Jobs in Canada

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Added 5 mins ago
RB
Client Advisor
Royal Bank of Canada
Whitehorse, YT
- Full-time
· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 49 mins ago
S
Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
…performance-based bonus opportunities, a competitive benefits program, and robust learning and development initiatives aimed at promoting employee support and…
Added 1 hour ago
A
Private Banking Advisor
ATB
Lloydminster, SK
- Full-time
The Private Banking Advisor delivers a high-touch, relationship-driven banking experience to high-net-worth and ultra-high-net-worth clients across Alberta. Working within an integrated…
Added 1 hour ago
A
Personal Banking Advisor - Lethbridge Paramount
ATB
Lethbridge, AB
- Full-time
Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes…
Added 1 hour ago
S
Client Experience and Services Manager, Stores
sephora.com
Thunder Bay, ON
- Full-time
As the next Client Experience & Beauty Services Manager at Sephora, you will directly influence the client experience and overall store performance. This dual-focused role leads both the…
Added 2 hours ago
IW
Senior Administrative Assistant - Winnipeg, MB
IG Wealth Management
ON · Ontario, Canada
- Full-time
Support business development through planning and executing client acquisition events
Added 2 hours ago
SE
Senior Design Firms Sales Representative
Schneider Electric
Richmond, BC
- $129,600 to $172,800 CAD / year
- Full-time
This is a high-impact role designed for someone who thrives at the intersection of technical expertise, relationship building, and business development.
Added 3 hours ago
P4
Director Sales, Asian Markets
Pier 4 Ltd.
Toronto, ON
- Full-time
Proactively follow up on meetings, events, and business development activities to advance opportunities and maintain strong advisor relationships.
Added 3 hours ago
R
Client Advisor
RBC
Whitehorse, YT
- Full-time
· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 3 hours ago
HR
Beauty Advisor - Jo Malone London
Holt Renfrew
Toronto, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 3 hours ago
AF
Personal Banking Advisor - Lethbridge Paramount
ATB Financial
Lethbridge, AB
- Full-time
Drive Sales with Expertise: Guide retail personal and business clients toward the right savings, investment, and lending products for their short- and long-term goals. This includes…
Added 3 hours ago
LC
Business Relationship Manager - Sarnia
Libro Credit Union
Sarnia, ON
- Full-time
This role is central to supporting the growth and financial well-being of members by providing tailored financial solutions, bringing in specialist support where needed, and fostering…
Added 3 hours ago
TS
TDS Operations Analyst III
TD Securities
Toronto, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 3 hours ago
II
Vice President, Brand Health Tracking
Ipsos in Canada
Toronto, ON
- Full-time
The VP will play a critical leadership role within Ipsos Brand Health Tracking, serving as both a commercial leader and trusted advisor to clients. This individual will be responsible for…
Added 3 hours ago
BB
Computer Sales Associate (Full Time)
Best Buy Canada
Langley (District), BC
- Full-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 4 hours ago
HR
Beauty Advisor - Jo Malone London
Holt Renfrew
Toronto, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 4 hours ago
WC
Admissions Advisor
Western Community College
Surrey, BC
- Full-time
The successful candidate must be flexible and available to work rotating shifts, including evenings and weekends · Schedule: 40 hours per week; flexibility to work rotating shifts covering Monday through Sunday, between 9:00 AM and 8:00 PM
Added 4 hours ago
BB
Associé(e) aux ventes - Mobile (Temps plein) / Mobile Sales Associate (Full Time)
Best Buy Canada
Canada
- Full-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 4 hours ago
Financial Advisor - Smiths Falls (20-month contract)
Scotiabank
Smiths Falls, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 5 hours ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
AB · Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 5 hours ago
S
Lead, Account Solution Engineer/Manufacturing & Automotive
Salesforce
Toronto, ON · Montreal, QC · Canada - Montreal
- Full-time
Trusted Advisor & Strategic Roadmaps: Serve as the technical trusted advisor for strategic accounts, navigating a wide array of assignments spanning business development, operations, and IT…
Added 5 hours ago
P
Client Success Manager
Posh
Canada
- Full-time
You’re independent, but you’re a team player at heart. You can run with your own book of business, but you crave being part of a team, collaborating with clients and colleagues across…
Added 5 hours ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
YNCU was created by working people and small business owners who pooled their money to make affordable financial services available to one another. They weren’t just customers - they were…
Added 5 hours ago
D
Wealth Management Senior Advisor
Desjardins
Thetford Mines, QC · Sainte-Marie, QC · Saint-Georges, QC · Service Signature Beauce-Appalaches-Etchemins
- Full-time
As a Senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 5 hours ago
D
Advisor, Business development and sales support
Desjardins
Montreal, QC · Quebec, QC
- Full-time
As a sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…

Posh

Client Success Manager

Canada

Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: 3+ years of experience working at a credit union or bank.
Posting language: English
Posted: Nov 12, 2026

Original job description

About Posh

At Posh, we’re revolutionizing the way financial institutions serve their communities.

Through innovative AI solutions, we make customer support more accessible, fast, and enjoyable for both callers and staff members. Our AI assistants span digital (web and mobile) and voice (phone) channels, while our internal-facing solutions directly augment staff members’ ability to serve.

We believe the most successful AI products are built on a symbiotic relationship between humans and AI, with each empowered to put their best foot forward. The bar is low, but the ceiling is high. Come build with us!

About The Role

Posh’s clients don’t just need to adopt AI. They need to thrive with it. As a Client Success Manager, you’ll make sure they do. You’ll own the client relationship after implementation, drive adoption of Posh’s AI solutions, and make sure every client realizes the full value of their investment. Your work directly secures renewals, helps clients withstand competitive pressure, and grows Posh’s footprint within their organizations.

You’ll guide clients through every stage of their AI journey: helping them understand and use new features, spotting risks early, and finding where additional AI capabilities can make a difference. You’ll work closely with Sales, Product, and Marketing, and you’ll be the person clients trust to explain what’s coming on Posh’s roadmap and why it matters to them.

This role is for someone strategic, proactive, and genuinely excited about AI adoption, someone who would rather dig into a client’s problem than close a ticket.

What You’ll Do

Client Engagement & Product Adoption

Serve as the primary point of contact after sales handoff, making the move from onboarding to ongoing success seamless.
Educate clients on new features, best practices, and the efficiencies AI can unlock for their teams.
Spot underused features and show clients how to get more value from them.
Lead implementation of Posh Lab solutions, conduct working sessions, product deep dives, and enablement programs that drive real adoption.

Client Advocacy & Risk Management

Act as a trusted advisor, addressing concerns proactively and escalating risks when needed.
Bring client insights back to Product, Marketing, and Sales so the voice of the client shapes what we build and how we sell.
Keep Salesforce records accurate and current, tracking engagement, risks, and opportunities.

AI Adoption & Competitive Positioning

Communicate Posh’s AI roadmap and help clients plan for upcoming innovations.
Guide clients through each phase of AI adoption with a structured, measurable approach.
Track market trends and competitor moves so you can address competitive threats before clients raise them.

Renewal & Retention

Monitor client health, engagement, and renewal readiness to catch churn risk early.
Resolve risks and competitive challenges before they affect retention.
Partner with internal teams to deliver a smooth renewal process and long-term satisfaction.

Expansion

Identify opportunities to expand AI adoption across each client’s organization.
Partner with the Account Growth Manager on strategic expansion conversations.
Build relationships with additional stakeholders to broaden Posh’s presence within each account.

What You’ll Bring

3+ years of experience working at a credit union or bank. You understand how financial institutions operate, the pressures they face, and how they make decisions.
Client-facing experience in customer success, account management, member services, or a similar role, ideally in SaaS or AI-driven technology.
Hands-on experience with AI adoption strategies, product positioning, and competitive analysis.
Proficiency in Salesforce or a similar CRM.
Ability to work East Coast hours preferred.

How You Work

You’re scrappy. You’ve worn a lot of hats, and your career may not have followed a straight line. You’ve picked up skills across different roles and know how to put them to work wherever they’re needed.
You find a way. When the answer isn’t documented, or the resource doesn’t exist yet, you figure it out, and you stick with hard problems until they’re solved.
You’re consultative, not a ticket taker. You want to be challenged, and you get to the root of a client’s problem instead of just answering the request in front of you.
You ask a lot of questions. Curiosity drives how you learn the product, the industry, and each client’s business, and you’re never afraid to ask “why?”
You read the room. You pick up on what clients aren’t saying, anticipate needs before they’re voiced, and know when to push and when to listen.
You adjust quickly. When priorities shift, a client’s needs change, or the roadmap moves, you reset and keep going.
You’re comfortable with technology. You can learn how the product works under the hood, troubleshoot alongside clients, and translate technical details into business value.
You’re independent, but you’re a team player at heart. You can run with your own book of business, but you crave being part of a team, collaborating with clients and colleagues across Sales, Product, and Marketing, and bringing your voice to every conversation.

Benefits At Posh

Financial Wellness: Competitive salary, company equity, and retirement planning (401k).
Health & Family: Medical, dental, and vision insurance coverage, plus fully paid parental leave.
Flexible Time Off: A flexible vacation policy that encourages a healthy work-life balance and true recharge time.
Professional Growth: Dedicated annual budgets for professional development, combined with structured, meeting-free growth days.
Lifestyle & Connection: Monthly home office and wellness stipends, paid volunteer time off, and regular team offsites.

Our Commitment to Equal Opportunity

Posh does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.

Apply on LinkedIn About employer

More about this job

Responsibilities

Own client relationships after implementation, drive adoption of Posh’s AI solutions, and help clients realize value through enablement, roadmap guidance, and proactive risk management. Monitor client health and renewal readiness, identify expansion opportunities, and share client insights with Sales, Product, and Marketing.

Requirements

Requires at least three years of experience working at a credit union or bank, along with client-facing experience in customer success, account management, member services, or a similar role. Candidates should have hands-on experience with AI adoption strategies, product positioning, and competitive analysis, plus proficiency with Salesforce or a similar CRM; East Coast hours are preferred.

Skills

Client Success Management
Customer Success
Account Management
AI Adoption
Product Adoption
Client Enablement
Risk Management
Renewal Management
Client Retention
Account Expansion
Competitive Analysis
Salesforce
Stakeholder Management
Consultative Problem-Solving
Cross-Functional Collaboration

Benefits

Company Equity
401(k)
Medical Insurance
Dental Insurance
Vision Insurance
Paid Parental Leave
Flexible Vacation
Professional Development Budget
Meeting-Free Growth Days
Home Office Stipend
Wellness Stipend
Paid Volunteer Time Off
Team Offsites

Visa sponsorship

Not detected in the job text

Keywords

Financial Institutions
Credit Unions
Banking
Artificial Intelligence
AI Adoption
SaaS
Customer Success
Client Success
Account Management
Member Services
Product Adoption
Client Enablement
Salesforce
CRM
Competitive Analysis
Product Positioning
Renewals
Client Retention
Account Expansion
Risk Management
Client Health
Stakeholder Management
Product Roadmap
Voice of the Customer
Cross-Functional Collaboration
Digital Channels
Mobile
Web
Voice Technology
Posh Lab

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Work requirements

Jobs in Canada