Client Success Manager, Wealthsimple for Business

Orchestrate seamless onboarding experiences for new plan sponsors, establishing strong foundations for long-term partnerships. Expertly manage HRIS/payroll integration processes, ensuring accurate data flow and system compatibility. Drive industry-leading employee plan adoption rates through strategic communication campaigns and engaging educational initiatives. Lead complex plan transfers from legacy providers with precision and care, coordinating cross-functional teams while providing clients with transparent milestone updates. Empower plan administrators through comprehensive platform training, equipping them with the knowledge to maximize their Wealthsimple tools. Support clients with plan governance — ensuring that plan documentation, processes, and communications align with legislative requirements and best practices. Provide insights and reporting on plan health, participation, and key success metrics. Cultivate strong client relationships through proactive service, anticipating needs and delivering personalized support. Resolve technical issues with urgency and ownership, transforming challenges into opportunities to demonstrate our commitment to excellence. Think strategically and put our Clients at the center of your work, making sure they are well taken care of, informed, and satisfied with the platform and related services. Contribute to process improvements and internal initiatives that enhance client experience and operational efficiency.