Customer Success Manager

About the Role: We are seeking a highly motivated and experienced Customer Success Manager to join our growing team at Maximizer CRM. This role will focus on supporting customers within the wealth management, Insurance, and Credit Union sectors, industries where strong relationships, regulatory understanding, and customer trust are critical.The ideal candidate brings proven experience in account management, retention, and expansion within wealth management industry or related verticals, with the ability to uncover cross-referral opportunities across firms, practices, and affiliated groups. This role will blend consultative relationship management with data-driven expansion motions and solution enablement, to ensure our customers achieve measurable value from Maximizer CRM, while driving strategic account growth and expanding our footprint across these key verticals.Key Responsibilities:Customer Engagement & Account OwnershipServe as the primary point of contact for an assigned portfolio of Financial Services, Insurance, and Credit Union accounts.Drive deep adoption of Maximizer solutions, including AI features, data integrations, French launch, and new GTM product releases, positioning clients to evolve their advisory, compliance, and client management practices.Build and maintain trusted, long-term relationships with decision-makers, end users, and key stakeholders.Conduct regular business reviews (QBRs/Success Reviews) to align on client objectives, product adoption, and measurable outcomes.Act as a strategic advisor, offering consultative guidance tailored to the specific challenges and workflows in financial advisory, insurance, and credit union environments.Champion product best practices and new features, proactively educating customers on innovation rollouts and platform roadmap.Growth & ExpansionDrive account-based expansion by identifying upsell and cross-sell opportunities aligned to customer needs.Responsible for the full sales cycle for expansion and growth of assigned portfolio.Actively seek and cultivate cross-referrals within affiliated networks, including financial advisory groups, wealth management teams, broker-dealer networks, and credit union associations.Partner with Business Partners to expand reach into new teams, geographies, and divisions, ensuring BoB growth.Partner with Sales, Product, and Marketing to launch GTM pilots/campaigns into the financial services/insurance market, actively expanding our footprint and capturing referral opportunities across practices.Risk Management & RetentionProactively monitor customer health, usage, and adoption signals to identify risks early.Develop and execute mitigation plans in collaboration with internal stakeholders.Ensure high renewal rates by reinforcing value, driving adoption, and resolving issues quickly and effectively.Cross-Functional Collaboration & EnablementCollaborate closely with Product, Professional Services, and Marketing on beta launches (eg: AI platform, data integrations, workflow pilots)..Capture voice of customer (VOC) feedback, particularly from Financial Services/Insurance/Credit Union clients, to influence product roadmap and engagement strategies.Contribute to team playbooks and scalable processes that improve onboarding, success planning, and expansion motions across accounts.What you’ll bring:3+ years of experience in customer account management, preferably in the financial services, wealth management, insurance sector, credit unions, or fintech/SaaS verticals)Demonstrated aptitude for strategic account management, with a track record of driving customer success and retention, within the enterprise customers.The ability to manage a high volume of renewal and expansion transactions at any given time.Strong organizational skills with the ability to manage multiple priorities and accounts simultaneously.Excellent interpersonal and communication skills, with the ability to build trust and credibility with customers and internal stakeholders.Attention to detail and a high level of sensitivity to process and data accuracy.Experience using CRM tools and proficiency in Microsoft Office Suite.Data fluency: comfort with analytics-driven account management, health scoring, and data integrity standardsSelf-starter with a proactive approach to problem-solving and continuous improvement.Bonus points for: Fluency in both English & French (verbal and written).This position has a base salary of $75,000 - $85,000 CAD per year, plus an on-target bonus of 25% of the base salary.Why you should apply:💰 Competitive Salaries with RRSP matching program🏝 Generous paid vacay and sick days💻 A powerful Laptop📚 Budget for courses, books, and personal development❤️ Peer to peer recognition and rewards🍹 Team building events, happy hours, and off-sites🧒🏻 Parental leave benefitsAbout MaximizerMaximizer is a leading Canadian tech company specializing in CRM solutions tailored for Financial Services, including Financial, Wealth, and Insurance Advisors. We are committed to empowering our partners and clients with innovative tools to grow their businesses.Equal Employment Opportunity:If you’re interested in a career with Maximizer CRM and are committed to striving for excellence, please submit your resume and cover letter. We are an equal opportunity employer. We do not discriminate based on race, faith, colour, cultural background, gender, sexual orientation, age, marital status, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.