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Client Success Operations
2 weeks ago
About PSD Citywide
Ready to make a real impact on communities across North America?
PSD Citywide isn't just a software company; we're transforming how Local, First Nations, and Regional Governments achieve success and build sustainable futures for their communities. As a recognized leader in Enterprise Asset Management, maintenance management, and planning solutions, we provide cutting-edge software and expert advisory services that improve infrastructure and public services.
Why join us? We are a "Fun-clusive" organization This means we intentionally foster a supportive and engaging culture where your contributions are celebrated, your skills are rewarded, and your career growth is encouraged.
Ready to influence change? Bring your expertise in technology and data to our team and directly shape how local governments improve service delivery. Apply now
Job Description
The Client Success Operations is the back-end support of our sales teams, supporting the teams with administration ensuring our sales, marketing, and finance teams have access to the tools and data to successfully perform their day-to-day duties and meet their KPIs. They will be responsible for supporting all activities by sales on the Salesforce platform, understanding the business needs of prospects, and helping the sales teams with overall business processes, increased efficiency, and ensuring success with sales conversion. They need to stay up to date with product features and be aware of changing functions of products, services, and processes. They will also be a key resource throughout the sales process, supporting RFPs, proposals, demos, and other research initiatives for their respective regional field sales teams. This is a Full-Time Hybrid role based in London, Ontario.
Job Duties & Responsibilities
- Working cross functionally with subject matter experts from the PSD team.
- Support the sales team on opportunity management through administration and filing of the creation, updating, and closing of deals
- Contribute to team success by constantly updating Salesforce and keeping the team informed on client interactions
- Collaborate with Marketing to ensure proper lead management processes, metrics, and policies are being followed and reported on
- Support client retention by maintaining communication with new and current clients.
- Assist in preparing PSD proposals, contracts and charters that are consistent with existing business operations
- Support the RFP team as needed to ensure that information required by sales is delivered in a timely manner to ensure success
- Support completion of grants for clients including providing reports
- Working with the respective RM, compile and circulate monthly reporting for use in regular meetings with the C-Suite advisory team (CEO, CFO, CMO) including data tracking requests tied to KPIs
- Manage the operational aspect of on-boarding new sales employees and transitions of existing employees
- Monitor system adoption and data compliance and governance from all field sales representatives and inform each RM accordingly
- Support travel planning and coordination, expenses, and the planning of demos/workshops.
- Be knowledgeable on PSD products and pricing to communicate to clients
- Other duties as assigned
Qualifications
- Post Secondary degree or diploma in relevant areas (Business, Finance, Marketing etc.)
- 2-4 years of successful business development experience
- Demonstrated progressive relevant experience and an understanding of sales operations
- Strong attention to detail to be able to prioritize multiple projects
- Salesforce experience and knowledge of enterprise SaaS tools
- Excellent problem solving, project management, interpersonal and organizational skills
- SaaS and B2B experience preferred
- Highly analytical and process-driven, with high problem-solving and communication skills
- Advance skills with MS Word and Excel
- A highly collaborative person with excellent interpersonal, communication, and problem-solving
skills - including the ability to communicate effectively with stakeholders at all business levels - Highly motivated, self-directed, and committed to delivering exceptional client satisfaction
- Ability to quickly learn and then communicate the value of new PSD methodologies, products, and services
- Professional self-starter with a commitment to constantly upgrade skills through continuous learning
- Deadline driven individual with strong verbal and written communication skills, attention to detail, creative, and able to collaborate with team members with professionalism and tact
- Proficient with Google suite, MailChimp, GoToWebinar
- Advance skills with MS Word and Excel
What We Offer:
Competitive Compensation: We offer competitive salaries that recognize your skills and experience
Wellness Coverage: Enjoy a comprehensive health and wellness benefits package that keeps you and your family secure and healthy.
Flexible Working: Work where you thrive Enjoy remote work flexibility (specific regional options apply) while staying connected to our supportive team.
Work-Life Balance: Benefit from Flex Hours to manage your personal life and Paid Time Off (PTO) so you can fully recharge.
Unwind Early: Say hello to summer with our popular Summer Fridays—shorter work weeks to help you kick-start the weekend.
Culture & Community: Participate in fun social events (both virtual and in-person) and contribute to charity initiatives as part of our community focus.
Career Growth: Our Career Framework provides clear, structured paths for growth and ongoing learning, ensuring you reach your professional goals.
Candidate Journey
Resume Review: Once you apply, an actual person will review your resume and we are committed to getting back to you within three weeks with a response.
Phone Interview: PSD's People and Culture team will connect with you to learn about your experience and discuss the role further. They'll also give you an understanding of what the interview process involves, along with an estimated timeline.
Virtual Interview: Depending on the position, there will be one or two interviews with the Hiring Team that will include questions related to your skills, work experience, values and goals. We provide the opportunity to meet with a wide range of staff members so you can learn more about life at PSD Citywide.
Offer/Feedback: The Hiring Team will debrief and make a decision within a few days of your final interview. If successful, your Recruiter will present you with a verbal offer, followed by a formal offer letter via email. If the timing was not right for this particular opportunity, we will connect with you and provide feedback.
PSD Citywide is committed to ensuring equal access and participation for people with disabilities. We believe in integration, and we are committed to meeting the needs of people with disabilities in a timely manner. We will do so by removing and preventing barriers to accessibility.
We are committed to accommodating people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process. Should you require any accommodation, please indicate this when you apply, and we will work with you to meet your accessibility needs.
