Hybrid Client Success Operations

Posted 4 weeks ago

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About the role

  • Support sales and client relationship management for local governments using Salesforce. Collaborate with marketing and maintain client relationships to enhance business operations.

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

Requirements

  • 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

Benefits

  • 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.

Job title

Client Success Operations

Job type

Experience level

JuniorMid level

Salary

CA$55,000 - CA$65,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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