Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.
We are seeking a Delivery Coordinator to join our dynamic team!
The Delivery Coordinator is responsible for supporting the onboarding of new Conquest customers with a focus on delivering best-in-class quality customer service. As a detailed-oriented individual, the Delivery Coordinator supports the efficient implementation of the Conquest Planning tool with a focus on quality, which includes onboarding configurations and initial and ongoing user management. The Delivery Coordinator works with external customers and internal teams to deliver support to our end-users; in addition, the Delivery Coordinator may contribute to various internal projects.
This is a remote / work from home opportunity.
Duties of the role include:
- Best-in-class customer service
- Provide timely support to users to address onboarding needs and/or user management issues (ticket follow-up and management of multiple tasks)
- Provide quality support that addresses user questions and/or issues by actively using concise and clear communication skills
- Tactical prowess
- Monitor daily inbound requests for support in the Salesforce User and Brand Management queues
- Learn and understand the use of internal systems to document support requests and responses
- Entering accurate data in Salesforce
- Carry out various tasks as assigned, in support of the Delivery and Account Management teams
- Implementation management
- Assist customers with brand updates, such as logos, colours, etc., and user management updates
- Support customers with password resets and build of organizational structures and team constructs
- Avid learner and adaptable to change
- Adapt to a fast-paced environment with ability to be agile and work on multiple items
- Manage and prioritize multiple requests and competing deadlines
- Communication / presentation skills
- Proactive initiation on all follow-up items
- Proactively communicate with internal and external stakeholders when issues arise
- Prepare documents, presentations and spreadsheets involving business and technical terminology pertaining to matters of a highly important and confidential nature for customers
- Relationship management
- Build customer good will and relationships through accurate entry of information, timely responses to requests, and effective presentations that reflect user requests and requirements
- Collaboration and teamwork
- Work with internal teams to ensure onboarding tasks are completed promptly, accurately, and in the right sequence with high quality
- Active member of the delivery team with a focus on several identified clients to support all ticket triage/response efforts
- Financial Planning industry knowledge
- Initiate ongoing learning efforts to stay abreast with Conquest functionality
- Familiarity with general financial planning concepts
- Keeping up to date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation
Qualifications required:
-
2 - 4 years of customer service or account management experience in financial services or a software company.
- Proven track record of success in a customer facing role.
- Experience with Salesforce and proficient in MS Office Suite
- Exceptional communication skills (oral, written and presentation skills)
- High level of organizational ability, accuracy and attention to detail
- Experience building and maintaining relationships, while working to drive engagement.
- Empathetic, positive attitude with a desire to help our customers reach their goals.
- Passion for technology and for being a part of a fast-growing company.
- Experience working with cross-functional teams (e.g. Sales, Product, Marketing, Services)
- Experience working with, and managing, stakeholders and customers.
- Flexible approach, able to operate effectively with uncertainty and change.
- Driven, self-motivated, enthusiastic, and collaborative team player.
- Natural curiosity towards learning and broadening personal knowledge base
- Quick learner
- Familiarity with project management/coordination best practices and agile methodologies an asset
What to expect:
- An inclusive culture comprised of extremely talented individuals.
- A leadership team with a proven track record of success.
- The opportunity to join a company as it expands across the globe.
- Competitive compensation and generous benefits.
Next steps:
If this exciting opportunity is of interest to you, please include a copy of your resume and apply via Bamboo by July 31, 2026.
We thank all applicants for their interest. Only those invited for an interview will be contacted.
Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact [email protected].
