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Added 2 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC · Saint-Laurent, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 2 hours ago
NB
Private Wealth Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
AW
Training and Development Advisor
Agilus Work Solutions
AB · Edmonton, AB
- Contract
Our client is seeking an experienced Training & Competency Assurance Advisor to support workforce capability, compliance, and operational excellence across multiple Oil Sands sites in…
Added 5 hours ago
NB
Banking Advisor
National Bank of Canada
Granby, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Nicolet, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
A
Senior Service Designer
Aviso
Toronto, ON
- $95,000 to $105,000 CAD / year
- Full-time
We're looking to fill an opening for a Senior Service Designer to join our Client Experience team.
Added 7 hours ago
FH
Pharmacy Technician - Langley Memorial Hospital
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $36.26 CAD / hour
- Part-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 10 hours ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 11 hours ago
H
Architecture Principal – Education, Science and Sport
HDR
Toronto, ON
- Full-time
…group, responsible for driving excellence in project delivery, client engagement, business development and market growth across the Education, Science and Sports sector. This role requires…
Added 11 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 11 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 11 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 12 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 12 hours ago
CT
Retail Advisor - Part Time
Clutch Technologies Inc.
Halifax, NS
- Part-time
As a Part-Time Retail Advisor (Inbound Field Specialist), you may be the only Clutch team member a customer ever meets in person. Our entire car-buying and selling journey happens online -…
Added 12 hours ago
DC
Senior Environmental Engineer or Geoscientist
Dillon Consulting Limited
London, ON
- Full-time
…excellent technical and project management skills who builds strong client relationships, you will thrive in our fast-paced and agile…
Added 12 hours ago
BF
Health Safety Environment Coordinator
BAUER Foundations Canada Inc.
Richmond, BC
- $35 to $45 CAD / hour
- Contract
Develop good working relationships with the client and ensure that the values held by client are communicated to all BFCA staff on site;
Added 12 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required.
Added 12 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 13 hours ago
RJ
Financial Advisor Assistant
Raymond James
Calgary, AB
- Full-time
Prepare client presentations with guidance from the financial advisor assistants;
Added 14 hours ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Sudbury, ON · Sault Ste. Marie, ON
…maintaining and growing a book of business and acting as an advisor to foster valued relationships with our commercial clients. Are you a results-driven person who also loves providing…
Added 15 hours ago
Senior Strategist, Enterprise
BrainStation
Toronto, ON
…You will lead discovery, form the point of view on where a client stands and where they need to be, and shape the roadmap that gets them there. You follow developments in AI and digital…
Added 15 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
This is transformation work, and you will be accountable for it. You will lead engagements end to end, own the client relationship day to day, set the strategic direction of the work, and…
Added 17 hours ago
TO
Manager, HIS & Clinical Solutions
The Ottawa Hospital
Ottawa, ON
- Full-time
The Manager serves as a key advisor to the Director, Atlas Alliance Fusion Operations and Informatics to manage and ensure the successful deployment, implementation, and maintenance of the…

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, 65,000 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: 1+ 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.

Preferred 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 (Yonge & Eglinton East / 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.

Apply About employer

More about this job

Responsibilities

Manage a portfolio of 150–250 accounting and advisory firms, using scheduled reviews, health signals, and targeted interventions to improve partner outcomes and prevent churn. Drive onboarding, product adoption, client-book migration, and revenue expansion while coordinating escalations and sharing partner feedback with internal teams.

Requirements

Requires a bachelor's degree, college diploma, or equivalent experience, plus at least one year in customer success, partner success, account management, or B2B client engagement. Candidates should understand accounting and bookkeeping, have experience managing a large portfolio and driving retention and expansion, and be proficient with CRM and customer success tools; English-French bilingual ability is preferred for Canadian hires.

Skills

Customer Success
Partner Success
Account Management
Portfolio Management
Customer Retention
Revenue Expansion
Cross-Selling
Accounting And Bookkeeping
Data-Driven Prioritization
CRM And Customer Success Tools
Business Reviews
Partner Onboarding
Stakeholder Influence
Escalation Management
Digital Campaigns
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

B2B SaaS
FinTech
Cloud Software
Customer Success
Partner Success
Scaled Success
Portfolio Management
Accounting
Bookkeeping
QuickBooks
Float
Xero
Salesforce
ChurnZero
Gainsight
CRM
Health Scores
Platform Telemetry
ARR
NRR
Payroll
Payments
Expense Management
Bill Pay
ProAdvisor
KYB
Digital Campaigns
Client Onboarding
Practice Management
Customer Retention

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