PSD

Client Success Operations

PSD

full-time

Posted on:

Location Type: Hybrid

Location: London • 🇨🇦 Canada

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Salary

💰 CA$55,000 - CA$65,000 per year

Job Level

JuniorMid-Level

About the role

  • Working cross functionally with subject matter experts from the PSD team.
  • Support the sales team on opportunity management through administration and filing of the creation, updating, and closing of deals
  • Contribute to team success by constantly updating Salesforce and keeping the team informed on client interactions
  • Collaborate with Marketing to ensure proper lead management processes, metrics, and policies are being followed and reported on
  • Support client retention by maintaining communication with new and current clients.
  • Assist in preparing PSD proposals, contracts and charters that are consistent with existing business operations
  • Support the RFP team as needed to ensure that information required by sales is delivered in a timely manner to ensure success
  • Support completion of grants for clients including providing reports
  • Working with the respective RM, compile and circulate monthly reporting for use in regular meetings with the C-Suite advisory team (CEO, CFO, CMO) including data tracking requests tied to KPIs
  • Manage the operational aspect of on-boarding new sales employees and transitions of existing employees
  • Monitor system adoption and data compliance and governance from all field sales representatives and inform each RM accordingly
  • Support travel planning and coordination, expenses, and the planning of demos/workshops.
  • Be knowledgeable on PSD products and pricing to communicate to clients
  • Other duties as assigned

Requirements

  • Post Secondary degree or diploma in relevant areas (Business, Finance, Marketing etc.)
  • 2-4 years of successful business development experience
  • Demonstrated progressive relevant experience and an understanding of sales operations
  • Strong attention to detail to be able to prioritize multiple projects
  • Salesforce experience and knowledge of enterprise SaaS tools
  • Excellent problem solving, project management, interpersonal and organizational skills
  • SaaS and B2B experience preferred
  • Highly analytical and process-driven, with high problem-solving and communication skills
  • Advance skills with MS Word and Excel
  • A highly collaborative person with excellent interpersonal, communication, and problem-solving skills - including the ability to communicate effectively with stakeholders at all business levels
  • Highly motivated, self-directed, and committed to delivering exceptional client satisfaction
  • Ability to quickly learn and then communicate the value of new PSD methodologies, products, and services
  • Professional self-starter with a commitment to constantly upgrade skills through continuous learning
  • Deadline driven individual with strong verbal and written communication skills, attention to detail, creative, and able to collaborate with team members with professionalism and tact
  • Proficient with Google suite, MailChimp, GoToWebinar
  • Advance skills with MS Word and Excel
Benefits
  • Competitive Compensation: We offer competitive salaries that recognize your skills and experience.
  • Wellness Coverage: Enjoy a comprehensive health and wellness benefits package that keeps you and your family secure and healthy.
  • Flexible Working: Work where you thrive! Enjoy remote work flexibility (specific regional options apply) while staying connected to our supportive team.
  • Work-Life Balance: Benefit from Flex Hours to manage your personal life and Paid Time Off (PTO) so you can fully recharge.
  • Unwind Early: Say hello to summer with our popular Summer Fridays—shorter work weeks to help you kick-start the weekend.
  • Culture & Community: Participate in fun social events (both virtual and in-person) and contribute to charity initiatives as part of our community focus.
  • Career Growth: Our Career Framework provides clear, structured paths for growth and ongoing learning, ensuring you reach your professional goals.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Salesforcebusiness developmentproject managementdata trackingreportinggrant completionlead managementattention to detailSaaSB2B
Soft skills
problem solvinginterpersonal skillsorganizational skillscommunication skillscollaborationself-motivationcommitment to client satisfactionability to prioritizecreativityprofessionalism