• Build and manage a pipeline of compelling customer success stories • Grow and nurture a customer advocacy community across all levels • Showcase customer stories across diverse channels • Support and expand Kaseya’s executive sponsor program • Plan and organize customer participation in events • Enhance and manage the customer reference program • Grow Kaseya’s presence on customer review platforms • Own and scale Kaseya’s customer referral program • Plan and execute creative customer recognition programs • Work with cross-functional teams to align advocacy activities with company goals • Monitor metrics and optimize advocacy programs based on data-driven insights.

• Build and manage a high-volume pipeline of acquisition targets • Partner with internal and external scouts to identify and evaluate shops • Support outreach strategies and marketing campaigns to generate deal flow • Track and manage opportunities through each stage of the pipeline with urgency • Analyze financials and key performance metrics of target businesses • Help determine valuation and offer structure based on business fundamentals • Prepare investment summaries and materials for internal decision-making • Partner with leadership and investment committee to move deals forward • Manage the deal process from initial evaluation through close • Coordinate with brokers, sellers, and legal partners to ensure timely execution • Ensure all documentation and diligence materials are completed accurately • Keep deals on track and proactively remove blockers • Lead post-close execution to bring new locations online • Act as a hands-on project manager to ensure successful store launch • Coordinate setup (branding, signage, systems, readiness) • Ensure operational tools and processes are implemented • Partner with operations to ensure a smooth transition from seller to SFAC • Track acquisition metrics, pipeline performance, and key KPIs • Drive accountability across timelines, deliverables, and outcomes • Continuously improve processes to increase speed and efficiency of acquisitions

Customer Success Manager locations Canada Ontario Remote time type Full time job requisition id JR114059 Ready to be a Titan? As a CSM Team Customer Success Manager, you play a crucial role in ensuring our customers’ success and satisfaction. You’ll be responsible for building strong relationships with our customers, understanding their needs, and empowering them to set big goals with ServiceTitan as the ultimate tool to achieve the extraordinary in their business. You will serve as the preferred CSM to a designated list of customers assigned to the CSM Team and partner with these customers to optimize their use of ServiceTitan to drive business results. In doing so you will be a key driver ensuring retention and growth of ServiceTitan’s revenue. You will interact with these customers both as their success point of contact and by leveraging tools to consistently engage in proactive touchpoints to continue pacing their journey with ServiceTitan. As a member of the CSM Team, you will be passionate about delivering customer transformations and answering questions like: - What’s the most valuable transformation I can offer my customer? - What’s the fastest way I can deliver that value to them? - How can my communication make their life easier? - How can I build a long-term relationship with them and truly make them feel at home with the ServiceTitan family? What you'll do: - Account Ownership: Act as a “preferred CSM” to approximately 100 accounts assigned to CSM Team, serving as the main point of contact for the customer, our executive team, and any internal partners regarding these accounts - Relationship Management: commit to exceeding customer expectations, maintain long-term, senior-level relationships with your account’s POCs, take ownership of challenging customer situations, manage them effectively, and see them through to resolution - Drive Value and ROI: guide customers to maximize their business through an intimate understanding of the ServiceTitan platform, with the ability to resolve complex issues and create comprehensive, customer-facing value plans to demonstrate ROI of ServiceTitan to key stakeholders - Reactive Engagement: act as the primary point of contact for customer inquiries and issues, working closely with internal teams to drive timely resolutions - Proactive Engagement: Proactively reach out to customers through phone calls and written communication to understand their goals, and roadblocks, and ensure their needs are met Utilize reactive and proactive outreach in addition to developing strategies to work with and speak to all customers in your care on a regular cadence - Data Analysis: Utilize data to track customer success metrics and leverage user engagement data to design targeted campaigns that proactively engage with customers who are not utilizing key features of ServiceTitan vital to achieving their desired outcomes (digital success campaigns, remote workshops, proactive customer calls, etc.) - Mitigate Escalations and Churn Risk: Monitor account health and flag risk behaviors to engage with customers proactively before escalations or churn risks arise in addition to owning and defusing challenging customer situations, should they arise, turning them into an opportunity for positive outcomes and increased customer loyalty - Facilitate Resolutions: Approach all customer interactions with a positive, can-do attitude, identify customer pain points, and work with cross-functional teams to provide effective solutions, - Provide Product Training: Provide training and guidance to customers, ensuring they utilize our software effectively, drive customer engagement in webinars, ember, spark or community - Create Promoters: Seek ways to improve customer satisfaction and raise customer advocacy (NPS), by finding new ways to continuously improve our customers’ experience, both in the use of our product and through improved internal processes - Project Management: break down complex issues and stay highly organized in managing customer accounts, ensure timely follow-ups, and document interactions - Gross Revenue Retention: Monitor customer usage and engage in renewal discussions (both core and pro products) to ensure long-term satisfaction, and account retention and maximize up-selling and cross-selling opportunities - Feedback Collection: Gather and relay customer feedback to the product and development teams for continuous improvement. - Customer Loyalty: Identify opportunities for customer advocacy, such as success stories, the torch network, and referrals. What you'll bring: - 2+ years in customer-facing roles, customer success/account management, and/or sales experience preferred - A customer value, ROI, and business outcome-driven mindset - Skills in product training, and comfortable “re-re-selling” the customer on ServiceTitan - Strong de-escalation and problem-solving skills. - Highly skilled in written and verbal communication - Proven ability to multi-task and manage multiple projects at a time with strong attention to detail - Self-starter that thrives in an entrepreneurial, fast-paced environment with the demonstrated capacity to lead, motivate and work well with others - Quick thinking, fast learning, and solution-oriented, with an ability to think outside the box and see things through to resolution - Self-motivated and able to work effectively in a remote setting - Highly organized and detail-oriented - Project management skills and experience are a plus. - Exceptional organizational and time management skills - Empathetic with a customer-focused approach - Passion for phone-based customer interactions Preferred Skills and Experience - Project management - Sales - Data or Business performance analytics - Operational use of SalesForce, Gainsight, and Tableau - Highly proficient in ServiceTitan workflows and best practices - Able to work PST/MST hours Be Human With Us: Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. What We Offer: When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career: - Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more. - Holistic health and wellness benefits: Company-paid medical, dental, and vision for you and your dependents, RSP match, and an employee assistance program. - Support for Titans at all stages of life: Parental leave and support, up to $20k in adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, financial planning tools, and more. Our Commitment to Inclusion: At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. ServiceTitan is an equal opportunity employer. We do not discriminate against employees based on race, colour, religion, creed, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), marital status, family status, sexual orientation, or any other characteristic protected by applicable provincial legislation. Accommodations are available on request for candidates taking part in all aspects of the selection process. Use of AI Technology: We use technology, including automated and AI-assisted tools, to support certain aspects of our recruitment process. These tools are designed to improve efficiency and enhance the candidate experience. AI tools are not used to make hiring decisions; all hiring decisions are made by our hiring teams. A Note on the Application & Hiring Process: When you submit your application for the Customer Success Manager position, your candidacy will be considered for all available Customer Success Manager opportunities across our entire organization, which includes ServiceTitan and its key subsidiaries: Aspire, FieldRoutes, and Convex. Our dedicated recruiting team operates centrally to review candidates for these multiple verticals. This ensures your application receives maximum exposure and that we match your skills and career interests to the team with the greatest business need and best fit. The final hiring decision and offer of employment will specify the exact company (ServiceTitan, Aspire, FieldRoutes, or Convex) and vertical team you will be supporting. Compensation Disclosure: ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected compensation for this role for candidates residing in Canada is between $53,900 CAD - $80,900 CAD, and this position is commission-eligible. Actual compensation for an individual may vary depending on many factors, including skills, performance over time, business needs, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes equity and a holistic suite of benefits. Personal Information: ServiceTitan collects your personal information to support its business operations, including for human resources, employment, benefits administration, health and safety, and other business-related purposes as well as for legal compliance. You can review further details of such collection and use in our Privacy Policy

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