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Added 4 hours ago
WW
Industry Advisor-Manufacturing & Distribution
World Wide Technology
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Industry Advisor role is integral to the entire lifecycle of our customer engagements, from pre-sales to delivery, including:
Added 12 hours ago
AC
Co-op, Assurance and Accounting
ACCA Careers
Thunder Bay, ON
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 12 hours ago
AC
Accountant, Assurance and Accounting, Public Companies
ACCA Careers
Mississauga, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 12 hours ago
AC
Accountant, Assurance and Accounting (2027)
ACCA Careers
Thunder Bay, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 12 hours ago
AC
Accountant, Assurance and Accounting (2027)
ACCA Careers
Fort Frances, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 14 hours ago
AC
Accountant, Assurance and Accounting - September 2027
ACCA Careers
Vernon, BC
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 14 hours ago
AC
Accountant, Assurance and Accounting - January 2027
ACCA Careers
Vernon, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 15 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 15 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
…will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…
Added 17 hours ago
Personal Insurance Advisor, Service
Navacord
Edmonton, AB · Calgary, AB
The Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Navacord’s commercial…
Added 18 hours ago
K
Senior Customer Success Manager, Enterprise
Klue
Remote, Canada
- $90,000 to $130,000 CAD / year
- Full-time
- Remote
As a Senior Customer Success Manager, Enterprise at Klue, you own the full customer relationship, from onboarding through renewal and expansion. You're the connective tissue: keeping every…
Added 21 hours ago
Client Manager, Commercial Insurance
Navacord
Edmonton, AB · Calgary, AB
The Client Manager is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining,…
Added 22 hours ago
EF
Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC · Langley, BC
- $76,800 to $98,400 USD / year
- Full-time
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 22 hours ago
EF
Senior Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Langley (District), BC · Langley, BC
- $90,400 to $115,800 USD / year
- Full-time
We are currently seeking a Senior Commercial Banking Advisor to join our team.
Added 22 hours ago
M
Senior Branch Manager
Manulife
Toronto, ON
- Full-time
Review and approve new accounts and KYC updates.
Added 1 day ago
M
Strategic Account Technology Strategist - Financial Services
Microsoft
Toronto, ON
- Full-time
Microsoft’s FSI Strategic Accounts team partners with Canada’s largest and most complex financial institutions to turn bold business ambitions into secure, scalable technology outcomes. You…
Added 1 day ago
M
Cloud & AI Sales Specialist - Federal Government
Microsoft
Ottawa, ON
- Full-time
…across Infrastructure, Data, and AI platforms in your assigned accounts. You possess executive presence, you are able to engage with decision makers to drive AI transformation, and have an…
Added 1 day ago
Customer Success Manager
Global Relay
Vancouver, BC
As a Customer Success Manager (CSM) at Global Relay, you will be the primary point of contact and a trusted advisor to a portfolio of customers across our SMB and Mid-Market segment. You…
Added 1 day ago
GR
Customer Success Manager
Global Relay
Vancouver, BC
- Full-time
As a Customer Success Manager (CSM) at Global Relay, you will be the primary point of contact and a trusted advisor to a portfolio of customers across our SMB and Mid-Market segment. You…
Added 1 day ago
Commercial Banking Advisor (Fraser Valley Area)
First West
Langley (District), BC · Langley, BC
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 1 day ago
Senior Commercial Banking Advisor (Fraser Valley Area)
First West
Langley (District), BC · Langley, BC
We are currently seeking a Senior Commercial Banking Advisor to join our team.
Added 1 day ago
NR
Analyst - Wealth Services
North Road Investment Counsel
AB · Edmonton, AB
- Full-time
…engine behind our advisory team, helping ensure that client accounts, workflows, systems, and reporting are administered with accuracy and…
Added 1 day ago
SP
Partner Sales - Canada
Salesforce Partner Canada
Toronto, ON
- Full-time
…business, driving the go-to-market strategy across our full Customer 360 platform - including the newest innovations in AI and Data. You'll build senior-level relationships across SI…
Added 1 day ago
RC
Investment Advisor Assistant
Research Capital Corporation
Vancouver, BC
- Contract
We are seeking a skilled Investment Advisor (IA) Assistant for our Vancouver office. Drawing on your background and/or education in the financial services industry, you will use your…
Added 1 day ago
HI
Advisor Experience Specialist
HUB International
Woodbridge, ON
- Full-time
We are looking for a versatile and motivated Advisor Experience Specialist - Hybrid to join our Client Services team. This role is designed for someone who thrives in a dynamic environment…

Global Relay

Customer Success Manager

Vancouver, BC, Canada

$55,000 - $75,000 CAD

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Job details

Pay: $55,000 - $75,000 CAD
Education: Bachelor’s degree
Experience: 3+ years of experience in Customer Success, Account Management, or Strategic Client Services - preferably in SaaS, financial services, compliance, or a regulated industry
Posting language: English
Posted: Oct 23, 2026

Original job description

Who we are:

For over 25 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world’s most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations.

Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It’s a place where you can genuinely make an impact – and be recognized for it.

We believe great businesses thrive on diversity, inclusion, and the contributions of all employees. To that end, we recruit candidates from different backgrounds and foster a work environment that encourages employees to collaborate and learn from each other, completely free of barriers.

Your role:

As a Customer Success Manager (CSM) at Global Relay, you will be the primary point of contact and a trusted advisor to a portfolio of customers across our SMB and Mid-Market segment. You will drive value realization, adoption, and growth by building strong relationships, understanding business objectives, and aligning our solutions to customer needs. You will manage and expand customer engagement across multiple departments, lead renewal and expansion conversations, and mitigate churn risk. You will also collaborate with internal teams to ensure satisfaction throughout the customer lifecycle.

This role is ideal for individuals who are passionate about customer advocacy, enjoy working cross-functionally, and thrive in a fast-paced SaaS environment.

Your responsibilities:

Act as the primary point of contact for your customer portfolio, building trusted relationships across both operational and executive stakeholders
Own renewal strategy and drive gross revenue retention, upsell, cross-sell, and multi-year commitments
Identify and execute on expansion opportunities through data analysis, usage trends, and business objectives
Serve as the primary escalation point for customer issues, coordinating with Support, Product, and Client Services to resolve challenges
Build and execute account plans that balance growth and risk mitigation
Understand customer objectives, align Global Relay solutions, and proactively deliver insights, benchmarking, and best practices
Create customer champions and advocate for customer needs internally
Conduct regular Executive Business Reviews (EBRs) with accounts, using data-driven insights to reinforce value and secure renewal commitments
Participate in strategic customer programs, feedback sessions, training initiatives, and industry events
Enhance customers’ target operating models and optimize to improve satisfaction and usage
Maintain accurate and up-to-date information in Salesforce CRM

About you:

3+ years of experience in Customer Success, Account Management, or Strategic Client Services - preferably in SaaS, financial services, compliance, or a regulated industry
Proven ability to manage a portfolio of mid-sized accounts with varying degrees of complexity
Strategic thinker with the ability to communicate clearly and influence across all levels, including executives
Comfortable analyzing customer data to uncover insights, drive adoption, and identify risks or opportunities
Excellent project management, communication, and presentation skills
Experience with Salesforce or a similar CRM platform
Resourceful, proactive, and collaborative with a strong customer-first mindset
Bachelor's degree required; Master’s degree is a plus

Nice to Have:

Experience working with mid-market customers in a compliance-driven SaaS environment
Prior involvement in creating or scaling customer success playbooks or enablement initiatives
Experience with customer lifecycle programs, customer journey mapping, or voice-of-customer programs

Compensation:

Global Relay advertises the pay range for this role in compliance with British Columbia’s pay transparency laws. Individual pay rates are determined by evaluating factors such as expertise, skills, education, and professional background.

The range below reflects the expected annual base salary, which is only one element of our comprehensive total rewards package designed to reflect our company pay philosophy, culture and values. We aim to foster an inspiring work environment and support employees' work-life rhythms. We provide a comprehensive extended health benefits program, including virtual healthcare and a wellness allowance. Employees also receive annual allotted vacation days, which increase based on tenure. Other benefits include: Paid sick days, maternity/parental enhancement program, bonus, and an RRSP contribution matching program.

For Vancouver-based employees, we provide a subsidized meal program, courtesy of our talented in-house culinary team!

British Columbia - Base salary range

$55,000 - $75,000 CAD

What you can expect:

At Global Relay, there’s no ceiling to what you can achieve. It’s the land of opportunity for the energetic, the intelligent, the driven. You’ll receive the mentoring, coaching, and support you need to reach your career goals. You’ll be part of a culture that breeds creativity and rewards perseverance and hard work. And you’ll be working alongside smart, talented individuals from diverse backgrounds, with complementary knowledge and skills.

Global Relay is an equal-opportunity employer committed to diversity, equity, and inclusion.

We seek to ensure reasonable adjustments, accommodations, and personal time are tailored to meet the unique needs of every individual.

To learn more about our business, culture, and community involvement, visit www.globalrelay.com.

Apply About employer

More about this job

Responsibilities

The Customer Success Manager acts as the primary point of contact for a portfolio of SMB and Mid-Market customers to drive value, adoption, and growth. They are responsible for managing renewals, identifying expansion opportunities, and coordinating with internal teams to ensure customer satisfaction.

Requirements

Candidates must have 3+ years of experience in Customer Success or Account Management, preferably within a SaaS or regulated industry. A bachelor's degree is required, along with strong data analysis, communication, and project management skills.

Skills

Customer success
Account management
SaaS
Relationship building
Renewal strategy
Upselling
Cross-selling
Data analysis
Salesforce
Project management
Communication
Presentation skills
Strategic thinking
Executive business reviews
Risk mitigation
Customer advocacy

Benefits

Extended health benefits
Virtual healthcare
Wellness allowance
Paid vacation
Paid sick days
Maternity/parental enhancement program
Bonus
RRSP contribution matching
Subsidized meal program

Visa sponsorship

Not detected in the job text

Keywords

Customer Success Manager
SaaS
Cloud archiving
eDiscovery
Compliance
Salesforce
CRM
Account management
Renewal strategy
Upsell
Cross-sell
Executive Business Reviews
Data analysis
Risk mitigation
Customer lifecycle
Financial services
Regulated industry
Stakeholder management
Customer advocacy
Project management
Strategic planning
Business objectives
Usage trends
Client services
Enterprise information archiving
Surveillance
Analytics
Target operating models
Customer journey mapping
Voice-of-customer

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