Customer Success Manager

Montreal, Quebec, CA

Job type:

Full Time

Resume required:

Yes

Street Address:

7975 Henri Bourassa Est Montreal, QC H1E 1N9 Canada

Posted date:

2025-10-06

Full job description:

About the Position

Major Responsibilities

Support a dedicated area and/or region to achieve growth and customer retention objectives while developing and maintaining trusted relationships at all levels within the customer organization.
Work collaboratively with region/area/local operational leadership to develop and support delivery of full account planning processes to improve retention and upsell customers. Plans will include strategic initiatives to drive retention and elevate revenue as well as processes to manage activity towards strategy execution.
Develop and support region with customer engagement and account management tools. These will eventually be tracked in Salesforce.
Share technology and service offering information, insights and benefits to help the customer understand and compare to other providers and share the advantages, values and benefits of First Student to parents and community members.
Partner with operations to onboard new customers obtained via both business development and acquisition. Establish, track and report on shared success criteria.
Work cross-functionally with field operations, business development, marketing and communications teams to deliver a focused message and high level of customer satisfaction.
Host regular check-ins and business reviews with customers to ensure adoption of new technology or services and realization of success criteria.
Accurately report and monitor health of customer deployments and drive corrective action plans with operations, where needed.
Partner with business development team by identifying new business opportunities for expanding First Student footprint.
Consult regularly with customers to fully understand their needs and actively solve pain points. Provide recommendations and work collaboratively to drive actions to improve the customer experience (working with operations, finance, marketing, technology development, sales, training, etc. )
Establish, track and report on shared success criteria and desired process metrics/ KPI's for large and/or at-risk customers. Collaborate with operational leaders to drive accountability. Suggest methods to improve area operations, efficiency and service to customers.
Partner with operations to document and escalate recurring themes or issues found in customer comments and complaints, and ensure the information is given to the right people to resolve.
Actively use Salesforce to manage/update relationship information. Monitor accounts and align with region to ensure all required data is uploaded/maintained. Help support the field to increase Salesforce maturity.
Act as project manager for various departmental initiatives.
Provide competitive insights & product recommendations to the leadership team
Other duties as required or assigned.

Requirements

Bachelor's degree or similar college level education, or 3-5 years of related experience and/or training
3 years of customer success and/or customer account management experience
A history of developing new accounts
Experience serving as a customer advocate with the ability to understand the needs of the client and deliver on those needs
Excellent writing skills, with a strong orientation to detail and service.
Experience using customer relationship management software, Salesforce strongly preferred
Advanced knowledge of word processing, spreadsheet and presentation software.
Project management experience strongly preferred
Ability to exercise independent thinking with a high level of prioritization skills
Ability to generate creative ideas, meet multiple deadlines and work independently.
Knowledge of business and management principles.
Travel is required

Apply today and get your career on the road with First Student!

Job reference:

JR11423

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Full job description:

About the Position

Major Responsibilities

Support a dedicated area and/or region to achieve growth and customer retention objectives while developing and maintaining trusted relationships at all levels within the customer organization.

Work collaboratively with region/area/local operational leadership to develop and support delivery of full account planning processes to improve retention and upsell customers. Plans will include strategic initiatives to drive retention and elevate revenue as well as processes to manage activity towards strategy execution.

Develop and support region with customer engagement and account management tools. These will eventually be tracked in Salesforce.

Share technology and service offering information, insights and benefits to help the customer understand and compare to other providers and share the advantages, values and benefits of First Student to parents and community members.

Partner with operations to onboard new customers obtained via both business development and acquisition. Establish, track and report on shared success criteria.

Work cross-functionally with field operations, business development, marketing and communications teams to deliver a focused message and high level of customer satisfaction.

Host regular check-ins and business reviews with customers to ensure adoption of new technology or services and realization of success criteria.

Accurately report and monitor health of customer deployments and drive corrective action plans with operations, where needed.

Partner with business development team by identifying new business opportunities for expanding First Student footprint.

Consult regularly with customers to fully understand their needs and actively solve pain points. Provide recommendations and work collaboratively to drive actions to improve the customer experience (working with operations, finance, marketing, technology development, sales, training, etc. )

Establish, track and report on shared success criteria and desired process metrics/ KPI's for large and/or at-risk customers. Collaborate with operational leaders to drive accountability. Suggest methods to improve area operations, efficiency and service to customers.

Partner with operations to document and escalate recurring themes or issues found in customer comments and complaints, and ensure the information is given to the right people to resolve.

Actively use Salesforce to manage/update relationship information. Monitor accounts and align with region to ensure all required data is uploaded/maintained. Help support the field to increase Salesforce maturity.

Act as project manager for various departmental initiatives.

Provide competitive insights & product recommendations to the leadership team

Other duties as required or assigned.

Requirements

Bachelor's degree or similar college level education, or 3-5 years of related experience and/or training

3 years of customer success and/or customer account management experience

A history of developing new accounts

Experience serving as a customer advocate with the ability to understand the needs of the client and deliver on those needs

Excellent writing skills, with a strong orientation to detail and service.

Experience using customer relationship management software, Salesforce strongly preferred

Advanced knowledge of word processing, spreadsheet and presentation software.

Project management experience strongly preferred

Ability to exercise independent thinking with a high level of prioritization skills

Ability to generate creative ideas, meet multiple deadlines and work independently.

Knowledge of business and management principles.

Travel is required

Apply today and get your career on the road with First Student!

Job reference:

JR11423