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

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Hard Skills

Dynamics 365Business CentralF&OCEERP technologyCRM technologyproject managementtechnical supportservice deliverycompliance management

Soft Skills

coachingcontinuous improvementrelationship buildinginnovationstakeholder managementteam leadershipcommunicationclient success managementmonitoring best practicesexecutive business reviews

Tools & Technologies

managed servicesAgile methodologiesITIL principlesSLAsKPIs

Certifications & Qualifications

Agile Certification (CSM)ITILPMPERP / CRM product certification

Industry Keywords

client success managementimplementationtransition to OperationsEnterprise organization

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