Client Success Specialist
At a glance
Mid-level Customer Success role at Waterworth. Victoria · full-time · CA$75,000–CA$90,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Load local-government financial, utility, and infrastructure data into Waterworth with Excel
- Build and tune forward-looking financial models that turn accounting data into clear visual narratives
- Advise City Managers, Finance Directors, and Public Works Directors on long-term strategic planning
- Present complex findings live to councils, boards, and the public
- Become a trusted adviser to senior municipal leaders through consistent, insightful partnership
What you bring
- Working knowledge of accounting and finance, applied to public-sector challenges
- Hands-on Excel experience analyzing data and building financial models, with testing during interviews
- Confidence explaining complicated data findings to important stakeholders
- At least one year of professional experience in a collaborative workplace
- A track record of learning from challenges and solving problems with cross-functional teams
Who this fits
This role suits an articulate communicator who can combine accounting knowledge, Excel modeling, presentations, and relationship building. You’ll work onsite in Victoria from seven in the morning to three-thirty in the afternoon, Monday through Friday. It is a fully in-person role with a salary of $75,000 to $90,000 CAD plus potential bonuses.
From the employer
Client Success Specialist
Location: Victoria, BC (On-site)
Hours: 7am - 3:30pm (Monday to Friday)
Compensation: $75,000 - $90,000 salary (plus potential bonuses)
About Waterworth
Waterworth is a scaling SaaS company known for utility financial planning, located in Victoria, BC. We empower more than 400 municipalities across North America to take control of their financial futures through proprietary financial modelling and analysis software.
We embrace the philosophy that "the best idea wins," which entails having robust execution plans to support those ideas. This approach creates an environment where everyone feels comfortable sharing their strategies.
We are looking for an articulate communicator with an understanding of accounting or finance who wants to apply themselves. This role goes beyond "customer support", which is typically limited to instructing customers how to use a tool and checking in for the sake of checking.
The Role
We believe in a proactive approach to Client Success. This means collaborating closely with communities to navigate complex challenges without causing an affordability and inequity crisis.
Our training program provides you with in-depth insights into municipal government, financial management, SaaS, and Client Success. Rest assured, you won't feel out of your element; we are committed to supporting your development at every stage, with regular check-ins designed to help you thrive.
Key Responsibilities:
Client Onboarding
Utilizing Excel to extract, transform, and load financial, utility, and infrastructure data from local governments into Waterworth. Initiatives for data automation are highly encouraged!
Financial Forecasting
Use your accounting fundamentals and domain knowledge to build and calibrate forward-looking financial models that turn data into visual stories.
Strategic Advising
Support community growth by partnering with City Managers, Finance Directors, and Public Works Directors (our "Waterworth Champions") to deliver critical insights for their long-term strategic planning.
This includes conducting live online presentations for councils, boards, and the public to aid in informed decision-making.
Build Meaningful Relationships:
Earn trust and credibility as a go-to advisor for senior municipal leaders. Your consistency, integrity, and insight will form the backbone of lasting partnerships.
Requirements
Accounting & Financial Acumen
Understand key accounting/finance concepts and you’re excited to apply that knowledge to real-world challenges in public sector contexts.
Proficient in Excel
Must be able to demonstrate experience using spreadsheets to analyze data and build models. Candidates will be tested on their Excel skills during the interview process.
Confident Communicator
Experience in presenting complex data insights with clarity to key stakeholders.
Growth Mindset
Demonstrated a commitment to continuous learning from each challenge faced. A "Win or Learn" mindset is the standard here.
Effective Team Player
Worked in a cross-functional environment, with a collaborative approach to solving business problems.
Professional Experience
1+ years of professional experience, with demonstrated experience working in a collaborative, professional environment.
Benefits
Downtown Office & Friendly Atmosphere
Join our young, growing team in a 100% in-person office that promotes innovation and fun. Enjoy regular socials, BBQs, office pets, a ping pong table and free snacks, creating an enjoyable work environment.
Impactful Work
Our skilled team empowers communities across North America to take control of their futures, making a genuine difference in hundreds of lives.
Extended Health
You will be entitled to full extended health benefits, along with dental coverage and other benefits suited to your needs.
How to Apply
Ready to make a real impact while gaining valuable experience? We want to hear from you! Please submit your resume and get in touch! We are actively reviewing resumes for Aug starting dates.
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