Customer Success Associate

Position Details:

Job title: Customer Success Associate/Customer Success Lead/Customer Success Manager

Location: Toronto ON

Duration: 6+ Months (Ext. on work performance basis)

Job Descriptions:

• Manage and maintain strong relationships with clients and customers.
• Serve as a primary point of contact for assigned customer accounts.
• Understand customer needs and provide timely, effective solutions.
• Support customer onboarding, engagement, retention, and overall satisfaction.
• Collaborate with internal teams to resolve customer issues and meet business objectives.
• Maintain accurate account, financial, and customer records.
• Apply knowledge of finance, accounting, and bookkeeping to support customer and account-related activities.
• Monitor account activities and identify opportunities for improvement or additional support.
• Participate in structured training, coaching, mentoring, and hands-on learning through the CSADP.
• Communicate effectively with customers, stakeholders, and internal teams.
• Demonstrate ownership, accountability, and a customer-first mindset.

Required Qualifications

• 2–5 years of professional experience in one or more of the following areas:
• Customer Success / Client Success
• Account Management / Client Services
• Financial Services
• Accounting / Bookkeeping
• Demonstrated experience managing client or customer accounts.
• Strong understanding of finance, accounting, and bookkeeping principles.
• Excellent verbal and written communication skills.
• Strong interpersonal and relationship-management skills.
• Ability to work in a fast-paced, customer-focused environment.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to learn quickly and apply new concepts in a hands-on environment.

Preferred Qualifications

• Experience in a customer-facing financial services environment.
• Experience managing multiple client accounts or customer relationships.
• Experience with accounting, financial reporting, reconciliations, or bookkeeping processes.
• Experience coaching, mentoring, or supporting junior team members.
• Strong ability to build trust and maintain long-term customer relationships.
• Demonstrated history of high performance and professional excellence

If Interested Please share resume directly at Vidushis1@mindlance.com

About Mindlance: About Mindlance: Founded in 1999, Mindlance is one of the largest diversity-owned staffing firms in North America. With more than 5000 employees globally and scores of Fortune 500 clients, Mindlance provides industry-specific staffing across a range of specializations in the US and Canada. We are recognized in the staffing industry for our strong fundamentals, streamlined processes, and great relationships with our talent, partners, and clients. To know more, please visit www.mindlance.com