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Added 38 mins ago
D
Client Financial Services Agent
Desjardins
Gatineau, QC · Caisse populaire Desjardins de Gatineau
- Full-time
As a Client Financial Services Agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 9 hours ago
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Front desk agent
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Winnipeg, MB
- From $17 CAD / hour
- Full-time
- On-site
Added 12 hours ago
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Professional Assistant Branch Manager Wealth
TD
Ottawa, ON
- Full-time
TD Private Wealth Management is a premier full-service brokerage and wealth management business with an unwavering focus on becoming the leading, most respected Wealth Management Advisory…
Added 15 hours ago
CB
Front desk agent
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Charlottetown, PE
- From $18 CAD / hour
- Full-time
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Added 15 hours ago
V
Client Success Representative
Vistera
Coquitlam, BC
- $80,000 to $85,000 CAD / year
- Full-time
…HR, and finance experts through our platform. Vero, our multi-agent orchestration layer, does the intake, research and prep. An experienced expert signs off on every…
Added 16 hours ago
SP
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Toronto, ON
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Share best practices for sales and service process optimization, data quality, and customer experience
Added 16 hours ago
S
Customer Success Manager - Global Public Sector
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Share best practices for sales and service process optimization, data quality, and customer experience
Added 16 hours ago
P
Capital Markets and Accounting Advisory Services, Manager
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Vancouver, BC
- Full-time
…financial reporting issues and transactions. You'll tackle client’s needs with a solution-oriented approach that creatively addresses complex accounting and reporting problems for high…
Added 16 hours ago
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Vancouver, BC
- Full-time
…financial reporting issues and transactions. You'll tackle client’s needs with a solution-oriented approach that creatively addresses complex accounting and reporting problems for high…
Added 16 hours ago
P
Cybersecurity - Cybersecurity Generalist - Manager 2 - CS - G
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Montreal, QC · Quebec, QC
- Full-time
…experience across various domains, maintaining the protection of client systems and data. You will apply a broad understanding of cybersecurity principles and practices to address diverse…
Added 18 hours ago
D
Financial services Agent, Clientele
Desjardins
Quebec, QC · Caisse Desjardins de Limoilou
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 19 hours ago
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Client Financial Services Agent
Desjardins
Montreal, QC
- Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business…
Added 20 hours ago
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US State and Local Tax, Senior Associate
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- Full-time
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- Full-time
Crée une expérience client exceptionnelle à tout coup grâce à votre dévouement au service à la clientèle et à votre professionnalisme
Added 21 hours ago
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Customer Service Representative
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Saint-Hyacinthe, QC · St-Hyacinthe, QC
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MXA Talent Solutions recrute un(e) Agent(e) service client II pour un environnement manufacturier établi à Saint-Hyacinthe, au Québec. Ce poste convient à une personne bilingue en service à…
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Added 1 day ago
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Technology Strategy & Transformation, Senior Associate
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Vancouver, BC · Victoria, BC
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Added 1 day ago
UO
Security Guard
University of Ottawa
Ottawa, ON
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Added 1 day ago
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Clinical Nurse Educator, Home Care
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Added 1 day ago
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front desk agent
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Added 1 day ago
AA
Agent d'approvisionnement (Commandes) - Supply Management Officer (Ordering)
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Added 1 day ago
UO
Associate Director, Health Services
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Waterloo, ON · Health Services
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…health needs are met through integrated, evidence-informed service…
Added 1 day ago
B
Team Captain, Technical Support
Boldr
Remote, Canada
- Full-time
- Remote
Ensure that the team meets company and client-specific KPI targets through product/service training
Added 1 day ago
B
Team Captain, Technical Support
Boldr
Toronto, ON
- $50,400 to $63,000 CAD / year
- Full-time
Ensure that the team meets company and client-specific KPI targets through product/service training

Vistera

Client Success Representative

Coquitlam, BC, Canada

$80,000 to $85,000 CAD / year · Full-time

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Job details

Pay: $80,000 to $85,000 CAD / year
Job type: Full-time
Apply by: Nov 7, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

Client Success Representative

About Us

Vistera is an AI-accelerated professional services platform that replaces the billable hour with the delivered outcome. Small businesses get same-day access to senior legal, HR, and finance experts through our platform. Vero, our multi-agent orchestration layer, does the intake, research and prep. An experienced expert signs off on every outcome.

Vistera is built on 55 years of supporting Canadian businesses. We launched in August 2026, and client success sits at the centre of how small business owners find us, try us and come back for more.

Location: Coquitlam, BC

Position Type: Full time

Reports To: VP Revenue & US Operations

Department: Client Success

Compensation: $80,000 to $85,000/year

Position Summary

We're looking for a Client Success Representative which we call an “Expert Success Representative” to own the relationship with the professionals (lawyers, HR consultants, and finance experts) who power our platform. Think of this as a client success role, but your client is our expert community. As our network and transaction volume grow, this is a high visibility, high impact role with real room to shape how we support and grow this critical group.

You'll be responsible for the full lifecycle of the expert relationship: onboarding, activation, engagement, retention, and growth. You'll build the rhythms, touchpoints, and programs that keep our experts thriving on the platform.

What You'll Do

Own onboarding & activation: Guide newly approved experts through setup, platform training, and their first engagements so they ramp quickly and confidently.
Drive ongoing engagement: Build regular check in cadences (QBRs, health checks, pulse surveys) to understand expert satisfaction, utilization, and pain points.
Monitor expert health metrics: Track engagement, responsiveness, client ratings, and utilization; proactively intervene when an expert's activity or satisfaction dips.
Be the voice of the expert internally: Surface trends, blockers, and feature requests to Product, Marketing, and Leadership to continuously improve the expert experience. Seek out and document expert success stories that can be shared for marketing purposes.
Support retention & growth: Identify experts ready for more client volume, higher tier engagements, or specialty focus areas, and connect them with opportunities.
Manage escalations: Resolve expert side issues (billing, scheduling, client mismatches, platform friction) quickly and empathetically.
Build scalable programs: As the network grows, design playbooks, resource libraries, and community touchpoints (webinars, office hours, recognition programs) that don't rely on 1:1 time alone.
Partner cross functionally: Work closely with Client Success (SMB side), Sales, and Product to ensure supply (experts) and demand (SMB clients) stay balanced and both sides win.

What You Bring

3+ years in a client success, customer success, account management, or partner/community management role, ideally with a two sided marketplace or professional services background.
A genuine passion for relationship management and a track record of building trust with a sophisticated, professional audience (attorneys, consultants, finance professionals, or similar).
Comfort with ambiguity and building processes from scratch. You'll be defining the playbook, not just following one.
Strong data instincts. You're comfortable using engagement and utilization metrics to prioritize your time and outreach.
Excellent written and verbal communication; you can speak credibly with legal, HR, and finance professionals.
Experience with CRM/CS tools (e.g., Zoho, HubSpot, Salesforce, Gainsight, or similar).
Bonus: prior experience in legal, HR, finance, or professional services, or in a marketplace or gig platform environment.

Why Join Us Now

This is a genuinely exciting moment to join. Our Expert Network is expanding rapidly alongside client demand, and this role will directly shape how we scale that side of the marketplace. You'll have the autonomy to build programs and processes from the ground up, direct access to leadership, and the opportunity to grow into a bigger team building role as our expert base scales.

To learn more about Vistera, who we are, and our values come check us out at Vistera.ai.

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More about this job

Responsibilities

Own the expert relationship lifecycle, including onboarding, activation, engagement, retention, growth, and resolution of expert-side issues. Track expert health and satisfaction, share insights across teams, and build scalable programs that improve the expert experience and balance marketplace supply with client demand.

Requirements

Requires at least three years of experience in client success, customer success, account management, or partner or community management, ideally in a two-sided marketplace or professional services setting. Candidates should be strong relationship builders with data instincts, excellent communication skills, comfort creating processes from scratch, and experience with CRM or customer success tools.

Skills

Relationship Management
Client Success
Customer Success
Account Management
Partner Management
Community Management
Expert Onboarding
Platform Training
Engagement Management
Retention
Data Analysis
CRM Tools
Escalation Management
Process Development
Cross-Functional Collaboration
Written And Verbal Communication

Visa sponsorship

Not detected in the job text

Keywords

Client Success
Expert Success
Professional Services
Two-Sided Marketplace
Expert Network
Onboarding
Activation
Engagement
Retention
Utilization Metrics
Health Checks
Quarterly Business Reviews
Pulse Surveys
Client Ratings
Escalation Management
Playbooks
Resource Libraries
Webinars
Office Hours
Recognition Programs
CRM
Zoho
HubSpot
Salesforce
Gainsight
Legal
Human Resources
Finance
Marketplace Supply And Demand

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