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Client Success Analyst Jobs in Toronto, ON (NOW HIRING)

Ebury

Lending Customer Success Analyst

Toronto, ON · Hybrid

Lending Customer Success Analyst Ebury Toronto Office - Hybrid: 4 days in the office, 1 day work ... Client Onboarding & Lifecycle Management - End-to-End Ownership: Act as the primary middle office ...

ExperiencePoint

Client Success Associate

Toronto, ON · On-site

Review lead status quarterly to analyze the reasons that moved a lead to Qualified or Unqualified ... of Success * Annual Pod Revenue Target 100% * Client NPS +90 NPS * Account Retention Rate 50%

Long View Systems

Manager, Client Success

Toronto, ON · On-site

CA$106K - CA$139K/yr

We are looking for a dynamic and results-focused Manager, Client Success for our Toronto branch who ... Expertise to guide clients through ERP implementations (MS Dynamics 365), from analysis and design ...

Bask Health

Client Success Manager

Toronto, ON

Analyze customer engagement metrics and use them to communicate value, trends, and opportunities ... Work Weekends Requirements * 5+ years of experience in Customer Success, Client Services, or ...

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Client Success Analyst information

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$24.8K

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$98.3K

How much do client success analyst jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client success analyst in Toronto, ON is $52,973.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,173.00 and $57,737.00 per year, depending on experience, location, and employer.

What is a client success analyst?

A Client Success Analyst is a professional who ensures that clients achieve their desired outcomes while using a company's products or services. They act as a bridge between the client and the company, providing support, troubleshooting issues, and identifying opportunities for clients to maximize value. Their responsibilities often include onboarding new clients, analyzing client data to track satisfaction and success, and collaborating with internal teams to resolve client concerns. Ultimately, they help foster long-term client relationships and drive customer retention.

How does a client success analyst typically collaborate with other departments to address client needs?

Client Success Analysts frequently work cross-functionally, partnering with teams such as Sales, Product, and Support to ensure client satisfaction. They often act as the main point of contact for client feedback, relaying concerns or feature requests to the appropriate internal teams. This collaboration helps drive process improvements, resolve issues efficiently, and ensures the client's voice is heard throughout the organization. Effective communication and relationship-building skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a client success analyst, and why are they important?

To thrive as a Client Success Analyst, you need strong analytical abilities, customer relationship management skills, and a bachelor’s degree in business, marketing, or a related field. Familiarity with CRM software (such as Salesforce), data analysis tools, and project management systems is typically required. Excellent communication, problem-solving, and adaptability are crucial soft skills for building trust and proactively addressing client needs. These qualifications enable analysts to deliver value, foster long-term client satisfaction, and drive business growth.

What is the difference between Client Success Analyst vs Customer Support Specialist?

AspectClient Success AnalystCustomer Support Specialist
Required CredentialsBachelor's degree often in business, marketing, or related fields; certifications in customer success or CRM toolsHigh school diploma or equivalent; some roles prefer certifications in customer service or product knowledge
Work EnvironmentCollaborative, strategic, client-facing roles within SaaS or service companiesSupport-focused, troubleshooting, and issue resolution in call centers or online support platforms
Employer & Industry UsageUsed in SaaS, tech, and service industries to enhance client retention and satisfactionCommon across retail, telecom, tech, and service sectors for direct customer assistance

The main difference is that a Client Success Analyst focuses on proactive engagement, retention, and strategic account management, while a Customer Support Specialist handles reactive issue resolution and technical support. Both roles require strong communication skills, but the Client Success Analyst typically works more strategically to ensure long-term client success.

What are popular job titles related to Client Success Analyst jobs in Toronto, ON?

For Client Success Analyst jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Client Success Analyst jobs in Toronto, ON look for?

The top searched job categories for Client Success Analyst jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Client Success Analyst jobs?

Cities near Toronto, ON with the most Client Success Analyst job openings:

Client Success Analyst jobs near you
Infographic showing various Client Success Analyst job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $52,973 per year, or $25.5 per hour.

Lending Customer Success Analyst

Ebury

Toronto, ON • Hybrid

Full-time

Posted 22 days ago

Job description

Lending Customer Success Analyst

Ebury Toronto Office - Hybrid: 4 days in the office, 1 day working from home per week

The Lending Customer Success team is responsible for the client journey from the moment a credit line is approved. This includes seamlessly onboarding new SME businesses, managing the end-to-end invoice financing process, and proactively monitoring client utilisation to drive retention and support future credit line amendments. You will be expected to guide clients through their funding lifecycle with high-touch engagement, ensure smooth trade booking and execution, and collaborate directly with our Risk, Product and Tech teams to leverage automated solutions that continually elevate the customer experience. 

What you'll do

We are seeking a proactive, detail-oriented Lending Customer Success Analyst to join our team. In this role, you will take full responsibility of the client journey from the moment a credit line is approved, serving as their strategic and operational partner. You will guide clients through onboarding, oversee the seamless funding of their invoices, and proactively manage their ongoing lifecycle to drive retention. Positioned at the centre of our middle office, you will collaborate closely with Credit Risk, Product, and Tech teams to resolve complex queries, champion the client experience, and help scale our lending platform through continuous tech automation.
 
Key Responsibilities:
 
Client Onboarding & Lifecycle Management
- End-to-End Ownership: Act as the primary middle office partner for SME clients from the moment credit lines are approved, issuing T&Cs and guiding them seamlessly through onboarding.
- Line Amendments & Renewals: Manage the full lifecycle of your client portfolio, taking ownership of line or pricing amendments when client funding needs evolve.
- Relationship & Retention: Proactively manage client accounts to drive platform utilisation, monitor portfolio health and ensure high retention through exceptional day-to-day engagement.
Operational Execution & Risk Compliance
- Invoice Approval & Due Diligence: Review and carry out due diligence on client documentation and invoices, ensuring strict adherence to internal credit risk, compliance and insurance policies before granting funding.
- Trade Booking & Funding: Oversee the operational execution of trade booking, ensuring legal debt instruments are executed and payments to suppliers are processed smoothly and efficiently.
- Repayment & Reconciliation: Monitor the 5-month loan lifecycle, investigating and reconciling client repayments while swiftly resolving any banking or platform issues.
Fintech Collaboration
- Product & Tech Collaboration: Actively collaborate with internal Tech and Product teams, sharing frontline operational insights to drive automation, enhance platform features and optimise the overall customer experience.

What you'll need

To thrive in this middle office role, you should bring a blend of strong relationship management skills and customer-first approach. We are looking for:  
- Proactive and self-motivated individual with 1-3+ years of experience in middle office operations, lending operations, commercial customer success or client portfolio management.  
- Motivated to thrive within a fast-paced fintech or digital banking ecosystem, with an appetite for leveraging technology to scale operations.  
- Attention to detail with a proven track record of handling high-value/high-volume financial transactions, booking trades or managing loan disbursements accurately.  
- A diligent approach to reviewing corporate documentation, onboarding materials and legal contracts (such as T&Cs) against internal risk and compliance policies.  
- A strong foundational understanding of how SME businesses operate, combined with a numerate mindset to confidently discuss funding needs and credit line utilisation.  
- Prior experience managing an existing portfolio of client accounts, taking a proactive approach to tracking renewals, amendments or pricing updates.  
- Highly numerate and comfortable with basic financial analysis, tracking payment timelines, and investigating/reconciling loan repayments.  
- Exceptional and confident communication skills across all channels (email, phone, face-to-face) to act as a seamless bridge between clients, Credit Risk and Tech/Product squads.  
- Excellent communication skills coupled with a customer-first attitude to guide clients through complex processes and deliver a standout onboarding experience.  
- Naturally curious and eager to learn, bringing a solutions-oriented mindset to troubleshoot platform queries, payment delays or client account issues independently.  
- A fast-learning individual with meticulous organisational skills, capable of adapting to new systems and prioritising multiple client accounts under tight funding cut-offs.  
- A tech-savvy approach to mastering modern workplace tools, including CRM platforms (e.g., Salesforce), Microsoft Excel, and internal operational systems.  

Why Ebury?

  • Competitive Starting Salary with an annual discretionary bonus that truly rewards your performance from day one.
  • Dedicated Mentorship: Learn directly from experienced managers who are invested in your success.
  • Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
  • Clear, Accelerated Career Progression: Defined pathways to leadership and specialist roles within Ebury.
  • Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
  • Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
  • Central Office: A fantastic location with excellent transport links.

Ready to launch your career with a global FinTech? Click the 'Apply' Today and discover your potential at Ebury!

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