National Client Success Manager Jobs

Remote (Work from home) when not spending time on-site

Desciplined in working with a large number of crews (good task management)

Construction experience or willingness to learn quickly on the job required

Experience leading people is a bonus as it helps create empathy with the primary persona, the

Remote work friendly (when not on-site) and work-life balance

experience in the construction industry

Experience with account management and customer service is beneficial

Salary expectations for this role with stock-based incentives are $50,000-$70,000 (commensurate with experience) plus comprehensive benefits.

Help DSG continue to innovate our service offering by listening to customer needs and making thoughtful suggestions to the team

Knowledge of Ontario's health system, particularly Family Physician patient enrolment and funding models, is considered an asset

Experience in healthcare consulting, public health and/or supporting physician customers is considered an asset

Experience with any of the following tools is also beneficial: Microsoft Office Suite, Salesforce, EMRs

Ensure that clients are utilizing all the products and features our technology offers

Continually innovate new methods to improve client experience and results

Possess excellent verbal and written communication skills

Have experience with JavaScript (preferred, but not required)

Guide new clients through the product implementation and subscription sizing stages

Develop and maintain client relationships through regular communication, check-ins and performance reviews

Manage day-to-day client success KPIs within assigned client base.

Manage recurring cadence with clients to understand each client’s desired outcome from Thrive’s services and sets personalized benchmarks for success.

Develop and manage client service improvement plans, and effectively work with the needed internal departments to achieve agreed upon enhancements/deliverables.

Two years’ experience in a customer service or project coordination role is required

Broad knowledge of Microsoft Office products

Strong interpersonal skills including the ability to build strong relationships both internally and externally with customers

A strong understanding of the healthcare industry and/or employer benefit programs is advantageous.

Hiring manager: Director, Client Success

Hire & Retain Top Talent

Dedicated Health Spending Account (“HSA”): An additional budget available for you to spend on health-related expenses (e.g. eyeglasses, therapy).

Dedicated Wellness Budget: Spend your budget on activities that support your physical and mental wellness.

Maple Coverage: You’ll get unlimited access to Maple for primary care, and a package of therapy consultations.

A strong understanding of the healthcare industry and/or employer benefit programs is advantageous.

Hiring manager: Director, Client Success

Hire & Retain Top Talent

Dedicated Health Spending Account (“HSA”): An additional budget available for you to spend on health-related expenses (e.g. eyeglasses, therapy).

Dedicated Wellness Budget: Spend your budget on activities that support your physical and mental wellness.

Maple Coverage: You’ll get unlimited access to Maple for primary care, and a package of therapy consultations.

Represent ClearEstate as the main point of contact for our clients throughout their client experience.

Evaluate and suggest additional services we offer to provide the best support to our client.

The opportunity to be a part of something big and meaningful with a positive impact.

Transparent compensation package starting from the first phone call.

A strong work-life balance with vacation and flex days.

Virtual and in-person team building activities.

Perform on-site and/or remote product consultation and training

Be a source of knowledge on product specific items for the company

Bachelor’s degree or equivalent work experience

Develop and cultivate customer relationships with key decision makers

Resolve simple to moderately complex tasks related to all products in our product suite

Obtain buy-in from dealership’s key leadership on new process and technology

3-7 years of experience as in a client-facing, account management or customer success role.

Significant experience with relationship management.

Degree in Commerce, Project Management or related field (or equivalent experience).

Proven proficiency in using Microsoft Teams, Microsoft 365, project management tools and customer relationship management (CRM) systems.

Love for leadership and team management.

Conduct needs assessments to identify clients' requirements and ensure their satisfaction with the Monogram software.

Strong organizational skills to manage client interactions, follow-ups, and deliverables.

Preferably with a background in DTC/influencer marketing/social media management etc.

Host weekly support calls (group calls or 1:1) to address client needs, offer guidance, and facilitate knowledge sharing.

Proven experience working with e-commerce brand founders and/or as a CSM for a business founders community.

Excellent critical thinking abilities to identify areas for improvement and enhance client success.

Outstanding written and verbal communication skills.

Prioritization and time management skills

Provide regular training and educational resources to clients to ensure they are maximizing the value of Collective[i] products

Team player with strong interpersonal skills

Customer-facing experience in a startup environment at a SaaS or AI company

Develop and execute a comprehensive engagement plan that aligns with the client's business objectives and goals

Build and maintain strong relationships with key stakeholders in the client's organization to understand their needs and provide effective solutions

Minimum of 5 years of experience in a B2C customer success, account management, or client-facing role.

Client Relationship Management (B2C): Develop a trusting relationship with our client base, promoting open communication and fostering a collaborative working environment.

Proficient in the use of project management tools and CRM software.

Strong communication and interpersonal skills.

Knowledge of the startup ecosystem and the specific challenges faced by startups is an advantage.

Strong analytical, critical thinking, and problem-solving skills.

Host weekly support calls (group calls or 1:1) to address client needs, offer guidance, and facilitate knowledge sharing.

Strong organizational skills to manage client interactions, follow-ups, and deliverables.

Preferably with a background in DTC/influencer marketing/social media management etc.

Proven experience working with ecommerce brand founders and/or as a CSM for a business founders community.

Excellent critical thinking abilities to identify areas for improvement and enhance client success.

Outstanding written and verbal communication skills.

Build and maintain strong relationships with clients through account management activities.

Develop and implement processes for relationship management, order management, client onboarding, and issue resolution.

Problem-solving and analytical skills: Efficiently resolve issues and analyze client feedback to improve the client experience.

Technical skills: Proficiency in using CRM software (Hubspot), client experience and support software (Intercom), and other relevant tools.

Collaborate with sales, operations, and other stakeholders to ensure a seamless client experience.

Lead the client onboarding process to ensure a smooth experience and positive first impression.

Host weekly support calls (group calls or 1:1) to address client needs, offer guidance, and facilitate knowledge sharing.

Strong organizational skills to manage client interactions, follow-ups, and deliverables.

Preferably with a background in DTC/influencer marketing/social media management etc.

Proven experience working with e-commerce brand founders and/or as a CSM for a business founders community.

Excellent critical thinking abilities to identify areas for improvement and enhance client success.

Outstanding written and verbal communication skills.

Previous experience in a client-facing, account management, or operational role is preferred.

Regularly communicate with clients and partners to provide updates, gather feedback, and offer support.

Collaborate with Senior Manager and internal stakeholders in planning, designing, and implementing process improvement initiatives

3+ years experience in a professional role

Strong interpersonal and communication skills, with the ability to build rapport and effectively convey information to clients and partners.

Excellent problem-solving and troubleshooting abilities to address client and partner inquiries.

2+ years experience in a customer service environment (support, sales, account management, etc.)

Provide product and process training to dealership management and staff

Identify adoption challenges and assist clients with change management

Know the MotoCommerce product and its benefits inside-out

Familiarity with the car-buying experience, or SaaS within the automotive industry a strong asset

Experience working with cross-functional teams

Management experience working with teams and various projects

📚Educational Benefits (Personal Mindset and Skills Growth)

Management of refunds, disputes, chargebacks, credit information issues, and lack of payment. (Stripe and GHL backend management)

No micromanagement - you are your own leader - freedom and flexibility

Software, Client Success, Account Management, Social Media, Software Agency, Real Estate. Contract-Based Position. Accepting Canadian Based Applicants

Full-Time & Fully Remote Opportunity

Jointly define success criteria with clients by understanding their business challenges in order to best manage product adoption.

Provide new client onboarding, including delivering engaging, customized product demos based on clients’ requirements.

Partner with Account Managers to provide insights on client health with a focus on adoption, growth, and retention.

Provide client feedback to internal teams, including Product Managers and Client Solutions.

Experience in growing client satisfaction, adoption, and retention is highly desired.

Experience working with database products or SaaS is an advantage.