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Manager, Sales Operations & Client Success

  • AB, Canada
  • Calgary, AB, T2E 7Y4, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Job details

Job type
Full-time
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

An exciting internal opportunity is now open!

If you're ready to take the next step in your professional journey, we'd love to hear from you. Internal mobility is a key part of our commitment to employee growth, and we encourage all interested and qualified employees to explore this position.

Check out the job details below and submit your application through BambooHR. We encourage you to discuss your interest with your manager and apply before the posting closes.

About the Opportunity

The Manager, Sales Operations & Client Success owns the system behind the revenue engine and the health of the client after the sale.

Where the Strategic Accounts Manager is accountable for the outcome on named accounts, this role is accountable for the system that makes those outcomes repeatable: how leads are handled, how quickly the company responds, how clean the data is, how well a new client is onboarded, and whether the relationship stays healthy over time.

The role manages the Client Care team and the Sales Assistant, and works directly with the Chief Revenue Officer.

Your responsibilities include, but are not limited to:

  • Lead flow and response management. Monitor every inbound lead from arrival through assignment. Ensure each one is engaged by the sales team within the agreed service standard, and escalate when it is not.
  • CRM and data discipline. Own the accuracy and completeness of records in HubSpot. Monitor daily activity, correct gaps, and maintain the reporting foundation the Revenue Office depends on.
  • Team leadership. Manage, coordinate and develop the Client Care team and the Sales Assistant. Set standards, run the daily rhythm, and hold the team to agreed service levels.
  • Client onboarding. Own the new client's first impression. Make sure onboarding runs to a defined standard and that the client is properly set up before the first shipment moves.
  • Documentation and compliance completeness. Ensure every required document and process is in place from day one. Customs work is document-heavy and incomplete files create real service and audit risk.
  • Client health and retention. Maintain relationship health across the client base after the sale. Identify accounts at risk, run structured check-ins, and coordinate recovery where needed.
  • Reporting. Deliver a weekly report to the Chief Revenue Officer against a defined set of metrics, so problems surface early rather than quietly.
  • Revenue Office projects. Lead specific initiatives and improvement projects assigned by the Chief Revenue Officer.
  • Cross-functional coordination. Work alongside Strategic Accounts and the Operations team so handoffs are clean and the client experience holds together end to end.
  • Professional development. Stay current on tooling, process and industry practice.

About You

Must Haves:

  • Experience managing or coordinating a small team, or running an operational support function
  • Strong CRM discipline. HubSpot experience, or the ability to become proficient quickly
  • Highly organized and process-minded, comfortable working from metrics and reporting
  • Strong written and verbal communication
  • Able to hold people to a standard, including people who do not report to them
  • Comfortable building a process where none exists yet

Assets:

  • Experience in logistics, freight forwarding or customs brokerage
  • Familiarity with customs documentation and compliance requirements
  • Post-secondary education in business or a related field
  • Experience with client onboarding or account management

Good luck, and thank you for being part of our team!

More about this job

Responsibilities

The Manager of Sales Operations & Client Success oversees the revenue engine systems, including lead management, CRM data integrity, and client onboarding. They are responsible for leading the Client Care team, ensuring client health and retention, and providing regular performance reporting to the Chief Revenue Officer.

Requirements

Candidates must have experience managing teams or running operational support functions, along with strong CRM discipline and proficiency in HubSpot. A background in logistics, freight forwarding, or customs brokerage is considered an asset, as is post-secondary education in business.

Skills

  • Sales Operations
  • Client Success
  • CRM Management
  • HubSpot
  • Team Leadership
  • Client Onboarding
  • Data Analysis
  • Process Improvement
  • Logistics
  • Freight Forwarding
  • Customs Compliance
  • Reporting
  • Account Management
  • Communication
  • Project Management

Visa sponsorship

Not detected in the job text

Categories

  • Sales
  • Management & Leadership
  • Customer Service & Support
  • Logistics
  • Administrative

Keywords

  • Sales Operations
  • Client Success
  • HubSpot
  • CRM
  • Lead Management
  • Client Onboarding
  • Logistics
  • Freight Forwarding
  • Customs Brokerage
  • Compliance
  • Data Integrity
  • Revenue Office
  • Team Leadership
  • Account Management
  • Reporting
  • Process Development
  • Strategic Accounts
  • Operations

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