10+ years in customer-facing account management roles
5+ years in Customer Success for B2B SaaS managing large mid-market accounts
Strong initiative and professionalism in building customer relationships
Experience in financial services or SaaS payment automation is a plus
Ability to adapt quickly in fast-paced environments
Proficient in leading product demonstrations and training sessions
Analytical mindset with data-driven decision-making skills
Outstanding command of English, both written and spoken
Responsibilities
Own and manage a portfolio of high-value customers as a strategic partner
Deliver exceptional customer experiences and promote solution benefits
Develop strong relationships, becoming a trusted advisor for customer success
Gain deep understanding of customer workflows to provide tailored guidance
Drive engagement with multiple stakeholders to support their goals
Monitor adoption and analyze metrics to enhance customer workflows
Advocate for customer needs and collaborate with internal teams for resolutions
Benefits
Join a diverse team working towards a common mission
Competitive base salary and bonus structure
Equity ownership through ESOP program
Comprehensive healthcare benefits from Day 1
4 weeks paid vacation plus public holidays
30 days of remote work from anywhere
Gym membership allowance
Half-day Fridays during summer
Company-provided Apple MacBook Pro and gear
Full Job Description
Enterprise Customer Success Manager
Location: Hybrid (Montréal, QC | Toronto, ON | Halifax, NS)
Reports to: Head of Customer Support & Success What You'll Do
Own and manage a portfolio of high-value and complex customers and act as their strategic business partner.
Deliver a world-class customer experience to your customers and evangelize the benefits and value of our solutions.
Develop and maintain strong relationships with customers, becoming a trusted advisor and advocate for their success.
Become a solution expert to instate a high level of customer confidence in you and our Trolley solutions.
Gain a deep understanding of our customers' operational workflows and use cases to provide more tailored and impactful client guidance.
Gain deep industry knowledge in end-to-end payment automation, tax regulations, and the unique challenges facing our key market segments to earn the right to become a trusted advisor.
Grow your customers' depth of understanding by providing enablement sessions on new and existing features and capabilities, and translate complex concepts into easy to understand solutions that align with your customers' business workflows and goals.
Provide a strong functional consultative approach to customer management with a passion for identifying solutions to meet customers' business goals (understanding how complex solutions work in practice).
Drive engagement across multiple customer stakeholders by understanding their unique goals/business outcomes, supporting their internal change management process during implementation/onboarding, and continually monitoring KPIs and changing business needs through quarterly business reviews.
Build and maintain influential relationships with customers with highly complex use cases, from end users to executive sponsors, to ensure they achieve their business goals and have a best-in-class experience.
Actively monitor adoption, analyze data/metrics/industry trends, and implement strategies that showcase how customers can enhance their workflows and use our product to derive value.
Collaborate with support, product and other internal stakeholders to help resolve customer issues and ensure timely resolution.
Advocate for customers' needs (product features, bug fixes and potential improvements), working cross-functionally with internal teams to champion projects and product enhancements.
Effectively engage multiple customer stakeholders in discussing organizational goals, uncovering additional business problems/opportunities, and exploring potential up/cross-sell solutions.
Driving strategic growth for both Trolley and the customers.
Proactively identify and close up/cross-sell opportunities by thoroughly understanding client needs and aligning additional products with those needs; contributing to revenue growth while ensuring clients achieve their desired outcomes.
What We're Looking For
10+ years of progressive and consultative experience in customer-facing account management roles.
5+ years of experience in Customer Success in B2B SaaS/Software managing large mid-market accounts.
The highest degree of initiative, courtesy, and professionalism to build valuable customer relationships that you will leverage to generate a positive feel in the market and contribute significantly to revenue and company growth.
Bonus points for having experience in financial services, SaaS payment automation, and the internet economy/music royalties.
The ability to learn and pivot quickly in a fast-paced, often ambiguous environment.
Experience managing multiple stakeholders, departments, and implementation cycles.
A high degree of resourcefulness, flexibility, and adaptability.
Strong communication and interpersonal skills, with the ability to build rapport and trust with customers.
Experience conducting product demonstrations and training sessions.
Proficient in leading meetings, ensuring follow-up on action items, and demonstrating strong interpersonal communication skills.
Analytical mindset with experience using data to drive decisions and improve customer success.
Excellent problem-solving, negotiation, and commercial skills.
Proven track record of driving customer success and retention.
Proactively working with at-risk customers to mitigate churn.
Outstanding command of the English Language - written and spoken.
Experience in working with SaaS business/enterprise applications.
Detail-oriented with strong organizational skills and the ability to multitask and prioritize in a fast-paced, dynamic work environment.
Confident and proactive team player. You will also be self-motivated and able to think on your feet when dealing with customers.
Exposure to CRM best practices (Salesforce preferred)
Comfortable with Google Apps (Gmail, docs, calendars).
What We Offer
Join an amazing team of diverse people working together on a common mission.
Competitive base salary and bonus.
ESOP Program: Meaningful equity and ownership that aligns your success with ours.
Extended healthcare benefits from Day 1.
4 weeks paid vacation per year + public holidays (+ 1 extra vacation day per year of service).
30 days remote work from anywhere.
Gym membership allowance.
1/2 day Fridays off during summer.
Company-provided use of Apple MacBook Pro and Mac gear.
