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Symplicity

Client Success Manager

Symplicity

. Build and maintain trusted client relationships throughout the customer lifecycle .

Posted 9/28/2026full-timeRemote • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core 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

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Applicant 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