Customer Relationship Manager
Nest Wealth
Toronto, ON
Nest Wealth is Canada's largest independent digital wealth management platform, offering both direct-to-investor and advanced business-to-business solutions. It's an exciting time, as we are experiencing significant growth, and are looking to add a Customer Relationship Manager to join forces on our Product team.

We are located across the street from Roy Thomson Hall in the heart of the Entertainment District in downtown Toronto.

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At Nest Wealth you'll be:
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  • Owning the customer experience and being the go-to person for multiple enterprise level clients
  • Establishing yourself as a product expert, while providing exceptional service and advocating for customer experience improvements
  • Having a close pulse on client needs in order to assist them in reaching their desired outcome
  • Providing product onboarding and continued education/training throughout lifecycle
  • Upholding a positive customer experience across the entire lifecycle to ensure customers maximize their ROI with our solution
  • Acting as a strategic partner to customers by sharing industry trends to better leverage our product and identify new improvements or functionalities
  • Participating in product roadmap planning with the product management team
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What you'll bring to Nest Wealth:
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  • 5+ years of Product or Agency experience in an Account Director, Customer Success and/or similar, client facing role
  • 2+ years of experience servicing enterprise level clients
  • Exceptional customer service abilities, building rapport and gaining trust comes naturally to you
  • A knack at communicating complex technical challenges and solutions in a simplistic and concise way
  • A proactive and innovative approach to servicing client needs
  • The ability to manage internal and external relationships to ensure a long-lasting positive customer experience
  • Exceptional communication, presentation and organizational skills
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In addition to joining a phenomenal team, we offer:
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  • A competitive salary with customizable extended health benefits and group savings (RRSP) plan.
  • An employee stock option plan. We believe work means more when you have ownership in what we're building.
  • A yearly education budget for your own professional goals (workshops, courses, conferences, classes, and more).
  • Flexible hours. Our employees have the latitude to take care of the other parts of their lives and be there for the things that matter to them.
  • Weekly catered team lunches, a fully stocked fridge, and healthy snacks and fruits for everyone to enjoy.