Toronto, Ontario, Canada · On-site
$100k–$120k/yr
About the role At PureFacts, Customer Success is about more than supporting customers—it's about becoming a trusted partner who helps clients maximize the value of their investment in the PureRevenue™ Platform. As a Cust…
Skills: Customer Relationship Management, Stakeholder Management, Customer Onboarding, Product Adoption, Strategic Planning
Calgary, Alberta, Canada · Hybrid
$38k–$63k/yr
Company: Sovereign Insurance Department: SOV -Spec Lines Solutions Employment Type: Temporary Full-Time (6 months) Work Model: Hybrid (2 days in office) Language: This role operates in English. Additional Information: Th…
Skills: Microsoft Excel, Microsoft PowerPoint, AI Tools, Copilot, SharePoint
Toronto, Ontario, Canada · Hybrid
$50k–$60k/yr
People & Office Coordinator – Toronto We’re looking for a proactive and organised People & Office Coordinator to support our growing People & Office functions across North America. Reporting to the HR Partner, North Amer…
Skills: Office Operations, HR Administration, Facilities Management, Event Planning, Employee Onboarding
Toronto, Ontario, Canada · On-site
$70k–$80k/yr
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. We have evolved from our origins in the UK, where the business was launched in 2012…
Skills: Classroom Training, Sales Coaching, Onboarding, Presentation Skills, Facilitation
Winnipeg, Manitoba, Canada · On-site
$125k–$135k/yr
Senior Manager, Technical Management Location: This position will be based out of our Winnipeg or Toronto office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent compan…
Skills: Infrastructure Strategy, Site Reliability Engineering, Cloud-Native Delivery, Platform Engineering, Multi-Cloud Deployment
Toronto, Ontario, Canada · On-site
$59k–$88k/yr
Company Description UHN is Canada’s #1 hospital and the world’s #1 publicly funded hospital. With 10 sites and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princes…
Skills: Accounts Payable, Vendor Management, Financial Analysis, SAP, Microsoft Excel
Toronto, Ontario, Canada · Hybrid
$133k–$191k/yr
ABOUT US SickKids Foundation, with over 50 years of philanthropic impact is Canada's largest charitable funder of child health research, learning and care, raising over $200 million last year. As a national charity, Sick…
Skills: Grant Making, Donor Fund Management, Data Quality Management, Strategic Planning, Stakeholder Management
Toronto, Ontario, Canada · Hybrid
$80k–$90k/yr
Osler, Hoskin & Harcourt LLP is one of Canada’s leading business law firms. Advising many of Canada’s corporate leaders, as well as U.S. and international parties with extensive interest in Canada, our more t…
Skills: Leadership, Project Management, Customer Relations, Aderant, E-billing
Toronto, Ontario, Canada · On-site
Chubb is the world’s largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental heal…
Skills: Underwriting, Risk Assessment, Portfolio Management, Negotiation, Problem Solving
Toronto, Ontario, Canada · Remote OK
Mercata is looking for a few experienced buy-side equity analysts and portfolio managers for early user testing of our AI-native Research OS for hedge funds and alternative asset managers. One 30-minute session, paid for…
Skills: Equity Analysis, Portfolio Management, Fundamental Research, Financial Modeling, Investment Thesis Writing
Toronto, Ontario, Canada · Hybrid
$84k–$102k/yr
About Citco: The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself…
Skills: Hedge Fund Accounting, Investment Company Accounting, Derivative Instruments, Financial Reporting, Supervisory Management
Toronto, Ontario, Canada · On-site
$60k–$80k/yr
Who We Are: Aird & Berlis LLP is a prominent Canadian business law firm located in the heart of Toronto’s and Vancouver’s financial districts. With over 250 lawyers, business advisors and patent agents, we se…
Skills: Microsoft Office 365, DocuSign, Closing Folders, Document Styling, Calendar Management
Toronto, Ontario, Canada · On-site
$130k–$170k/yr
Company Description Indigo is a physical and digital place inspired by and filled with books, ideas, beautifully designed lifestyle products, and the creative people who help make it all happen. We believe in real books,…
Skills: Compensation Strategy, Benefits Design, Job Architecture, Market Pricing, Absence Management
Toronto, Ontario, Canada · Hybrid
$61k–$79k/yr
ABOUT GOWLING WLG At Gowling WLG, our commitment to excellence begins with our people. As an international law firm with offices in Canada, the U.K., Europe, the Middle East, and Asia, we’re proud to recruit and re…
Skills: Legal Drafting, Real Estate Transactions, Lending Documentation, Client Account Management, Pre-billing Processes
Toronto, Ontario, Canada · Hybrid
$63k–$80k/yr
Intermediate Accountant - (HYBRID) About Us Zeifmans is a tax, accounting and consulting firm that understands clients’ needs and the full range of solutions available. We work within the rules to make the rules wo…
Skills: Audit, Tax Preparation, Corporate Tax Returns, Personal Tax Returns, Technical Research
Toronto, Ontario, Canada · Hybrid
$50k–$65k/yr
Junior Accountant- Hybrid About Us Zeifmans is a tax, accounting and consulting firm that understands clients’ needs and the full range of solutions available. We work within the rules to make the rules work for ou…
Skills: Audit, Tax Preparation, Client Relationship Management, Accounting Research, Project Management
Toronto, Ontario, Canada · Hybrid
Chief Technology Officer (CTO) Location: Toronto, Ontario (Hybrid) or Montréal, Québec (Hybrid) Reports to: CEO Level: Executive / C-Suite About us: Trolley is the payouts platform for the internet economy. Our mission i…
Skills: Technology Strategy, AI Implementation, Engineering Leadership, Information Security, Software Architecture
Toronto, Ontario, Canada · Remote OK
$45k–$50k/yr
About Manion At Manion, we believe people thrive when they're supported at work, at home, and in their communities. That's why we've built a workplace rooted in trust, collaboration, and care, where your contributions tr…
Skills: Financial Reporting, Audit Preparation, Sage Intacct, Microsoft Excel, Financial Analysis
Toronto, Ontario, Canada · On-site
$135k–$155k/yr
Dream is looking for a Senior Manager, People & Culture! The Senior Manager, People & Culture is a hands-on business partner who works with senior leaders and people managers across four public entities to drive business…
Skills: Talent Management, Organizational Design, Employee Relations, Leadership Coaching, Workforce Planning
Toronto, Ontario, Canada · On-site
$108k–$122k/yr
As a Subsidiary Banking Associate in Global Corporate Banking (GCB) Subsidiary Banking – Hub/Network Hub, you will provide end-to-end coverage to multinational clients by virtually managing a portfolio of regional and in…
Skills: Corporate Banking, Treasury Services, Subsidiary Banking, KYC, Portfolio Management
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Manage a portfolio of strategic customer relationships to drive product adoption and maximize value realization. Collaborate cross-functionally to advocate for customer needs and leverage AI tools to improve operational efficiency and engagement.
Requires at least two years of client-facing experience within Wealth Management or Financial Services. Candidates should possess strong relationship-building skills and experience partnering with product and engineering teams.
About the role
At PureFacts, Customer Success is about more than supporting customers—it's about becoming a trusted partner who helps clients maximize the value of their investment in the PureRevenue™ Platform.
As a Customer Success Manager, you will own a portfolio of strategic customer relationships, guiding clients through onboarding, adoption, optimization, and long-term success. You'll work closely with Customer Support, Product, Professional Services, Engineering, and Sales to ensure customers achieve measurable business outcomes while identifying opportunities to improve operational efficiency and product adoption.
As an AI-native organization, we are looking for someone who embraces emerging technologies and is excited to leverage AI to improve customer experience, automate repetitive tasks, surface insights, and enable more proactive customer engagement.
What you'll do
Customer Success & Relationship Management
Customer Partnership & Operational Support
Cross-Functional Collaboration
Partner closely with:
to ensure customer feedback informs product direction, service improvements, and long-term customer success.
AI & Digital Customer Success
Customer Insights & Continuous Improvement
Qualifications
Required Qualifications
Preferred Qualifications
Success in This Role
In your first year, you will:
We are the only End-to-End Revenue Management Platform dedicated to the Investments Industry. What does that mean? PureFacts helps some of the largest and most recognizable wealth management, asset management and asset servicing firms manage and grow their revenues. The PureRevenue Platform enables scalable revenue management by powering the entire revenue lifecycle. Firms calculate, collect, distribute, incentivize and optimize their revenues using PureFacts AI-enriched fees engine, incentive compensation application and compelling revenue business intelligence powered by a single system of record for revenue management. PureFacts’ customers retain more clients, deliver incremental value, improve productivity, properly incentivize advisors and partners, prevent costly mistakes and find optimization opportunities. We are global, with headquarters in Toronto Canada, and a presence in the USA, UK, Continental Europe and Asia Pacific regions. PureFacts has been recognized for its innovation and excellence including selections to the WealthTech100, AIFinTech100, and ESGFinTech100 awards.
Offices: 48 Yonge St, Suite 400, Toronto, Ontario M5E 1G6, CA · Baslerstrasse 60, Beslerstrasse 60, Zurich, 8048, CH · 32 Threadneedle Street, London, EC2R 8AY, GB · R. do Mar Vermelho Nº2, 1.2, Lisboa, Portugal 1990-152, PT · Princeton, NJ, US
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