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Added 1 hour ago
Financial Advisor - Yonge & 16th (37.5 hours/week)
Scotiabank
Richmond Hill, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 2 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and…
Added 2 hours ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- 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 3 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 3 hours ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
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 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 3 hours ago
EF
Wealth Planning Specialist (Langley & Surrey)
Envision Financial
Langley (District), BC · Langley, BC
- Full-time
The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of…
Added 3 hours ago
Wealth Planning Specialist (Langley & Surrey)
First West
Duncan, BC
The Wealth Planning Specialist (WPS) delivers professional, comprehensive financial planning advice to high-value members across assigned credit union branches. Through a holistic review of…
Added 4 hours ago
SW
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 4 hours 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 4 hours ago
B
VP Sales Lead
BMO
Toronto, ON · FCP
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.
Added 4 hours ago
B
VP Sales Lead
BMO
Edmonton, AB · Enbridge
- Full-time
Serve as a strategic advisor to business owners, executives, and key stakeholders.
Added 5 hours ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 5 hours ago
B
Senior Relationship Manager (Mid-Market)
BMO
Toronto, ON · FCP
- Full-time
Identify opportunities to expand relationships through lending, treasury management, deposits, investment, and wealth solutions.
Added 5 hours ago
RD
Associate
RBC Dominion Securities
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 5 hours ago
Financial Advisor
The Canada Life Assurance Company
Calgary, AB · Edmonton, AB · Langley (District), BC · Vancouver, BC · Winnipeg, MB · Moncton, NB · St. John's, NL · Halifax, NS · Hamilton, ON · Kitchener, ON · London, ON · Ottawa, ON · Peterborough, ON · Pickering, ON · Toronto, ON · Charlottetown, PE · Regina, SK · Langley, Brit
As a Financial Advisor you'll leverage your expertise to understand clients' unique needs and provide personalized advice and solutions that support their financial, physical, and mental…
Added 5 hours ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Belleville, ON
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 6 hours ago
D
Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
…oversight, and continuous enhancement of GCLP's compliance management framework. The CCO serves as a trusted advisor to senior management, supporting the organization's regulatory…
Added 6 hours 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 6 hours ago
Financial Advisor Trainee - Brampton Business Banking Centre
Scotiabank
Brampton, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $23 billion in assets under…
Added 6 hours ago
C
Third Party Market Conduct & Operations Specialist
Co-operators
Calgary, AB · Burlington, ON · Guelph, ON · Mississauga, ON · Toronto, ON · Regina, SK
- Full-time
Department: Individual Insurance and Wealth Management
Added 6 hours ago
CC
Business Advisor
Conexus Credit Union
Regina, SK
- Full-time
Providing needs based holistic financial advice to our commercial business members (e.g.: credit and wealth solutions; cash management services to support banking and deposit management)

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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