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Added 18 mins ago
T
Entry Level Banking Operations Associate | Recent Graduates Encouraged To Apply
TEKsystems
Toronto, ON
- $22 CAD / hour
- Full-time
Our client, a leading financial institution, is seeking detail-oriented professionals to join a growing Wealth Operations team. This is an excellent opportunity for individuals interested…
Added 12 hours ago
Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
Courtenay, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 12 hours ago
Customer Experience Associate - Courtenay BC (30hrs/week)
Scotiabank
Courtenay, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 12 hours ago
Customer Experience Associate - Courtenay BC (18.75hrs/week)
Scotiabank
Courtenay, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 20 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 20 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 20 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 21 hours ago
P
Associé d'entrepôt saisonnier/ Seasonal Warehouse Associate
POOLCORP
Boucherville, QC
- Full-time
Expérience préalable de la conduite de chariot élévateur.
Added 22 hours ago
M
Bilingual Associate, New Business – Individual
Manulife
Waterloo, ON
- Full-time
…agents, and distribution partners offers financial protection and wealth management products and services to millions of clients. We also provide asset management services to institutional…
Added 1 day ago
S
Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
Scotiabank
Mount Forest, ON
- Full-time
Our Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
Customer Experience Associate - Hillside Shopping Centre, Victoria BC (22.5hrs/week)
Scotiabank
Victoria, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
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ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 day ago
AI
Equity Research Associate (Toronto or Boston)
AGF Investments
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
The Equity Research Associate supports analysts and portfolio managers through fundamental company and industry research, financial modelling and valuation analysis. The Associate…
Added 1 day ago
SP
Customer Success Manager - Core Clouds
Salesforce Partner Canada
Toronto, ON
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 1 day ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- Full-time
…efficient and collaborative individual to join our leading wealth management firm as an Investment…
Added 1 day ago
RD
Associate
RBC Dominion Securities
Guelph, ON
- Full-time
We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and…
Added 1 day ago
Customer Experience Associate - Glenmore Square Branch, AB (30 hours/week) Contract, April 2027
Scotiabank
Calgary, AB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
AW
Senior DevSecOps Engineer
Aviso Wealth
Remote, Canada
- $120,000 to $135,000 CAD / year
- Full-time
- Remote
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 1 day ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Belleville, ON
- Other
Open the door to more. Introduce Members to other FBC and Harvest services, such as bookkeeping, payroll, insurance and wealth, when they’re genuinely useful.
Added 1 day ago
A
DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $130,000 CAD / year
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 1 day ago
AM
Equity Research Associate (Toronto or Boston)
AGF Management
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
The Equity Research Associate supports analysts and portfolio managers through fundamental company and industry research, financial modelling and valuation analysis. The Associate…
Added 1 day ago
Customer Service Representative - Ouellette & Park, Windsor (18.75 hrs/week)
Scotiabank
Windsor, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
ScotiaMcLeod Investment Associate - Toronto
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 day ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across…
Added 1 day ago
Sales Associate
Rogers Communications
Toronto, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…

Salesforce Partner Canada

Customer Success Manager - Core Clouds

Toronto, ON, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

Description

The Experience

The Customer Success Manager (CSM) is a versatile expert responsible for ensuring high-value customers who purchase the Signature Success Plan achieve a significant return on their investment with our platform. This role functions as an extension of the customer’s workforce and a trusted advisor, identifying and addressing both technical and business concerns and aligning them strategically with customer priorities, projects, and problems.

We are looking for candidates who have experience supporting customers in one or more of the following industries:

Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and improved customer and member outcomes through the Salesforce platform. Direct experience with Financial Services Cloud is preferred. Location: NY Metro preferred
Health & Life Sciences (HLS) – Collaborates with healthcare providers, payers, life sciences, pharmaceutical, and medical device companies to support digital health initiatives, regulatory compliance, and improved patient/member outcomes through the Salesforce platform (Direct experience with Health Cloud and/or Life Sciences Cloud strongly preferred).
Technology Media Telecommunication (TMT) – Works with technology companies, telecommunications providers, media organizations, and high-tech firms to accelerate innovation, improve customer success outcomes, and drive platform adoption at scale (Direct experience with Media Cloud strongly preferred).

What You'll Actually Be Doing

Customer Accountability and Value Alignment

Serve as the single point of customer accountability for all Signature deliverables, the overall customer experience, and renewal and expansion, overseeing the experience throughout the Signature lifecycle.
Align with and manage Business and Technical Stakeholders, focusing on aligning Business Value and Technical Goals to the Signature offer.
Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing, and share best practices for sales and service process optimization, data quality, and customer experience.

Strategic Advisory and Stakeholder Management

Drive adoption of Sales and Service Cloud features with reps, agents, managers, supervisors, and ops teams, tracking usage metrics (opportunity updates, activity logging, forecast submissions, report usage, case resolution times, knowledge article usage, channel adoption, and CSAT scores) and conducting quarterly reviews of feature usage.
Develop strong relationships at key stakeholder levels, including executive-level relationships within customer IT and business leadership, acting as a trusted advisor by understanding the customer’s business model and applying proven solutions to their problems.

Technical Health, Adoption, and Risk Management

Use AI agents to automate routine tasks such as meeting summaries, QBR data collection, and initial health monitoring, and use AI-driven sentiment and intent analysis to flag early customer concerns for human intervention.
Proactively monitor and conduct quarterly reviews, identify trends, and provide tailored release recommendations to ensure stability, performance, and feature enhancement. Serve as the primary interface for major incidents (e.g., checkout failures or email deliverability drops), and escalate complex automation, data model, routing, or integration questions to technical resources.

You're Our Person If...

Experienced business professional, preferably with 3+ years of relevant industry expertise in Customer Success, Salesforce, SaaS platform use, or related fields.
Strong consulting skills and demonstrated ability to drive business value, facilitate discussions, handle objections, and influence C-level conversations, with excellent communication skills to translate technical concepts into business terms.
3-4 years experience supporting customers using Sales Cloud and Service Cloud, with working knowledge of core features:Sales Cloud: Leads, Accounts, Contacts, Opportunities, Forecasting, Reports & DashboardsService Cloud: Cases, Knowledge, Queues, Service Console, Omni-Channel routing
Understanding of Sales (lead-to-cash, opportunity management, pipeline management) and Service (case management, escalation, SLA management) processes, and familiarity with Sales Cloud automation (workflows, process builder, flows) and Service Cloud automation (email-to-case, web-to-case, case assignment rules, macros).

Even Better If...

Sales Cloud Consultant and Service Cloud Consultant certifications, plus additional Salesforce product certifications (AI Associate, Administrator, Advanced Administrator, Platform App Builder, Data 360 Specialist, Agentblazer).
Experience with Einstein for Sales (lead scoring, opportunity insights, activity capture) and Service (case classification, article recommendations, next base actions).
Understanding of how Sales Cloud integrates with marketing automation and service tools and how Service Cloud integrates with telephony, chat, messaging, and self-service portals.

Note: this role is office-flexible, and the expectation is to be in-office a minimum of three (3) days per week.

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More about this job

Responsibilities

Own the customer experience and value delivery throughout the Signature Success lifecycle, aligning business and technical stakeholders while driving adoption of Sales Cloud and Service Cloud. Monitor customer health and usage, advise on platform improvements, manage major incidents, and escalate complex technical issues to appropriate specialists.

Requirements

Candidates should have relevant customer success, Salesforce, SaaS, or industry experience, including 3–4 years supporting customers using Sales Cloud and Service Cloud. They should understand sales and service processes, communicate technical concepts in business terms, and be able to consult with stakeholders and influence senior leaders; relevant Salesforce certifications and Einstein experience are preferred.

Skills

Customer Success
Salesforce
Sales Cloud
Service Cloud
Stakeholder Management
Business Value Alignment
Consulting
Executive Communication
Platform Adoption
Opportunity Management
Forecasting
Case Management
Omni-Channel Routing
Risk Management
AI-Driven Sentiment Analysis

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Signature Success Plan
Sales Cloud
Service Cloud
Financial Services Cloud
Health Cloud
Life Sciences Cloud
Media Cloud
Einstein for Sales
Einstein for Service
AI Agents
Customer Success
SaaS
Opportunity Management
Lead-to-Cash
Pipeline Management
Forecasting
Case Management
Knowledge Management
Omni-Channel Routing
Workflow Automation
Salesforce Flows
Email-to-Case
Web-to-Case
Case Assignment Rules
Salesforce Certifications
Data Quality
Customer Health Monitoring
Quarterly Business Reviews
Financial Services

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