ZerotoOne Strategic

Customer Success Manager

ZerotoOne Strategic

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Salary

💰 CA$70,000 - CA$105,000 per year

Job Level

Mid-LevelSenior

About the role

  • Own the client journey post-sale, onboarding, engagement, and retention
  • Set clear expectations, build trust quickly, and become a strategic partner to each client
  • Proactively identify risks and prevent churn through timely check-ins and milestone management
  • Help build the CS function from the ground up, establish SOPs, workflows, reporting tools, and automation to support long-term scale
  • Collaborate with leadership to co-design the client lifecycle, NPS loops, and referral programs
  • Track key client milestones (e.g., SR&ED submissions, grant deadlines) to ensure timely and accurate delivery
  • Serve as the connective tissue between clients and our internal teams (e.g., technical writers, funding analysts)
  • Use tools like HubSpot, Notion, and Google Workspace to manage performance and visibility across accounts
  • Identify opportunities for upsell, cross-sell, and referrals based on client needs and lifecycle stage
  • Provide feedback loops to the sales, marketing, and services teams to improve the customer experience

Requirements

  • 3–5 years in Customer Success, Account Management, Consulting, or similar client-facing roles
  • Experience at a fast-growing company or scale-up is required
  • Prior experience building or refining CS workflows and playbooks
  • Familiarity with HubSpot, Notion, and Google Workspace
  • Bonus: Exposure to government funding programs like SR&ED, IRAP, or CanExport
  • Bonus: Background in financial, technical, or grant-related consulting
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