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Client Success Manager
Symplicity. Build and maintain trusted client relationships throughout the customer lifecycle .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success and Client Management, with a strong focus on onboarding, implementation, and product support in a SaaS environment. Proficient in translating client needs into actionable solutions while fostering relationships and enhancing customer experience.
Highest-signal resume keywords
Customer Success ManagementSaaS Environment ExperienceClient Relationship BuildingData AnalysisBilingual Communication (English and French)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
OnboardingImplementationProduct SupportData AnalysisWorkflow UnderstandingKPI EstablishmentTechnical Concept CommunicationProblem-SolvingDigital LiteracyCustomer Advocacy
Soft Skills
Interpersonal SkillsOrganizational SkillsSelf-MotivationCollaborationCustomer-Focused Mindset
Tools & Technologies
SymplicityOrbisSaaS PlatformsDatabases
Industry Keywords
Higher Education SectorPost-Secondary InstitutionsClient EngagementCustomer ExperienceCross-Sell Opportunities
About the role
Key responsibilities & impact- Build and maintain trusted client relationships throughout the customer lifecycle
- Act as a strategic advisor to help clients define goals, establish KPIs, and achieve measurable outcomes using Symplicity and Orbis solutions
- Support onboarding, implementation, adoption, and optimization of products and services
- Facilitate discovery workshops and client meetings to understand challenges, workflows, goals, and requirements
- Translate client business requirements into actionable recommendations and map solution capabilities to client needs
- Provide guidance and frontline support for product questions, challenges, and workflow issues
- Help clients adopt new product features, functionality, and best practices
- Communicate technical concepts to non-technical stakeholders
- Collaborate with Product, Development, Support, Implementation, and internal teams on customer feedback and requirements
- Identify opportunities to improve product usability, functionality, adoption, and customer experience
- Proactively identify at-risk clients and develop engagement and satisfaction strategies
- Identify upsell and cross-sell opportunities and collaborate with Account Executives
- Develop client success stories, case studies, references, and customer advocacy initiatives
- Encourage engagement through webinars, roadshows, training, community initiatives, and feedback sessions
- Improve knowledge bases, customer resources, training materials, and support documentation
- Participate in building a customer community
- Work with Billing to resolve billing, invoice, and sales quote issues
- Maintain proactive communication with clients and internal stakeholders
- Manage priorities independently and improve processes and customer outcomes
- Travel periodically for client meetings, onsite training, conferences, and other business activities
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree, college diploma, or equivalent professional experience
- Experience in Customer Success, Client Management, Account Management, Product Support, Implementation, Onboarding, or a similar customer-facing role
- Experience working in a software or SaaS environment is highly desirable
- Experience working with post-secondary institutions, universities, colleges, or the higher education sector is considered a strong asset
- Strong digital literacy and willingness to learn new technologies and software platforms
- Ability to understand data, workflows, and technology and their impact on business and customer processes
- Ability to understand and communicate technical concepts to non-technical audiences
- Strong analytical and problem-solving skills
- Excellent verbal and written communication skills
- Strong relationship-building and interpersonal skills
- Customer-focused mindset
- Highly organized, detail-oriented, self-motivated, and able to manage multiple priorities
- Flexible and collaborative approach to cross-functional teamwork
- Ability to work independently and contribute effectively as part of a team
- Comfortable working in a fast-paced environment and meeting deadlines
- Willingness to travel periodically for client meetings, training, and conferences
- Experience with databases, data analysis, SaaS platforms, or other technology solutions is an advantage
- Professional communication in both English and French
Benefits
Comp & perks- Collaborative and supportive workplace culture
- Employee wellbeing initiatives
- Professional development opportunities
- Community involvement opportunities
- Team engagement opportunities
- Flexible choice to work remotely or from the Hamilton office
- Opportunities for in-person collaboration and team engagement