Coconut Software logo
Coconut Software

The leading provider of appointment scheduling and lobby management solutions for financial institutions

Customer Success Manager

Location

Canada

Posted

17 days ago

Salary

$75K - $90K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Customer Success Manager

Coconut Software

• Own a mixed portfolio of named customer accounts while sharing responsibility for scaled Digital Customer Success motions, and proactively guide customers from post-go-live through ongoing adoption, value realization, renewal readiness, advocacy, and growth. • Build strong relationships with key customer stakeholders and develop a clear understanding of each customer’s goals, workflows, priorities, and definition of success. • Lead regular customer touchpoints including strategic reviews, executive business reviews, success planning conversations, and adoption-focused meetings. • Translate product usage, workflow outcomes, and customer feedback into a clear value story that demonstrates business impact and supports ROI discussions. • Partner with customers to define success measures, align on priorities, and create actionable success plans that move their goals forward. • Use both qualitative and quantitative signals to monitor account health, identify risks early, and recommend proactive actions to improve customer outcomes. • Create executive-ready summaries, recommendations, and account plans that help customers and internal teams stay aligned on progress, priorities, and risk. • Partner closely with Sales, Account Management, Implementation, Support, Product, and other internal stakeholders to deliver a seamless customer experience. • Support renewal and expansion conversations by helping ensure customers understand the value of Coconut, are prepared for commercial discussions, and are positioned for long-term success. • Contribute to scaled customer success motions by supporting programs such as webinars, office hours, lifecycle outreach, success resources, and repeatable digital plays when appropriate. • Share customer feedback, recurring themes, product gaps, and workflow insights with internal teams to help improve product direction, enablement, and customer experience. • Contribute to the continued evolution of Customer Success at Coconut through playbooks, templates, process improvements, tooling ideas, and best practices. • Explore emerging technologies, especially AI and LLMs, to better support customers, solve business challenges, and drive stronger outcomes.

Job Requirements

  • 3-5 years of relevant experience in Customer Success, Account Management, Consulting, Implementation, or another customer-facing SaaS role.
  • Demonstrated success managing a portfolio of B2B customers and building strong customer relationships that drive retention and long-term value.
  • Strong facilitation and communication skills, including the ability to lead customer meetings and present confidently to executive-level stakeholders.
  • Experience using data to identify trends, assess account health, support recommendations, and tell a compelling story about customer outcomes.
  • Strong business judgment and the ability to prioritize effectively across a mixed portfolio with varying levels of complexity and customer need.
  • A consultative mindset with a genuine interest in understanding customer business goals and helping customers achieve meaningful outcomes.
  • Strong written and verbal communication skills, with the ability to tailor your message to technical and non-technical audiences.
  • Comfort working in ambiguity and helping refine how customer success is delivered as Coconut continues to grow and evolve.
  • Experience in financial services, fintech, or complex workflow-based software is an asset.
  • Familiarity with customer success and operational tools such as Salesforce, Catalyst or similar customer success platforms, Google Workspace, Slack, Jira, Zendesk, Looker, and related reporting or lifecycle tooling is an asset.
  • Bachelor’s degree in Business, Communications, Marketing, or a related field, or equivalent proven experience.
  • Ability and willingness to travel to customer sites or Coconut events as needed.

Benefits

  • Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
  • Health & Dental Benefits, Virtual Care, & Disability top up - all starting from day 1!
  • Virtual mental health and EAP platform
  • WealthSimple GRSP & Matching
  • Annual Wellness Benefit ($1000 per year)
  • Opportunity to work remote - anywhere in Canada!
  • Employee Options - everyone shares in our success!
  • Internet Subsidy on each paycheck
  • Tiki Bucks Incentive Program - everyone is entitled to earn bonuses!
  • A People First Company - 4.2 rating on Glassdoor
  • "Most Admired Corporate Cultures" (2024) and ranked #22 in "Best Workplaces in Canada" (2025) in company size category

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