Customer Success Manager

Careers Customer Success Lead Location Hybrid or Remote (Secure Engage – Canada/US) Type Full Time Key Responsibilities Lead the post-sale customer journey—from onboarding to renewal—ensuring enterprise clients receive measurable value from the Secure Engage platform Build and maintain strong relationships with compliance, legal, and procurement stakeholders at financial institutions and their HRHT third parties Anticipate client needs, proactively manage expectations, and drive engagement, satisfaction, and retention Collaborate closely with Product and Sales teams to ensure client feedback shapes platform enhancements and roadmap decisions Create customer success playbooks, reporting dashboards, and support processes for scale Oversee the design and delivery of training sessions, documentation, and best practices Required Skills & Qualifications 5+ years in customer success, account management, or implementation roles, preferably in SaaS or RegTech Proven experience managing enterprise relationships and complex stakeholder groups Strong communication, empathy, and problem-solving skills Understanding of compliance, risk, or legal tech platforms is highly preferred Ability to thrive in a fast-paced, startup environment and build processes from the ground up Experience with tools like HubSpot, Notion, or Intercom is a plus What We Offer Remote-first work with flexible scheduling Paid time off and generous benefits Equity ownership in a fast-growing AI-powered compliance platform A close-knit team committed to meaningful work and customer impact Opportunities for growth into leadership as we scale globally Strategic Account Manager – Client Relations Full time Hybrid or Remote (Secure Engage – Canada/US) Manage and grow relationships with compliance groups in financial institutions Drive sales and partnership opportunities Head of Compliance and Regulatory Affairs Full-time Hybrid or Remote (Secure Engage – Canada/US) Lead the development and execution of Secure Engage’s compliance strategy across North American and international regulatory frameworks (OSFI B-10, DORA, OCC, etc.) Collaborate with product, engineering, and legal teams to ensure platform readiness and defensibility against financial regulatory standards Head of Sales / Go-To-Market (GTM) Full-time Hybrid or Remote (Secure Engage – Canada/US) Own and execute the overall sales and go-to-market strategy for Secure Engage across North America Build and lead a high-performance sales team focused on enterprise clients (banks, insurers, law firms, regulators) Enterprise Account Executive (Canada) Full-time Hybrid or Remote (Secure Engage – Canada) Own the full sales cycle for enterprise clients across Canada—prospecting, pitching, negotiating, and closing Build relationships with compliance, legal, procurement, and risk teams within financial institutions and regulated sectors Fractional CFO Full-time Hybrid or Remote (Secure Engage – Canada/US) Lead Secure Engage’s fundraising strategy, including preparation of investor materials, pitch support, and financial due diligence Manage the end-to-end fundraising process—from pipeline development to deal structuring and closing Chief Marketing Officer (CMO) Full-time Hybrid or Remote (Secure Engage – Canada/US) Own and lead Secure Engage’s global marketing strategy, with a focus on demand generation, brand awareness, and thought leadership in the compliance, legaltech, and cybersecurity space Build a strong digital and content marketing engine, with clear messaging tailored to CCOs, CISOs, GCs, and regulatory stakeholders in financial institutions and HRHT sectors Sales Engineer Act as the technical bridge between Sales, Product, and prospective clients—translating complex platform capabilities into clear, compelling value propositions Support the sales team during discovery, demos, and technical evaluations with banks, insurers, and law firms AI Engineer – Forward Deployed (Senior & Junior Roles Available) Full-time Hybrid or Remote (Secure Engage – Canada/US) Secure Engage is building a category-defining AI platform for cybersecurity and compliance. We’re looking for two AI Engineers (1 Senior, 1 Junior) to join our forward-deployed engineering team—working directly with customers, product, and internal stakeholders to bring powerful AI workflows to life. Full Stack Software Developer (Ruby on Rails, React, Python) Full-time Hybrid or Remote (Secure Engage – Canada/US) Secure Engage is redefining how organizations manage cyber and regulatory risk using AI. We’re looking for a Full Stack Software Developer to help us build and scale our platform—from back‑end infrastructure to front‑end user experiences. Accountant (Part‑Time) Part-Time (10–20 hours/week) Hybrid or Remote (Secure Engage – Canada/US) Secure Engage is a fast-growing SaaS company focused on AI-powered cybersecurity and compliance. We’re looking for a detail-oriented, proactive Accountant to manage day‑to‑day financial operations, assist with month‑end reporting, and ensure our books are accurate and audit‑ready. Chief Operating Officer (COO) Full Time Hybrid or Remote (Secure Engage – Canada/US) Secure Engage is a fast‑growing, AI‑powered platform transforming how organizations manage cybersecurity and compliance across high‑risk, high‑trust (HRHT) relationships. As we scale, we’re looking for a strategic and execution‑focused COO to lead day‑to‑day operations and help drive growth across product, customer success, and revenue teams. #J-18808-Ljbffr