Client Success Expert in Cash Management

Transform customer experience as a Client Success Specialist at Sia Partners in Toronto, specializing in cash management. Lead corporate banking clients through their essential transitions.
This full-time position emphasizes your ability to manage customer onboarding and address any objections during significant changes. You will coordinate closely with the Canadian Sales team at a major bank, ensuring that each client’s transition to the new branch model is smooth and efficient. You'll enhance relationships across sales and compliance teams to safeguard client satisfaction.
Key Responsibilities:
• Manage customer transitions from readiness through stabilization
• Guide implementation and compliance for banking clients
• Forge connections with sales and compliance teams
• Develop proactive retention strategies
• Offer insights for the ongoing improvement of transition strategies
Requirements:
• At least 12 years of experience in banking
• Strong background...