Customer Success & Expansion Strategist – Driving Growth & Adoption for brighthush’s Unified Financial Platform

About brighthush

brighthush is a trailblazing fintech powerhouse redefining how businesses manage cash flow, working capital, and treasury operations. By weaving together payables, acquiring, banking, and treasury solutions into a single, intuitive engine, we empower companies to streamline financial workflows, slash unnecessary costs, and unlock new revenue streams. Our mission is simple yet ambitious: eliminate the barriers that hold businesses back and give them the tools they need to grow faster, operate smarter, and thrive in an ever‑evolving marketplace.

Rooted in a culture of ownership, authenticity, service, trust, innovation, and camaraderie, brighthush attracts high‑performing talent that thrives on results. We believe that exceptional employee experience is earned through contribution, and we reward those who push the envelope, challenge the status quo, and deliver measurable impact for our clients and each other.

Role Overview

We’re seeking a commercially minded, relationship‑driven Customer Success Manager to own and accelerate the growth of our brighthush customer portfolio across Canada. In this hybrid role that blends Customer Success, Account Management, and Sales, you will manage a portfolio of 100+ customers, ensuring they extract maximum value from their partnership while proactively identifying and closing expansion opportunities.

As the bridge between our customers and the evolving brighthush platform, you will also play a pivotal role in preparing them for future migrations to our next‑generation solutions. Your deep understanding of customer needs, combined with a consultative sales mindset, will help us deepen relationships, increase adoption, and secure long‑term loyalty.

Key Responsibilities

• Portfolio Ownership – Own the end‑to‑end relationship and commercial success of a 100+ customer base across Canada.
• Relationship Building – Cultivate trusted partnerships with key stakeholders, becoming the go‑to point of contact for their business objectives.
• Customer Insight – Gain a granular understanding of each customer’s business model, goals, current product usage, and future aspirations.
• Opportunity Identification – Proactively surface, develop, and close expansion opportunities within the existing customer base.
• Sales Cycle Leadership – Own the expansion sales cycle from discovery and solution positioning to product demonstrations and closing.
• Product Advocacy – Introduce customers to additional brighthush products and services that align with their evolving needs.
• Strategic Engagement – Conduct business reviews focused on adoption, outcomes, growth opportunities, and future priorities.
• Pipeline Management – Maintain a healthy pipeline of expansion opportunities, accurately tracking activity, opportunities, and next steps in the CRM.
• Scalable Outreach – Design and execute outreach and engagement strategies that scale across a large portfolio.
• Risk Management – Identify customers requiring additional attention based on engagement, adoption, growth potential, or risk.
• Cross‑Functional Collaboration – Partner with Support and other internal teams to resolve service issues, quarterback critical escalations, and maintain the overall customer experience.
• Voice of the Customer – Advocate for customers internally, surfacing recurring needs, friction points, and opportunities to improve the experience.
• Platform Evangelism – Educate customers on the evolving brighthush offering, building excitement and readiness for future migration opportunities.
• Migration Support – Assist customers in understanding the business value of moving to the broader brighthush platform.
• Performance Metrics – Meet or exceed defined retention, engagement, adoption, and expansion goals.

What Success Looks Like

Success in this role means customers don’t just stay with brighthush – they deepen their relationship. You’ll know you’re succeeding when you:

• Build meaningful, high‑impact relationships across a large portfolio.
• Drive increased engagement and adoption of our platform.
• Consistently uncover, nurture, and close expansion opportunities.
• Develop customers who are excited and prepared for the broader brighthush ecosystem.

Essential Qualifications

• Proven experience in Customer Success, Account Management, Sales, or a hybrid growth role.
• Track record of identifying and closing upsell or expansion opportunities within an existing customer base.
• Strong discovery skills – the ability to uncover customer needs through thoughtful, consultative conversations.
• Comfortable discussing value, pricing, products, and commercial opportunities directly with customers.
• Ability to build strong relationships while confidently asking for the business.
• Highly organized with the ability to manage a large portfolio and competing priorities.
• Strategic thinker who can determine where high‑touch engagement yields the greatest impact while scaling across the broader portfolio.
• Excellent written and verbal communication skills.
• Curiosity, proactivity, and a passion for learning new products and navigating change.
• Self‑starter who can operate independently while collaborating effectively across multiple internal teams.
• Comfortable working in a fast‑moving environment where processes and products evolve rapidly.

Preferred Qualifications

• Experience in fintech, payments, SaaS, or related technology sectors.
• Familiarity with the Canadian market, particularly multifamily or property management.
• Experience managing a high‑volume customer portfolio.
• Track record of selling additional products or services into an existing book of business.
• Experience supporting customers through product migrations or technology transitions.

Skills & Competencies

• Strategic Account Management
• Consultative Selling & Solution Positioning
• Customer Advocacy & Voice of the Customer
• Data‑Driven Decision Making
• CRM & Pipeline Management (e.g., Salesforce, HubSpot)
• Stakeholder Management & Influence
• Project Management & Cross‑Functional Collaboration
• Adaptability & Resilience in a Rapidly Changing Environment
• Strong Presentation & Demonstration Skills

Career Growth & Learning Opportunities

At brighthush, your growth is our priority. As a Customer Success Manager, you’ll:

• Progress to Senior Customer Success Manager, Director of Customer Success, or Head of Customer Growth roles.
• Lead cross‑functional initiatives that shape product roadmap and customer experience.
• Participate in leadership development programs and receive mentorship from senior executives.
• Earn industry certifications such as Certified Payments Professional (CPP) or other relevant credentials.
• Benefit from continuous learning through internal knowledge bases, external conferences, and paid education reimbursements.

Work Environment & Company Culture

brighthush is a remote‑first organization that values flexibility, collaboration, and high performance. Our culture is built on:

• Ownership – Every team member is empowered to take initiative and drive results.
• Authenticity – We celebrate diverse perspectives and encourage honest communication.
• Service – Delivering exceptional value to our customers is at the core of everything we do.
• Trust – We foster a safe environment where ideas can flourish.
• Innovation – Continuous improvement and experimentation are part of our DNA.
• Camaraderie – We celebrate wins together and support each other through challenges.

Compensation & Benefits

Competitive base salary range: $80,000 – $90,000 CAD, plus performance‑based bonuses. In addition, we offer a comprehensive benefits package designed to support your well‑being, growth, and success.

Financial Wellness

• Annual bonus program tied to individual and company performance.
• 401(k) match to help you build long‑term wealth.
• Employee Stock Purchase Program (ESPP) for equity ownership.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Access to financial wellness resources and employee discount programs.

Health & Well‑Being

• Comprehensive medical, dental, and vision coverage.
• Mental health support for employees and dependents via Lyra Health.
• Family planning and women’s health benefits through Carrot.
• Gym membership reimbursement and virtual wellness programs, including yoga.

Time Off & Work‑Life Balance

• 3 weeks of paid time off (PTO) to start, with unlimited PTO after the first year.
• Flexible work hours and remote work options.

Growth & Development

• Education expense reimbursement for relevant courses, certifications, and conferences.
• Leadership development programs to accelerate career progression.
• Support for industry certifications such as Certified Payments Professional (CPP).

Join the brighthush Team

If you’re a results‑driven, customer‑centric professional who thrives in a fast‑paced, collaborative environment, we want to hear from you. Bring your passion for building relationships, uncovering growth opportunities, and driving customer success to brighthush, and help us shape the future of financial technology.

Apply today and become part of a dynamic, innovative company that is transforming the fintech landscape and delivering unmatched value to our clients.

— brighthush Recruitment Team