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Added 28 mins ago
EC
Stage Manager - Hybrid
Encore Canada
Brampton, ON
- Part-time
…from inception to invoicing. The Stage Manager acts as the Client’s primary point of contact as it relates to the run of the show when a Producer is not involved. The Stage Manager reports…
Added 28 mins ago
EC
Event Producer - Hybrid (Project-Based)
Encore Canada
Brampton, ON
- Full-time
…program, oversee show staff, forge positive relationships with client and verify final billing. The Event Producer is responsible for creating a Scope of Work relevant to the event in…
Added 5 hours ago
JS
Part Time Sales Associate
JD Sports / Livestock / Size?
Quebec, QC
- Part-time
Our Retail team is looking for a part-time sales associate at our Galeries de la Capitale location. Come be a part of our quickly growing and developing team at JD Sports Canada. You will…
Added 7 hours ago
NB
Wealth Management Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 7 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 7 hours ago
NB
Private banking associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth…
Added 7 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, 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 7 hours ago
A
Oracle Integration Cloud (OIC) Tech Arch – Environment Manager
Accenture
Mississauga, ON · Montreal, QC
- Full-time
…from each other and solve some of the world’s most complex client…
Added 8 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 8 hours ago
T
Personal Banking Associate (Full time)- Beauport
TD
Quebec, QC
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 8 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Dorval, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 8 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Quebec, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 8 hours ago
SD
Caissier(ère), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Mont-Laurier, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 8 hours ago
P
Bilingual Senior Associate-Financial Crime and AML
PwC
Toronto, ON · Montreal, QC
- Full-time
Experience in financial services and client-facing consulting or advisory work is considered an asset
Added 9 hours ago
T
Customer Experience Associate
TD
Penticton, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 9 hours ago
Store Associate
Sherwin-Williams
Owen Sound, ON
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 10 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Gatineau, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 11 hours ago
Store Associate
Sherwin-Williams
Duncan, BC
…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 11 hours ago
KS
Temporary Sales Associate
kate spade new york
Toronto, ON · Halton Hills, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 11 hours ago
C
Associate Insurance Advisor II
Co-operators
Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 11 hours ago
KS
Temporary Sales Associate
kate spade new york
Mirabel, QC · Montreal Premium Outlets
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 12 hours ago
PC
Sustainability Assurance Senior Associate (Bilingual FR/ENG)
PwC Canada
Montreal, QC
- Full-time
Launch your career at PwC Canada as a Senior Associate, Sustainability Assurance At PwC Canada, you will be part of a growing team that helps organizations build trust in their…
Added 12 hours ago
Project Coordinator
Konrad
Toronto, ON
This role is part of our Digital team, where your internal title will be Associate, Digital; working primarily in a project coordination capacity across client engagements. As a Project…
Added 12 hours ago
Product Analyst
Konrad
Toronto, ON
This role is part of our Digital team, where your internal title would be Associate, Digital; working primarily in a product analysis capacity across client engagements.
Added 12 hours ago
Associate Consultant
Konrad
Toronto, ON
Konrad is an AI-driven digital consultancy and product-innovation firm providing AI, strategy, design, and technology services to the world’s most ambitious businesses and brands.

Salesforce Partner Canada

Customer Success Manager - Core (Sales & Service) Clouds

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Experience: 3-4 years experience supporting customers using Sales Cloud and Service Cloud.
Posting language: English
Posted: Oct 21, 2026

Original job description

Description

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, providing guidance and advice to customer organizations. The CSM is responsible for identifying and addressing both technical and business concerns, 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).

This is an Individual Contributor position.

Your Impact

Customer Accountability and Value Alignment

Serve as the single point of customer accountability responsible for the delivery of all Signature deliverables, the overall customer experience, and renewal and expansion.
Coordinate all deliverables the customer is entitled to, overseeing the experience throughout the Signature lifecycle
Apply the correct processes to address customer needs and ensure value is delivered through the Signature offer.
Successfully align with and manage both Business and Technical Stakeholders, focusing on aligning Business Value and Technical Goals to the Signature offer.
Prioritize the most urgent work activities, organize tasks to avoid missing key steps, and create basic plans to focus time, taking responsibility for assigned tasks.
Use internal resources to increase effectiveness and rely on managers or mentors for guidance on priority problems.
Conduct enablement sessions on opportunity and case management, forecasting, pipeline hygiene, knowledge creation, and omni-channel routing
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
Track usage metrics (opportunity updates, activity logging, forecast submissions, report usage, case resolution times, knowledge article usage, channel adoption, and CSAT scores)
Develop and maintain strong relationships at key stakeholder levels, including cultivating executive-level relationships within customer IT and business leadership.
Act as a trusted advisor by gaining trust through mutual goals, understanding the customer’s business model, and applying proven solutions to their problems.
Solidify partnership commitments and drive innovation aligned with customers' business challenges.
Increase customer engagement with products and services and identify major political barriers to customer success.
Partner with more experienced team members to solve complex problems and develop strategic success plans when needed.
Conduct quarterly reviews of feature usage to drive adoption of tools like Journey Builder or Commerce Promotions, ensuring platform stability and performance.
Identify underutilization of contracted entitlements (e.g., messaging volume or GMV tiers) and align platform features with customer priorities to increase throughput.

Technical Health, Adoption, and Risk Management

AI Literacy: Proficiency in using AI agents to automate routine tasks such as meeting summaries, QBR data collection, and initial health monitoring.
Prompt Engineering Basics: Ability to use natural-language commands to guide AI agents in retrieving accurate customer data and generating first drafts of success plans.
AI Engagement Monitoring: Using AI-driven sentiment and intent analysis to flag early customer concerns for human intervention.
Collaborative Learning: Actively seeking out "Agentblazer" training and certifications to stay current on autonomous agent capabilities.
Learning & Development: Apply product knowledge and expertise to address technical concerns, use this knowledge to ask ** effective diagnosis questions**, and align platform features with customer priorities and roadmaps.
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) to protect peak revenue.
Forge strong multidisciplinary relationships with Sales, Engineering, and Product Management to lead and coordinate customer relationships for success and revenue opportunities.
Form a clear plan for client engagements, communicate clearly and proactively with collaborators, and keep the customer goal central to decision-making.
Escalate complex automation, data model, routing, or integration questions to technical resources

Minimum Requirements

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.
Possess industry-relevant expertise and begin honing skills in a relevant functional area. Should understand the broad impact of the industry on the customer’s business.
Excellent communication skills to articulate technical issues to diverse audiences and the ability to translate technical concepts into business terms.
Actively seek out relevant learning activities, approach obstacles as growth opportunities, and seek experienced mentors to accelerate personal development

Cloud/Platform Requirements: Along with the above.

3-4 years experience supporting customers using Sales Cloud and Service Cloud.
Working knowledge of core features:
- Sales Cloud: Leads, Accounts, Contacts, Opportunities, Forecasting, Reports & Dashboards
- Service 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.
Familiarity with Sales Cloud automation (workflows, process builder, flows for sales processes) and Service Cloud automation (email-to-case, web-to-case, case assignment rules, macros)
Ability to demonstrate Lightning Sales/Service Console and mobile app
Knowledge of common sales (territory management, lead assignment, opportunity stages) and Services (case deflection, knowledge management, multi-channel support) use cases.

Preferred Requirements

Sales Cloud Consultant and Service Cloud Consultant certifications
Additional Salesforce product certifications are a plus (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.

Apply About employer

More about this job

Responsibilities

Own the customer experience and delivery of Signature Success Plan commitments, aligning Salesforce capabilities with customer business priorities and supporting renewals and expansion. Advise stakeholders, drive Sales and Service Cloud adoption, monitor platform health and usage, and coordinate internal teams to address risks and customer issues.

Requirements

Requires at least three years of relevant professional experience and three to four years supporting customers using Sales Cloud and Service Cloud, along with strong consulting, communication, and stakeholder-influence skills. Candidates should understand core sales and service processes and Salesforce features; relevant Salesforce certifications and experience with Einstein capabilities are preferred.

Skills

Customer Success Management
Salesforce Sales Cloud
Salesforce Service Cloud
Stakeholder Management
Business Value Alignment
Consulting
Executive Communication
Platform Adoption
Sales Process Optimization
Service Process Optimization
Risk Management
Technical Troubleshooting
AI Agent Proficiency
Prompt Engineering
Data Quality
Incident Management

Visa sponsorship

Not detected in the job text

Keywords

Salesforce
Sales Cloud
Service Cloud
Financial Services Cloud
Health Cloud
Life Sciences Cloud
Media Cloud
Signature Success Plan
Customer Success
Opportunity Management
Forecasting
Pipeline Management
Case Management
Knowledge Management
Omni-Channel Routing
Lightning Sales Console
Service Console
Salesforce Flows
Email-to-Case
Web-to-Case
Einstein for Sales
Einstein for Service
AI Agents
Prompt Engineering
Agentblazer
Data 360 Specialist
Customer Satisfaction

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