto, ON
Required education and Experience: Bachelor’s Degree, experience with web based tools