Customer Success Manager
4 weeks ago
Job Overview Join to apply for the Customer Success Manager role at Estateably Responsibilities Pre-Sales Support and Demonstrations Collaborate with the Sales team to demonstrate the platform to prospective clients and conduct customized demonstrations tailored to client needs. Product Expertise Develop a comprehensive understanding of the various products Estateably offers, understand Accounting Principles and the general Probate process, and participate in courses/trainings to enhance client support and management. Customer Management & Onboarding Manage new and existing client accounts via touchpoints, churn prevention outreach, updates on product enhancements or upgrades, document and communicate the health of managed clients across departments, oversee the onboarding process, provide ongoing tailored training sessions, educate clients on new features, upgrade client accounts, and facilitate renewal processes. Client Support and Client Communication Address live support tickets, process payments, refunds, and invoices, upload and manage personalized client details such as letterheads, custom documents, and lawyer JSON details, log user feedback and report issues, open bug/fix tickets, communicate resolved issues, and act as the primary point of contact for clients while liaising with internal departments to ensure successful product configuration and customer satisfaction. Process Improvement and Internal Collaboration Document internal processes, proactively identify improvement opportunities, and interact with cross‑functional teams to advocate for customer needs and goals. Desired Skill Set Strong interpersonal and relationship‑building skills. Excellent communication and presentation skills with the ability to work with clients of varying skill levels. Tech‑savvy, experience supporting customers in a SaaS environment. Strong consultative approach with the ability to address granular issues and strategic questions. Experience discussing technical concepts with C‑level executives. Autonomous and proactive work style. Minimum of 5 years in a similar or solution consulting role. BA/BComm or equivalent degree required. Experience with accounting, probate or administration processes, prior work in the legal industry will be considered an asset. Familiarity with technology tools is an asset, including HubSpot, Intercom, Stripe, Slack, Notion, Jira, GitHub, VS Code, MS Office, Google Suite. Why Estateably Massive market opportunity: tackling one of the largest wealth transfers in history. Rapid growth and adoption: since launching in 2021, fastest‑growing estate and trust platform in North America, serving 1,000+ firms across Canada and the U.S. Real problems, real impact: platform helps fiduciaries handle complex, sensitive workflows directly affecting professionals and their practices. Bold, ambitious vision: rethinking how the industry works from the ground up. What Our Team Has In Common A hunger to learn fast and continuously. High ownership and accountability for results. A can‑do, solution‑oriented mindset. Strong collaboration skills and a team‑first attitude. Comfort with change and fast‑paced environments. Perks & Benefits Flexible hours & remote work. Participation in our company Employee Stock Option Plan. Yearly bonus based on performance. Full participation in our company’s group health, dental, and virtual medicine plans. Wellness Benefit. Computer equipment. #J-18808-Ljbffr
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Customer Success Manager
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada AgencyAnalytics Full timeCustomer Success Manager Application Deadline: 2 January 2026 Department: Customer Success Employment Type: Permanent Location: Remote Canada Compensation: $60,000 - $90,000 / year Description We're seeking a Customer Success champion to service the North American customers of our highly successful SaaS platform. You'll be joining a supportive, tight-knit,...
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Customer Success Manager
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Event Temple Full timeJoin to apply for the Customer Success Manager role at Event Temple 2 days ago Be among the first 25 applicants Join to apply for the Customer Success Manager role at Event Temple Event Temple is a high-growth technology company based in Vancouver, BC. We are the world’s leading Hotel Sales and Catering software, we’ve been voted #1 in the Hotel Tech...
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Customer Success Manager
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Panoptyc Full timeLocation: RemoteTeam: Customer SuccessAbout PanoptycAt Panoptyc, we're on a mission to revolutionize loss prevention. Using visual AI and manual reviewers, we help retailers detect theft in over 15,000 markets across the United States. From Fortune 500 giants to local businesses, our impact is far-reaching. As a fully remote, rapidly growing team, we're...
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Customer Success Manager
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada DriveHRIS Full timeJoin to apply for the Customer Success Manager role at DriveHRIS Company Description DriveHRIS leverages the latest technology, engaging content, and advisory services to help dealers optimize their connection to employees. By improving employee performance, minimizing compliance risks, and increasing productivity, DriveHRIS helps businesses achieve enhanced...
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Customer Success Manager
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Panoptyc Full timeJoin to apply for the Customer Success Manager role at Panoptyc Get AI-powered advice on this job and more exclusive features. About Panoptyc At Panoptyc, we're on a mission to revolutionize loss prevention. Using visual AI and manual reviewers, we help retailers detect theft in over 15,000 markets across the United States. From Fortune 500 giants to local...
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Customer Success Manager
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada LARVOL Full timeJoin to apply for the Customer Success Manager role at LARVOL LARVOL provides competitive intelligence and predictive insights for global pharma companies. We’re looking for a proactive, relationship-driven Customer Success Manager (CSM) to help our customers get lasting value from our data platforms and predictive tools. The Opportunity We're seeking a...
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Customer Success Manager
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada ROSS Full timeOur client is a dynamic and successful Business Coach looking to hire a Client Success Manager. You will be instrumental in supporting our client to deliver world‑class training experiences to customers via webinar and in‑person events. Responsibilities Provide customer onboarding Organize and coordinate exceptional training experiences both over the web...
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Customer Success Manager
1 week ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IrisCX Full timeCustomer Success Manager About The Job We’re looking for an engaging and creative Customer Success Manager to help us demonstrate the value of what we’re creating to new and existing customers. If you enjoy having a diverse workload, managing enterprise accounts, and collaborating with customers and team members, this might be the role for you. What...
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Customer Success Manager
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Plooto Full timeJoin us to apply for the Customer Success Manager role at PlootoAbout PlootoPlooto is a fast-growing Canadian fintech company on a mission to revolutionize how businesses manage payments. We help accounting firms and their clients automate and simplify payables, receivables, and workflows, saving time and unlocking growth. As a nimble start-up, we thrive on...
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Customer Success Manager
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Forethought Full timeLaunched in 2018, Forethought is the first AI-native platform for enterprise customer support, built on a multi-agent architecture for omnichannel resolution. Trusted by leading companies like Upwork, Grammarly, Airtable, and Datadog, Forethought’s AI agents resolve billions of monthly support issues. The company has raised $115M+ in venture funding from...
