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Added 1 hour ago
I
Manager, Product Manufacturing
Inertia
Toronto, ON
- Full-time
…takes real ownership of the outcome. For the people on our team, that means working across the whole product journey rather than one slice of it, and seeing the things you build reach…
Added 1 hour ago
I
Product Development Team Lead
Inertia
Toronto, ON
- Full-time
We’re looking for an experienced medical device product development engineer with exceptional project leadership, client management, and team coordination skills to join our talented team.
Added 1 hour ago
Event Sales Manager
Hollywood Bowl Group
Waterloo, ON
Arrange and confirm all event details with client prior to the event; communicate information to all team members
Added 1 hour ago
Event Sales Manager
Hollywood Bowl Group
Vaughan, ON
Arrange and confirm all event details with client prior to the event; communicate information to all team members
Added 2 hours ago
TW
Wealth Compliance Officer
Thrive Wealth Management
Regina, SK
- Full-time
Ensuring sales and service activities meet compliance regulations to mitigate risk for the client, advisor, and the Credit Union.
Added 4 hours ago
BT
Manager
Baker Tilly Canada
Moncton, NB · Greater Moncton, NB
- Full-time
We are looking for a Manager to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a…
Added 5 hours ago
WC
Housing Services Coordinator (2026-410-HHS)
WoodGreen Community Services
Toronto, ON
- Full-time
This position is accountable to the Manager, Tenant Resolutions and Housing Operations for the daily management of the physical, administrative and operational components of the housing…
Added 5 hours ago
BH
Client & Sales Specialist
BeWell Health Centres
Hamilton, ON · Mississauga, ON
- Full-time
Has a proven track record in sales, customer service, client acquisition, business development, or a similar role.
Added 7 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
A number of work schedules are possible and will vary depending on team availability. This position reports to the Branch Manager. On a day-to-day basis, you’ll work with a team of experts…
Added 7 hours ago
NB
Advisor in the Counterparty Documentation Center
National Bank of Canada
Montreal, QC
- Full-time
…this role, you will be part of a dynamic and collaborative team where the work is evolving, stimulating, and impactful. You will help remediate and strengthen client documentation to uphold…
Added 7 hours ago
NB
Business Development Manager
National Bank of Canada
London, ON
- Full-time
We are currently seeking a Business Development Manager to join our Consumer Financing Services Ontario Sales Team, based in South Western Ontario Area. You will develop and implement…
Added 7 hours ago
NB
Director, Portfolio Management
National Bank of Canada
Surrey, BC
- Full-time
a Director, Portfolio Management in the Commercial Banking team at National
Added 7 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership…
Added 7 hours ago
NB
Product Director Insurance
National Bank of Canada
Montreal, QC
- Full-time
Within National Bank Insurance, you will be part of a highly engaged team and report to a Senior Manager responsible for strategy and growth. Our team is distinguished by its…
Added 7 hours ago
NB
Retirement Stategy Advisor
National Bank of Canada
Brossard, QC
- Full-time
You are part of a specialised team that stands out for its collaborative spirit and commitment to providing a simple, human and personalised client experience. You work in synergy with…
Added 7 hours ago
NB
Residential Mortgage Specialist
National Bank of Canada
Windsor, ON
- Full-time
from a technical standpoint and in the quality of client service,
Added 7 hours ago
WC
Case Manager (2026-398-CC)
WoodGreen Community Services
Toronto, ON
- Contract
Working as part of a multidisciplinary team of Client Support Workers and Case Managers, you will provide comprehensive clinical support, including client assessments, case planning, and…
Added 7 hours ago
IS
Front Desk Receptionist
InVision Staffing Services Inc.
Toronto, ON · Scarborough, ON
- Contract
Our client is a recognized Manufacturer of HVAC and fluid technology systems are actively seeking a dynamic and organized Office Administrator to join their growing team! This role is…
Added 7 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 8 hours ago
B
Facility Manager II
BGIS
Calgary, AB
- Full-time
Supervise Team Members including directing activities, establishing goals and objectives, performance evaluation and communicating vision for operations and maintenance; supervise…
Added 8 hours ago
Retail Temporary Keyholder, Maje, Royalmount, Montreal
SMCP NORTH AMERICA (US, CANADA)
Montreal, QC
As a Keyholder, you’ll support the store leadership team to ensure the smooth operation of the store and deliver an exceptional customer experience every day. You’ll use your passion for…
Added 9 hours ago
WC
Housing Services Coordinator (2026-410-HHS)
WoodGreen Community Services
Toronto, ON
- Full-time
This position is accountable to the Manager, Tenant Resolutions and Housing Operations for the daily management of the physical, administrative and operational components of the housing…
Added 9 hours ago
PC
Senior Occupational Health and Safety Project Manager
Pinchin Canada
Richmond, BC
- Full-time
Pinchin is seeking a Senior Project Manager to join our Occupational Health & Safety team in Richmond. The role reports to the Operations Manager. This is an existing role.
Added 9 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
Reporting to the Sales Manager – Business Development, the Sales Representative will contribute directly to revenue growth by turning qualified opportunities into active shipping clients…
Added 10 hours ago
K
Store Manager - Lime Ridge Mall (New Store Opening!)
Knix
Hamilton, ON
- Full-time
We’re opening the doors to our newest retail location and looking for a dynamic Store Manager to lead the charge. This is your opportunity to build and inspire a team from the ground up,…

Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel

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

About Us

TP is a worldwide leader in client experience management, digital business services, and strategic contact center outsourcing. With more than 500,000 employees globally, TP combines high-performing on-site infrastructure with cutting-edge remote delivery models, providing support across 300 languages and dialects. Consistently recognized in Fortune Magazine's Top 25 World's Best Workplaces in partnership with Great Place to Work®, TP empowers enterprise technology partners to scale strategic go-to-market and partner success operations seamlessly across premier global markets.

Our Work Culture

At TP, we remain true to our core values of integrity, respect, professionalism, innovation, and commitment:

Autonomous: We encourage and trust your independent judgment to prioritize high-leverage interventions across your portfolio.
Progressive Work Environment: Clear vertical and horizontal growth pathways backed by structured coaching and tier-readiness programs.
Flexible & Impact-Driven: We emphasize tangible outcomes, commercial retention, and partner health over activity volume.
Innovative: Every idea matters - we empower operators to build new 0-to-1 playbooks and optimize operational workflows.
Inclusive: A collaborative global culture where diverse perspectives are celebrated and everyone wins together.

About the job

As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms, bookkeepers, and fractional CFOs. Within our partner GTM model, this segment represents highly defensible recurring revenue and the foundation of end-client subscription adoption. In this role, you protect the partner book against competitor migration, accelerate multi-product adoption (including Core Accounting, Payroll, Payments, Expense Management, Time, and Accountant Suites), and empower advisory firms to scale their practices efficiently.

You operate through a proven Scaled Success motion - pairing an annual scheduled value cadence with real-time, signal-triggered 1:1 interventions and digital 1:many leverage. This is a high-impact role combining consultative account stewardship, data-driven prioritization, and authentic domain credibility.

Competitive annual base salary, 80,000 Annual CAD and French BIL premium 4000 Annual CAD, commensurate with experience, plus comprehensive performance-based incentive programs tied to portfolio retention, expansion ARR, and partner health metrics with an annual OTE of up to 12.5%.

Key Responsibilities and Accountabilities

The Partner Customer Success Manager executes across four strategic pillars to drive partner health, revenue retention, and ecosystem expansion:

Scaled Portfolio Management & Cadence: Own and manage a designated portfolio of 150–250 accounting, bookkeeping, and advisory firms as their primary post-sales point of contact; execute structured annual value reviews supported by automated mid-year health check-ins.
Signal-Triggered Rapid Intervention: Monitor CRM health metrics, engagement indicators, and platform telemetry in real time; proactively intervene 1:1 whenever risk triggers fire (e.g., stalled client onboarding, platform usage drops, or competitor migration signals).
Revenue Defense & Churn Prevention: Protect whole-book partner relationships to prevent silent attrition of entire underlying client subscriptions, developing proactive recovery playbooks for accounts showing disengagement or decline.
Client Book Migration & Multi-Product Attach: Partner with firm principals to migrate additional client books onto the cloud platform; drive organic expansion and cross-sell across ecosystem solutions including Payroll, Payments, Corporate Cards/Expense Management, Bill Pay, and Accountant Suites.
Practice Onboarding & Tier Progression: Lead structured onboarding from initial introduction to accelerate time-to-first-value; coach accounting professionals through certification programs (e.g., ProAdvisor) and tier progression milestones.
Campaign Targeting & Digital Leverage: Deploy pre-built expansion toolkits, educational webinars, and digital 1:many campaigns targeted at qualifying client segments across the portfolio to drive self-serve adoption.
Dedicated Partner Escalation Route: Serve as the trusted, authoritative single point of contact for complex partner operational inquiries; coordinate with Technical Support, Approvals/KYB, and Risk teams to deliver industry-leading response resolution.
Voice of the Partner Channel: Act as internal partner champion by surfacing recurring workflow bottlenecks, data-mapping gaps, and product enhancements directly to Product, Engineering, and RevOps leadership.

Job Requirements (Minimum skills and technical requirements)

Education: Bachelor's degree, College diploma, or equivalent professional experience.
Experience: 3+ years in Customer Success, Partner Success, Account Management, or B2B Client Engagement within B2B SaaS, FinTech, or Cloud software (candidates with 1+ years in a high-volume, scaled CS motion demonstrating exceptional commercial results are strongly considered).
Domain Knowledge: Demonstrated working understanding of accounting and bookkeeping fundamentals, compliance workflows, and practice management operations.
Portfolio Management at Scale: Proven track record managing a large book of business (150+ accounts) using smart prioritization, automated triggers, and digital leverage rather than unsustainable blanket high-touch.
Commercial Track Record: Demonstrated success in driving product adoption, expanding recurring revenue (ARR/NRR), and safeguarding retention within a matrixed enterprise organization.
Tooling & Data Literacy: Proficiency with enterprise CRM and CS tooling (Salesforce, ChurnZero, Gainsight) and analytics platforms; adept at interpreting health scores, telemetry data, and task queues to guide daily outreach.
Bilingual Communication preferred (Canada Hires): Exceptional professional verbal and written communication skills in both English and French (minimum CEFR C1 proficiency required).

Required Skills & Competencies

Commercial Acumen: Balances consultative advocacy with strong commercial instincts to identify cross-sell opportunities, run business reviews, and articulate ROI to firm owners.
Data-Driven Prioritization: Ability to filter signal from noise across large datasets to invest high-touch effort where it drives maximum retention and growth impact.
Influence Without Authority: Skilled at motivating external partner principals to adopt new workflows while coordinating internal cross-functional partners (Sales, Product, Support, Approvals) to resolve blockers.
Accountability & Resilience: Thrives in a fast-paced, high-growth environment with ownership over commercial outcomes; maintains composure, focus, and empathy under high-volume demands.
Adaptive & Solution-Oriented Communication: Smoothly transitions between strategic advisory conversations with firm leaders and practical, technical workflow troubleshooting with operational staff.

Required Qualifications

Accounting Certifications: Foundational qualification in accounting or bookkeeping (e.g., CPA, CA, CFA, ACCA, ICB, CIPP) or official ProAdvisor certification.
Platform Experience: Hands-on experience with QuickBooks, Float, Xero, or comparable financial management, spend management, and ERP software ecosystems.
Scaled CS Methodology: Direct experience in pooled, digital-first, or automated customer success delivery models within global BPO or high-growth tech environments.

Benefits & Perks

Structured career advancement pathways supported by self-assessments, virtual training, and guided leadership curriculum.
Comprehensive paid 4-week product and onboarding training, plus generous paid annual leave.
Continuous professional learning through progressive, tenure-specific certification and enablement programs.
Competitive base salary complemented by performance-based incentive and quarterly reward structures.
Comprehensive Medical, Dental, and Vision coverage, plus Employee and Family Assistance Programs (EFAP).
Vibrant, collaborative workplace with dedicated Rewards & Recognition celebrations.

Schedule

Fixed schedule: Monday to Friday, 9-hour shift (9:00 AM – 6:00 PM local time). No weekend or overnight rotations required.

Location

Toronto Office (At Client office, The Well, Downtown Toronto) – Onsite

Diversity, Equity & Inclusion

TP is home to a global family with diverse backgrounds, cultures, and lived experiences. We embrace diversity and never discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, citizenship, disability, pregnancy status, veteran status, or other protected grounds.

Artificial Intelligence in Recruitment: We may use technology, including artificial intelligence (AI) tools, to assist with candidate sourcing, resume evaluation, and interview scheduling. These tools augment our recruitment team and do not replace human judgment. All hiring decisions are made thoughtfully by our recruitment and leadership teams in full alignment with human rights and privacy legislation.

Accessibility & Accommodations: Teleperformance welcomes and encourages applications from individuals with disabilities. Accommodations are available upon request for candidates participating in all stages of the assessment and interview process.

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More about this job

Responsibilities

Manage a portfolio of 150–250 accounting and advisory firms, using scheduled reviews, health signals, and digital campaigns to improve partner adoption and retention. Prevent churn, expand product usage and recurring revenue, support onboarding and partner escalations, and relay channel feedback to internal teams.

Requirements

Requires at least three years of relevant customer success, partner success, account management, or B2B client engagement experience, with experience managing a large portfolio and driving adoption, expansion, and retention. Candidates must have foundational accounting or bookkeeping credentials or ProAdvisor certification, hands-on experience with financial software, and direct experience with scaled customer success methods; a degree or equivalent experience is required.

Skills

Customer Success
Partner Success
Account Management
Portfolio Management
Customer Retention
Revenue Expansion
Cross-Selling
Accounting and Bookkeeping
Scaled Customer Success
Data-Driven Prioritization
CRM and Customer Success Tools
Stakeholder Influence
Partner Onboarding
Business Reviews
Workflow Troubleshooting
Bilingual Communication

Benefits

Paid Annual Leave
Medical Coverage
Dental Coverage
Vision Coverage
Employee and Family Assistance Program
Product and Onboarding Training
Professional Development and Certification Programs
Career Advancement Pathways
Performance-Based Incentives
Quarterly Rewards
Rewards and Recognition

Visa sponsorship

Not detected in the job text

Keywords

Customer Success
Partner Success
Accounting Firms
Bookkeeping
Fractional CFO
B2B SaaS
FinTech
Cloud Software
QuickBooks
Float
Xero
Salesforce
ChurnZero
Gainsight
ProAdvisor
CPA
CA
CFA
ACCA
ICB
CIPP
Scaled Success
Digital-First Customer Success
Portfolio Health Metrics
Platform Telemetry
ARR
NRR
Payroll
Payments
Expense Management

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