Client Success Specialist Victoria Location

Join Waterworth as a Client Success Specialist in Victoria, BC, specializing in client onboarding and financial forecasting for municipalities. Support community leaders with strategic insights and data-driven presentations.

Waterworth, a scaling SaaS company, empowers municipalities across North America through innovative financial modeling software. In this on-site role, your primary focus will be on client success, partnering with city leaders to develop insights that influence their long-term financial strategies. A commitment to growth and effective communication is essential in this engaging work environment.

Key Responsibilities: • Onboard clients by transforming municipal data via Excel • Develop forward-looking financial models and visual narratives • Advise municipal leaders on strategic initiatives • Present insights clearly to stakeholders and community boards • Establish trust and rapport as a go-to advisor

Requirements: • Knowledge of finance an...