Doxim is a leading provider of Customer Engagement Software for Financial Service Organizations. This software helps financial institutions transform their client experience, communicate more effectively throughout the client lifecycle and improve cross sell and upsell activities that drive increased wallet share. The SaaS-enabled platform addresses key digitization challenges, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access, tailored to a clients’ channel preferences.
Located in Markham, we are one of the fastest-growing technology companies in Ontario. We are expanding quickly and seeking a Wealth Management Account Manager to help sustain that growth. The right candidate will have a passion for customer service.
This role will be responsible for developing long-term relationships with a portfolio of assigned customers by connecting with key business executives and stakeholders. You’ll be the lead contact between external customers and internal cross-functional teams to ensure the timely, successful delivery and ongoing customer satisfaction of all Doxim solutions.
Great to haves: