Iceberg Finance Group - 4 Jobs
Vancouver, BC
Posted today
Job Details:
Full-time
Management
Salary:
The Manager, Client Relations plays a central role in shaping the evolution of iFinances Client Relations function into a department focused on growth, service excellence, operational efficiency and data-driven decision-making.
This role is responsible for driving inside sales performance, supporting B2B partners (SPs), optimizing onboarding and training, enhancing HubSpot utilization, and improving organizational workflows across Sales, Marketing, Credit and Operations.This position collaborates closely with Sales and Marketing on projects that drive origination growth and strengthen customer excellence.
Inside Sales & Revenue Growth:
- Execute and refine inside sales strategies to increase origination volume and activation across service providers.
- Conduct proactive outreach to build loyalty and strengthen partner relationships, driving long-term usage and engagement.
- Identify sales opportunities through data analysis, trends, and performance insights.
- Support national sales initiatives, campaigns, and SP reactivation programs through structured communication sequences and CRM optimization.
Client Success Transformation:
- Help redefine Client Success into a growth-oriented, B2B partner enablement department.
- Develop best practices for service provider onboarding, training, and ongoing support.
- Create clear internal resources and playbooks to ensure consistent training and messaging across the organization.
- Act as an escalation point for complex partner issues, providing solutions that reinforce trust and increase program adoption.
Service Provider Onboarding, Training & Support
- Deliver and continuously refine onboarding programs for new service providers, ensuring clarity and adoption of iFinances products.
- Support the development of the national SP Training Program by providing content recommendations and operational insights.
- Coordinate SP communication materials, FAQs, and support documentation to reduce friction and improve partner experience
HubSpot & Automation Optimization
- Lead improved usage of HubSpot across Sales and Client Success, ensuring proper tracking, sequencing, reporting, and automation.
- Identify inefficiencies and implement process improvements to enhance productivity and data quality across teams.
- Work with Operations and Marketing to build integrated workflows, dashboards, and automated communications that support scalability.
Qualifications
- 3 years of related experience
- Great Customer service experience
- Excellent communication and problem solving skills, quick thinker
- Positive individual with very good attention to detail
- Must be able to work independently, as well as in a team environment
- Punctual, professional and reliable.
What makes iFinance a great place to work
- A supportive, collaborative team culture that values innovation and initiative.
- Competitive base salary.
- Comprehensive benefits package, including fully paid extended health care.
- RRSP matching program.
- Opportunity to join a growing organization with a national footprint and strong market presence.
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Frequently Asked Questions
This position is located in Vancouver, BC and is a full-time role.
The role focuses on growing the Client Relations function, improving inside sales performance, partner enablement, onboarding and training, and HubSpot optimization to drive growth and service excellence.
You will execute and refine inside sales strategies to increase origination and activation, conduct proactive outreach to partners, identify sales opportunities from data, and support national sales initiatives and CRM optimization.
You will deliver and refine onboarding programs, support the national SP Training Program, and coordinate SP communication materials, FAQs, and support documentation to reduce friction.
Lead improved HubSpot usage across Sales and Client Success, ensure proper tracking and automation, identify inefficiencies, and build integrated workflows and dashboards with Operations and Marketing.
The role requires 3 years of related experience, strong customer service, excellent communication and problem-solving skills, attention to detail, and the ability to work independently or in a team.
iFinance offers a competitive base salary, comprehensive benefits including fully paid extended health care, RRSP matching, and the opportunity to join a growing national organization.
