Job Description & How to Apply Below
Shape financial futures as a Client Success Specialist at Waterworth in Victoria, BC. This on-site position is focused on helping municipalities with financial modeling and building strategic partnerships.
Waterworth values an articulate communicator with a solid foundation in accounting or finance.
Your role will transcend typical customer support, empowering clients through proactive engagement. You'll be involved in onboarding, financial forecasting, and strategic advising, transforming complex data into actionable insights for municipal leaders.
Key Responsibilities:
• Onboard clients and automate data extraction
• Develop visual financial models from raw data
• Advise municipal leaders on strategic insights
• Conduct online presentations to engage stakeholders
• Establish yourself as a trusted advisor in the community
Requirements:
• 1+ years of professional experience required
• Proficient in Excel for financial analysis
• Strong interpersonal and communication skills
• Committed to continuous learning
• Team-oriented with a collaborative mindset
Leverage your skills in finance and communication to create impactful relationships as a Client Success Specialist with Waterworth.
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