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Added 28 mins ago
C
Business Development Manager, Inside Sales
CMLS
Calgary, AB
- Full-time
…business and improve conversion, gaining hands-on portfolio management…
Added 1 hour ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
…(RDU) means playing a key role in business development, client relationship management, and influential leadership within your team. You will serve as a trusted point of reference,…
Added 6 hours ago
GT
Senior Associate, Audit – Relocate to Australia
Grant Thornton Australia
Calgary, AB
- Full-time
Are you an experienced Auditor looking for a role in Australia? We have an exciting opportunity for a Senior Associate to join our Audit team in Melbourne or Adelaide!
Added 7 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
- Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 8 hours ago
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Regional Operations Manager - Abbotsford- BC
Foodtastic
Abbotsford, BC
- Full-time
…sales, performance, guest experience scores, Food Safety and Associate…
Added 9 hours ago
RB
Equipment Finance Associate
Royal Bank of Canada
Burlington, ON
- Full-time
The Equipment Finance Associate plays a key national middle office role in mitigating credit, client, reputational and operational risks related to simple and complex leasing processes,…
Added 9 hours ago
PC
Cybersecurity Generalist Senior Associate
Pwc Canada
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
As a Cybersecurity Generalist Senior Associate at PwC, you’ll help our team deliver current client projects. Work alongside experienced colleagues and technical specialists to assess…
Added 11 hours ago
RO
Optometrist – Full-Time – Private Practice – Cornwall, ON (No Weekends)
Review of Optometric Business
Cornwall, ON
- Full-time
Career Articles Personal Finance Careers Search Practice Management SEE MORE »
Added 11 hours ago
WF
Whole Body Team Leader (Body Care, Makeup, Vitamins, Nutrition Department Manager)
Whole Foods Market
Ottawa, ON
- Full-time
…compliance, and special projects as assigned. Leads and develops Associate Team Leaders and Team Members. Accountable for Team Member hiring, development, corrective actions and…
Added 11 hours ago
TS
Fire Protection Design Engineer - Associate Principal
TalentSphere Staffing Solutions
Ottawa, ON
- Full-time
Position: Senior / Associate / Future Principal
Added 11 hours ago
WC
(can) staff pharmacist
Walmart Canada
Whitchurch-Stouffville, ON
- Contract
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 11 hours ago
C
STORE MANAGER - YORKDALE
Celine
Toronto, ON
- Full-time
The Store Manager is responsible for overall management of the store, staff, merchandise, and customer service. They will also be responsible for achieving sales objectives, maintaining,…
Added 12 hours ago
Customer Experience Associate - Port Alberni BC (18.75hrs/week)
Scotiabank
Port Alberni, 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
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 12 hours ago
C
Client Engagement Associate
CIBC
Trail, BC
- Part-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 13 hours ago
UO
Lead, Program Partnerships & Projects, UCalgary Continuing Education
University of Calgary
Calgary, AB
- Full-time
…Partnerships & Projects is a key member of the Office of the Associate Vice-President (Continuing Education) team and provides direct leadership and oversight for establishing priorities…
Added 13 hours ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Toronto, ON
- Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 13 hours ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Richmond, BC
- Full-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 13 hours ago
SD
Beauty Manager, Hourly Full Time Day
Shoppers Drug Mart
Toronto, ON
- Full-time
This position requires the ability to act upon tasks and goals outlined by management
Added 13 hours ago
I
Client and Operations Associate
Insigneo
Toronto, ON
- Full-time
The Client and Operations Associate is responsible for providing dedicated client service, operational, and administrative support to clients, Financial Advisors, custodians, and internal…
Added 13 hours ago
S
Business Development Representative - SMB
Solink
Ottawa, ON
- $68,500 to $85,000 CAD / year
- Full-time
Reports To: Dylan Monsinger, Associate Manager, Business Development
Added 13 hours ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 13 hours ago
T
Personal Banking Associate Trainee
TD
AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 13 hours ago
C
Client Engagement Associate [Hourly]
CIBC
Sherwood Park, AB
- Part-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 14 hours ago
I
Medical Advisor Neuroscience
Ipsen
Mississauga, ON
- Full-time
…external) training. Additionally, field activity could include management of Ipsen initiated activities such as oversight and coordination of Ipsen-sponsored studies (CSS) in Canada, as…

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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