203 Customer Success jobs in Canada
Customer Success Manager
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Job Description
Salary: 70,000 to 85,000
About Fobi:
Fobi is a trailblazer in mobile wallet pass marketing, offering a robust, multi-channel platform designed to empower companies in crafting and deploying impactful wallet pass campaigns. These campaigns include ticketing, event access, and promotional activities aimed at augmenting revenue streams such as ticket, merchandise, food, and beverage sales and bolstering advertising and sponsorship engagements. By enhancing customer retention and loyalty, Fobi sets the stage for transformative marketing strategies in today's digital landscape.
Job Overview:
Working with the VP of Marketing, the Customer Success Manager (CSM) is responsible for building strong relationships with our customers, ensuring their satisfaction, and driving customer success. You will act as our customers' key point of contact, guiding them through onboarding, training, and ongoing support. This role requires a proactive approach to problem-solving and a commitment to understanding and addressing customer needs. This is a new role for the organization, so you will not only be contributing to client projects but also helping to develop the CSM role.
Key Responsibilities:
- Customer Onboarding: Lead the onboarding process for new customers, ensuring a smooth and efficient setup and integration of our products and services.
- Product Training: Conduct training sessions and workshops to educate customers on product features, functionalities, and best practices. Assist with the creation of training materials as needed.
- Customer Support: Support customers by addressing their inquiries, resolving issues, and ensuring their satisfaction.
- Feedback Collection: Gather and analyze customer feedback to identify areas for improvement and work with the development team to implement changes.
- Relationship Management: Build and maintain strong, long-lasting customer relationships, acting as a trusted advisor and advocate for the customer.
- Customer Success Plans: Develop and implement customer success plans to drive product adoption, retention, and growth.
- Cross-Functional Collaboration: Work closely with the Project, Development, and Marketing Managers to ensure a cohesive approach to customer success.
- Uncovering Revenue Opportunities: Identify and pursue upsell and cross-sell opportunities within the customer base to drive additional revenue growth.
- Client Sign-Offs: Ensure client sign-offs on project milestones and deliverables, confirming that customer expectations are met.
- Issue Escalation: Manage and escalate customer issues as necessary, ensuring timely resolution and customer satisfaction.
- Reporting and Metrics: Monitor and report on key customer success metrics, including customer satisfaction, product usage, and retention rates.
Experience:
- A minimum of 3-5 years of experience in customer success, account management, sales, or a related customer-facing role is required.
- Proven track record of managing customer relationships and delivering successful outcomes.
- Experience in a SaaS or technology company, as well as in a managed service company, is preferred.
Skills:
- Exceptional verbal and written communication skills, with the ability to convey complex concepts clearly and persuasively.
- Strong interpersonal skills to build and maintain relationships with customers, internal teams, and stakeholders.
- Highly organized with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
- Proficiency in project management principles and practices, with experience in coordinating and leading projects.
- Ability to understand and explain technical products and services to customers.
- Strong analytical skills to interpret customer data, identify trends, and make data-driven decisions.
Technical Proficiency:
- Proficiency in HubSpot CRM, Jira, Confluence, & Trello.
- Familiarity with customer success tools and platforms.
- Understanding data analysis and reporting tools (e.g., Excel, PowerBI, Google Analytics).
What We Offer:
- Competitive salary and benefits package.
- $70,000 to $85,000
- Employee stock options.
- Extended health benefits.
- A dynamic, innovative, and inclusive hybrid work environment. Typically, two days in the office per week, more as required.
- Opportunities for professional growth and development.
- A chance to be a part of a leading company in the emerging field, shaping the future of mobile wallet pass utility and value.
Fobi is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Customer Success Manager
Posted today
Job Viewed
Job Description
Job Description
Salary:
We are looking for a dedicated Customer Success Manager to join our team and ensure our customers achieve their desired outcomes with our products and services. The ideal candidate will have a strong background in customer success, excellent communication skills, and a passion for building lasting relationships.
Key Responsibilities:
- Develop and maintain customer relationships: Proactively engage with customers to understand their needs and ensure they are fully utilizing our products.
- Onboard new customers: Guide new customers through the setup process and ensure a smooth transition.
- Monitor customer health metrics: Track customer usage and satisfaction to identify areas for improvement.
- Provide product support: Assist customers with technical issues and provide solutions to enhance their experience.
- Collaborate with internal teams: Work closely with sales, marketing, and product teams to align customer needs with business goals.
- Drive customer retention: Implement strategies to increase customer loyalty.
- Gather customer feedback: Collect and analyze feedback to inform product development and improve service quality.
Requirements:
- Proven experience as a Customer Success Manager or similar role.
- Excellent communication and interpersonal skills.
- Strong problem-solving abilities.
- Proficiency in customer success software and tools.
- Ability to work under pressure and manage multiple tasks.
- Bachelor's degree in Business Administration, Marketing, or related field.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional development and growth.
- Friendly and supportive work environment.
Customer Success Manager
Posted today
Job Viewed
Job Description
Job Description
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
At CDW, we highly value the energy and commitment you bring to your job every day. Our Customer Success Manager (CSM) role is an exceptional opportunity for a motivated, self-starter to grow and advance their career at an innovative, multi-billion-dollar Fortune 200 leader. The number one name in Canada for IT solutions, we’re driving meaningful technological change for companies in virtually every industry.
As CSM your focus will be to own key customer relationships, ensuring that service delivery is entirely consistent with customer expectations and our service guarantees. We require a proactive resource who understands both their client’s and CDW’s business and technological needs. You will work closely with the technical teams, account teams and project managers to monitor all activity regarding the key customers under your assignment and ensure quality communications and deliverables from CDW to them.
What you’ll do:
- Be accountable for all aspects of service delivery to the 3-12 clients assigned to you
- Establish trusted/strategic advisor relationship with clients and drive continued value of our solutions
- Establish and drive the governance model to monitor service deliverables and improvement opportunities (customer meetings, roadmap sessions, project calls, customer health checks, SLA reporting, financial oversight)
- Work with customers to establish critical goals and KPI’s I.e., Customer Success Planning
- Be aware of all incidents, projects and activities that CDW’s Managed and Professional Services are engaged in for your assigned customers
- Be customer advocate, bringing topics of interest and concern to leaderships attention before the customer’s business is impacted
- Participate in the continuously improve processes (CSI) process
What we expect of you:
Must-have:
- College or University Degree in a relevant field (Computer Science, Management Information Systems) or comparable work experience
- 5+ years in a service delivery role, preferably managing staff in a service provider environment, helpdesk or call center
- ITIL foundations certification
- B2B relationship intelligence, including an ability to read and understand contractual obligations, service level agreements and scope definition
- Proven ability to execute multiple tasks efficiently and effectively. Must be able to delegate effectively and have ability to provide deliverables on time and on budget
- The ability to drive successful change by motivating and influencing others not in a direct reporting capacity
- Excellent presentation skills - must be comfortable talking to teams from engineering level upwards to C-level
- Technical certifications (current within the last 5 years) from any of the following vendors: Cisco, EMC, Palo Alto, Checkpoint, F5, RSA, Linux, VMware, Microsoft
Nice-to-have:
- Advanced ITIL Certification at the Practitioner or higher level
- Lean/Six Sigma Belt Certification at the Green Belt or higher level
- Business Relationship Management Professional Certification (BRMP)
- Ability to obtain and maintain Canadian Security clearance
- Bilingual in French and English, written and oral
Pay range: $ 70, 000- $85, 000, depending on experience and skill set
At CDW, we strive to offer market-competitive total rewards packages to attract and retain talent. As such, we are committed to pay transparency and ensuring fair compensation for all our coworkers. Each of our roles is assigned a salary range that is informed by multiple sources of market data. We determine individual pay within a given range based on a candidate's prior experience, knowledge, skills and abilities. This approach allows us to offer competitive and equitable salaries that reflect the value and responsibilities of each role at CDW.
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Customer Success Manager
Posted today
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Job Description
Job Description
Customer Success Manager
Location: Toronto, ON (In-office minimum 4 days/week)
Type: Full-Time
About TitanFile
TitanFile is the leading secure file sharing and client collaboration platform built for
professionals. Our clients — including top law firms, financial institutions, and enterprises — rely
on us to share sensitive information seamlessly, compliantly, and with confidence.
Trusted by regulated industries, we’re known for our uncompromising approach to security,
performance, and user-centric innovation. As we scale, we’re looking for a Customer Success
Manager (CSM) to strengthen relationships with our most strategic clients and drive long-term
growth and retention.
The Opportunity
As a Customer Success Manager, you’ll be a trusted advisor to a portfolio of mid-market and
enterprise clients. You’ll lead onboarding, adoption, and executive engagement while
proactively managing renewals and uncovering upsell opportunities. You’ll interface with
stakeholders across legal, compliance, and IT — often at the C-level.
This is a high-impact role with both strategic and commercial accountability. You should be
comfortable traveling to the U.S. for onsite sessions with high-touch clients.
Key Responsibilities
Revenue Growth & Retention
● Own a book of business with mid market and enterprise client
● Lead all aspects of the customer lifecycle: onboarding, adoption, QBRs, renewals, and
expansion
● Execute sales-aligned talk tracks to uncover and close upsell opportunities
● Drive strong Net Revenue Retention (NRR)
Data-Driven Customer Engagement
● Build and deliver usage reports and ROI stories using Excel and PowerPoint
● Run QBRs with actionable insights tailored to each stakeholder group
● Identify and address underutilization with scalable engagement strategies
Stakeholder Management & Advocacy
● Build deep relationships with IT and business stakeholders
● Engage with C-level executives to reinforce strategic alignment and ROI
● Be the voice of the customer internally to influence product and support roadmaps
Onboarding & Enablement
● Deliver white-glove onboarding tailored to industry-specific workflows and security needs
● Ensure clients are successfully set up for long-term success
● Support training and best-practice enablement across departments
Cross-Functional Collaboration
● Work closely with Sales, Product, and Support teams to deliver a cohesive experience
● Surface client feedback and influence roadmap priorities
● Help evolve internal playbooks for managing complex customer journeys
What You Bring
Experience
● 3–5 years in B2B SaaS Customer Success or Account Management
● Managed enterprise clients with multiple stakeholders
● Direct ownership of a multi-million dollar portfolio
● Hands-on experience working with IT teams
● Proven ability to upsell, retain, and expand in a high-touch environment
● Comfortable conducting in-person meetings and traveling to the U.S.
Skills
● Strong commercial acumen with confidence in sales-driven conversations
● Advanced proficiency in Excel and PowerPoint for reporting and presentation
● Outstanding communication skills across technical and executive audiences
● Tech-savvy, with an aptitude for learning and storytelling
● Self-starter who thrives in fast-paced, high-accountability environments
What We Offer
● High-ownership role managing strategic clients in regulated industries
● Competitive salary and bonus
● Generous vacation and comprehensive health & dental benefits
● Join a fast-growing Canadian tech company
● A culture built around customer obsession and collaboration
Why Join Us
Our team is made up of high-performing professionals and we work towards solving two of the
biggest challenges in the digital age: communication and privacy. We provide opportunities to
build a career and grow professionally; there is no limit to what you can accomplish here! Does
this sound like the perfect opportunity for you? Apply today to join our outstanding team!
TitanFile is an equal opportunity employer. Please reach out to for
accommodations in the hiring process.
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Customer Success Manager
Posted today
Job Viewed
Job Description
Job Description
Description
At CDW, we make it happen, together. Trust, connection, and commitment are at the heart of how we work together to deliver for our customers. It’s why we’re coworkers, not just employees. Coworkers who genuinely believe in supporting our customers and one another. We collectively forge our path forward with a level of commitment that speaks to who we are and where we’re headed. We’re proud to share our story and Make Amazing Happen at CDW.
At CDW, we highly value the energy and commitment you bring to your job every day. Our Customer Success Manager (CSM) role is an exceptional opportunity for a motivated, self-starter to grow and advance their career at an innovative, multi-billion-dollar Fortune 200 leader. The number one name in Canada for IT solutions, we’re driving meaningful technological change for companies in virtually every industry.
As CSM your focus will be to own key customer relationships, ensuring that service delivery is entirely consistent with customer expectations and our service guarantees. We require a proactive resource who understands both their client’s and CDW’s business and technological needs. You will work closely with the technical teams, account teams and project managers to monitor all activity regarding the key customers under your assignment and ensure quality communications and deliverables from CDW to them.
What you’ll do:
- Be accountable for all aspects of service delivery to the 3-12 clients assigned to you
- Establish trusted/strategic advisor relationship with clients and drive continued value of our solutions
- Establish and drive the governance model to monitor service deliverables and improvement opportunities (customer meetings, roadmap sessions, project calls, customer health checks, SLA reporting, financial oversight)
- Work with customers to establish critical goals and KPI’s I.e., Customer Success Planning
- Be aware of all incidents, projects and activities that CDW’s Managed and Professional Services are engaged in for your assigned customers
- Be customer advocate, bringing topics of interest and concern to leaderships attention before the customer’s business is impacted
- Participate in the continuously improve processes (CSI) process
What we expect of you:
Must-have:
- College or University Degree in a relevant field (Computer Science, Management Information Systems) or comparable work experience
- 5+ years in a service delivery role, preferably managing staff in a service provider environment, helpdesk or call center
- ITIL foundations certification
- B2B relationship intelligence, including an ability to read and understand contractual obligations, service level agreements and scope definition
- Proven ability to execute multiple tasks efficiently and effectively. Must be able to delegate effectively and have ability to provide deliverables on time and on budget
- The ability to drive successful change by motivating and influencing others not in a direct reporting capacity
- Excellent presentation skills - must be comfortable talking to teams from engineering level upwards to C-level
- Technical certifications (current within the last 5 years) from any of the following vendors: Cisco, EMC, Palo Alto, Checkpoint, F5, RSA, Linux, VMware, Microsoft
Nice-to-have:
- Advanced ITIL Certification at the Practitioner or higher level
- Lean/Six Sigma Belt Certification at the Green Belt or higher level
- Business Relationship Management Professional Certification (BRMP)
- Ability to obtain and maintain Canadian Security clearance
- Bilingual in French and English, written and oral
Pay range: $ 70, 000- $85, 000, depending on experience and skill set
At CDW, we strive to offer market-competitive total rewards packages to attract and retain talent. As such, we are committed to pay transparency and ensuring fair compensation for all our coworkers. Each of our roles is assigned a salary range that is informed by multiple sources of market data. We determine individual pay within a given range based on a candidate's prior experience, knowledge, skills and abilities. This approach allows us to offer competitive and equitable salaries that reflect the value and responsibilities of each role at CDW.
We make technology work so people can do great things.
CDW is a leading multi-brand provider of information technology solutions to business, government, education and healthcare customers in the United States, the United Kingdom and Canada. A Fortune 500 company and member of the S&P 500 Index, CDW helps its customers to navigate an increasingly complex IT market and maximize return on their technology investments. Together, we unite. Together, we win. Together, we thrive.
CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.
Customer Success Manager
Posted today
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Job Description
Help bring AI agents to companies worldwide.
Over the next decade, autonomous agents will redefine how we work.
Botpress allows companies to build and deploy advanced AI agents that move beyond conversation into real business logic.
Our product works today and at scale, across industries, regions, and limitless use cases.
As the 3rd fastest-growing B2B AI start-up worldwide, we’re at the forefront of the AI revolution, providing the most widely-used platform for sophisticated AI agents.
The work ahead is ambitious. The opportunity is rare. We take a deliberate approach to growth: product-led, capital-efficient, and highly focused.
If you want to build foundational technology for one of the most meaningful platform shifts in software, we’re looking for top talent to join us.
Key Highlights:
- Over 1 million AI agents and chatbots deployed
- 700,000+ platform users
- Trusted by 35% of Fortune 500 companies
- 7 years of expertise in AI solutions
What You’ll Do:
- Onboard and educate new clients to help them confidently build with our platform from day one.
- Translate technical concepts into accessible, value-driven use cases for users of all skill levels.
- Act as a trusted advisor , ensuring customers meet their goals and experience tangible success.
- Drive customer retention and renewals by proactively managing relationships and reducing churn.
- Become a platform expert , guiding clients to design best-in-class conversational AI experiences.
- Champion the voice of the customer internally by sharing insights that help shape our product and roadmap.
Requirements
- 3+ years in Customer Success, Solutions Consulting, or a similar client-facing role
- Experience working in SaaS, PaaS, or tech-enabled services
- Strong communication, presentation, and interpersonal skills
- Comfortable discussing technical topics and explaining code-level concepts
- Passion for Conversational AI , automation, and emerging tech
- A proactive problem-solver with strong critical thinking and organizational skills
- Obsessed with customer success and delivering measurable value
- Fluent in English and French (Spanish and Portuguese are strong pluses)
Strongly Preferred
- Experience with Generative AI and Conversational AI technologies
- Background in startups or fast-paced, high-growth environments
- A track record of being customer-obsessed —you always advocate for the user
- Familiarity with AI agent frameworks, chatbot design, or LLM-based tools
- Ability to balance technical depth with an empathetic, solution-oriented mindset
Botpress recently raised its $25 million Series B funding. As a fast-growing start-up, we run a lean and innovative ship that leans on AI for maximum business impact. At Botpress, everyone is an owner, bringing their unique perspective and talents.
Our teams are talented and passionate. We intentionally hire individuals who are eager, passionate, talented, and hungry to learn and grow throughout their career.
We operate fully in-office, with a culture that values both technical rigor and shared ambition.
You'll be on a team that's not just adapting to the AI revolution, but leading it. Joining our team means changing the future of enterprise AI and building technology that will define the next era of business automation.
Benefits
- Work at one of Canada’s fastest-growing AI start-ups
- Work with a talented and passionate team
- 4 weeks of vacation
- Paid sick and parental leave
- Comprehensive health, dental, vision, travel, and life insurance
- Funding for education and skills improvement
- Fully-stocked fridge and cupboard – we take snacks seriously
- Your own desk – no ‘hot-desk’-style sign-up systems
- A vibrant office community, including weekly socials
Customer Success Manager
Posted today
Job Viewed
Job Description
Job Description
Salary:
We are looking for a dedicated Customer Success Manager to join our team and ensure our customers achieve their desired outcomes with our products and services. The ideal candidate will have a strong background in customer success, excellent communication skills, and a passion for building lasting relationships.
Key Responsibilities:
- Develop and maintain customer relationships: Proactively engage with customers to understand their needs and ensure they are fully utilizing our products.
- Onboard new customers: Guide new customers through the setup process and ensure a smooth transition.
- Monitor customer health metrics: Track customer usage and satisfaction to identify areas for improvement.
- Provide product support: Assist customers with technical issues and provide solutions to enhance their experience.
- Collaborate with internal teams: Work closely with sales, marketing, and product teams to align customer needs with business goals.
- Drive customer retention: Implement strategies to increase customer loyalty.
- Gather customer feedback: Collect and analyze feedback to inform product development and improve service quality.
Requirements:
- Proven experience as a Customer Success Manager or similar role.
- Excellent communication and interpersonal skills.
- Strong problem-solving abilities.
- Proficiency in customer success software and tools.
- Ability to work under pressure and manage multiple tasks.
- Bachelor's degree in Business Administration, Marketing, or related field.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional development and growth.
- Friendly and supportive work environment.
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Customer Success Manager
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Job Description
Westburne, a Division of Rexel Canada Electrical Inc. is a leading full-service distributor of electrical, automation, distribution, utility and renewable energy products. Our branches across Canada provide services to a diverse customer base with local access, support and availability for a wealth of products. At Westburne, we are relentless in our drive to be the best at enhancing the success of our customers by delivering products, services and responsiveness second to none. Our employees enjoy a stable and safe work environment, receive competitive compensation, benefits and pension packages, have access to on-going training and development as well as opportunities for continued growth within the organization. We are currently recruiting for a Customer Success Manager. Reporting to the Industrial Solutions team, the Customer Success Manager is responsible for selling & delivering on-site services that support customer operations in process and discrete manufacturing. The Customer Success Manager is a dynamic role with analytical, technical and sales responsibilities. Position Summary This position is responsible for the management and Annual Recurring Revenue (ARR) target associated to all contracts and software subscriptions within portfolio of site-based accounts. The Customer Success Manager takes ownership in individual overall development of technical and commercial skills, utilizing defined competency development and execution plans. This individual needs to demonstrate growth within existing account for both Annual Recurring Revenue (ARR) and general RA business Marketing Competencies: 1. Able to analyze market conditions, develop an annual business plan and coordinate its implementation. 2. Ability to develop and implement strategies to attack competition and grow market penetration 3. Be able to articulate Rockwell Automation’s value proposition in the Services space both commercially and financially. 4. Administer and implement marketing, promotion programs, and product launches for Rockwell Automation’s Services businesses. Sales Leadership Competencies: 1. Responsible for effectively influencing a multi-disciplinary team of people on behalf of customers within assigned portfolio 2. High level of responsiveness to customer issues when they arise 3. Genuine interest in making customers successful – Collaborates with others to reach that goal 4. Strives for quality and optimal customer service 5. Maintains a positive mindset when working in high stress commercial issues 6. Level headed demeanor in a variety of situations dealing with customer expectations 7. Level headed demeanor when facing internal/operational obstacles 8. Promoting customer needs as the key driver for business goals and initiatives 9. Manage multiple streams of work in parallel to achieve objectives 10. Balance customer expectations with profitability requirements Technical Competencies: 1. Comprehending needs and requirements of customers in order to bring strategic value to them 2. Works in complex environments; manages different customer work styles 3. Works on complex issues where analysis of data requires in-depth evaluation of variable factors 4. Exercises judgment selecting appropriate solutions Minimum qualification requirements: 1. University Degree 2. 2-5 years working with customers in a commercial and/or technical capacity 3. Knowledge on how services are organized and delivered 4. Commercial & Financial acumen 5. Independent knowledge in one or more industry/application 6. Leads negotiation conversations with executives 7. Proven written and verbal communication and presentation skills to all levels of the organization up to the Executive level delivering a coherent message about our value proposition Key Responsibilities of an Effective Distributor Customer Success Manager 1. Leverages data and workflow insights to implement Onboarding, Adoption, Expansion, and Renewal strategies tailored to each account in the portfolio. 2. Converts available customer data into tangible value by engaging with Services contracts and software subscriptions. 3. Regularly communicates the value provided to customers through a structured approach, including Business Reviews (BRs) and other communication methods. 4. Consistently meets contract retention targets. 5. Analyzes customer data and insights to suggest modifications or enhancements to existing contracts and subscription scopes that can enhance customer outcomes. Collaborates with Sales to initiate Expansion efforts based on these recommendations. 6. Prepares proposals and quotations, processes purchase orders, and manages invoicing. 7. Utilizes Westburne CRM and ERP systems for transactions with customers and partners. 8. Manages logistics, non-disclosure agreements, contracts, and document organization related to services and contracts. 9. Cultivates a collaborative team environment with Sales, Delivery, and Rockwell Automation sales team members to enhance the customer experience. Works closely with team members to ensure optimal service delivery. 10. Provides feedback to relevant Rockwell Automation teams to ensure customer insights are communicated effectively. How to Apply * If this is the right position for you, click apply. * We thank all candidates for their interest, however, only candidates selected for interviews will be contacted. * If you require any accommodation in the application process, please contact us with the “Need Help” button in Fitzii.
Customer Success Manager
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Job Description
Company Description
Summary
Assent is the leading solution for supply chain sustainability tailored for the world’s top-tier, sustainability-driven manufacturers. Hidden risks riddle supply chains, many of which weren't built with sustainability in mind. That's where we step in. With insights from experts, Assent is the tool manufacturers trust for comprehensive sustainability.
We are proud to announce that Assent has crossed the US$100M ARR milestone, granting us Centaur Status. This accomplishment, reached just 8 years following our Series A, makes us the first and only Certified B Corporation in North America's SaaS sustainability industry to celebrate this milestone.
Our journey from $ million to US 100M ARR in just eight years has been marked by significant growth and achievements. With our 350 million US funding led by Vista Equity Partners, we're poised for even greater expansion and are on the lookout for outstanding team members to join our mission.
Hybrid Work Model
At Assent, we proudly embrace a remote-first work model, valuing the flexibility and autonomy it provides our team. We also acknowledge the intangible benefits of occasional in-person workdays. For team members situated within 50 kms/31 miles of our five global offices in Ottawa, Eldoret, Penang, Columbus, and Amsterdam, you can expect to come into the office one day a week. Similarly, those near our co-working spaces in Nairobi and Toronto are encouraged to work onsite once a month.
Job DescriptionCustomer Success Managers (CSMs) will play an integral role in delivering our services to customers on their purchased programs, working with our customers to define and execute on their project plans from start to finish. This position involves a broad spectrum of responsibilities aimed at guaranteeing program success and delivering exceptional service to customers. The ideal CSM, is highly organized with impeccable attention to detail and excellent interpersonal skills. Overall the CSM responsible for customer health metrics and retention.
Develop and nurture lasting relationships with customers, serving as a trusted advisor throughout the entirety of the customer lifecycle journey. Defining compliance programs from start to finish, working with the Program Support teams to execute on tasks required to achieve client milestones;
Actively manage the client relationship and the lifetime value of each assigned account, helping clients realize the economic value of their subscriptions to preserve and grow revenue.
Manage an assigned book of business, overseeing the overall Customer Health and associated performance metrics.
Lead high-level strategic planning sessions with Assent's customers, including Executive Business Reviews:
Aligns solutions to address customers’ specific challenges, optimizing business value and increasing product adoption;
Conduct program reviews to have a deep understanding of the needs, status, gaps and next steps to ensure all client tasks are proactively anticipated and supported.
Analyze program results and supply chain responsiveness to identify additional program strategies and opportunities for improvement with the Program Support teams.
Identify client goals and success metrics, ensuring quality product configuration during implementation and conducting regular progress check-ins.
Support the Sales team in ongoing renewal management of owned accounts to meet renewal targets.
Take on special projects to enhance customer success management processes.
Serve as a peer partner to new team members as required.
Coordinate user permissions in the Assent platform with Platform Operations.
Advocate and collaborate with all internal groups to ensure client success, growth, and the creation of strong customer references and referrals.
Possess intermediate regulatory knowledge in order to consult with clients in program direction;
Work with Product Management to identify and drive improvements in product offerings, processes, systems, and tools.
Input and maintain up-to-date communications, conversations, and correspondence with Assent clients in the CRM.
Be familiar with corporate security policies and follow the guidance set out by processes and procedures of Assent.
- Excellent oral and written communication skills in English - you communicate clearly, concisely and with tact, additional languages are considered an asset;
A University, College and/or Post Graduate Certificate in a related area of study or equal working experience;
Minimum of 3 years related work experience in customer success, project management, and/or consulting roles, or an equivalent/transferrable field;
Working knowledge of consultative customer management and/or project management roles;
Experience working in a technology/SaaS and/or a Professional Services organization would be considered an asset;
Solid interpersonal skills - you are able to build stable relationships in a collaborative environment with a diverse group of stakeholders - internally and externally;
Solid Microsoft Excel skills - you know how to harness the power of pivot tables and lookup functions for data management and analysis;
Excellent time management and organizational skills - ability to effectively prioritize and execute on several asks for many different client accounts and internal stakeholders;
You have an insatiable thirst for knowledge - you are motivated to learn and keep yourself up-to-date with regards to changing regulations;
You possess maturity, poise and professionalism;
You are emotionally intelligent - you are self-aware, can see things from various points of view, and self-regulate;
You are intellectually curious with excellent problem-solving skills;
You anticipate, understand, and respond to the needs of others and are proactive about communicating;
You are a strong team player, are always willing to lend a helping hand, and are motivated to contribute your expertise to a diverse pool of resources to support business goals;
You are a critical thinker and can suggest, implement, and support efficient and effective operations;
You are open to feedback, coachable and always striving to self-improve;
You are proficient in the use of MS Office Suite and Google Applications and other Office Productivity tools.
Additional Information
Life at Assent
Wellness: We believe that you and your family’s well being is important. As a result, we offer vacation time that increases with tenure, comprehensive benefits packages (details vary by country), life leave days and more.
Financial Benefits: It’s not all about the money – well, it’s a little about the money. We understand that financial health is important and we offer a competitive base salary, a corporate bonus program, retirement savings options and more.
Life at Assent: There is purpose beyond your work. We provide our team members with flexible work options, volunteer days and opportunities to get involved in corporate giving initiatives.
Lifelong Learning: At Assent, curiosity is not only valued but encouraged. You will receive professional development days that are available to you the day you start.
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Customer Success Manager
Posted today
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Job Description
Job Description
What you'll do
- Manage projects by creating implementation work-plans, facilitate status calls that drive completion of project milestones, and provide project progress reporting. Track and report on hours spent on customer projects.
- Uncover, analyze, and comprehend a variety of system requirements requiring review and consideration of multiple business priorities
- Advise customers on solution features, configuration options, and system processes and procedures
- Configure and customize new SchedulePro and ScheduleFlex customer instances, as well as understand and configure interfaces to third-party applications
- Manage changes to requested solutions, including following the documented change request process for scope and billing management
- Onboard clients, including creating training material and conducting effective training calls and/or visits with clients
- Proactively surface project risks and issues for the team to address as well as provide consultative guidance and dynamic solutions for any issues that arise
- Provide proactive outreach at all stages of the customer lifecycle
- Identify, prioritize, and resolve client issues/concerns; coordinate with appropriate internal departments to provide responses and/or solutions
- Develop and maintain strong relationships with colleagues and clients to ensure maximum satisfaction and retention levels
- Participate in customer support standby rotations when the regular support team is unavailable
- Assist, if requested, in the sales process, providing technical sales support
- Become an expert in the features, benefits, and implementation of Shiftboard's SchedulePro and ScheduleFlex solutions
Skills you'll need
- Bachelor's degree in business or technology with one or more years' experience implementing business software in a consultative role within a SaaS environment preferred though greater experience in a related role with increasing responsibility may be considered as an appropriate substitution
- One or more years of experience managing software implementation projects
- Two or more years of software application implementation experience in a consultative role, preferably within a SaaS environment
- Excellent communication and presentation skills
- Must be personable and enjoy working with people in an entirely customer-facing role
- Knowledge of project management/delivery methods and tools
- Organized, detail-oriented, and able to support many clients at once. Ability to deal with ambiguity and structure the unstructured
- Demonstrated ability to work both collaboratively as part of a team and independently with minimal supervision
- Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues
- Work logically to diagnose and resolve basic to intermediate issues and recognize circumstances that require escalation
- Working knowledge of Scrum and other Agile methodologies
- Bonus: previous experience with programming, or ability to write simple database queries and scripts
- Comfortable using and learning software, including MS Office (Excel), multiple internet browsers, ticketing/tracking systems
- Experience in the Workforce Management domain preferred
- Experience with Salesforce (or other CRM) desired
- Ability to travel (job requires up to 30% travel)
- Comfortable working as needed in a remote environment with video-conferencing tools
What you'll get
- Competitive wages
- ESPO (employee stock option program)
- Medical/dental vision coverage
- 401(k)
- Flexible PTO and 10 paid holidays per year
- Career advancement opportunities