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Added 14 mins ago
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Product Launch Specialist, HealthTech SaaS
OceanMD
Toronto, ON
- Full-time
Added 14 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 14 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 14 mins ago
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Personal Finance Advisor
Desjardins
Montreal, QC · Thetford Mines, QC · Caisse Desjardins du Réseau de la santé
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 14 mins ago
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Advisor, Investment and Financing
Desjardins
Bécancour, QC · Drummondville, QC · Lyster, QC · Plessisville, QC · Princeville, QC · Saint-Germain-de-Grantham, QC · Victoriaville, QC · Caisse Desjardins de L'Érable
- Full-time
As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of…
Added 14 mins ago
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Personal Finance Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 14 mins ago
Senior Financial Advisor - St. Clair & Via Italia, Toronto, ON
Scotiabank
Toronto, ON
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 29 mins ago
MD
SUN Bucks Support Advisor Lead / State Prog Admin Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
This position exists to function as the Lead Worker for the SUN Bucks Support Advisor team, supporting statewide administration of the SUN Bucks program delivered and coordinated through…
Added 29 mins ago
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Life Insurance Policy Servicing Coordinator
The Vantage Talent Group
Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $80,000 CAD / year
- Full-time
Respond to client and advisor inquiries and coordinate outstanding service requests.
Added 44 mins ago
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Financial Services Associate
East Coast Credit Union
Halifax, NS · NS · Dartmouth, NS
- Full-time
…Manager, the Financial Services Associate acts as a trusted advisor, providing personalized financial solutions to support members’ everyday banking and personal lending needs within their…
Added 44 mins ago
Technical Account Manager
Axon
Ottawa, ON
The Technical Account Manager will serve as a trusted advisor and primary technical partner for Axon’s key customer(s), helping build a strong, long-term strategic relationship. As the main…
Added 59 mins ago
UO
Undergraduate Academic Student Advisor
University of Alberta
Edmonton, AB
- Full-time
The incumbent(s) work independently within the student services team, and contribute to the service, enrollment management and community outreach goals of the Faculty of Engineering.
Added 1 hour ago
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Insurance Advisor, Sales & Service
Gallagher
Toronto, ON
- Full-time
We are looking for a client centric Insurance Advisor to join our growing team. This is a fantastic opportunity for a growth & service oriented professional who holds themselves to the…
Added 1 hour ago
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Associate
RBC
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 1 hour ago
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Commercial Banking Advisor
RBC
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Rivière-Rouge, QC · Caisse Desjardins du Grand-Mont-Tremblant
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Senior Advisor, Product administration
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a product administration advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts. You advise and assist…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Saint-Georges, QC · Saint-Martin, QC · Caisse Desjardins du Coeur-de-la-Beauce
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Client Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
…Gundy's brokerage department, you will work closely with your Advisor, who plans and manages clients' investments, and your team. In this fast-paced environment, you will play a key role in…
Added 1 hour ago
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Sales Manager
Leadervest
Powell River, BC
- $80,000 to $90,000 CAD / year
- Full-time
…insurance industry, ideally with a background as a Financial Advisor, Insurance Advisor, or in a similar client-facing sales role. This is an excellent opportunity for a sales professional…
Added 1 hour ago
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Senior IT Solutions Architect – Presales
ITI
Halifax, NS · Greater Halifax Metropolitan Area
- Full-time
…and technology partners, you’ll act as a trusted technical advisor throughout the sales process. You’ll help clients understand their options, design the right solutions and confidently…
Added 1 hour ago
Property Appraisal Advisor
Gore Mutual Insurance
Vancouver, BC · Cambridge, ON · Toronto, ON
The Property Appraisal Advisor role is critical in ensuring the accuracy and compliance of property damage estimates submitted to the claims department. This position is responsible for…
Added 1 hour ago
GM
Property Appraisal Advisor
Gore Mutual Insurance
Cambridge, ON
- Full-time
The Property Appraisal Advisor role is critical in ensuring the accuracy and compliance of property damage estimates submitted to the claims department. This position is responsible for…
Added 1 hour ago
QR
Conseiller- Chaîne d'approvisionnement
Quincaillerie Richelieu
Montreal, QC
- Full-time
Added 1 hour ago
Workplace Wellbeing Strategist
Manitoba Blue Cross
Winnipeg, MB
…development, training, and critical incident response. As a trusted advisor to employers and organizational leaders, the role provides expertise in workplace wellbeing, psychological health…

ApprovalMax

Customer Success Manager (AMER)

Toronto, ON, Canada

Salary - CA$90-100,000 base salary + variable compensation · Full-time

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Job details

Pay: Salary - CA$90-100,000 base salary + variable compensation
Job type: Full-time
Apply by: Nov 29, 2026
Experience: 2+ years of experience in customer management, account management, or similar roles in SaaS Strong track record of driving customer success, retention, and revenue growth
Posting language: English
Posted: Oct 30, 2026

Original job description

Company Description

ApprovalMax is award-winning B2B software used by businesses around the world to approve bills and expenses. It streamlines the approval process for decision-makers by replacing paper and email approvals with automated workflows. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and Oracle NetSuite to unlock powerful efficiencies for approver's and finance teams. The company is globally recognized and has won’ Xero App Partner of the Year’ four times since 2020 in different countries.

Job Description

ApprovalMax is on the lookout for a motivated Customer Success Manager to join its dedicated Toronto team. In this role, you will act as a trusted advisor to our customers, helping them maximize the value of the ApprovalMax platform and ensuring a seamless onboarding and adoption experience.

You will work closely with finance teams and partners to strengthen customer relationships, drive product usage, and identify opportunities for growth. This role plays a key part in improving customer satisfaction, retention, and long-term customer success as our global customer base continues to expand.

This role is hybrid, with 2/3 days per week expected in the Toronto office.

Responsibilities

Customer Onboarding and Enablement: Guide customers through the on-boarding process, ensuring they have the necessary resources, knowledge, and support to succeed. Provide training and enablement materials to help customer effectively utilize our products and services
Relationship Management: Develop and maintain strong relationships with customers, acting as their primary point of contact. Proactively engage customers to understand their needs and identify opportunities for growth and collaboration.
Performance Tracking and Analysis: Monitor and track customer performance metrics, including Monthly Recurring Revenue (MRR), customer satisfaction, and other key performance indicators (KPIs). Provide insights and recommendations to improve customer performance and identify areas for growth.
Issue Resolution: Address customer inquiries, concerns, and escalations in a timely and effective manner. Collaborate with internal teams to resolve issues and ensure customers receive top-notch support.
Customer Development: Work closely with customers to identify business opportunities and co-create strategies for expansion. Support customers in developing go-to-market plans, marketing initiatives, and joint sales efforts.
Collaboration and Alignment: Foster collaboration and alignment with internal cross-functional teams, including sales, marketing, product, and support, to ensure a seamless customer experience.
Up-sell and Cross-sell: Collaborate with customers to identify up-sell and cross-sell opportunities, maximizing customer value and revenue potential.
Reporting and Documentation: Maintain accurate customers data, activities, and interactions in the company’s CRM system. Provide regular reports and updates on customer performance to the leadership team.

Desired Skills and Experience:

2+ years of experience in customer management, account management, or similar roles in SaaS Strong track record of driving customer success, retention, and revenue growth
Excellent communication and interpersonal skills, with the ability to build and maintain lasting relationships
Demonstrated problem-solving abilities and a customer-focused mindset
Exceptional organizational skills and the ability to manage multiple projects simultaneously
Self-motivated and proactive, with a passion for exceeding expectations

What We

Salary - CA$90-100,000 base salary + variable compensation
Health & Wellbeing Benefit Stipend
Home Office Setup - one off £500 reimbursement, post probation
26 days of paid time off
1 additional day off for your birthday
Service-years recognition financial reward
Regular performance-based compensation reviews
Growing international business with 20,000+ subscribers

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More about this job

Responsibilities

Guide customers through onboarding and product adoption, build strong relationships, resolve issues, and monitor customer performance and satisfaction. Collaborate with customers and internal teams to identify growth opportunities, support expansion initiatives, and maintain accurate CRM records and reports.

Requirements

Requires at least two years of experience in customer management, account management, or a similar SaaS role, with a track record of improving customer success, retention, and revenue. Candidates should have strong communication and problem-solving skills, a customer-focused mindset, excellent organization, and the ability to manage multiple projects proactively.

Skills

Customer Success
Customer Onboarding
Customer Enablement
Relationship Management
Customer Retention
Revenue Growth
Performance Tracking
Data Analysis
Problem-Solving
Communication
Cross-Functional Collaboration
Upselling
Cross-Selling
CRM Documentation
Project Management

Benefits

Health and Wellbeing Benefit Stipend
Home Office Setup Reimbursement
26 Days of Paid Time Off
Birthday Day Off
Service-Year Financial Reward
Performance-Based Compensation Reviews

Visa sponsorship

Not detected in the job text

Keywords

SaaS
ApprovalMax
Xero
QuickBooks Online
Oracle NetSuite
Finance Teams
Approval Workflows
Customer Onboarding
Product Adoption
Customer Success
Customer Retention
Monthly Recurring Revenue
Key Performance Indicators
Customer Satisfaction
Account Management
CRM
Upselling
Cross-Selling
Go-to-Market Plans
Marketing Initiatives
Joint Sales
Cross-Functional Collaboration

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