Job Description

Location

: Toronto (Hybrid: 3 days per week in office)

About Swoop

Swoop

is an exciting, fast-growing FinTech platform connecting SMBs to funding solutions through debt, equity and grants -- taking the stress out of financing for SMBs. Say goodbye to lengthy searches, arduous application forms and black holes of information. Swoop leverages core data points and financial information to help business owners understand the marketplace and uncover the best funding and saving solutions for their businesses. We do the heavy lifting across the entire application process so business owners can focus on running their business.

Swoop for Advisors focuses on supporting Accountants, Bookkeepers and Financial Directors to easily identify ways for their clients to save, invest and grow. Advisors can utilize Swoop's technology, specialist funding teams and customer success team to source the best funding opportunities for their clients, all while educating themselves and their team to identify opportunities and market their new services to their client base.

Position Overview

We're seeking a dynamic Customer Success Manager who thrives at the intersection of relationship building and cutting-edge technology. This isn't just about maintaining accounts -- it's about empowering accounting professionals to become funding heroes for their clients while building a career at the forefront of FinTech innovation. If you're someone who lights up at the thought of helping advisors transform their practice and genuinely believes technology should make people's lives easier, we want to hear from you.

As a Customer Success Manager, you'll be the catalyst for advisor transformation:

Champion advisor success

- Serve as a trusted partner for accounting firms, ensuring they feel supported and empowered to leverage our platform to deliver exceptional value to their SMB clients

Build relationships that last

- Develop deep, authentic partnerships with your portfolio of accounting firms that drive retention, loyalty, and long-term customer lifetime value

Be the product expert

- Master Swoop's technology and service offerings inside and out, becoming the go-to resource for advisors navigating technical challenges and uncovering new opportunities

Protect and grow revenue

- Monitor partner health with a keen eye, identify churn risks before they materialize, and proactively introduce solutions that expand our footprint within each firm

Bridge worlds seamlessly

- Collaborate with sales, marketing, and operations teams to resolve issues quickly and optimize every touchpoint of the advisor experience

Drive strategic impact

- Provide regular insights and reporting on partner relationships to senior leadership, shaping the future direction of our advisor channel

Fuel advisor growth

- Help accounting professionals achieve their goals while simultaneously strengthening their relationship with Swoop, creating a virtuous cycle of success

About You:

Relationship builder extraordinaire

- You have natural charisma and strong interpersonal skills that help you build rapport quickly and maintain trust over the long haul

Pressure performer

- You've proven your ability to handle complaints, escalations, and difficult conversations with professionalism, resilience, and a solutions-driven mindset

Commercial mind with heart

- You possess genuine commercial acumen and can identify upsell opportunities without ever feeling pushy -- because you truly believe in the value you're delivering

Self-starter with team spirit

- You're confident working independently and taking initiative, but you're also a supportive team player who lifts others up

Battle-tested professional

- Prior experience in B2B Customer Success, Account Management, or Partner Management roles, ideally within Accounting Firms, Technology/SaaS, or Financial Services

Financially fluent

- Familiarity with business funding, lending, or financial services is a strong plus, helping you better understand the goals and challenges of our partners' clients

Tech-savvy operator

- Familiarity with CRM tools (e.g., HubSpot) to manage customer data and workflows efficiently

Proactive problem solver

- You think on your feet, offer creative resolutions under pressure, and see challenges as opportunities to add value

Growth mindset champion

- Ready to take on new challenges, spot growth opportunities, and set an example for others to learn from

Benefits:

5 weeks holiday annually

Competitive salary & short term incentive structure

Employee Healthcare benefits plan

Have a say in how the business evolves and scales

Work within a transparent, friendly and collaborative culture

Limitless challenge and scope for development

Employee Discounts

Flexible working (3 days in office)

Recruitment process summary:

1. Candidate screening

2. Round 1 Interview

3. Round 2 Interview (Practical presentation)

How to Apply

Does this role excite you? If so, simply apply by sending your resume with a catchy subject line to: careers@swoopfunding.com

In the email, tell us a little bit about yourself and why you think you'd be a good fit for this role. Looking forward to hearing from you!

Please visit our website: www.swoopfunding.com/ca

Swoop is an equal opportunities employer. We believe passionately that employing a diverse workforce is central to our success. We make recruiting decisions based on your experience and skills.

Swoop in the media:

https://www.deloitte.com/ie/en/about/press-room/fast-50-2023-winners.html https://peopleofcolorintech.com/articles/sage-the-boss-network-and-swoop-launch-new-mentorship-program-for-atlantas-black-women-entrepreneurs/ https://www.finextra.com/newsarticle/45407/irish-fintech-swoop-secures-6-million-to-grow-us-business https://www.newsweek.com/canada-liberation-day-warnings-trump-tariffs-2054140 https://www.sage.com/en-gb/company/digital-newsroom/2023/09/29/swoop-and-sage-unveil-global-partnership/ https://www.franchiseinfo.ca/news/f45-training-partnering-with-swoop-to-provide-franchising-financing-solutions/ https://www.youtube.com/watch?v=ieCmn8Yicis
Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

Company events Extended health care Paid time off Stock options Wellness program
Application question(s):

Do you have any experience or familiarity with business funding?
Education:

Bachelor's Degree (required)
Experience:

B2B sales, Account Management or Customer Success: 3 years (required)
Language:

English (required)
Work Location: Hybrid remote in Toronto, ON M5T 1X5