CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
As a bilingual Sr. Customer Success Manager (CSM), you’ll work together with leaders at North America’s largest banks and wealth management firms to drive end-user adoption, partnership, and expansion. You value multi-threading, strong communication, and are extremely organized. Over your time at CapIntel, you will become an expert in both our product and your customers’ businesses, driving them towards a best-in-class adoption and maximum contract value.
While CapIntel is a remote-first company, we believe in prioritizing in-person time with our clients and peers. This role will be expected to travel up to 1x per month within the United States and Canada.
What You’ll Do- Join us as the first US based member of the Customer Experience team as we expand rapidly in the US market
- Partner with North America’s largest banks and wealth management firms to drive end-user adoption, retention and expansion
- Deliver trainings, updates, and quarterly business reviews to your customers in both English and Spanish
- Demonstrate empathy and curiosity for customers to understand their needs and wants
- Work cross functionally to share customer insights and ensure the voice of the customer is heard
- Several years' experience in customer success management or account management, working in software as a service (SaaS)
- Professional working proficiency of Spanish and English - inclusive of speaking, reading, writing and comprehension
- Ability to confidently deliver live training sessions to large audiences
- Proficiency in understanding complex business scenarios and aligning with cross functional teams to propose solutions
- Demonstrated ability to coach customers towards higher adoption and maintain mutual account plans
- Experience with data analysis, account planning, multi-threading, presenting and selling to across C-suite level decision makers, managing internal stakeholders to deliver on client needs and timelines
- Demonstrated ability to work in a pod structure— collaborating with sales partners on expansions and renewals
- Experience as a Financial Advisor or in the Wealth Management space
- Experience using Salesforce or customer success software
- PMP or equivalent designation
- Interview with a Talent Acquisition Partner
- Interview with our Head of CX
- Interview with a CX team member
- Take-home case study + presentation
At CapIntel, we design compensation with intention. Each role is assessed based on the impact, skills, and experience it requires, and we align pay to competitive market data so candidates have clarity from the start.
For this role, the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience, skillset, potential impact, and work location. The listed range is a guideline, and the range for this role may be adjusted as needed.
Compensation at CapIntel extends beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you’d like to learn more about how we approach compensation, we’re happy to discuss it as part of the hiring process.
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.
Why you'll enjoy working hereLearn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.
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