Manager, Clients Relations

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 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.

Required Experience:

Manager