Sell In & B2B Customer Service Manager

Toronto, Ontario L'Occitane En Provence

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JOB SUMMARY:
The Sell In and B2B Customer Service Manager is in charge of the day-to-day operations of our customer service team and ensuring an outstanding customer satisfaction to all our US and Canada Sell In and B2B customers.
The Sell In and B2B Customer Service Manager will be managing and optimizing all aspects of the order processing from creation to delivery, ensuring orders are delivered on time, in full, and comply with customers’ requirements.
The Sell In and B2B Customer Service Manager is also responsible for the maintenance of the entire customer database in a timely and accurate manner.

JOB RESPONSIBILITIES:

  • Responsible for daily operations of the Sell In and B2B Customer Service department
    • Internal and external communication and teamwork are essential.
      • Communicate with our customers to ensure customer satisfaction
      • Collaborate with our sales teams, supply chain team and warehouse operations teams to provide in a timely manner all inquiries from our customers
      • Ensuring that our products are efficiently and accurately delivered to our customers and in compliance with our customers’ requirements :
        • Order acknowledgment
        • Delivery notification
        • Tracking information
      • Monitoring and reporting on department KPIs, aligning internal operational KPIs with customer metrics and develop performance scorecards
      • Optimizing all aspects of the fulfillment process, from order receipt to delivery, ensuring a customer centric experience
      • Support warehouse with delivering high service level and the flawless execution of order management processes
      • Develop collaborative supply chain solutions through cross-functional partnerships that drive mutual benefits for external customers and internal business partners
      • Coordinate with operations on service issues to ensure that the root cause analysis and corrective/preventive actions are robust
      • Provide strategic supply chain expertise and insights to the commercial teams for competitive differentiation
      • Manage customer claims, credits and returns.
  • Lead a team of customer service representatives.
    • Ensure continuous training and coaching customer service representatives on best practices
    • Maintain comprehensive and completed documentation.
  • Help maintaining an accurate customer master data in a timely manner
  • Proactively develop processes and procedures :
    • Fostering a culture of continuous processes improvement
    • Identifying opportunities to enhance efficiency, improve operational performance, reduce costs and minimize customer complaints
    • Leveraging emerging supply chain capabilities and technology such as EDI  to improve customer collaboration and service

KEY PERFORMANCE INDICATORS:
  • % of order shipped in full
  • Customers Chargebacks
  • Customers Claims
  • % of EDI orders
REQUIREMENTS:
  • Proven experience in a customer service management role
  • Strong leadership skills with the ability to motivate and inspire a team
  • Experience in project management is preferred

EDUCATION:
Bachelor's degree or foreign equivalent in Supply Chain Management or Business Administration

EXPERIENCE:
3-5 years of experience in Supply Chain Management and/or Customer Service

SKILLS:
  • Exceptional verbal and written communication skills with customers. Different functions and seniority level
  • Understanding of B2B business
  • Excellent organizational and time-management skills in a fast-paced environment with deadlines
  • High degree of attention to details, but ability to see the big picture
  • Ability to multitask and prioritize
  • Strong problem solving and conflict management skills
  • Strong leadership skills with experience managing a team
  • Strong process management skills
  • Proficiency in ERP system (plus if experience with SAP S/4)
  • Advanced Microsoft Office, especially Excel
  • Knowledge of inventory management practices and fulfilment operations
  • Fluent in English

PHYSICAL & TRAVEL REQUIREMENTS:
    • Able to occasionally travel to US
 

All Applicants:

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Customer Engagement & Service Manager

Toronto, Ontario TalentSphere

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Customer Experience & Service Manager

Toronto, On

Manufacturing

Competitive Salary $105,000-145,000, plus Bonus and Benefits

Our client, a global leader in specialized electronics manufacturing, is seeking to add a critical role to their growing leadership team. The Customer Experience & Service Manager is responsible for the end-to-end customer service function, encompassing order fulfillment, service operations, and post-sales support. The position manages the complete customer order lifecycle—from sales orders to shipping and invoicing—while also overseeing the management of product maintenance, repairs, and returns. The role requires active leadership in managing service technicians, handling Return processes and collaborating with internal subject matter experts to resolve complex technical issues.

The ideal candidate brings strong operational management skills along with exceptional communication abilities, ensuring every customer interaction reflects the highest standards of responsiveness, accuracy, and professionalism. A passion for process improvement and operational excellence is critical.

The Role:

• Oversees the customer order process, including order processing and confirming sales orders, coordinating shipments, and ensuring timely delivery.

• Oversees and ensures the accuracy of order details in the ERP system (quantities, prices, and delivery dates).

• Monitors order progress and proactively resolves any fulfillment or documentation issues to ensure timely delivery of shipments and customer satisfaction.

• Coordinates with Operations, Logistics, and Finance to ensure accurate billing and documentation.

• Collaborates with Warehouse and Logistics teams to facilitate timely picking, packing, shipping, and delivery of orders.

• Oversees and manages customer inquiries related to order status, product availability, and delivery schedules

• Collaborates with the planning area to ensure optimal stock levels and prevent stockouts or overstock situations.

• Provides proactive support to Sales, Marketing, and Field Operations by addressing order-related queries and providing timely information.

• Ensures compliance with all relevant regulations and industry standards in the order management process.

• Manages the company's Return Authorization process, including receiving, tracking, evaluating, and closing cases related to returns, order modifications, cancellations, and exchanges.

• Supervises and schedules service technicians, ensuring they have the tools, resources, and training to meet service commitments.

• Maintains service documentation, repair logs, and service-level metrics.

• Tracks and reports on service KPIs (turnaround time, repair quality, customer satisfaction).

• Manages organization of service calls, troubleshooting, diagnoses, and repairs.

• Manages scheduled preventative maintenance services according to Standard Operating Procedures.

• Drives safety culture for technicians ensuring the safe and correct use of equipment and tools.

• Oversees contract management of 3rd party service providers including validation, qualification, negotiation, and management.

• Supports distributor on-boarding and technical product support.

• Serves as the primary escalation point for customer service and technical issues, ensuring timely resolution.

• Interfaces with internal Subject Matter Experts (engineering, product development, quality assurance) to troubleshoot and resolve complex product issues.

• Provides technical support guidance to customers and coordinate with service teams to address on-site or remote service needs.

• Acts as the primary liaison for customer inquiries related to orders, repairs, and ongoing product performance.

• Builds and maintains strong relationships with customers, encouraging long-term loyalty and repeat business.

• Identifies and implements process improvements in service delivery, order management, and customer communications.

• Partners with product and operations teams to relay customer feedback and drive product/service enhancements.

• Develops, tracks, and analyzes KPIs related to order processing, service performance, and customer feedback to drive operational excellence and continuous improvement.

• Manages and develops direct reports.

• Considers quality in all aspects of the job and respects procedures and norms.

The Ideal Candidate:

• Bachelor's degree or diploma in Mechanical, Electrical engineering or a related field.

• 8-10 years of related experience within a technical/engineering environment dedicated to manufacturing devices with intricate electronic and mechanical interfaces.

• 3-5 years of experience managing small teams.

• Experience in working collaboratively within a broader team (e.g., sales, engineering, marketing).

• Demonstrated success in building consensus with technical leaders.

• Strong problem-solving and conflict resolution skills.

• Excellent interpersonal and communication skills (verbal and written).

• Superior attention to detail.

• Strong computer skills and proficiency with Microsoft Office suite products (Word, Excel, PowerPoint).

• Knowledge of ERP and Quality Management systems.

JOBID#

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Director, Client Services

Toronto, Ontario $120000 - $180000 Y Lumenus Community Services

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LOCATION: Toronto, ON

POSITION TYPE: Full-Time Regular (37.5 hours)

POSTING CLOSING DATE: September 26,2025

Lumenus Community Services is committed to diversity, equity and inclusion. We value a recruitment and selection process that is inclusive and barrier-free and we encourage applications from all individuals including, but not limited to, all cultures, religions, racialized communities, abilities, sexual orientations, and gender identities and expressions.

Lumenus is currently filling a full-time position as Director, Client Services, within our Day Treatment program. The Client Service Director, milieu treatment for young children years old, is responsible for all operational decisions, leadership, oversight and vision for clinical services including: program design, implementation and strategy, quality, employee engagement and talent development, client experience, outcome and performance standards, risk management, contracts and compliance, innovation, and the development of strong external partnerships with funders, donors, and partner agencies.

Lumenus Community Services is a dynamic and growing agency. We offer a competitive salary, ongoing training, and career development opportunities

KEY RESPONSIBILITIES:

Main Supporting Activities:

  • Responsible for all operational decisions and accountabilities related to

the day treatment milieu programs for young children with very complex needs

  • Establishes and enforces service and performance standards, identifies and operationalizes client service strategy, vision and treatment philosophy

  • Manages risk and risk mitigation strategies

  • Strong and active agency ambassador across many external stakeholders

  • Participates in and provides leadership on external committees/task groups to represent Lumenus and to advance change across multiple sectors

  • Responsible for service contracts and delivery on accountabilities

  • Responsible for and manages special projects as required

  • Ensures full and rigorous compliance with agencies policies and procedures, relevant legislation, and accreditation standards

  • Prepares accurate funder and donor reports in accordance with strict timelines

  • Creates channels for client and partner feedback and communication: Liaises with client families and community members as needed ensuring high levels of service/client satisfaction

  • Ensures that all program activities operate in accordance with established Diversity/Equity guidelines/practices

  • Manages serious occurrence reporting and crisis management

  • Responsible for being on-call 24/7 on assigned days/weeks/months

  • Responsible for ongoing needs and gap analysis regarding service needs, trends etc.

  • Assess program needs, monitor and critically assess fiscal and service requests within timeframes and administrative constraints.

Operations and Programs:

  • Supervises the managers of the intensive programs providing mentoring, coaching and development of skills

  • Provides oversight of operations and programs in accordance with approved strategic plans and applicable standards and laws including all relevant licensing and legislation requirements

  • Participates in and/or approves decisions of strategic importance to the programs

  • Ensures coordinated services for very young children and their families requiring integrated services and being served by multiple Lumenus programs

  • Ensures that all programs have outcome data and evaluation and quality improvement plans in place

Community:

Human Resources:

  • Develops, communicates and facilitates/encourages an organizational culture conducive to the achievements of Lumenus goals and objectives

  • Provides leadership to program managers in team building and motivates employees in managing for high performance

  • Reviews all staffing and placement decisions (hiring, appointment, transfer or termination) for positions in the programs

Other:

  • Ensures that agency policies and accreditation standards are met within the intensive services programs and that changes in policies and procedures are communicated to staff and adhered to

  • Adheres to the organizational health and safety policies and practices along with the Ontario Occupational Health and Safety Act

  • Other duties as assigned.

QUALIFICATIONS/EXPERIENCE:

  • Masters of Social Services or equivalent is preferred

  • A member of the appropriate professional college is preferred

  • 5 years or more management experience in a mental health/developmental services setting

  • Demonstrated knowledge of treatment to young children with complex needs including those with autism and developmental disability.

  • Demonstrated experience working with a team comprised of early childhood educators. Child and youth counsellors, behavioral technicians (ABA), developmental services worker, who have very hands on skill building approach to service

  • Experience in research and outcomes management evaluation

  • Proficient in use of MS Office suite of programs

SKILLS/KNOWLEDGE:

  • Demonstrated expertise in evidence based informed treatment modalities for very young children and their families

  • Demonstrated skill in leading services across multiple sites in a community-based agency

  • Demonstrated ability to manage a diverse client population and staffing group.

  • Demonstrated skill and experience in making and executing decisive, complex business, operational or personnel decisions

  • Knowledge of all relevant legislation and regulations

  • Research/evaluation/quality improvement skills

  • Knowledge of data collection and measurable objectives

  • Well-developed research and writing skills

  • Excellent leadership skills that include motivation, delegation, coaching/mentoring, negotiation and conflict resolution, consensus/team building and demonstrated success in human resource management

  • Ability to make and communicate complex business, operational or people decisions

ADDITIONAL REQUIREMENTS:

  • Flexible hours, evening work and travel may be required

  • Reliable transportation; valid driver's license required

  • Attendance at meetings which will occur at various locations in the Toronto region. and outside of regular hours

  • Satisfactory clearance under the Police Record and Vulnerable sector check Program

TO APPLY: Interested applicants are invited to visit our website at and submit their cover letter and resume through our Career Centre on or before September 26, 2025.

Lumenus is strongly committed to a workforce that reflects the diversity of the populations we serve. We encourage applications from all qualified individuals including applicants from all cultures, racialized communities, abilities, diverse sexual and gender identities and others who may contribute to the further diversification of ideas. We are committed to a selection process and work environment that is inclusive and barrier free.

We ask applicants to make any accommodation requests for the interview or selection process known in advance by contacting the Human Resources Department. Human Resources will work together with the hiring committee to arrange reasonable and appropriate accommodation for the selection process which will enable you to be assessed in a fair and equitable manner.

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Client Services Associate

Toronto, Ontario CI Financial Corp.

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Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

As a Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide top-notch client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions in order to provide excellent support to our advisors. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively.

We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service.

WHAT YOU WILL DO

  • Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
  • Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
  • Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
  • Process financial transactions related to Dealer activity, ensuring precision and compliance.
  • Raise and track client and operational issues, promptly escalating matters as required.
  • Apply creative and out-of-the-box thinking when dealing with unique inquiries.

WHAT YOU WILL BRING

  • 1-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
  • Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
  • Strong MS Office skills (Outlook, Word and Excel)
  • Team Player with friendly personality and strong communication skills
  • Proven ability to manage high volumes with a positive and professional attitude
  • Calm approach to a dynamic and fast-paced environment.
  • Demonstrated collaborative approach to problem-solving.
  • Strong communication skills.
  • Proven ability to manage high volumes with a positive and professional attitude.
  • Friendly and service-oriented personality.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. 

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Share Purchase Program (ESPP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top–up program
  • Fitness membership discounts
  • Paid Volunteer Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext. 4747.

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Client Services Representative

North York, Ontario Alpha3dge Inc

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We’re Hiring! Client Services Representative Are you people-focused, motivated, and ready to make an impact?


At Alpha3dge , we partner with leading brands to create exceptional customer experiences through innovative marketing campaigns, client engagement, and event-based initiatives. We’re looking for a Client Services Representative to join our Toronto team and help drive success for our clients!


What You’ll Do:
  • Represent our clients across campaigns, events, and activations
  • Build genuine connections with customers and promote client brands
  • Deliver exceptional service while achieving sales and engagement goals
  • Provide insights and feedback to enhance campaign performance
  • Collaborate with team members to plan and execute promotional initiatives
  • Maintain long-term client and customer relationships


What We’re Looking For:

️ Excellent communication and interpersonal skills

️ Energetic, goal-driven, and customer-focused attitude

️ Comfortable in fast-paced, people-oriented environments

️ Team player with a positive mindset

️ Full-time availability (some weekends may be required)

️ Sales or customer service experience is an asset — training provided


What We Offer:

Paid training and ongoing professional development

Clear pathways for career advancement and leadership roles

A dynamic, supportive, and fun work culture

Flexible scheduling and hands-on experience with top brands


At Alpha3dge , we believe in growth, teamwork, and meaningful connections.

If you’re ready to level up your career and join a passionate, results-driven team — we want to meet you!


Apply today and become part of the Alpha3dge experience.


#Hiring #TorontoJobs #ClientServices #CustomerExperience #SalesCareers #MarketingJobs #Alpha3dge #CareerGrowth #JoinOurTeam

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Client Services Representative

Toronto, Ontario Alpha3dge Inc

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Job Description

We’re Hiring! Client Services Representative Are you people-focused, motivated, and ready to make an impact?


At Alpha3dge , we partner with leading brands to create exceptional customer experiences through innovative marketing campaigns, client engagement, and event-based initiatives. We’re looking for a Client Services Representative to join our Toronto team and help drive success for our clients!


What You’ll Do:
  • Represent our clients across campaigns, events, and activations
  • Build genuine connections with customers and promote client brands
  • Deliver exceptional service while achieving sales and engagement goals
  • Provide insights and feedback to enhance campaign performance
  • Collaborate with team members to plan and execute promotional initiatives
  • Maintain long-term client and customer relationships


What We’re Looking For:

️ Excellent communication and interpersonal skills

️ Energetic, goal-driven, and customer-focused attitude

️ Comfortable in fast-paced, people-oriented environments

️ Team player with a positive mindset

️ Full-time availability (some weekends may be required)

️ Sales or customer service experience is an asset — training provided


What We Offer:

Paid training and ongoing professional development

Clear pathways for career advancement and leadership roles

A dynamic, supportive, and fun work culture

Flexible scheduling and hands-on experience with top brands


At Alpha3dge , we believe in growth, teamwork, and meaningful connections.

If you’re ready to level up your career and join a passionate, results-driven team — we want to meet you!


Apply today and become part of the Alpha3dge experience.


#Hiring #TorontoJobs #ClientServices #CustomerExperience #SalesCareers #MarketingJobs #Alpha3dge #CareerGrowth #JoinOurTeam

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Client Services Operations Analyst

Toronto, Ontario Kelly Services

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**Job Opportunity: Client Services Operations Analyst**
**Why Join Us?**
Are you a highly organized, detail-oriented professional looking to build your career in the financial services industry? As a **Client Services Operations Analyst** , you'll join a supportive and collaborative team environment where your accuracy, independence, and ability to meet deadlines will shine. This is a fantastic opportunity to gain valuable experience in corporate actions processing at one of Canada's top financial institutions-with potential for extension or permanent conversion based on business needs.
**What You'll Be Doing**
You'll support corporate actions processing, ensuring timely and accurate execution of event notifications, reconciliations, and reporting. You'll analyze information, track timelines, and help reduce risk to both clients and the business-all in a back-office, non-client-facing capacity.
**Your Responsibilities Will Include:**
+ Monitoring and reviewing daily corporate action notifications and circulars from vendors (e.g. DTC, CDS, TSE, Bloomberg)
+ Validating data using multiple sources and manually identifying systems holding share positions
+ Analyzing circulars for tax implications and escalating to the tax department where required
+ Tracking submissions, timelines, and documentation requirements for each event
+ Communicating with transfer agents and companies to confirm event details
+ Creating and maintaining corporate action files and updating internal systems and logbooks
+ Performing risk assessments on foreign currency exposure and shareholder eligibility
+ Supporting communication efforts including translations, web uploads, and client notifications
+ Collaborating with internal partners to ensure compliance, accuracy, and service level agreements are met
**Who We're Looking For**
You're a self-motivated, detail-oriented professional who can prioritize tasks in a deadline-driven environment. You work well independently but also thrive as part of a collaborative team.
**Must-Have Skills & Experience:**
+ Strong attention to detail and organizational skills
+ Ability to analyze complex data and meet tight deadlines
+ Comfortable working in a fast-paced, operations-focused environment
+ Strong written communication skills
+ Prior experience in corporate actions, financial services, or similar back-office functions is an asset
**What Makes This Role Great:**
+ Opportunity to gain valuable experience in a **top-tier financial institution**
+ Exposure to critical corporate actions and high-impact work
+ Potential for **extension** or **full-time employment** , based on performance and business needs
+ Work in a **non-client-facing role** with predictable weekday hours
**Sound Like You?**
If you're ready to contribute to a high-performing operations team, grow your career, and work in a structured yet dynamic environment-we'd love to hear from you.Top of Form
Bottom of Form
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here ( for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.
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Finding the right job isn't always easy. Kelly ® Professional & Industrial takes the guesswork out of your job search by connecting you with great opportunities that work for you. That means your schedule, your interests, and your career plan. In fact, our company created the staffing industry with the goal of connecting people with great office jobs-so you could say we're pretty good at it!
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly is committed to providing a workplace environment that is inclusive and respects the dignity of those in our workforce. Consistent with that commitment, Kelly will ensure that persons who are otherwise able to work are not unfairly excluded from doing so based upon any grounds protected by applicable human rights legislation, and will make all reasonable efforts to accommodate the needs of applicants and employees in all employment processes including but not limited to, hiring, advancement, discharge, compensation, or training.
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Senior Manager, Client Services

Toronto, Ontario Berkeley Payment Solutions Inc.

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Job Description

This is a remote position.

About Berkeley

Berkeley is a Financial Technology company that’s redefining B2B payments. We deliver innovative, secure, and scalable payment solutions to enterprise clients. Since 2005, we’ve grown into a leader in prepaid and virtual payment solutions, helping clients streamline payments and enhance customer experiences.


We are a values-driven organization that thrives on curiosity, accountability, and collaboration. We’re committed to doing the right thing—for our clients, our partners, and each other—and we foster a culture where talented people can thrive and grow.




The Opportunity

We’re seeking a Senior Manager, Client Services to lead, scale, and evolve our Client and Cardholder Support function. You will develop and execute support initiatives across all client-facing channels—email, phone, live chat, and self-serve tools—to deliver fast, reliable, and high-impact support.


This is a strategic and hands-on role for a tech-forward leader passionate about client satisfaction, automation, and operational excellence. You’ll drive innovation through AI-powered tools, self-service platforms, and data-driven performance management to elevate the support experience. Your goal is not a large team, but a smart, high value adding team, supported by amazing technology; delivering faster, better, happy client, resolutions




What You’ll Do

Strategic Leadership & Client Support

  • Lead, mentor, and scale a high-performing support team to exceed SLAs and client expectations
  • Own the end-to-end support strategy across all channels, with a focus on consistency, responsiveness and efficiency
  • Act as the escalation point for critical issues, resolving client concerns with professionalism and urgency
  • Enhance process documentation to onboard new hires and uptrain existing resources

  • Build robust Client and Cardholder documentation that is tailored to the specific use-case and user needs

  • Ensure adherence to Client SLAs and hold vendors accountable for meeting their SLAs


Process Optimization & Technology
  • Design and implement scalable SOPs and support workflows to reduce manual effort and increase efficiency
  • Build and launch self-serve support tools (e.g., client portals, knowledge base, interactive FAQs)
  • Integrate AI-powered systems (e.g., chatbots, auto-routing) using platforms such as Zoho, JIRA, Metabase or similar
  • Continuously monitor and optimize workflows through automation, analytics, and client feedback


Performance Management
  • Define and track KPIs related to support quality, team productivity, and client satisfaction
  • Establish regular reporting to executive leadership on SLA adherence and customer metrics

  • Drive a culture of continuous improvement and accountability using data-driven insights

Cross-functional Collaboration

  • Partner with Product, Technology, Sales, and Compliance to align support initiatives with broader company goals

  • Serve as the voice of the client internally, advocating for enhancements to the client and cardholder experience.
  • Contribute to go-to-market and onboarding strategies from a client success perspective


Requirements
  • 8+ years of progressive experience in client operations, customer success, or contact center management, with at least 3 years in a leadership role.
  • Demonstrated success managing high-performing teams in a high-volume, fast-paced environment, preferably in fintech or payments.
  • Proven ability to design and implement scalable customer support processes and technologies.
  • Strong understanding of KPIs and performance management frameworks for support operations.
  • Excellent communication, negotiation, and conflict resolution skills.
  • Analytical mindset with experience using support analytics and reporting tools.
  • Knowledge of the payments, prepaid and/or fintech industries



Benefits
  • Full-Time Position
  • Remote Work Environment
  • Fantastic, collaborative culture with opportunities for growth
  • Supportive leadership committed to professional development



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Client Services Coordinator, Centah

Toronto, Ontario Financeit

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Job Description

Who we are:

Centah Inc. is a scaling Software as a Service (SaaS) company that is part of Financeit. We have become the leading experts in providing innovative and configurable solutions to home improvement retailers, trades, construction and facility management departments. Our world-class development team has created configurable Work Order Management software that helps our clients to maximize their service levels and increase sales leads.

Together we created a place where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us.

About the role:

We’re a team focused on making our clients’ operations run smoothly and efficiently. If you enjoy helping people, take ownership naturally, and thrive on problem-solving as part of a collaborative team, this role could be a great fit. As a Client Services Coordinator, you’ll manage the back-end processes and systems that keep everything running seamlessly. You’ll be responsible for updating and configuring systems, ensuring all stakeholders have the information they need to complete their work. You’ll also play an active role in identifying and suggesting improvements to enhance overall operations.

What you'll do:

  • Intake and manage service requests submitted by system users.
  • Provide concierge administrative support.
  • Execute onboarding activities and deliver training for the systems users.
  • Develop business process documentation.
  • Contribute to the department optimization and business process improvement initiatives.
  • Assist with user account management activities (e.g., onboarding and offboarding of employees).
  • Contribute to maintaining SLAs at 95%.
  • Execute back-up Contact Centre Agent responsibilities, as required.

Requirements

  • 2+ years of customer service experience, ideally in a technical environment involving multiple systems.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) or Google Workspace (Docs, Sheets, Slides).
  • A proactive and persistent approach to challenges, with the drive to help the company achieve its goals.
  • Ability to address issues with a sense of urgency and prioritize tasks effectively.
  • Dedication to producing high-quality work that aligns with the organization's standards.
  • Capacity for analytical thinking, sound judgment, and the ability to make decisions considering various levels of risk and complexity.
  • A commitment to delivering exceptional service to both internal and external clients.
  • Bilingual fluency in French and English is an asset.

Benefits

Winner of Canada’s Most Admired Corporate Cultures, twice. We offer more than just the basics, take advantage of:

  • An award-winning culture with a collaborative & inclusive team.
  • Competitive pay and performance-based bonus:
  • Committed to flexible work arrangements, offering hybrid workplace options.
  • Comprehensive medical, dental and vision coverage + Lifestyle Account.
  • RRSP Matching and Parental Leave Top UP Program.
  • In office massage, meditation & workout sessions.
  • Virtual events such as Lunch & Learns, company parties, fun team activities and charity initiatives.
  • Career learning and development programs.

Next Steps:

If what you just read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for a phone interview.

Financeit is an equal opportunity employer. Accommodation is available on request for candidates taking part in all aspects of the selection process.

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