Customer Success
2 days ago
Customer Success & Onboarding Manager
Location:
Toronto, ON (Remote start; hybrid a few days/week)
Start Date:
January 2026
Compensation:
CAD $80,000–$95,000 annual salary
About Healthera Canada
Healthera is a rapidly growing
SaaS digital health platform
used by pharmacies to power online appointment booking, prescription requests, digital patient communication, and clinical workflow automation. After successfully rolling out to 30 pharmacies across Canada, we are expanding to 100+ additional locations by March 2026 as part of a major national rollout.
To support this next phase, we are seeking a strong, cross-functional Customer Success & Onboarding Manager who will work closely with pharmacies, product, engineering, data, operations, and commercial teams to deliver a world-class experience.
Role Overview
We are seeking a mid-level
Customer Success & Onboarding Manager
, reporting directly to the Product Lead, who will serve as the primary customer-facing contact for activation, early lifecycle success, and structured collection of product feedback.
Initially, you will guide 200+ new pharmacies through implementation and ensure strong platform adoption, helping drive key usage metrics, and contributing to overall revenue growth through improved retention, reduced churn, and expansion readiness.
This project will require you to build and iterate the customer success, onboarding, and training processes as we scale nationally. This role will also involve providing actionable feedback to Product through structured CS channels, in addition to owning the onboarding function as Healthera scales up across Canada.
Key Responsibilities
Onboarding & Training
- Own the full onboarding pipeline for new customers
- Deliver structured virtual training to owners, pharmacists, technicians, and staff
- Maintain ownership of asynchronous online training material
- Track onboarding milestones in
HubSpot
with accurate customer lifecycle data
- Conduct data-driven onboarding reviews
Customer Success & Relationship Management
- Conduct proactive relationship check-ins with customers
- Coach customers on how to extract maximum value from Healthera's tools
- Monitor health metrics and intervene early when churn indicators appear
- Maintain strong customer relationships to drive long-term loyalty
- Provide guidance on maximizing the value of Healthera's ecosystem
Product Responsibilities
- Convert customer insights into clear, structured feedback
- Identify friction points within Healthera and propose actionable solutions grounded in customer experience
- Participate in roadmap discussions, representing the voice of the customer
- Collaborate with the Product and Engineering teams to validate new features from a usability and workflow perspective
Operations & Product Discovery
- Triage support tickets and coordinate with the technical team for resolution
- Identify patterns in support issues and translate them into suggested product improvements
- Assist in documenting FAQs, troubleshooting guides, and help resources
- Coordinate with engineering to close the loop on customer-reported issues
Data & Insights
- Review and share usage reports to understand customer adoption and potential risks
- Translate data into insights for internal teams and customers
- Maintain accurate CRM hygiene across onboarding and lifecycle stages
- Use data to flag accounts ready for expansion or at risk of churn
Qualifications
Required
- Bachelor's Degree or equivalent from an accredited university
- 5+ years experience in
customer success, technical onboarding, implementation, or CS operations
(including related fields)
- Experience working in the pharmacy industry; familiarity with pharmacy operations, pharmacy technology landscape and PMS/clinical workflows
- Comfort with interpreting platform data (usage metrics, adoption trends)
- Strong communication and virtual presentation skills
- Ability to manage onboarding pipelines
- Strong organizational and time-management abilities
- Based in Toronto; available for hybrid work once offices open
Preferred
- Experience in fast-paced and rapidly growing startup environments
- Experience in a CS Ops-style role (help docs, workflow building, triage systems)
- Strong analytical skills with familiarity using SQL/light BI tools
- Experience working in a SaaS business
- Hands-on HubSpot experience
What We Offer
- Competitive salary of CAD $80,000–$95,000
- Performance-based bonus opportunities
- Direct impact on a major national SaaS expansion
- Clear growth path into Senior Operations and Product roles
- High ownership, meaningful responsibility
- Working closely with senior leadership in Canada and globally
- Hybrid work flexibility
- Flexible vacation
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