Client Success Manager

2 weeks ago


Montréal, Canada ClearEstate Full time

Are you looking for an opportunity to join an innovative and fast-growing tech start-up? Look no further We are currently looking for ambitious individuals who want to make an impact and help shape the future of this industry-disrupting organization. Come join our team and take part in our mission to make estate settlement easy and accessible for families across North America. Join us on our journey to success

ClearEstate is a Series A startup backed by leading Fintech investors - OMERs, Diagram, and NAVentures. We offer technology-enabled services, designed to handle all estate planning and settlement needs (a massive $40B market). Because of our start-up environment, we thrive on (rather than endure) the unexpected day to day changes.

What we offer
- The opportunity to be a part of something big and meaningful with a positive impact.
- Opportunities for growth and access to a great network of professionals.
- Flexible in-person and remote work with a great office space in the heart of Montreal’s Old Port, easily accessible by metro (Square-Victoria) or bike.
- Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.
- Promotion of work life balance with 4 weeks vacation and 6 flex days.
- Virtual and in-person team building activities.
- A friendly work environment that has diversity and inclusion at the heart of our priorities.

As a Client Success Manager reporting into the Director, Estate Professional Services, you will:

- Represent ClearEstate as the main point of contact for our clients throughout their client experience.
- Deliver quality customer service by identifying client needs throughout the process, with an empathic approach.
- Evaluate and suggest additional services we offer to provide the best support to our client.
- Use your passion for resolving client concerns to initiate and rectify their issues.
- Foster and develop a transparent client relationship through consistent and timely communication.
- Welcome, onboard and guide clients through our internally built platform.
- Drive to achieve and surpass sales quotas set in place to help us reach our goals as a team.
- Pivot in the moment while effectively thinking outside the box to problem solve.
- Work cross-functionally with our internal teams to further develop ClearEstate.
- Passionate about all things client-centric.
- Understand the importance of fostering client and cross functional relationships.
- Flourish in a fast paced environment.
- Team Player with a collaborative mindset.
- Champion communicator.
- Tech-savvy.
- Empathetic and have genuine care for helping people.
- Fluent in English and French an asset.



  • Montréal, Canada ADP Full time

    The Client Success Relationship Manager serves as an advocate of ADP's Global HCM Solution and Service capabilities, while driving ADP's message as a world leader in the HCM industry into the client base. The role supports ADP Canada's Comprehensive Services - Majors level clients. Key areas of focus include the development / ongoing management of strong,...


  • Montréal, Canada Groupe Access Full time

    At _Groupe Access_, our mission is to provide our customers hardware and professional services of outstanding quality. In business for more than 30 years in the evolution of IT services, we continue to increase our market share, offering exciting career opportunities in a dynamic and competitive market. We are seeking a VCIO (Virtual Chief Intellegence...


  • Montréal, Canada Workland Full time

    **Looking for a Client Success Agent** **interested in working in the HR tech industry** Workland is a unique company specializing in recruitment software technology, HR marketing, and staffing agency services. For its ATLAS technology business unit, Workland is looking for a motivated individual with excellent interpersonal and communication skills to...


  • Montréal, QC, Canada Lightspeed Full time

    Hi there! Thanks for stopping by Are you actively looking for a new opportunity? Or just checking the market? Well… you might just be in the right place! We are looking for a Retail Engagement Manager to be responsible for overall customer satisfaction, reference-ability, building and managing long-term business relationships between NuORDER and our...


  • Montréal, QC, Canada MaintainX, Inc. Full time

    MaintainX is the world leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT enabled cloud based tool for maintenance, safety, and operations on equipment and facilities. MaintainX powers operational excellence for 7,500+ businesses including Duracell, Univar Solutions Inc., Titan America, McDonalds,...


  • Montréal, Canada La Presse canadienne Full time

    **OUR MISSION** The Canadian Press is Canada's bilingual national news agency, trusted by leading media brands to deliver fast, accurate and impartial reporting for more than 100 years. Our CP Images team is responsible for promoting, selling and providing customer service for a growing suite of solutions used by: - **Media clients** such as The Globe and...


  • Montréal, Canada Prevu3D Inc. Full time

    Prevu3D is an emerging software company on a mission to help engineers and key stakeholders in the food production, automotive, energy and manufacturing industries. Our end-to-end platform uses reality capture data to create the most realistic digital twins in the market. Reporting to the Director of Customer Success, the Customer Success Manager plays a...


  • Montréal, Canada Sylvan Adams YM-YWHA Full time

    _English to follow_ **Offre d'emploi : Gestionnaire De La Réussite Des Clients** Le Sylvan Adams YM-YWHA (" le Y ") est un organisme dirigé par ses membres qui, depuis 110 ans, poursuit sa vision de maintenir la continuité juive à Montréal. Notre équipe travaille dans un environnement stimulant et soucieux de la santé, avec une grande énergie...


  • Montréal, QC, Canada ClearEstate Technologies Inc Full time

    ClearEstate est une startup de série A soutenue par des investisseurs Fintech de renom - OMERs, Diagram et NAVentures. L'opportunité de faire partie d'un projet d'envergure et porteur de sens, ayant un impact positif. Un travail flexible en personne et à distance, avec un magnifique espace de bureau au cœur du Vieux-Port de Montréal, facilement...


  • Montréal, Canada BrandBastion Full time

    This is a full-time remote position. Are you solution driven, highly organized, ambitious and passionate about account management and social media? Do you have experience in running projects, a proactive attitude and thrive in a fast-moving environment? We are looking for a new member to join our Customer Success Team to manage a portfolio of our existing...


  • Montréal, Canada Estateably Full time

    Who we are: Over the next 25 years, one of the largest transfers of assets will be taking place as over $60T will be transferred from one generation to the next. However, professionals and the families they serve are wholly underserved in their tools to navigate the estate and trust administration process. Since launching in 2021, Estateably is the fastest...


  • Montréal, Canada ClearEstate Full time

    Vous êtes à la recherche d'une opportunité de rejoindre une start-up technologique innovante et en pleine croissance ? Ne cherchez pas plus loin ! Nous sommes à la recherche de personnes ambitieuses qui souhaitent avoir un impact et contribuer à façonner l'avenir de cette organisation qui transforme le secteur. Joignez-vous à notre équipe et...


  • Montréal, Canada ClearEstate Full time

    Vous êtes à la recherche d'une opportunité de rejoindre une start-up technologique innovante et en pleine croissance ? Ne cherchez pas plus loin ! Nous sommes à la recherche de personnes ambitieuses qui souhaitent avoir un impact et contribuer à façonner l'avenir de cette organisation qui transforme le secteur. Joignez-vous à notre équipe et...


  • Montréal, Canada GSOFT Full time

    Company Description We’re GSoft, home to a family of software products that lay the groundwork for a better employee experience. Our goal is to make work simpler, kinder, and faster. Specifically, we help companies get the most out of Microsoft 365 with ShareGate. We help managers grow their teams with Officevibe. And we ensure every onboarding is a...


  • Montréal, Canada Lightspeed Commerce Full time

    **Hi there! Thanks for stopping by** Are you actively looking for a new opportunity? Or just checking the market? Wellyou might just be in the right place! We're looking for a Customer Success Manager (CSM) to join our Retail Engagement team in Montreal. You will maintain customer and revenue retention and facilitate upsell/cross-sell of services. The CSM...


  • Montréal, Canada Coveo Full time

    **The Challenge**: As a Director of Customer Success at Coveo, you will lead a team of dedicated Customer Success Managers, and scale our Customer Success practice. Reporting directly to the Vice President, Customer Success, you will be driving operational excellence, and managing the adoption and enablement of our solution. Your focus is on delivering value...


  • Montréal, Canada Coveo Solutions inc. Full time

    The Challenge As a Director of Customer Success at Coveo, you will lead a team of dedicated Customer Success Managers, and scale our Customer Success practice. Reporting directly to the Vice President, Customer Success, you will be driving operational excellence, and managing the adoption and enablement of our solution. Your focus is on delivering value...


  • Montréal, Canada Jesta I.S. Full time

    Acting as the primary point of contact with key accounts, this role entails being the link between the clients and Jesta’s Development, Professional Services, PMO and Support teams. In addition, engaging with Jesta’s Clients to gain perspective on their key organizational initiatives in order to determine Jesta’s role in helping bring these initiatives...


  • Montréal, Canada SAP Full time

    **We help the world run better** **What you'll do** The Program Manager is responsible for managing and delivering strategic complex engagements to one or more strategic accounts. In this billable role, the program manager works closely with the customer, the services account executive and other key stakeholders to manage multiple, related projects within...


  • Montréal, Canada Coveo Solutions inc. Full time

    The Challenge As a Customer Success Architect (CSA) it is your core responsibility, together with your team, to support detailed technical questions and feature/function enablement that deliver positive business outcomes for customers. You will work closely with Product to create and drive best practices within the corresponding line of business to...