3,258 Customer Success Manager jobs in Canada

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

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

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

Job Description

Salary:

Schema App is a fast-paced, profitable SaaS company headquartered in Guelph, Ontario, and proud of our Canada-wide team. We are a smart, collaborative team on a mission to be a global leader in Enterprise Marketing Tech Innovation with a focus on content knowledge graphs. Schema App is proud to call SAP, Wells Fargo, and Henry Ford Health our customers. We are the leaders in a niche area of search engine optimization (SEO), called schema markup. Schema markup builds knowledge graphs that unlock AI and Search understanding of web content. Our comprehensive end-to-end solution empowers Enterprise Digital Marketing Teams to achieve organic search results, content insights and increased AI efficiency. Our technology is essential with the evolution of AI Search (ChatGPT, AI Overviews, and Gemini).

Visit Schema App at or on LinkedIn.

We are looking to hire a Customer Success Manager to join our growing team. The Customer Success Manager (CSM) serves as the strategic partner and trusted advisor to customers, ensuring they achieve measurable value and long-term success with our solutions. This role is accountable for driving retention, renewal, and expansion by deeply understanding customer goals, fostering strong multi-threaded relationships, and delivering proactive, data-driven support. The CSM also collaborates cross-functionallyespecially with Product and Salesto represent the voice of the customer and fuel continuous improvement and innovation.

Functional Accountabilities

• Own Strategic Relationships with Key Stakeholders: Build and maintain trusted advisor relationships across multiple levels and departments within customer organizations in order to show value, earn trust, and partner to deliver on results. Proactively multi-thread (building relationships with multiple key stakeholders across different levels and functions) ensuring account alignment and mitigating risk; driving both retention and expansion.
• Drive Retention & Customer Health: Monitor customer health, product adoption, and CSAT metrics. Lead proactive outreach and engagement strategies to reduce churn risk and support long-term customer value realization.
• Lead Expansion & Renewal Opportunities: Identify and pursue revenue growth opportunities through increased usage, upsells, and cross-sells. Own and lead renewal strategies, timelines, and conversations, ensuring timely execution, uplift revenue generation and alignment with company goals. Collaborate closely with internal teams to position value and execute account growth and retention strategies.
• Act as an Industry & Product Expert: Maintain deep knowledge of the companys offerings and the customer's industry. Provide insights, strategic recommendations, and best practices to drive innovation and value for the customer.
• Voice of Customer: Partner with internal teams (e.g., Product, Support, Sales, and Marketing) to advocate for customer needs, resolve issues efficiently, and ensure delivery of exceptional customer experiences.

Key Competencies

• Stakeholder Management: Proven ability to build rapport, influence across organizational levels, and manage executive expectations while multi-threading (building relationships with multiple key stakeholders across different levels and functions) effectively to reduce account risk. Ability to map customer goals to product solutions, think long-term with annual roadmap building, and anticipate customer needs.
  
• Customer-Centric Mindset: Passion for helping customers achieve success and deliver measurable outcomes through tailored strategies and ongoing value delivery.
  
• Commercial Acumen: Comfortable navigating contract terms, renewal timelines, and financial implications to support revenue protection and growth.
  
• Communication & Presentation Skills: Strong verbal and written communicator with the ability to clearly present strategies, progress, and insights to both technical and non-technical stakeholders.
  
• Project & Time Management, Data-Driven: Capable of managing multiple customers, timelines, and priorities simultaneously with strong follow-through. Skilled in using data to monitor customer health, drive engagement strategies, and make informed decisions.

• Lifelong Learner:Strong and active interest in personal learning and personal/professional growth - which serves as a measure for the pursuit of growth in self-awareness, wisdom, knowledge, and insight. Understands the customers industry landscape, emerging trends, and how the product can be leveraged to solve evolving challenges.

• Technical Proficiency:Ability to learn and communicate complex technical tools and structure while troubleshooting customer issues. Be an expert in Schema App Tools and processes and use them on behalf of customers to create and manage semantic schema markup resulting in a connected content knowledge graph.

Customer Success Manager Metrics

1. Customer Satisfaction Score: Measures how satisfied customers are with a specific interaction, milestone, or service.
2. Stakeholder Coverage: Tracks the number of active relationships per account across different roles and levels to avoid single points of failure.
3. Upsell / Expansion Revenue: Measures the amount of revenue generated from existing accounts through additional product usage or new features.
4. Renewal Rate: Tracks success in securing contract renewals before or by expiry dates.
5. Churn Rate: Tracks how many customers or how much revenue is lost during a given period.

Core Values

• Growth Mindset: We are adaptable, nimble, and resilient. We are always learning.
• Resourceful: We are resourceful, take action on opportunities, and dont give up.
• One Team: We are collaborative, we win and learn together.
• We are Humble: We know what we are good at as people and as a company. We share what we know, admit what we dont, and seek clarity through curious questions.

Life @ Schema App

• Culture focused on your growth: Weekly 1:1 with conversations around Professional Development
• Great benefits for health & wellness, and your coverage starts as soon as you do.
• RRSP matching!
• Flex days to re-energize on top of vacation days and you dont work on your birthday.
• You choose where you work - home or headquarters in Guelph. The sales team comes into the office 1-2 times per week.
• The Culture Club keeps our virtual team connected through fun and innovative events.
• Diverse smart team! The more inclusive we are, the better our work will be.
  

Schema Apps purpose is to build meaningful connections, with each other, our customers, and the data so that we are all understood. We are a team of smart people helping each other solve hard problems.

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

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

Job Description

About Velixo 

Velixo is revolutionizing ERP reporting by empowering businesses with real-time Excel-based insights. We're the top-rated solution on the Acumatica Marketplace, recognized for our innovation and commitment to customer success. Headquartered in Montreal, Canada, we help businesses streamline financial and operational reporting with real-time ERP data—all within the comfort of Excel. 

Who We're Looking For 

We’re looking for a Customer Success Manager (CSM) who is passionate about helping customers achieve their goals. In this role, you'll be a strategic partner, driving customer success by maximizing product adoption, ensuring retention, and empowering clients to confidently leverage their ERP data for strategic decision-making. You’ll play a key role in driving customer satisfaction and adoption, helping clients navigate the ERP ecosystem with confidence. Your ability to understand customer needs, anticipate challenges, and collaborate cross-functionally will be essential to your success. If you're a proactive problem-solver who thrives in a fast-paced environment and enjoys blending digital-first strategies with high-touch engagement, we’d love to hear from you! 

Key Responsibilities 

• Analyze customer health metrics and product usage data to identify and proactively mitigate churn risks, achieving measurable improvements in customer retention rates. 

• Create and deliver engaging training materials and knowledge base resources to drive user adoption and reduce support inquiries. 

• Gather, analyze, and communicate customer feedback to the product team, influencing future product development and improvements. 

• Serve as a trusted advisor, guiding customers through their post-sales journey and maximizing their Velixo investment. 

• Lead customer onboarding, ensuring a smooth and efficient experience. 

• Support escalations and complex customer inquiries, working cross-functionally to resolve issues. 

• Collaborate with Sales and Reseller Partners to strengthen customer relationships and identify expansion opportunities. 

• Represent Velixo in webinars, customer events, and digital communications, helping to build engagement and advocacy. 

What You'll Bring 

• 2+ years of experience in Customer Success, Account Management, or Support within a SaaS or ERP environment, preferably with experience in financial software or business intelligence tools. 

• Strong ability to communicate complex ideas simply to both technical and non-technical audiences. 

• Experience with customer education and training (e.g., webinars, instructional content). 

• Analytical mindset, with the ability to interpret customer data and act on insights. 

• Ability to collaborate cross-functionally with Sales, Support, and Product teams. 

• Exceptional problem-solving and critical thinking skills, with the ability to diagnose complex issues and develop effective solutions. 

• Self-motivated and adaptable, thriving in a fast-paced, growth-oriented environment. 

• Advanced proficiency in Microsoft Excel, with the ability to create and analyze complex spreadsheets. Experience with ERP/accounting systems is highly valued. 

Bonus Points If You Have: 

• Experience in Digital Customer Success, Tech Touch, or Scaled CS programs. 

• A degree in Communications, Business Administration, or a related field. 

• Experience developing financial reports and dashboards using Excel, preferably with ERP data integration. 

Why Join Velixo? 

We believe in empowering our employees and creating a workplace where you can thrive. Here’s what we offer: 

• Competitive salary 

• Comprehensive benefits package, including:  

• Group health insurance 

• RRSP match (up to 6% of base salary) 

• Generous PTO allowance 

• Hybrid work environment—flexibility to balance work and life 

• Career growth opportunities in a rapidly expanding company 

• A dynamic and supportive team that values innovation, collaboration, and customer success. 

• Join a collaborative and innovative team that values work-life balance and celebrates individual achievements. 

At Velixo, your success is our success. We’re excited to welcome you to our team and help you grow your career with us! 

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Job Description

BusPlanner is hiring a Customer Success Manager to manage and grow relationships with school districts across Canada. This is a hybrid role that combines account growth and customer support, ideal for someone who is proactive, highly energetic, relationship-focused, and excited to drive impact in the education space.

You’ll serve as the primary contact for our Canadian clients, ensuring they’re getting maximum ROI from our all-in-one transportation management suite and working in tandem with our support team to troubleshoot issues. At the same time, you’ll be responsible for renewals and upsells.

This role is best suited to someone based in the GTA or Waterloo, ideally with familiarity in public sector or education environments. Travel will be required, including occasional client visits and conference attendance across Canada — as well as travel to our headquarters in Waterloo, Ontario, particularly during the initial training and onboarding phase.

Why BusPlanner?

BusPlanner is the leading provider of student transportation management software in Canada. Our platform is used by hundreds of the largest school boards and consortia from coast to coast (Toronto District School Board, York Region District School Board, Peel Region School Board, and many others), helping optimize bus routes, manage planning and operations, and streamline communication between school transportation teams and families.

We are a proud Canadian company with deep expertise in K–12 education and a proven track record of supporting the unique needs of Canadian school districts. We are scaling rapidly and investing in growing our customer-facing team to better serve our clients from British Columbia to Newfoundland.

BusPlanner’s leadership team consists of seasoned entrepreneurs who have significant experience in building and growing multiple successful software businesses including: (i) FieldEdge, a leading provider of software for the field services market which the team grew more than 5x and sold to a mega-cap private equity fund, and (ii) AutoLeap, a leader in the auto repair software market that has raised more than $50 million from some of the most reputable VC firms in Silicon Valley.

This is a rare opportunity to join a purpose-driven team at the heart of Canada’s education technology ecosystem.

Requirements

As a successful CSM, you will:

• Act as the primary post-sale contact for Canadian school boards, supporting them across onboarding, training, usage, and renewal.
• Conduct proactive health checks and account reviews to drive engagement, satisfaction, and adoption of the BusPlanner platform.
• Identify and close expansion opportunities, including new modules, features within an existing board.
• Manage renewals and hit sales quotas tied to growing Annual Recurring Revenue (ARR) from your assigned accounts.
• Coordinate with our in-house Support Team to resolve service tickets and help customers navigate technical issues.
• Participate in Canadian education and transportation conferences, building relationships and staying close to market needs.
• Maintain accurate records of client interactions, pipeline, and account activity.

You Should Apply If:

• You are based in Ontario, Canada, with an understanding of (or willingness to learn) the K–12 education system and how Canadian school boards operate.
• You are entrepreneurial and resourceful — you take initiative, adapt quickly, and enjoy solving complex challenges.
• You are sales-minded — you're comfortable identifying opportunities, managing a pipeline, and closing deals.
• You are service-oriented — you value strong relationships and want your customers to succeed.
• You are organized and responsive — you balance customer needs and internal responsibilities with ease.
• You are a confident communicator — you’re comfortable presenting to senior stakeholders, in person or virtually.

You Should Not Apply If:

• You prefer highly structured environments with rigid processes and step-by-step instructions.
• You are uncomfortable juggling both sales and customer-facing responsibilities in the same role.
• You are looking for a job where you can stay behind the scenes — this role involves direct interaction with school board leaders and decision-makers.
• You are not comfortable taking ownership, following up proactively, or working with some ambiguity.
• You’re not open to learning about a complex industry like student transportation or the Canadian public education system.

Preferred Qualifications

• 2–4+ years in customer success, account management, or sales, ideally within Canadian SaaS, edtech, or govtech environments.
• Experience working with school boards, transportation consortia, or public sector organizations in Canada is a strong asset.
• Familiarity with student transportation or K–12 operations in Canada is helpful, but not required.
• Willingness to travel within Canada for client visits and to Waterloo, Ontario for onboarding and team sessions.
• Strong communication and presentation skills — comfortable leading demos, training sessions, and account reviews.
• Ability to manage a large and varied client portfolio, including proactive and reactive support.
• French language proficiency is a plus, especially for Québec and New Brunswick accounts.
• Comfortable collaborating with technical teams and helping clients troubleshoot common usage issues.

Job Description

Valorx is looking for a Custom Success Manager to partner with our customers post-sale to drive adoption and ensure customer satisfaction, growth, and retention.
Here’s what you’ll be doing:

• Proactively own and manage the success of customers.
• Work with customers to align partnership expectations, build and execute onboarding plans.
• Collaborating with other business functions to ensure client success. For example, you will work closely with Sales, Business Development, Support, Marketing and Product teams.
• Managing a book of existing clients, taking responsibility for securing retention as well as driving growth.
• Partner with the greater sales team to develop and execute a plan for driving results within your customers, working collaboratively to secure successful renewals and expansions.

• 3+ years’ experience in an Account Management or Customer Success role.
• B2B sales experience (SaaS preferred)
• Strong writing, strategic thinking, ability to prospect efficiently, and strong planning skills.
• Ability to adapt, or willing to learn how to develop a growth mindset.
• Motivated with a competitive drive, eager to learn, and humble.
• A proven track record of renewals achievement.

• Strong network within the Salesforce ecosystem
• Experience in the SaaS/Cloud space a big plus

• Competitive salary
• Empathetic and collaborative culture that embraces diversity.
• Professional development and substantial growth opportunities
• Creative freedom and the ability to make a mark in our company.
• Flexible working hours

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