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12 Crm Systems jobs in Canada

Third-Party Customer Relationship Management Specialist

Toronto, Ontario TD Bank

Posted 27 days ago

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Job Description

**Work Location:**
Toronto, Ontario, Canada
**Hours:**
37.5
**Line of Business:**
Technology Solutions
**Pay Details:**
91,200 - 136,800 CAD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
The 3PCRM (Third-Party Customer Relationship Management) Specialist plays a vital role in overseeing and optimizing the relationship between the organization and its third-party partners. This individual will be responsible for managing issue resolution processes, ensuring compliance with 3PCRM protocols, and driving the effectiveness of program management initiatives related to third-party risk and performance.
**Key Responsibilities**
+ Oversee and manage daily issue management operations relevant to third-party partners, ensuring timely identification, escalation, and resolution of problems impacting business continuity and compliance.
+ Own and continuously improve the 3PCRM process framework, including documentation, workflow optimization, and stakeholder alignment.
+ Develop and execute 3PCRM program management strategies that drive accountability, transparency, and risk mitigation across the third-party lifecycle.
+ Monitor key risk indicators and metrics related to third-party engagements; analyze trends, provide actionable insights, and recommend corrective actions as needed.
+ Collaborate with internal and external stakeholders-including Legal, Compliance, Procurement, and business units-to ensure alignment of third-party policies and procedures.
+ Coordinate and facilitate regular status meetings, reviews, and reporting of 3PCRM program and issue management performance to senior leadership.
+ Support audits, risk assessments, and regulatory compliance efforts related to third-party management.
+ Maintain comprehensive records of issue management activities, risk assessments, and remediation efforts.
+ Champion best practices in third-party relationship management, driving continuous improvement and innovation in all 3PCRM processes.
+ Challenge Vendor Managers and Control Analysts on the quality and adequacy of evidence provided, ensuring that risk reduction controls are robust, effective, and appropriately justified.
+ Review and dispute risk reduction controls, verifying that presented measures achieve the intended level of risk mitigation and compliance with organizational standards.
**Qualifications**
+ Good to have Experience in 3PCRM, issue management operations, or third-party program management in a complex, regulated environment.
+ Strong understanding of Cyber Security Controls, compliance requirements, and industry standards
+ Proven ability to manage multiple issues simultaneously with excellent organizational and problem-solving skills.
+ Exceptional communication and stakeholder management abilities, with experience influencing cross-functional teams.
+ Analytical mindset with proficiency in data analysis, reporting, and the use of risk management technology platforms.
+ Demonstrated integrity, adaptability, and a continuous improvement approach to program and process management.
**Preferred Skills**
+ Familiarity with third-party management systems and tools(Nice to Have)
+ Experience in regulated industries such as finance, healthcare, or technology.
+ Proficiency in process mapping and workflow automation.
+ Ability to navigate complex organizational structures and drive consensus.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
**Language Requirement (Quebec only):**
Sans Objet
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
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Director, Relationship Management

Etobicoke, Ontario Insight Global

Posted 3 days ago

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Job Description
Insight Global is looking for a Director of Relationship Management for a leading human capital management client. This role will support senior leadership in developing account strategies and fostering relationships with clients and associates. It requires strong leadership, account management, and relationship skills to oversee client relationship and retention strategies through the mid-market relationship managers.
Key responsibilities include:
-Aligning with the strategic goals and priorities of product growth strategies.
-Advancing departmental and client interests in line with the company's mission, vision, and values.
-Proactively maximizing client satisfaction through effective communication and outreach.
-Executing direction of client support and retention through the leadership of the client relationship managers.
-Supporting growth objectives through sales leads, support, and loss prevention programs.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
-3-5 years of experience in a leadership role within a client facing environment.
-B2B experience.
-Exceptional client service abilities, including both verbal and written communication skills, and strong active listening capabilities.
-Advanced skills in communication, influence, and negotiation with senior executives and internal teams.
-Proficiency in quickly analyzing and understanding data related to client success metrics.
-Demonstrated expertise in change management and transformational leadership, with a proven history of designing and implementing programs to enhance client success.
-Ability to work collaboratively and effectively within cross-functional teams, build consensus, and eliminate organizational barriers. - Bachelor's Degree or equivalent in management experience.
- English/French Bilingualism is strongly preferred.
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Portfolio Manager (Relationship Management)

Toronto, Ontario The Successful Investor

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Job Description

Job Description

Salary:

PORTFOLIO MANAGER, Successful Investor Wealth Management Inc.

We are an established wealth management and investment publishing firm with 25+ years experience in subscription marketing and independent portfolio management with assets under management verging on $1 billion and growing. Successful Investor Wealth Management (SIWM) is currently seeking a Portfolio Manager who specializes in Client Relationship Management.

We are transforming our business and experiencing significant growth and as a result SIWM is looking for an investment professional with strong relationship management skills who will provide high quality service to clients and contribute to the continued growth of the organization.

With the objective of growing and diversifying the client base, the ideal candidate will have a solid understanding of capital markets and be able to articulate SIWMs investment process and philosophy. Conducting a thorough assessment of each clients goals, objectives, and risk tolerance from which an appropriate investment strategy is developed is key to the role. As the organization puts more emphasis on value-added services such as retirement planning, tax and family financial planning, a high level of comfort with these value-added services will be important.

To achieve the above-mentioned goals, the candidate will be the primary point of contact on most portfolios. The selected candidate will have excellent interpersonal skills that will allow quick building of strong bonds of trust with SIWMs private clientele. The candidate will be self-sustaining, self-sufficient, and proactive but at the same time a team player able to evolve in a collegial environment and foster collaboration.

KEY RESPONSIBILITIES

  • Develop a relationship of trust with existing and future clients of SIWM and be their primary point of contact.
  • Manage, maintain, and enhance SIWMs relationships with its clients.
  • Thoroughly assess each clients unique circumstances, goals, objectives, risk tolerances and constraint.
  • Effectively communicate SIWMs investment philosophy and strategy as well as understanding and articulating our investment thesis on a sector and individual security basis.
  • Coordinate and oversee the administrative aspects of the client relationship and ensure high quality and accuracy of information.
  • Responsible for Know Your Client and suitability issues.
  • Conduct all activities within a best-in-class culture of compliance and service.
  • Seek opportunities to cross-sell or upsell to existing clients.
  • Grow the business by identifying new sales and business development opportunities.
  • Monitor and assess the activities of our competitors to proactively satisfy and retain our clients.
  • Provide excellent service to maintain a positive reputation for the business.
  • Resolve any client complaints promptly and professionally.
  • Communicate with clients who express a desire to transfer their assets out to understand their reasons and make every effort to retain their valued business.
  • Participate in and contribute to SIWMs overall growth and strategic vision as well as building the firm brand.
  • Accomplish department objectives.
  • Planning and evaluating department activities.
  • Manage daily operations of a small customer service team.

REQUIREMENTS (Qualifications, Experience & Skills)

  • University Degree.
  • Completion of the Canadian Securities Course required.
  • Registered with Securities Commissions as a Portfolio Manager (Advising Representative); CFA preferred.
  • Experience with suitability determinations for clients and know-your-product analysis.
  • 5 years experience with at least 3 years in a client-facing role.
  • The Certified Financial Planner designation or similar credentials would be an asset.
  • Ability to build, foster and maintain positive professional relationships.
  • Devotion to high-quality customer service.
  • A team player with excellent communication skills, computer proficiency and high level of professionalism.
  • Be able to meet targets and handle a high-pressure environment.
  • Strong relationship management skills.
  • Excellent influencing skills.

Located near Yonge St. and Sheppard Ave. in North York, Toronto. We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

Successful Investor Wealth Management Inc. welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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Customer Relationship Senior Business Analyst

Montréal, Quebec dcbel Inc

Posted today

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Job Description

Job Description

Salary:

dcbel Inc. ( is a growing company developing technology and designing products that will make clean, efficient, and sustainable energy accessible to all because everyone in the world deserves energy without compromise.


dcbel at the leading edge of the residential energy revolution, enabling decentralized energy consumption and production through its vertically integrated suite of energy hardware and software products, and their supporting infrastructure. Our flagship product, the dcbel Home Energy Station, is a small wall mounted device that gives everyone ownership over their energy supply by using solar power to charge their EV and home, unlocking their EVs battery for backup power (V2H), and optimizing the energy flow between their solar panels, EVs, backup battery and the grid.


The opportunity

dcbel is seeking a strategic and analyticalCustomer Relationship Senior Business Analystto enhance how we engage with our customers. In this role, you will lead initiatives to optimise our CRM systems and processes, ensuring they align with business objectives and deliver exceptional customer experiences. This role involves leading CRM-related projects, providing strategic direction, and ensuring the CRM system aligns with business goals. The Customer Relationship Senior Business Analyst acts as a bridge between business stakeholders and technical teams, translating business needs into actionable system requirements.


Main responsibilities

  • Lead CRM Projects: Oversee the planning, execution, and delivery of CRM-related projects, including implementations, upgrades, and enhancements.
  • Requirements Gathering and Analysis: Elicit, analyze, and document business requirements for CRM systems, translating them into user stories and functional specifications.
  • System Optimization: Continuously evaluate and improve the CRM system to enhance user experience, streamline workflows, and maximize efficiency.
  • Stakeholder Management: Build and maintain strong relationships with stakeholders across various departments, acting as a central point of contact for CRM-related matters.
  • Solution Design and Validation: Collaborate with technical teams to design and validate CRM solutions, ensuring they meet business requirements and align with strategic objectives.
  • Data Analysis and Reporting: Analyze customer data, identify trends, and generate reports to provide actionable insights for business decision-making.
  • Training and Support: Develop and deliver training programs for CRM users, providing ongoing support and guidance.
  • Change Management: Develop and implement change management plans for new CRM releases, including communication strategies and user training.


Key requirements

  • University degree or equivalent in management Sales and Marketing or Computer Science
  • 5 years of relevant experience in sales and marketing solutions in the area of market analyst, b2c solutions, marketing campaign
  • In-depth understanding of CRM systems (e.g., Salesforce, Microsoft Dynamics CRM) and their functionalities.
  • Ability to analyze complex data sets, identify trends, and translate findings into actionable insights. Creating dashboards using Power BI or Dynamics in-built dashboards.
  • Strong communication, interpersonal, and collaboration skills to work effectively with diverse stakeholders and third party developers
  • Experience managing projects, including planning, execution, and delivery.
  • Proven ability to gather, analyze, and document business requirements using various techniques
  • Knowledge of MS Dynamics Sales Enterprise, Marketing and support modules, in particular, working with tables, forms and fields. Creation of business processes/rules
  • Experience of ecomm best practices Creation of knowledge articles in Confluence, managing work in Jira
  • Knowledge of Power Apps, Automations and Pages


Bonus skills

  • Bilingual English and French.


Profile

  • Excellent problem-solving skills to identify issues, propose solutions, and mitigate risks.


What's in it for you

  • Be part of a company that is backed by numerous globally respected investors and has world-changing patents in an industry changing for the first time in history.
  • Grow your professional experience amongst blue chip partners and a close-knit team of committed and experienced energy experts who deeply care about the work they do.
  • Full benefits package including Health insurance, Health virtual care, employee stock options plan (ESOP) and flexible hours. Parking available or with our employer commute program a short walking distance from Metro Namur.

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Analyst, Customer Management (12 month contract)

Montréal, Quebec ALDO Group

Posted today

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Job Description

The Customer Management Analyst will be responsible for providing administrative and analytic support to the Operations and Merchandise territory teams as well as to key strategic projects.


The role has a holistic view of our processes and systems, continuously identifying opportunities to optimize our tools and processes, enabling the business to reach its top line and profitability targets, as well as customer satisfaction.


We aim to ship On Time and with the highest level of accuracy to our customers, while providing visibility around issues and delays to our internal teams.


12 month contract*


Responsibilities


  • Run weekly reports to support customer-specific queries and other customer-facing and internal tools.
  • Analyze weekly reports to deep-dive on customer-specific inventory queries and support finding solutions to operational issues.
  • Achieve our 95% OTIF performance, through delivery tracking and process improvements
  • Track GTM, big bets and deliveries based on Brand Calendar to ensure seamless execution
  • Support the preparation of operational feedback for the monthly forecast.
  • Maintain and develop key customer management tools, reports and systems (e.g., delivery overview, season tracking file, etc.)
  • Support development of operational reporting for merchandise and territory teams.



Qualifications


  • Positivity, curiosity and adaptability are essential
  • Effective communication skills essential
  • Bachelor’s Degree, preferably in Commerce or Management
  • Microsoft Office literate with excellent command of Excel
  • Experience with business intelligence and data analytics tools
  • Ability to clearly communicate results of analyses and provide recommendations to senior management
  • Highly organized and efficient with a strong business acumen
  • Strong team player with the proven ability to prioritize, organize, manage time and multi-task
  • SAP experience preferred
  • French is an asset



Analyste de la Gestion Client


L’analyste de la gestion client sera responsable de fournir un soutien administratif et analytique aux équipes des opérations et du territoire marchandises, ainsi qu’à des projets stratégiques clés.

Ce rôle offre une vision globale de nos processus et systèmes, en identifiant continuellement des opportunités d’optimisation de nos outils et processus, afin de permettre à l’entreprise d’atteindre ses objectifs de chiffre d’affaires, de rentabilité et de satisfaction client.

Notre objectif est d’expédier dans les délais et avec le plus haut niveau de précision à nos clients, tout en assurant une visibilité sur les problèmes et retards auprès de nos équipes internes.


Contrat de 12 mois*



Responsabilités


  • Générer des rapports hebdomadaires pour répondre aux demandes spécifiques des clients et soutenir les outils internes et orientés client.
  • Analyser les rapports hebdomadaires pour approfondir les questions d’inventaire spécifiques aux clients et contribuer à la résolution des problèmes opérationnels.
  • Atteindre notre objectif de performance OTIF de 95 %, grâce au suivi des livraisons et à l’amélioration des processus.
  • Suivre les initiatives GTM, les priorités stratégiques et les livraisons selon le calendrier de la marque pour garantir une exécution fluide.
  • Soutenir la préparation des retours opérationnels pour les prévisions mensuelles.
  • Maintenir et développer les outils, rapports et systèmes clés de gestion client (ex. : aperçu des livraisons, fichier de suivi saisonnier, etc.).
  • Contribuer au développement de rapports opérationnels pour les équipes de marchandises et de territoire.


Qualifications


  • Positivité, curiosité et capacité d’adaptation essentielles.
  • Compétences en communication efficaces indispensables.
  • Diplôme universitaire, de préférence en commerce ou en gestion.
  • Maîtrise de Microsoft Office, avec une excellente connaissance d’Excel.
  • Expérience avec des outils d’intelligence d’affaires et d’analyse de données.
  • Capacité à communiquer clairement les résultats des analyses et à formuler des recommandations à la direction.
  • Très bonne organisation, efficacité et sens aigu des affaires.
  • Esprit d’équipe, avec une capacité avérée à prioriser, organiser, gérer son temps et effectuer plusieurs tâches simultanément.
  • Expérience avec SAP souhaitée.
  • La maîtrise du français est un atout.
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Analyst, Customer Management (12 month contract)

Montréal, Quebec ALDO Group

Posted today

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Job Description

The Customer Management Analyst will be responsible for providing administrative and analytic support to the Operations and Merchandise territory teams as well as to key strategic projects.


The role has a holistic view of our processes and systems, continuously identifying opportunities to optimize our tools and processes, enabling the business to reach its top line and profitability targets, as well as customer satisfaction.


We aim to ship On Time and with the highest level of accuracy to our customers, while providing visibility around issues and delays to our internal teams.


12 month contract*


Responsibilities


  • Run weekly reports to support customer-specific queries and other customer-facing and internal tools.
  • Analyze weekly reports to deep-dive on customer-specific inventory queries and support finding solutions to operational issues.
  • Achieve our 95% OTIF performance, through delivery tracking and process improvements
  • Track GTM, big bets and deliveries based on Brand Calendar to ensure seamless execution
  • Support the preparation of operational feedback for the monthly forecast.
  • Maintain and develop key customer management tools, reports and systems (e.g., delivery overview, season tracking file, etc.)
  • Support development of operational reporting for merchandise and territory teams.



Qualifications


  • Positivity, curiosity and adaptability are essential
  • Effective communication skills essential
  • Bachelor’s Degree, preferably in Commerce or Management
  • Microsoft Office literate with excellent command of Excel
  • Experience with business intelligence and data analytics tools
  • Ability to clearly communicate results of analyses and provide recommendations to senior management
  • Highly organized and efficient with a strong business acumen
  • Strong team player with the proven ability to prioritize, organize, manage time and multi-task
  • SAP experience preferred
  • French is an asset



Analyste de la Gestion Client


L’analyste de la gestion client sera responsable de fournir un soutien administratif et analytique aux équipes des opérations et du territoire marchandises, ainsi qu’à des projets stratégiques clés.

Ce rôle offre une vision globale de nos processus et systèmes, en identifiant continuellement des opportunités d’optimisation de nos outils et processus, afin de permettre à l’entreprise d’atteindre ses objectifs de chiffre d’affaires, de rentabilité et de satisfaction client.

Notre objectif est d’expédier dans les délais et avec le plus haut niveau de précision à nos clients, tout en assurant une visibilité sur les problèmes et retards auprès de nos équipes internes.


Contrat de 12 mois*



Responsabilités


  • Générer des rapports hebdomadaires pour répondre aux demandes spécifiques des clients et soutenir les outils internes et orientés client.
  • Analyser les rapports hebdomadaires pour approfondir les questions d’inventaire spécifiques aux clients et contribuer à la résolution des problèmes opérationnels.
  • Atteindre notre objectif de performance OTIF de 95 %, grâce au suivi des livraisons et à l’amélioration des processus.
  • Suivre les initiatives GTM, les priorités stratégiques et les livraisons selon le calendrier de la marque pour garantir une exécution fluide.
  • Soutenir la préparation des retours opérationnels pour les prévisions mensuelles.
  • Maintenir et développer les outils, rapports et systèmes clés de gestion client (ex. : aperçu des livraisons, fichier de suivi saisonnier, etc.).
  • Contribuer au développement de rapports opérationnels pour les équipes de marchandises et de territoire.


Qualifications


  • Positivité, curiosité et capacité d’adaptation essentielles.
  • Compétences en communication efficaces indispensables.
  • Diplôme universitaire, de préférence en commerce ou en gestion.
  • Maîtrise de Microsoft Office, avec une excellente connaissance d’Excel.
  • Expérience avec des outils d’intelligence d’affaires et d’analyse de données.
  • Capacité à communiquer clairement les résultats des analyses et à formuler des recommandations à la direction.
  • Très bonne organisation, efficacité et sens aigu des affaires.
  • Esprit d’équipe, avec une capacité avérée à prioriser, organiser, gérer son temps et effectuer plusieurs tâches simultanément.
  • Expérience avec SAP souhaitée.
  • La maîtrise du français est un atout.
This advertiser has chosen not to accept applicants from your region.

Vice President, Customer Management & Engagement (Digital Products)

Mississauga, Ontario goeasy

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Job Description

Job Description


Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy , our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Waterstone Canada’s Most Admired Corporate Cultures , Canada’s Top Growing Companies , and the TSX30 , highlighting us as one of the top performers on the TSX . We’re also thrilled to be named a Greater Toronto Top Employer and proudly certified as a Great Place to Work®. These honours reflect our commitment to fostering an inclusive, high-performance culture where talent thrives, and innovation drives us forward.

As one of Canada’s leading alternative consumer lenders, we’re passionate about helping everyday Canadians create a brighter future. Our vision is to provide a path to a better tomorrow, today. We offer a full range of products, including non-prime leasing, unsecured and secured loans, and point-of-sale financing through easyhome , easyfinancial , and LendCare . If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.

Role Overview:

At goeasy, we're on the lookout for a visionary leader to revolutionize our customer experience. As Vice President, Customer Management & Engagement (Digital Products) , you’ll drive the strategy for the entire customer journey, from lifecycle management to digital product development and customer experience. Your focus will be on building customer loyalty, driving satisfaction, and fueling sustainable growth through innovative solutions and actionable insights.

Leading dynamic teams across digital engagement platforms (mobile app, online tools) and customer lifecycle strategy, you'll oversee key CX initiatives such as Voice of Customer, NPS, and sentiment analysis. You'll also lead the development of a powerful customer segmentation strategy, delivering personalized, impactful experiences that make a real difference for our customers and the business.

In this senior leadership position, you will directly influence how millions of Canadians interact with the goeasy brand, turning every touchpoint into an opportunity for meaningful connection and lasting value.

Key Responsibilities

Customer Lifecycle & Engagement Strategy

  • Lead enterprise strategy to deepen customer relationships throughout the lifecycle
  • Develop and scale customer segmentation and lifecycle strategies
  • Integrate segmentation and LTV frameworks into marketing, product, and personalization
  • Optimize journeys across onboarding, activation, engagement, and retention
  • Drive engagement KPIs including adoption, usage, cross-sell, churn reduction, and loyalty

Digital Product Ownership

  • Own strategy, roadmap, and performance for digital products (mobile app, online account tools)
  • Deliver intuitive, high-impact digital experiences that support customer self-service and satisfaction
  • Use analytics and VOC insights to drive continuous product enhancement and business growth

Customer Experience & Satisfaction

  • Lead CX strategy across all customer channels
  • Oversee CSAT, NPS, and VOC programs to capture and apply customer feedback
  • Partner cross-functionally to embed insights into product design and service delivery

Portfolio Growth & Customer-Centric Strategy

  • Drive usage, retention, and LTV through personalized, data-driven engagement
  • Use segmentation and predictive analytics to align customer needs with business goals
  • Ensure compliance and alignment with risk and financial frameworks

Leadership & Collaboration

  • Lead cross-functional teams across lifecycle, CX, analytics, and digital product
  • Influence enterprise strategy and customer investment decisions
  • Foster a culture of innovation, accountability, and customer empathy

Key Qualifications:

  • Bachelor’s degree in Business, Marketing, or related field; MBA preferred
  • 12+ years in customer management, digital product, lifecycle marketing, or transformation (preferably in financial services or consumer tech.
  • Deep expertise in establishing measurement frameworks used to measure existing customer profitability; customer lifetime value (LTV)
  • Deep expertise in digital product management including mobile app proficiency
  • Proven track record of improving customer metrics and turning insights into strategic action.
  • Strong leadership presence, communication skills, and ability to influence
  • Highly data-driven with experience using analytics to drive change and optimize performance.

Internal Applicants: please apply through the link and provide written endorsement from your current manager.

Diversity, Inclusion, and Equal Opportunity Employment:
At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. This means that we are committed to cultivating and preserving a work culture where we celebrate who we are, where everyone feels seen and heard and where every employee can fulfill their potential. As an equal opportunity employer, we are committed to providing accommodations for applicants upon request at any stage of the recruitment process in accordance with all legislative requirements throughout Canada. Please let us know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs.

Additional Information:
All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. We thank all interested applicants, however we will only be contacting those for interview who possess the skills and qualifications outlined above.


#LI-RU1

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Customer Account Management Representative Senior

Dorval, Quebec Bombardier

Posted 3 days ago

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Job Description

_When applicable, Bombardier promotes flexible and hybrid work policies._
**Why join us?**
At Bombardier, we design, build and maintain the world's peak-performing aircraft for the world's most discerning people and businesses, governments and militaries. We have been successful in setting the highest standards by putting our people at the heart of it all, and defining excellence, together.
Working at Bombardier means operating at the highest level. Every day, you are part of a team that delivers superior experiences and products, pushing the boundaries of what's possible in our industry and beyond. By prioritizing employee growth and development, we empower everyone to reach their full potential on their own terms, because the best work happens when you are free to be yourself and share your unique expertise.
**Bombardier's Benefits Program**
With our employees' well-being top of mind, we offer a comprehensive and competitive Benefits Program, which includes the following:
+ Insurance plans _(Dental, medical, life insurance, disability, and more)_
+ Competitive base salary
+ Retirement savings plan
+ Employee Assistance Program
+ Tele Health Program
**What are your contributions to the team?**
- Act as a primary point of contact with our customer base for the detailed completion definition of aircraft interior and exterior completion finishes, furnishings and equipment configurations along with their associated technical specification packages.
- Support the International and Domestic wide-body sales teams as they meet with prospects and customers on completion related issues.
- Liaise with all internal stakeholders including, but not limited to, Engineering, Interior Design, Program Management, Estimation and Finance, Legal, Contract Management and Sales to ensure that all Completion Definition specifications are consistent with our business strategy while ensuring that customer expectations are exceeded.
- Are accountable for obtaining the necessary management and customer approvals, thereby committing the company to the build and delivery of the final Completion Definition Package approved.
- Follow the Aircraft build, Inform and lead our customers to ensure their readiness to start delivery activities.
- Coordinate and lead Aircraft delivery activities with the customer an internally to ensure a seamless process and amazing customer experience while meeting company delivery schedule targets.
**How to thrive in this role? Skills, knowledge & experience:**
- You possess an undergraduate university degree in a related field of study, such as aeronautical engineering, aviation management, business administration or another substantially related field of endeavor.
- You have a minimum of ten (10) years related experience in business or commercial aviation.
- You have a minimum of two (2) years related experience in a customer facing role.
- You have excellent organizational and planning skills, can set priorities in order to achieve important milestones. You will be able to demonstrate solid project management skills.
- You can understand complex technical specifications and certification constraints and possess the capacity to become a product expert on complex product offerings.
- You have exceptional communication skills; can communicate at all levels of the organization from shop floor to board room level. You are equally able to communicate to all levels of our customer and customer representative organizations including world leaders, high net worth individuals, flight crew, maintenance and technical personnel.
- You are an eloquent and persuasive speaker with strong presentation skills and command an appropriate presence in any situation or negotiation.
- You have strong customer orientation.
- You will be expected to be a team player, as well as being a leader within the multidisciplinary project team.
- You are fluent in both French and English (written and spoken), Other languages would be an asset.
- You can support a flexible work environment and available to travel.
**Now that you can see yourself in this role, apply and join the Bombardier Team!**
Please note: You don't need _all_ the skills, knowledge, and experience listed to apply for this position. We're not looking for the perfect candidate, we're looking for great talent and passionate individuals.
Bombardier is an equal opportunity employer and encourages persons of any race, religion, ethnicity, gender identity, sexual orientation, age, immigration status, disability or other applicable legally protected characteristics to apply.
**Job** Customer Account Management Representative Senior
**Primary Location** Completion Center
**Organization** Aerospace Canada
**Shift** Day job
**Employee Status** Regular
**Requisition** 8909 Customer Account Management Representative Senior
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Director, Customer Account Management - Canada

UKG

Posted 9 days ago

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Job Description

**Why UKG:**
At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.
We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you.
UKG is seeking a Director of Sales for our Customer Account Management sales organization. At UKG we foster a company culture that supports success at every level, prioritizing our employees. While the challenges are significant, UKG provides ample support for our sales teams to thrive. The rewards are equally substantial-you can confidently stand behind the solutions you sell, knowing your customers will receive top-quality service. Their decision to continue working with UKG will be a satisfying one!
As the Director, you'll be accountable for helping your team exceed annual revenue goals for UKG's Pro, Dimensions, and Ready customer base in all segments , across all verticals. Your focus will be on maximizing the suite of product offerings across our customer base, client retention and satisfaction.
Collaboration is key-you'll work closely with Sales peers and senior leadership across functional areas to establish strong partnerships that drive incredible success for your team and our customers. Supported by robust pre-sales and sales operations teams, this position reports directly to the VP Sales Canada.
**Responsibilities:**
+ Meet and exceed revenue targets.
+ Set and execute an aggressive sales execution strategy to generate strong annual revenue growth.
+ Drive long term success with a focus on coaching, development and building high performing teams to ensure revenue growth year over year.
+ Establish sales best practices and metrics for pipeline growth, pipeline accuracy and integrity, accurate forecasting, product and industry knowledge and standardized sales strategies and account reviews
+ Maintain key customer relationships and develop and implement strategies for sales
+ Create and foster a customer-first, employee-centric highly engaged culture, leading by example through UKG's values of United, Kind, and Growing
+ Conducts weekly progress meetings with each Sales Executive to review pipeline, sales activity, and obstacles.
+ Fosters peer collaboration across sales team to enhance the performance of everyone.
+ Provide feedback to UKG senior management on market trends and methods to become more effective in meeting our goals through deeper service to our customers.
**Basic Qualifications:**
+ 5+ years managing a diverse team in sales, presales, or similar organizations
+ Minimum of 5 years selling to C level executives Preferred Qualifications
+ Proven experience leading or selling SaaS/WFM/HCM software solutions to C level Executives.
+ Proven success working within a highly matrixed organization and establishing strong relationships across all functions.
+ Strong interpersonal skills with a high degree of emotional intelligence with the ability to hire, on-board and train new Sales Executives.
+ Consistently exceeded quota and team goals.
+ Strong negotiation, written and verbal communication skills.
+ Experience leading high-performing Sales teams within all segments.
+ Bachelor's degree or equivalent
+ It is an asset if you are bilingual.
**Travel:**
+ Ability to travel up to 25%
**Company Overview:**
UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.
UKG is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.
**Disability Accommodation in the Application and Interview Process:**
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email
**Pourquoi postuler auprès d'UKG :**
Chez UKG, votre travail compte. Le code que vous livrez, vos décisions et votre souci de la clientèle se conjuguent pour produire des résultats tangibles. Aujourd'hui, des dizaines de millions de personnes amorcent et terminent leur journée de travail en se connectant à notre plateforme de gestion des effectifs. Nous aidons ces personnes à toucher leur paie, à s'épanouir professionnellement et à façonner l'avenir dans leur secteur d'activité. C'est notre raison d'être.
Nous ne cessons jamais d'apprendre. Nous réinventons toujours les règles du jeu. Nous cherchons à nous améliorer et célébrons les victoires en cours de route. Ici, vous profiterez d'une souplesse bien réelle et d'avantages solides, en plus de rejoindre une équipe unie pour réussir. Parce que, chez UKG, votre travail compte. tout comme vous.
UKG est à la recherche d'un directeur des ventes pour son équipe de gestion des comptes clients. Chez UKG, nous favorisons une culture d'entreprise qui favorise le succès à tous les niveaux, en donnant la priorité à nos employés. Malgré les défis de taille, UKG offre un soutien précieux à ses équipes de vente pour leur épanouissement. Les avantages sont tout aussi substantiels : vous pouvez soutenir les solutions que vous vendez en toute confiance, sachant que vos clients bénéficieront d'un service de qualité supérieure. Leur décision de continuer à travailler avec UKG sera une grande satisfaction !
En tant que directeur, vous serez responsable d'aider votre équipe à dépasser les objectifs de chiffre d'affaires annuels pour les clients UKG Pro, Dimensions et Ready, dans tous les segments et tous les secteurs d'activité. Votre priorité sera d'optimiser l'offre de produits pour notre clientèle, ainsi que la fidélisation et la satisfaction de nos clients.
La collaboration est essentielle : vous travaillerez en étroite collaboration avec vos collègues des ventes et la haute direction de tous les secteurs fonctionnels afin d'établir des partenariats solides qui favoriseront un succès exceptionnel pour votre équipe et nos clients. Soutenu par des équipes avant-vente et opérationnelles commerciales performantes, ce poste relève directement du vice-président des ventes Canada.
**Notre destination**
**Responsabilités :**
- Atteindre et dépasser les objectifs de chiffre d'affaires.
- Définir et mettre en œuvre une stratégie commerciale dynamique pour générer une forte croissance annuelle du chiffre d'affaires.
- Favoriser le succès à long terme en mettant l'accent sur l'encadrement, le développement et la constitution d'équipes performantes afin d'assurer une croissance annuelle du chiffre d'affaires.
- Établir les meilleures pratiques et indicateurs de vente pour la croissance, la précision et l'intégrité du pipeline, la justesse des prévisions, la connaissance des produits et du secteur, ainsi que la standardisation des stratégies de vente et des analyses de comptes.
- Maintenir les relations avec les clients clés et élaborer et mettre en œuvre des stratégies de vente.
- Créer et promouvoir une culture d'entreprise axée sur le client et l'engagement des employés, en montrant l'exemple grâce aux valeurs d'UKG : solidarité, bienveillance et croissance.
- Organiser des rencontres hebdomadaires avec chaque gestionnaire des ventes afin d'examiner le pipeline, l'activité commerciale et les obstacles.
- Favoriser la collaboration entre les équipes de vente pour améliorer le rendement de chacun.
- Fournir une rétroaction à la direction d'UKG sur les tendances et les méthodes du marché afin d'atteindre plus efficacement nos objectifs grâce à un service à la clientèle de qualité. ,
**Qualifications de base :**
- Plus de 5 ans d'expérience en gestion d'équipes diversifiées dans les domaines de la vente, de l'avant-vente ou d'organisations similaires
- Au moins 5 ans d'expérience en vente auprès de cadres dirigeants.
**Qualifications souhaitées :**
- Expérience avérée en direction ou en vente de solutions logicielles SaaS/WFM/HCM auprès de cadres dirigeants.
- Expérience avérée au sein d'une organisation hautement matricielle et dans l'établissement de relations solides entre tous les services.
- Excellentes compétences interpersonnelles et intelligence émotionnelle, avec une capacité à recruter, intégrer et former de nouveaux commerciaux.
- Dépassement constant des quotas et des objectifs de l'équipe.
- Excellentes compétences en négociation et en communication écrite et orale
. - Expérience de direction d'équipes de vente performantes dans tous les segments.
- Licence ou l'équivalent
*** Le bilinguisme est un atout. Déplacements :**
- Possibilité de voyager jusqu'à 25 %
**Profil de l'entreprise :**
UKG est la plateforme de gestion des effectifs qui met les informations stratégiques qui les concernent à l'œuvre. Grâce à la plus riche collection de perspectives sur la main-d'œuvre qui soit et à notre IA au service des personnes, notre capacité de révéler des manières inédites d'établir la confiance, d'amplifier la productivité et d'autonomiser les ressources humaines est inégalée. Cette expertise procure à notre clientèle les données stratégiques nécessaires pour relever tous les défis dans n'importe quel secteur, parce que les organisations qui excellent savent que leur effectif est ce qui propulse leur avantage concurrentiel. Découvrez plus de détails sur ukg.com.
Employeur souscrivant au principe de l'égalité d'accès à l'emploi UKG est fier d'être un employeur souscrivant au principe de l'égalité d'accès à l'emploi et s'engage à maintenir un milieu de travail diversifié et inclusif. Tous les candidats qualifiés seront pris en considération pour un emploi sans égard à la race, à la couleur, à la religion, au sexe, à l'âge, au handicap, à l'état matrimonial, à la situation familiale, à l'orientation sexuelle, à la grossesse, à l'information génétique, à l'identité de genre, à l'expression de genre, à l'origine nationale, à l'ascendance, au statut de citoyen, au statut d'ancien combattant et à tout autre statut protégé par les lois fédérales, provinciales ou locales contre la
discrimination. Accommodement aux handicaps UKG s'engage à fournir un accommodement aux personnes handicapées durant le processus de candidature et d'entrevue. Si vous avez besoin d'un accommodement durant le processus de candidature et d'entrevue, veuillez communiquer avec nous à
*Candidats du Québec: Bien que le français soit exigé pour les postes au Québec, l'utilisation de l'anglais est également requise en raison de la nature mondiale de l'entreprise et de ses affaires, de même que de la nécessité d'interagir avec les employés ou les partenaires du siège américain d'UKG et de ses bureaux internationaux.
*Quebec candidates: While French is required for Quebec roles, use of the English language is also required due to the global nature of the business and the need to interact with UKG US headquarters and international sites. 
NOTICE ON HIRING SCAMS
UKG will never ask you for a copy of your driver's license, social security card, or passport during a job interview. For new hires, we do not ask for payment for equipment purchase, cost for training, or to receive onboarding documents. UKG does not make job offers outside of our formal hiring process. To help protect yourself against potential hiring scams, learn more about our formal hiring process, outlined here ( .
ABOUT OUR JOB DESCRIPTIONS
All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.
It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.
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