Client Success Specialist

Peoples Group is a trusted financial services company that supports innovators in Canada’s economic future. The Client Success Specialist plays a vital role in coordinating sales activities and ensuring effective communication among stakeholders while maintaining accurate documentation and records.

Responsibilities

• Prepare, file, and retrieve sales-related documents (e.g., due diligence submissions, assessment forms, NDAs)
• Coordinate meetings, calls, and demos for Business Development and Account Management teams
• Draft and manage account service-related documents such as meeting agendas, reports, proposals, and client correspondence
• Participate in client meetings and conference calls, contributing to document discussions and maintaining CRM updates
• Maintain current work-in-progress records and archives of past project information
• Liaise with internal teams to ensure proper pre- and post-sales service
• Maintain and update sales and customer records
• Develop and document onboarding processes in Confluence and maintain these pages
• Create and maintain reports and sales pipeline updates for executive leadership and senior sales team members

Skills

• 1–3 years of experience in a sales environment
• Strong administration and coordination skills
• Excellent knowledge of customer service and sales standards
• Tech-savvy with proficiency in CRM systems, Microsoft Office (especially Excel), LawVu, and other platforms
• Exceptional time management and multitasking abilities
• Comfortable attending in-person meetings and sales-related events
• Ability to thrive in a dynamic, fast-paced environment and adapt to shifting priorities
• Detail-oriented with a high level of accuracy in documentation and reporting
• A combination of education and experience is considered
• Master's degree preferred

Benefits

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
• Competitive salaries, profit sharing, RRSP matching and benefits from day one.
• Generous paid time off to help achieve a healthy work-life balance.
• A strengths-based approach, ensuring we work together more effectively.
• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

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