Sia Partners Client Success Specialist

Support corporate banking clients as a Client Success Specialist at Sia Partners in Toronto, focusing on cash management. Facilitate smooth transitions for customers during critical banking changes.
In this full-time role, you will act as a vital bridge between clients and banking teams. Your extensive banking experience of over 12 years will be crucial in managing the onboarding process and overcoming objections. Collaborate with the Canadian Sales team to enhance customer experiences and employment of cash management strategies.
Key Responsibilities:
• Oversee customer transitions from readiness assessment to stabilization
• Navigate compliance and implementation processes for clients
• Build relationships with the sales team and compliance personnel
• Identify strategies for client retention proactively
• Provide insights for continuous improvement of playbooks
Requirements:
• Minimum 12 years in banking or related fields
• Deep understanding of cash ma...