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Customer Success Manager

Role overview

Qualifications

  • Minimum 3 years’ experience in a client relationship/account management role with exposure to selling.
  • Minimum 3 years’ experience in selling and maintaining business software solutions and/or cloud-based technology in SMB markets.
  • Consultative and relationship-building skills.
  • Bilingualism: Conversational - upper Intermediate in English and French.

Responsibilities

  • First Point of Contact for Clients: Provide consultative and advisory support for assigned clients.
  • Develop and Execute Customer Management Plans focused on Key Accounts and Affiliates.
  • Meet sales targets by working with clients and the team.
  • Foster and Retain Client Accounts through positive relationships and ongoing engagement.

Key facts

Other skills

  • Sales
  • Social Skills
  • Communication
  • Problem Solving
  • Teamwork
  • Detail Oriented

About the company

Vision33 logo

Vision33

Company details

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Job description

Customer Success Manager (Bilingual), Sage Intacct
Full Time / Permanent
Location: QC, NB

Are you passionate about cutting-edge technology and ready to make your mark? Are you motivated to shape the future of thriving businesses through innovative solutions? If so, we want you to join our high-energy Sage Intacct Sales team as a Customer Success Manager (Bilingual).


At Vision33, we are forward thinkers. We bring together best-in-class cloud technology and the most experienced people in the industry to deliver cloud-based ERP (Enterprise Resource Planning) and business solutions that create transformative results for our clients.  


Due to continued growth,
we are seeking a Customer Success Manager (Bilingual)
with a successful background in managing customer relationships and driving internal sales opportunities.   


You will be at the heart of nurturing and growing our client relationships. You will work as a consultative partner for our clients, understanding key priorities and implementing strategies and business solutions for their success.  

  • First Point of Contact for our Clients: You will be the supportive, consultative, and advisory friendly face for assigned clients and the first stop for business solution inquiries and questions. 
  • Develop and Execute Customer Management Plans: You will work the client and focus on Key Accounts and their Affiliates.
  • Meet sales targets: Work with clients and team to deliver on sales targets that are in line with overall client and business objectives.
  • Foster and Retain Client Accounts: Foster a positive relationship with key client decision makers, our partners, and colleagues across Vision33, as well as monitoring account progress and activity through ongoing client engagement and demand forecasting.
  • Drive Growth: Contribute to Vision33 sales, drive team growth, and help our clients transform their business with our innovative and cutting-edge cloud-based solutions.



What We’re Looking For:

  • Previous Experience:
    • Minimum 3 years’ experience in a client relationship/account management role with exposure to selling.
    • Minimum 3 years’ experience in selling and maintaining business software solutions and/or cloud-based (Saas) technology in SMB markets. Microsoft
  • Familiarity with the market or industry ERP systems such as Sage, NetSuite and would be considered an asset.
  • Business Operations Knowledge: You have a sound understanding of business operations and knowledge, and general accounting principles.
  • Consultative and Relationship-Building Skills: You’re a natural communicator with strong interpersonal, relationship-building, consultative, and negotiation skills. 
  • Customer Focused Mindset: You bring a customer-centric approach to problem solving, ensuring every interaction delivers impact, value, and satisfaction.
  • Results-Focused: You thrive in a results-oriented environment where performance, accountability, and impact that turn plans into measurable outcomes matter. 
  • Process-Oriented: You are highly organized and detail-oriented with a strong preference for following established procedures and systems.
  • Bilingualism: You have a conversational - upper Intermediate: Can work professionally in the language skills in both English and French.



Who Is Vision33? 

  • Global Digital Transformation Service Provider: Over 1,500 mid-market and lower enterprise clients across various industries delivering expertise and innovation for almost three decades.  
  • Results Focused: We harness the power of cloud-based technologies to drive meaningful change, using our deep expertise in digital transformation tools and methodology. Our goal is to help clients achieve not just operational efficiency but also sustainable financial success. 
  • Dedicated Global Team of over 400 People: Innovative and passionate problem-solvers who thrive on new opportunities, challenges, and bring operational efficiencies and organizational growth to our clients through cutting-edge technology solutions.  
  • Employee and Customer Obsessed: Our fun and collaborative teams are passionate about success, as measured by our client and employee NPS.  



Why Join Vision33?

  • Growth and Development Opportunities: At Vision33, there are no limits to your growth with endless opportunities to learn, grow, and excel through professional development and certification support, lunch and learns, networking opportunities, membership support, and more.
  • Employee-Focus Programs in a Fun and Friendly Culture: We recognize, support, respect, and celebrate each member of our team. Enjoy our fun and friendly culture where we celebrate accomplishments, recognize achievements, and support employee initiatives.
  • Inclusive, Fun and Flexible Environment: We celebrate all our employees through frequent team activities, holiday events, virtual games, and even a Celebrate You day! We provide true flexibility and support in your daily work life. 
  • Competitive Compensation and Benefits: We offer competitive salary and incentive program, employer paid health, wellness and virtual doctor programs, matching retirement benefits, various paid leave days, referral incentive programs, and other employee allowance and perk benefits. 

 

Do you thrive on nurturing relationships, selling business solution software and/or cloud-based technology, and driving results for business success? Do you enjoy working with a global and diverse organization that is committed delivering value, encouraging professional growth, providing exceptional customer service, being transparent, and having fun? 

 

If you answered yes and yes and you met the “what you’ll bring to the table” skills above, we are excited to receive your application.  Please submit an online application today!

 

For more information on our company, our culture, our benefits, and more, please visit our web site at https://www.vision33.com/careers .

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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