Job Title

Client Success Manager Associations and CorporationsWho We AreEnriched Academy is the leading Financial Wellness organization in Canada, empowering individuals in turning financial knowledge into life-changing action.Through our Online Learning Environment, Live Events, and Financial Coaching, we serve hundreds of thousands of Canadians across various sectors, including Education (K-12 and post-secondary), Associations, Corporations, and Governments. Our rapidly expanding team operates remotely across Canada and globally.The RoleAs a Client Success Manager, your primary goal is to drive high utilization of Enriched Academy's offerings within your assigned client base. This role demands exceptional presentation, relationship-building, and client support skills, with a strong focus on delivering outstanding service.The ideal candidate will be able to share an impressive track record of tenacity and persistence.You will be instrumental in elevating the Associations and Corporations Division by consistently providing value, operational excellence, and fostering a culture of financial well-being. Reporting directly to the Vice President of Associations and Corporations, youll play a pivotal role in driving client success.This full-time, salaried, work-from-home position includes a performance-based bonus structure, and you'll have flexible hours with specific KPI requirements.ResponsibilitiesClient RelationsBuild and nurture long-term client relationships.Oversee client onboarding, implementation, and ongoing support.Set and exceed client milestones, retentionratesand Key Performance Indicators.Drive value through an exceptional customer experience.Conduct proactive client touchpoints, addressing needs and monitoring health metrics.Own and execute best practices tailored to each client.Analyze data and industry trends to enhance client outcomes.Collaborate with internal teams to optimize services.Presentations and TravelTravel (up to 12 weeks/year) for in-person group training and orientations.Conduct virtual and in-person meetings with key decision makers to strengthen relationships.Deliver 300+ virtual/group training sessions annually, as well as one-on-one client sessions.KPIs and AdministrationMeet and exceed project deadlines, adjusting strategies as necessary.Manage and coordinate webinars, trainings, and client schedules.Maintain meticulous documentation, reporting, and data entry for assigned clients.Send communications and update promotional materials for client events.Track presentations, renewals, feedback, and training sessions.Develop and refine processes, procedures, and best practice documentation.Create and present reports for both internal and external stakeholders.Drive client growth and account utilization through strategic planning.Manage travel budgets and adapt plans as needed.Complete annual client planning and ensure enrollment in financial strategy sessions.Adjust approaches proactively when KPIs fall below expectations.Implement corporate best practices in time management and client engagement.Additional DutiesPreparequarterlyreports.Update Client SuccessManagerDashboards (until automated).Manage Freshdesk tickets (until automated).Execute other responsibilities as assigned.Must-Have SkillsPowerful presentation delivery and public speaking capabilities.Exceptional project management abilities.Excellent interpersonal, management, and leadership skills.Proven tenacity and persistence.Superior verbal and written communication skills (you are excellent on the phone).Demonstrated expertise in project management and client success roles.Ability to meet KPIs and deliver on key milestones.Commitment to continuous self-improvement (reading, audiobooks, podcasts, courses).Tech-savvy with proficiency in MS Office.Strong organizational and time-management skills.Detail-oriented and highly efficient.Education and Experience RequirementsBachelors degree or equivalent experience.5+ years of experience in customer success or a related field.Proven ability to enhance customer satisfaction.Strong analytical and communication skills.