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Fundica

Customer Success Coordinator

Montreal, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 4, 2026
Posting language: English · French
Posted: Nov 4, 2026

Original job description

English section of this bilingual listing.

** La version française suivra **

About the Role:

We are looking for a motivated, proactive, and fully bilingual (English and French) early-career professional to join our team as a Customer Success Coordinator. You will be responsible for understanding our clients' needs, managing their onboarding and training, and helping drive long-term customer satisfaction, retention, and growth.

You will work closely with the President and our business development, marketing, product, software development, and funding analysis teams. You will support our growth across the United States and Canada by ensuring a positive customer experience and proactively identifying new opportunities.

Key Responsibilities:

Lead onboarding and training for new clients so implementation goes smoothly and adoption lasts
Act as the day-to-day contact for clients, build trust, learn their needs, and document what you hear
Flag growth and upsell opportunities to the sales team
Work with sales, marketing, and product to improve retention across the customer journey
Log client activity, follow-ups, and leads in our CRM
Support the marketing team with various initiatives, including content creation, client communications, and the organization of events and webinars.
Support product demos and presentations led by the business development team
Work with sales, marketing, and product to improve retention across the customer journey

Qualifications:

Fully fluent in both English and French, written and spoken, to effectively communicate with our clients across Canada and the United States
Post-secondary degree or diploma with a strong grasp of technology
Up to 2 years in customer success, sales, or another customer-facing role (internships, co-ops, and part-time work count)
Interest in sales and business development, with an entrepreneurial streak
Fast learner, empathetic, energetic, curious about technology, with a good sense of humour

Program Eligibility:

This position is funded through the Youth Employment Program. To be eligible, you must be:A post-secondary graduate

Under 30 years old
A Canadian citizen or permanent resident
A first-time participant in the Youth Employment Program

What's In It for You?

Work from our downtown office in Montreal (Peel Metro)
Join an enthusiastic and dynamic team in a fast-paced learning environment
Meet influencers in the tech community and expand your personal network
Competitive compensation, including stock options
Monthly team events
Enjoy a kitchen stocked with healthy snacks and beverages

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive and accessible environment for all employees.

About Fundica:

Fundica is an award winning, AI-powered funding workflow platform licensed to financial institutions, governments, and advisors across North America. Using Fundica, these organizations help businesses easily identify and apply for the most relevant funding while making these organizations next generation, one-stop funding destinations.

We thank you for your interest and unfortunately will only be able to contact those candidates selected for interviews.

***

Read the full bilingual original

** La version française suivra **

About the Role:

Key Responsibilities:

Lead onboarding and training for new clients so implementation goes smoothly and adoption lasts
Act as the day-to-day contact for clients, build trust, learn their needs, and document what you hear
Flag growth and upsell opportunities to the sales team
Work with sales, marketing, and product to improve retention across the customer journey
Log client activity, follow-ups, and leads in our CRM
Support the marketing team with various initiatives, including content creation, client communications, and the organization of events and webinars.
Support product demos and presentations led by the business development team
Work with sales, marketing, and product to improve retention across the customer journey

Qualifications:

Fully fluent in both English and French, written and spoken, to effectively communicate with our clients across Canada and the United States
Post-secondary degree or diploma with a strong grasp of technology
Up to 2 years in customer success, sales, or another customer-facing role (internships, co-ops, and part-time work count)
Interest in sales and business development, with an entrepreneurial streak
Fast learner, empathetic, energetic, curious about technology, with a good sense of humour

Program Eligibility:

This position is funded through the Youth Employment Program. To be eligible, you must be:A post-secondary graduate

Under 30 years old
A Canadian citizen or permanent resident
A first-time participant in the Youth Employment Program

What's In It for You?

Work from our downtown office in Montreal (Peel Metro)
Join an enthusiastic and dynamic team in a fast-paced learning environment
Meet influencers in the tech community and expand your personal network
Competitive compensation, including stock options
Monthly team events
Enjoy a kitchen stocked with healthy snacks and beverages

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive and accessible environment for all employees.

About Fundica:

We thank you for your interest and unfortunately will only be able to contact those candidates selected for interviews.

***

Description du poste :

Nous recherchons une personne motivée, proactive et parfaitement bilingue en français et en anglais, en début de carrière, pour occuper le poste de coordonnateur·trice au succès client. Vous serez à l'écoute de nos clients, vous gérerez l'intégration et la formation, puis vous ferez progresser leur satisfaction, leur fidélisation et leur croissance à long terme.

Vous travaillerez aux côtés du président et des équipes du développement des affaires, du marketing, du produit, du développement logiciel et de l'analyse du financement. Vous soutiendrez notre croissance aux États-Unis et au Canada en gardant nos clients satisfaits et en repérant les occasions tôt.

Principales Responsabilités :

Assurer l'intégration et la formation de nouveaux clients pour faciliter leur prise en main de la plateforme et favoriser son utilisation à long terme.
Être le principal point de contact des clients, établir des relations de confiance, comprendre leurs besoins et assurer un suivi régulier.
Repérer des occasions de croissance et de vente incitative et les transmettre à l'équipe des ventes.
Collaborer avec les équipes de ventes, du marketing et du produit pour améliorer l'expérience client et favoriser la fidélisation.
Tenir à jour les informations dans notre CRM, notamment les échanges avec les clients, les suivis et les occasions de vente.
Appuyer l'équipe marketing dans la réalisation de diverses initiatives, notamment la création de contenu, les communications avec les clients et l'organisation d'événements et de webinaires.
Appuyer l'équipe du développement des affaires lors des démonstrations et des présentations de la plateforme.

Qualifications :

Maîtrise parfaite du français et de l'anglais, tant à l'oral qu'à l'écrit, afin de communiquer efficacement avec notre clientèle au Canada et aux États-Unis
Diplôme d'études postsecondaires et bonne maîtrise des outils technologique.
Jusqu'à deux ans d'expérience en succès client, en vente ou dans un autre poste impliquant des interactions avec la clientèle (les stages et les emplois à temps partiel sont pris en compte)
Intérêt pour la vente et le développement des affaires, avec un esprit entrepreneurial
Capacité à apprendre rapidement, empathie, dynamisme, curiosité pour la technologie et bon sens de l'humour

Admissibilité au programme :

Ce poste est financé par le Programme d'emploi jeunesse. Pour être admissible, vous devez :

Être titulaire d'un diplôme d'études postsecondaires.
Être agé(e) de moins de 30 ans.
Être citoyen(ne) canadien(ne) ou résident(e) permanent(e).
Participer pour la première fois au Programme d'emploi jeunesse.

Ce que nous offrons :

Travaillez à partir de notre bureau situé au centre-ville de Montréal (métro Peel).
Rejoignez une équipe enthousiaste et dynamique dans un environnement où l'apprentissage est continu.
Rencontrez des acteurs clés du monde de la technologie et étendez votre réseau professionnel.
Rémunération compétitive, incluant des options d'achat et d'actions.
Évènements d'équipe mensuels.
Profitez d'une cuisine remplie de collations et de boissons saines.

Nous sommes un employeur soucieux de l'égalité des chances. Nous célébrons la diversité et nous nous engageons à créer un environnement inclusif et accessible pour tous les employés.

À propos de Fundica :

Fundica est une plateforme primée de flux de travail de financement, propulsée par l’IA et offerte sous licence aux institutions financières, aux gouvernements et aux conseillers partout en Amérique du Nord. Grâce à Fundica, ces organisations aident les entreprises à repérer facilement les financements les plus pertinents et à présenter une demande, tout en devenant des guichets uniques de financement de nouvelle génération.

Nous vous remercions pour votre intérêt et prenez note que nous ne contacterons que les candidats sélectionnés pour les entrevues.

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More about this job

Responsibilities

Lead client onboarding and training, serve as the day-to-day client contact, document client activity in the CRM, and identify opportunities for growth and upselling. Collaborate with sales, marketing, and product teams to improve retention, support marketing initiatives, and assist with product demonstrations and presentations.

Requirements

Applicants must be fluent in written and spoken English and French, hold a post-secondary degree or diploma, and have up to two years of customer-facing experience. The role also requires an interest in sales and business development, strong technology aptitude, and eligibility for the Youth Employment Program, including being under 30 and a Canadian citizen or permanent resident.

Skills

Customer Onboarding
Customer Training
Customer Success
Customer Retention
Upselling
Sales
Business Development
CRM Management
Marketing Support
Content Creation
Event Organization
Product Demonstrations
Written and Spoken English
Written and Spoken French
Technology Aptitude

Benefits

Stock Options
Monthly Team Events
Healthy Snacks and Beverages

Visa sponsorship

Not detected in the job text

Keywords

Customer Success
Customer Onboarding
Client Training
Customer Retention
Customer Satisfaction
Upselling
Sales
Business Development
CRM
Marketing
Content Creation
Client Communications
Events
Webinars
Product Demonstrations
Product Presentations
Financial Services
Funding Workflow Platform
Artificial Intelligence
Technology
English
French
Youth Employment Program

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