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BDO Canada

Customer Success Manager, Dynamics 365 Managed Services – Business Central, F&O, CE

BDO Canada

Customer Success Manager overseeing Dynamics 365 managed services engagements for BDO. Building client relationships and ensuring service delivery through Agile methodologies.

Posted 6/17/2026full-timeMontreal • 🇨🇦 CanadaMid-LevelSeniorWebsite

Tech Stack

Tools & technologies
ERPPMP

About the role

Key responsibilities & impact
  • Oversee and guide the team responsible for executing new and ongoing engagements
  • Own and manage a portfolio of assigned clients and their managed services programs
  • Coach staff, foster continuous improvement, and monitor best practices to enhance service delivery
  • Build relationships with clients to support achieving their business objectives
  • Manage compliance with SLAs and KPIs
  • Encourage innovation and identify additional service opportunities
  • Apply Agile methodologies in daily operations and ITIL principles
  • Conduct regular executive business reviews with senior stakeholders

Requirements

What you’ll need
  • Extensive experience working with clients on Dynamics 365 managed services engagements (Business Central, F&O and/or CE)
  • 5+ years of overall experience in ERP and CRM technology within client success management, project management, technical support or another related role
  • Proven experience in managing ERP and/or CRM from initiation through to implementation and transition to Operations team.
  • Certification in ERP / CRM products a strong asset
  • Experience interacting with senior leadership in an Enterprise organization
  • Agile Certification (CSM), ITIL or PMP preferred.
  • Bachelors or Diploma or degree in Information technology, Business Management, Project Management preferred.

Benefits

Comp & perks
  • Comprehensive benefits from day one
  • Flexible personal time off policy
  • Reimbursement for wellness initiatives that fit your lifestyle
  • Opportunities for learning and development
  • Competitive total cash compensation
  • Local and national charity initiatives support

ATS Keywords

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Hard Skills & Tools
Dynamics 365Business CentralF&OCEERP technologyCRM technologyproject managementtechnical supportservice deliverycompliance management
Soft Skills
coachingcontinuous improvementrelationship buildinginnovationstakeholder managementteam leadershipcommunicationclient success managementmonitoring best practicesexecutive business reviews
Certifications
Agile Certification (CSM)ITILPMPERP / CRM product certification