As a Senior Customer Success Manager, you will enhance user adoption among major banks and wealth management firms. Responsibilities include training clients, delivering updates and reviews, understanding client needs, and collaborating cross-functionally to improve customer experience.

The Technical Support Specialist will educate and support customers using the wealth management platform in both French and English. Responsibilities include responding to customer inquiries via Zendesk, escalating issues, participating in training, recording problems in Jira, and assisting in creating help center content.