The ad says“3+ years of experience in customer success, account management, or a related client-facing role with a technology company, including ownership of a portfolio of accounts”
The ad says“Demonstrated experience in using AI platforms (e.g., ChatGPT, Claude) or AI-powered customer success tools to automate routine tasks, analyze client data, and enhance service delivery”
The ad says“Previous experience in a B2B SaaS environment”
The ad says“Demonstrated experience in using AI platforms (e.g., ChatGPT, Claude) or AI-powered customer success tools to automate routine tasks, analyze client data, and enhance service delivery”
The ad says“Demonstrated experience in using AI platforms (e.g., ChatGPT, Claude) or AI-powered customer success tools to automate routine tasks, analyze client data, and enhance service delivery”
The ad says“Demonstrated ability to work cross-functionally with Product and other teams”
The ad says“3+ years of experience in customer success, account management, or a related client-facing role with a technology company, including ownership of a portfolio of accounts”
The ad says“Comfortable leading difficult conversations and resolving escalations independently”
The ad says“Proven track record driving retention and expansion outcomes, ideally with measurable results you can speak to”
Values
The ad says“Direct experience in the coworking, flex space, or proptech industry”
The ad says“Direct experience in the coworking, flex space, or proptech industry”
The ad says“Familiarity with HubSpot”
The ad says“Experience mentoring or informally supporting more junior Customer Success teammates”
The ad says“Direct experience in the coworking, flex space, or proptech industry”
As a Customer Success Manager, you’ll start by owning the complete client journey for your portfolio – from their first onboarding call through renewal and expansion
That gives you deep, end-to-end context on our clients and product from day one, and it’s a strong training ground for building account instincts before your book of business grows
As your portfolio expands, your role will increasingly concentrate on retention and expansion, and deepening product adoption
Own the complete client journey for your portfolio, from the first onboarding call through renewal and expansion
Facilitate onboarding calls and drive milestone completion for new clients in your book, transitioning this work as your portfolio grows
Serve as the primary relationship owner for a portfolio of clients, driving retention, adoption, and account health
Lead proactive retention and expansion conversations, identifying upsell and growth opportunities tied to measurable outcomes
Own escalations from the CS and Support team
Partner with Product to influence the roadmap based on patterns in client feedback and account data
Run onboarding independently, end-to-end, when needed — facilitating calls and driving milestones for complex or high-value accounts, overflow volume, or team coverage
Provide feedback and help shape our AI-powered tools and agents that support the CS team across the full client lifecycle
Maintain accurate account records in Hubspot across the full client lifecycle, from onboarding through renewal and expansion
Preferred experience
AI-savvy: comfortable working alongside AI-powered tools and providing feedback to help improve them
Available for occasional early morning and late afternoon hours to support clients
3+ years of experience in customer success, account management, or a related client-facing role with a technology company, including ownership of a portfolio of accounts
Eligible to work in Canada
Demonstrated ability to work cross-functionally with Product and other teams
Proven track record driving retention and expansion outcomes, ideally with measurable results you can speak to
Comfortable leading difficult conversations and resolving escalations independently
Versatile across the full client lifecycle — equally capable owning onboarding as you are owning renewal and expansion
We welcome applicants from all walks of life. Even if you don’t feel you meet every requirement listed, we would still love to hear why you think you would be an awesome addition to our team, and we encourage you to apply
Previous experience in a B2B SaaS environment
Demonstrated experience in using AI platforms (e.g., ChatGPT, Claude) or AI-powered customer success tools to automate routine tasks, analyze client data, and enhance service delivery
Experience mentoring or informally supporting more junior Customer Success teammates
Direct experience in the coworking, flex space, or proptech industry
