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Lead Client Success Manager

  • Waterloo, ON, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
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Original job description

Opentext - The Information Company

OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of digital transformation.

AI-First. Future-Driven. Human-Centered.

At OpenText, AI is at the heart of everything we do - powering innovation, transforming work, and empowering digital knowledge workers. We are hiring talent AI can't replace to help us shape the future of information management. Join us.

YOUR IMPACT

As a Lead Client Success Manager at OpenText, you’ll play a key role in helping SaaS clients progress from onboarding to adoption, measurable value realization, renewal and growth. You’ll manage a scaled portfolio of one-to-many SaaS accounts, combining portfolio leadership, product telemetry, digital engagement and targeted human intervention to expand product usage and accelerate business outcomes across a broad client base.

You’ll segment clients by lifecycle stage, adoption maturity, value potential and risk; orchestrate repeatable success programs; and use data to identify when proactive outreach will have the greatest impact. You’ll also serve as the voice of the client while partnering across Sales, Renewals, Product, Marketing, Support, Professional Services, Learning Services and Operations.

What The Role Offers

  • Portfolio Strategy and Segmentation: Manage a scaled portfolio, typically 1–50 SaaS accounts depending on complexity and annual recurring revenue. Segment accounts by lifecycle, health, adoption maturity, value potential and risk to prioritize the right motion and level of engagement.
  • Adoption and Consumption: Establish adoption baselines and targets for each segment. Monitor active users, license activation, usage frequency, feature breadth and depth, workflow completion, data or transaction volume, integration usage and release adoption to identify friction and growth opportunities.
  • One-to-Many Engagement: Design and deliver webinars, office hours, cohort onboarding, adoption clinics, digital campaigns, community sessions, release-readiness events and role-based enablement that address common client needs at scale.
  • Success Planning at Scale: Translate client objectives into lightweight, repeatable success plans and adoption milestones. Use templates, playbooks and automated journeys to guide clients toward measurable outcomes while reserving individual plans for higher-risk or higher-potential accounts.
  • Health and Risk Management: Maintain a current portfolio view using product telemetry, engagement, support, sentiment, commercial and lifecycle signals. Trigger intervention when agreed thresholds are missed, document recovery actions and coordinate escalation with the appropriate teams.
  • Value Realization: Connect usage to client business outcomes. Capture measurable value, adoption stories and proof points that support executive communication, renewal confidence, expansion conversations and reference development.
  • Renewal and Growth Readiness: Partner with Renewals, Sales and Account Management to provide clear client pulse, adoption evidence, risks, opportunities and recommended actions well ahead of renewal. Identify expansion potential based on utilization, unmet use cases and additional user or capability needs.
  • Client Advocacy: Aggregate recurring feedback and adoption barriers across the portfolio. Represent patterns to Product Management, Cloud Strategy, Support and Services, and close the feedback loop with clients.
  • Program Optimization: Test and refine one-to-many plays based on participation, behavior change and business results. Share winning practices, improve automation and contribute to a consistent, world-class SaaS Client Success operating model.
  • Cross-Functional Leadership: Coordinate actions across Marketing, Product, Sales, Renewals, Support, Professional Services, Learning Services and Operations without relying on direct authority. Ensure clear ownership, timelines and follow-through for portfolio priorities.

What You Need To Succeed

  • Professional Experience: 8+ years in SaaS client success, customer success, account management, digital success, consulting or a related client ownership role, including experience managing a scaled portfolio.
  • SaaS Adoption Expertise: Demonstrated success using product analytics and client health signals to improve activation, adoption, consumption, retention or expansion.
  • Scaled Success Programs: Experience designing or delivering one-to-many programs such as cohort onboarding, webinars, office hours, digital campaigns, communities and automated lifecycle journeys.
  • Data Fluency: Ability to interpret telemetry, health scores, engagement data and commercial signals; convert insight into prioritized outreach; and communicate portfolio trends through concise dashboards and executive-ready narratives.
  • Digital and Operational Capability: Comfort working with CRM, customer success platforms, product analytics, marketing automation, webinar and collaboration tools. Experience with platforms such as Salesforce, Gainsight, ClientSuccess, Pendo, WalkMe, Power BI or equivalent is an asset.
  • Leadership and Influence: Ability to lead cross-functional action, facilitate decisions, manage competing priorities and influence stakeholders at multiple levels without direct authority.
  • Communication: Strong written, verbal and presentation skills, with the ability to translate technical capabilities into practical client outcomes and scalable enablement.
  • Execution: Self-directed, organized and comfortable operating in a high-volume environment. Uses clear thresholds, service levels and operating rhythms to ensure proactive follow-through.
  • Education: Bachelor’s degree or equivalent practical experience. Customer Success, SaaS, change management, project management or product adoption certifications are an asset.

One Last Thing

OpenText is more than just a corporation, it's a global community where trust is foundational, the bar is raised, and outcomes are owned. This is an exciting opportunity to shape scalable client success experiences, influence SaaS adoption across a broad portfolio and help clients realize greater value from their OpenText solutions.

OpenText's commitment to diversity and inclusion surpasses legal requirements, evident in our Equal Employment Opportunity Statement of Policy which promotes a respectful and empowering environment for employees of all backgrounds, culture, national origin, race, color, gender, gender identification, sexual orientation, family status, age, veteran status, disability, religion, or other basis protected by applicable laws.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please contact us at hr@opentext.com. Our proactive approach fosters collaboration, innovation, and personal growth, enriching OpenText's vibrant workplace.

Compensation: At OpenText, we offer a thoughtfully designed benefits package that supports your physical, emotional, and financial wellbeing. A summary of those benefits can be found on our Why Join Us page. As you move through the hiring process, we’re happy to provide more details about our compensation programs, including variable and commission compensation opportunities for eligible roles, vacation entitlement, and paid time off.

Salary Range: $86,800 - $130,200; Depending on the candidate’s education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted.

AI Usage Disclosure: As part of our commitment to transparency, we use artificial intelligence (AI) tools to assist in various stages of our recruitment process, including resume screening, candidate matching, interview scheduling, and communications. These tools are designed to improve efficiency, reduce bias, and enhance candidate experience. All decisions regarding hiring are made by qualified human professionals, and we continuously monitor our AI systems to ensure fairness and compliance with applicable regulations.
More about this job

Responsibilities

Manage a scaled portfolio of SaaS clients, using segmentation, product telemetry, digital programs, and targeted outreach to improve adoption, realize measurable value, and identify risks and growth opportunities. Coordinate with Sales, Renewals, Product, Support, and other teams to support renewals, advocate for client needs, and optimize repeatable success programs.

Requirements

Requires 8 or more years of experience in SaaS client success, customer success, account management, digital success, consulting, or a related client ownership role, including scaled portfolio management. Candidates should have experience with product analytics and scaled adoption programs, strong data, communication, and cross-functional leadership skills, and a bachelor’s degree or equivalent practical experience.

Skills

  • SaaS Client Success
  • Portfolio Management
  • Client Segmentation
  • Product Analytics
  • SaaS Adoption
  • Customer Health Monitoring
  • One-to-Many Engagement
  • Success Planning
  • Value Realization
  • Renewal and Expansion Readiness
  • Client Advocacy
  • Cross-Functional Leadership
  • Data Analysis
  • Digital Engagement
  • Stakeholder Influence
  • Executive Communication

Visa sponsorship

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Categories

  • Customer Service & Support
  • Management & Leadership
  • Sales
  • Technology
  • Data & Analytics

Keywords

  • SaaS
  • Client Success
  • Customer Success
  • Portfolio Segmentation
  • Product Telemetry
  • Product Analytics
  • Customer Health Scores
  • Adoption and Consumption
  • Lifecycle Journeys
  • Digital Campaigns
  • Cohort Onboarding
  • Webinars
  • Office Hours
  • Success Plans
  • Value Realization
  • Renewal Readiness
  • Expansion Opportunities
  • Client Advocacy
  • Cross-Functional Leadership
  • CRM
  • Customer Success Platforms
  • Marketing Automation
  • Salesforce
  • Gainsight
  • ClientSuccess
  • Pendo
  • WalkMe
  • Power BI
  • Change Management
  • Project Management

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