Full-Time

Customer Success Manager

Posted on 3/10/2025

LumiQ

LumiQ

51-200 employees

Podcast platform for CPA professional education

No salary listed

Junior, Mid

Toronto, ON, Canada

Employees will be expected to commute to the office 2 times a week. For training & onboarding purposes, the in-office expectation time will increase.

Category
Customer Success
Sales & Account Management
Required Skills
Salesforce
Data Analysis
Excel/Numbers/Sheets
Connection
Connection
Connection
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Requirements
  • 2-3 years of experience in a customer-facing or client management role, whether in Customer Success, Account Management, Learning & Development, or Professional Services
  • Strong organizational skills and can balance multiple projects, accounts, or initiatives with efficiency
  • Detail-oriented, proactive, and comfortable using tools like Salesforce (or another CRM) and Excel for tracking customer engagement and insights
  • Effective communication skills, both written and verbal
  • Adaptable and eager to work in a fast-paced, evolving environment
  • Growth mindset and a passion for learning, always seeking to expand knowledge to better support clients and drive success
Responsibilities
  • Own and develop relationships with customers, key business stakeholders, and end users to ensure a best-in-class customer experience
  • Proactively monitor customer health, product adoption, and engagement trends to mitigate churn and identify growth opportunities
  • Conduct customer onboarding, regular business reviews, and goal alignment meetings to ensure customer success
  • Act as the voice of the customer, gathering feedback and advocating for their needs internally
  • Provide timely, clear, and proactive communication to customers, ensuring high responsiveness and attention to detail
  • Maintain accurate and up-to-date customer records in Salesforce and other CRM tools
  • Analyze customer usage to track engagement and inform strategy
  • Helping move a company from a compliance to culture of learning
  • Assist with additional projects and initiatives as needed

LumiQ provides a podcast platform specifically designed for Certified Public Accountants (CPAs) to fulfill their professional education requirements. The platform allows CPAs to listen to engaging and relevant content at their convenience, whether they are commuting, exercising, or working. This flexibility helps them earn the necessary professional education credits without interrupting their busy schedules. LumiQ's subscription-based model offers access to a library of podcasts featuring discussions with business and thought leaders, ensuring that the content is both informative and enjoyable. Unlike traditional webinars, LumiQ focuses on delivering high-quality, verifiable educational content that meets compliance standards, setting it apart from competitors in the professional education market. The company's goal is to transform the way CPAs engage with their ongoing education by providing a more accessible and enjoyable learning experience.

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$6M

Headquarters

Toronto, Canada

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for remote learning boosts LumiQ's podcast-based education platform.
  • The rise of microlearning aligns with LumiQ's short, focused podcast segments.
  • Growing podcast industry offers monetization opportunities through sponsorships and partnerships.

What critics are saying

  • Increased competition from other CPE podcast platforms may dilute LumiQ's market share.
  • AI-generated content could affect LumiQ's reputation for high-quality educational material.
  • Changes in CPA licensing requirements could impact demand for LumiQ's services.

What makes LumiQ unique

  • LumiQ offers CPAs verified CPD/CPE credits through engaging podcast content.
  • The platform provides flexibility, allowing CPAs to learn anytime and anywhere.
  • LumiQ's subscription model caters to both individual CPAs and corporate clients.

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Benefits

Health Insurance

Flexible Work Hours

Remote Work Options

Company Equity

Company News

Bridgeford Advisors
Oct 31st, 2024
Trust Jurisdiction Matters: Tax Planning Insights with Bridgeford on LumiQ

Bridgeford Trust Company recently teamed up with LumiQ - a podcast platform featuring engaging conversations with business leaders and providing verified CPE to professionals nationwide.

Accounting Today
Sep 25th, 2024
CPE platform LumiQ gets PE investment

Accounting CPE podcast company LumiQ (named a top product by Accounting Today in 2023) has received a strategic investment from private equity firm Vertu Capital.

City Life Cape Town
Dec 19th, 2023
HDFC Life Partners with Lumiq to Revolutionize Life Insurance Using Generative AI

In a groundbreaking move, HDFC Life, a leading life insurer in India, has announced a partnership with Lumiq, the winners of the recent HackInsure 2023 Hackathon.

INACTIVE