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Customer success specialist


This is a Full-time position in Montreal, QC posted November 28, 2019.

Job Description Position: Investment Accounting SpecialistTarget Hiring Date: ImmediateAbout ArtiffexArtiffex Universal Data Conversion is a Fintech company based in old Montreal that is well-positioned for growth over the coming 18 months.

Artiffex develops and markets, automation for investment accounting to accountants and is a spin off Ndex Systems/Accountants utilize Artiffex to save time by automating the investment accounting reconciliation process.

Artiffex converts data from any financial institution regardless of the source and format and provides accountants with tools to reconcile and adjust data, generate tax related reports, and then do journal entries in virtually any accounting software with just a few clicks.As our Client Success Specialist, you will take responsibility for the customer at the close of a sale and lead them through the on-boarding process and beyond. What you will be doingYour first responsibility is to become the expert on Artiffex so you can transfer this knowledge to the customer.Next you will help our clients understand the power of Artiffex by working closely with them as they become familiar with the software.

You will act as point of contact for client requests and troubleshooting issues, escalating where necessary to our development and management teams..Who are youTo succeed in this role you have an in-depth knowledge of accounting as it relates to marketable securities.

You are a financial professional who is motivated to be part of a technology company transforming the marketplace by leveraging your experience in an analytical or support role.Ideally you have a Bachelor’s in finance or accounting or equivalent experience working in the field of investment accounting with a solid foundation in accounting principles2+ years’ of experience in an investment, or accounting associate/assistant role with investment accounting and related tax implicationsExcellent attention to detail and a commitment to accuracy with the experience necessary to analyze financial data and easily identify anomalies, errors and/or omissionsStrong computer skills including knowledge of Microsoft Excel, and learn new software with ease and proficiencyManage multiple projects and priorities simultaneously with a high degree of professionalismExcellent written and verbal communication skills in English and French are important and the flexibility to travel in CanadaYou are organized with good project and time management skillsWorking in a startup environment requires being resourceful, multi-tasking and the ability to change focus quickly.

Being comfortable and having the desire to working a “start-up” environment is important.How to apply: All applications are treated confidentially.

Please forward a copy of your CV with a brief note as to how your experience matches the role and your interest in working with a startup technology company.

Company Description Artiffex’s universal data conversion service is automation for investment accounting.

Developed in collaboration with accounting professionals, Artiffex allows users to convert and render immediately useful the information found within statements which track marketable securities regardless of their institutional source or format.

Artiffex eliminates manual data entry and reduces margins of error associated with the preparation of information required to produce income tax returns.

Work that used to take days now takes hours.Launched in the fall of 2015, Artiffex markets a cutting edge digital transformation service to the accounting industry.

Artiffex is powered by and licenses its technology on an exclusivity basis from Ndex Systems Inc.

Ndex was founded in 1999 and builds, distributes and supports financial technology to the industry worldwide.

The Ndex platform supports over $120 billion dollars in managed assets, is utilized by over 350 investment firms in North America and extracts information from over 1000 supported financial institutions globally.

The Artiffex application is hosted at the Ndex facilities, and has SSL-Labs security rating of “A”.