Drive client success at Waterworth in Victoria, BC, by providing financial insights and strategic advice to municipalities. Collaborate closely with community leaders to enhance their financial futures.
As a Client Success Specialist at Waterworth, you will actively participate in onboarding clients and developing financial models to guide them effectively. This on-site position is focused on harnessing your financial expertise and relationship-building skills to support municipalities in their planning processes. You will work alongside various stakeholders, presenting information that informs decision-making and fosters trust.
Key Responsibilities: • Use Excel to onboard and analyze municipal data • Create financial models that reveal trends and insights • Partner with municipal leaders for strategic growth • Conduct presentations for councils and boards • Build lasting relationships with senior community officials