This is a remote position.
Our Client curates transformative experiences through world-class events. We need a Customer Success Manager who can guide attendees every step of the way—before, during, and after our events. Your role will be to ensure every attendee gets the most out of their experience, from selecting the right event package to maximizing their post-event access to content.
About the Role:
We are seeking a proactive and results-driven Customer Success Manager who excels at nurturing customer relationships, driving revenue growth, and supporting sales operations. In addition to managing customer success, this role will involve lead generation, database management, Salesforce expertise, and identifying partnership opportunities to contribute to the company's overall growth strategy.
Key Responsibilities:
- Customer Success Management:
- Act as the main point of contact for assigned customers, ensuring their needs are met and delivering a world-class customer experience.
- Build and maintain long-term relationships to promote customer retention and satisfaction.
- Identify opportunities for upselling, cross-selling, and product/service enhancements based on customer feedback.
- Analyze customer data and provide insights to improve customer engagement and usage.
- Lead Generation:
- Proactively identify and generate qualified leads through targeted research, campaigns, and outreach initiatives.
- Collaborate with the marketing team to develop lead generation strategies aligned with business goals.
- Track and report on lead generation metrics, ensuring a steady pipeline of prospective customers.
- Database Management:
- Maintain and clean customer and prospect data within Salesforce to ensure data accuracy and reliability.
- Regularly update records, remove duplicates, and ensure compliance with data privacy regulations.
- Develop and implement processes to improve the overall efficiency of database usage.
- Salesforce Expertise:
- Serve as the in-house Salesforce expert, managing dashboards, workflows, and custom reporting.
- Train team members on best practices and optimize the Salesforce platform to meet organizational needs.
- Troubleshoot and resolve issues related to Salesforce functionality.
- Partnership Development:
- Identify and evaluate potential partnership opportunities that align with the company's strategic goals.
- Develop strong relationships with key stakeholders at partner organizations to maximize mutual value.
- Work cross-functionally with sales, marketing, and leadership teams to implement partnership strategies.
Requirements:
- Experience: 3+ years in customer success, sales operations, or a related role, preferably in [industry].
- Skills:
- Proven ability to generate and qualify leads.
- Proficient in Salesforce CRM, including data management, reporting, and customization.
- Strong organizational skills and attention to detail in maintaining databases.
- Exceptional interpersonal and communication skills, with a talent for building relationships.
- Knowledge: Understanding of sales processes, CRM best practices, and partnership development strategies.
- Education: Bachelor’s degree in business, marketing, or a related field (or equivalent experience).
Preferred Qualifications:
- Experience with marketing automation tools or email campaigns.
- Background in identifying and negotiating partnership opportunities.
- Familiarity with data privacy regulations (e.g., GDPR, CCPA).
Skills Required
- 3+ years in customer success, sales operations, or a related role
- Proven ability to generate and qualify leads
- Proficient in Salesforce CRM including data management, reporting, and customization
- Strong organizational skills and attention to detail in maintaining databases
- Exceptional interpersonal and communication skills and relationship-building
- Understanding of sales processes, CRM best practices, and partnership development strategies
- Bachelor's degree in business, marketing, or related field (or equivalent experience)
- Experience with marketing automation tools or email campaigns
- Background in identifying and negotiating partnership opportunities
- Familiarity with data privacy regulations (e.g., GDPR, CCPA)
What We Do
EasyHR Group provides affordable and trusted Human Resources, Health & Safety, Payroll, and Recruitment services specifically designed for small businesses and entrepreneurs in Canada. Their mission is to help Canadian small businesses navigate the complexities of HR and Occupational Health and Safety (OHS) requirements, allowing business owners to save time and focus on their core operational growth.
