Hybrid Customer Success Associate, B2B SaaS

Posted last month

Apply now

About the role

  • Serve as a primary point of contact for a portfolio of clients, building strong relationships
  • Educate clients on product features, benefits, best practices, and value optimization
  • Schedule, manage, and facilitate onboarding sessions to introduce new clients to the Optix platform
  • Proactively engage clients based on lifecycle milestones and health signals
  • Support with client adoption of new features and functionality, helping them to reach critical milestones and ensuring they gain the full value of the Optix platform
  • Monitor client health and identify churn risks, initiating retention conversations
  • Identify and drive expansion opportunities, including upselling plans and gated features
  • Work closely with our Technical Support, Product, and Sales teams to resolve client issues and capture feedback
  • Maintain accurate records of client interactions, feedback, and action plans
  • Contribute to the development of client resources, including guides, webinars, videos, help articles and more

Requirements

  • 3+ years of experience in a customer support, success, or sales role with a technology company
  • Exceptional written and verbal communication skills – clear, concise, empathetic, and typo-free
  • Strong ability to educate clients on product features, benefits, and best practices, in both 1:1 and group settings (virtual and live)
  • Proven experience with owning a large portfolio of clients and delivering proactive client support
  • Proactive, solutions-oriented mindset – always looking for ways to drive value for clients and Optix
  • People person – speaking to new people every day and building relationships excites you!
  • Excellent time management and organizational skills, able to work independently and prioritize effectively
  • Ambitious, yet humble and quick to support your fellow teammates
  • Bonus: Previous experience in a B2B SaaS environment
  • Bonus: Familiarity with customer success tools (e.g., Intercom, HubSpot)
  • Bonus: Familiarity with customer engagement and success frameworks (e.g., health monitoring, churn prevention)
  • Bonus: Demonstrated experience in using AI platforms (e.g., ChatGPT, Claude) or AI-powered customer success tools to automate routine tasks, analyze client data, and enhance service delivery

Benefits

  • Competitive salary compensation and commission structure
  • Strong Employee Stock Option Plan offering
  • Excellent health and dental coverage program provided by Sunlife
  • Mission-driven workplace experience with a positive, collaborative and supportive team culture
  • Personal and professional growth opportunities
  • Healthy snacks and locally roasted coffee – slow pour is our jam
  • Team lunches and socials
  • Annual health and fitness credit
  • Fun offsite activities that allow us to reconnect as a team
  • A beautiful, waterfront Gastown office and a flexible 60/40 hybrid workplace plan

Job title

Customer Success Associate, B2B SaaS

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job