Customer Success Representative, 3m Contract

About the Role:

We are looking for an enthusiastic and self-motivated Customer Success Representative to join the Financeit team. As a Customer Success Representative, you will be the go-to person to help answer questions, troubleshoot problems, and provide a great experience for our Partners and Borrowers. You’ll also oversee and coordinate loan payments.

What you'll do:

• Provide top notch customer service by resolving Partner and Borrower inquiries via phone (inbound and outbound) and email.
• Respond to all inquiries promptly and maintain detailed notes and customer information.
• Post, reconcile, and balance daily financial transactions related to loan payments and reversals.
• Maintain strict service level agreements associated with payment processing and daily, weekly, and monthly reconciliations.
• Understand all the ins and outs of Financeit’s services and products.
• Identify opportunities to improve overall customer service experience.
• Be an internal champion and voice for our Partners/Borrowers.
• Work on other special projects to improve the customer experience.

What you’ll need to succeed:

• Proven track record with client relationship management.
• Previous payment processing experience (cheque and cash handling) would be an asset.
• Ability to multitask and meet deadlines.
• Customer centric and positive attitude.
• Efficient and likes to tackle problems with resolve to see them through to completion.
• Excellent oral and written communication skills.
• Fluency in French is considered an asset.
• Proficiency in MS Office.
• Flexible work schedule, evenings, and weekend shifts.
• Availability between the hours of 9:00 AM and 9:00 PM Monday to Friday, and between 10:00 AM to 6:00 PM on Saturdays.

Winner of Canada’s Most Admired Corporate Culture from 2018 to 2024, we offer more than just the basics. Take advantage of:

• An award-winning culture with a collaborative & inclusive team.
• Competitive pay.
• Committed to flexible work arrangements, offering hybrid workplace options.
• In office massage, meditation & workout sessions.
• Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.

Next Steps:

If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview.

Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.