customer support representative - wholesale
Title posted on Talent.com - Customer Success Manager
Posted on August 05, 2026 by Employer details Mortgage Automator
Job details
<ul><li>Serve as the primary point of contact for an assigned portfolio of clients, building trusted, long-term relationships grounded in consistent communication and follow-through.</li><li>Guide new clients through onboarding, ensuring they are set up for success and confident in using Mortgage Automator to its full potential.</li><li>Deliver product and feature demonstrations that clearly articulate value, helping clients maximize their use of the platform and contributing to Customer Lifetime Value (CLTV).</li><li>Proactively monitor client accounts to identify adoption gaps, usage trends, or risks ? and take initiative to resolve them before they escalate.</li><li>Respond to client inquiries, concerns, and requests in a timely and professional manner, escalating appropriately and coordinating with internal teams to reach resolution.</li><li>Advocate for clients internally by gathering and communicating product feedback to the development team, helping shape platform improvements.</li><li>Partner with the sales team to identify upselling and cross-selling opportunities that align with client goals and add measurable value.</li><li>Other duties as assigned.</li></ul><p><strong>Requirements</strong></p><ul><li>2+ Year(s) of Experience in a customer-facing role within SaaS , Fintech or the Mortgage Industry.</li><li>Exceptional interpersonal and communication skills, both written and oral.</li><li>Proven track record of building and maintaining high customer service rates.</li><li>Strong problem-solving skills with an ability to analyze situations and provide innovative solutions.</li><li>Able to work independently, manage multiple priorities and thrive in a fast-paced environment.</li><li>Education and professional experience considered.</li></ul><p><strong>Benefits</strong></p><p></p><h3>Compensation</h3><ul><li>On Target Earnings (OTE): CAD 100,000 /annual</li><li>Split: 80% Base, 20% Variable</li></ul><h3>Time-Off & Work Life Balance</h3><ul><li>Comprehensive Time Off: Competitive paid vacation to unplug and recharge throughout the year.</li><li>Holistic Wellness Leave: Dedicated personal leave supporting total well-being, including physical recovery or mental health.</li><li>Commuter-Friendly Hybrid: Flexible schedule blending collaborative office time with remote work.</li></ul><h3>Team Culture & Perks</h3><ul><li>Catered Lunches: Monthly team lunches to celebrate wins and connect with colleagues.</li><li>Growth & Learning: Continuous professional development with internal training and learning opportunities.</li><li>Modern Workspace: Professional, supportive environment with tools and technology needed to succeed.</li><li>Comprehensive Health Benefits<br><br></li></ul>- Location Toronto, ON
- Work location On site
- Salary$100,000YEAR annually
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source Talent.com #631551252211836764
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