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Velixo

Unlocking new ways of reporting, budgeting, and automating manual tasks for ERPs, right inside Excel.

Customer Success Manager

Location

Canada

Posted

32 days ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglishERP

Job Description

Customer Success Manager

Velixo

• Own customer progression through defined lifecycle stages (Onboarding, Adoption, Renewal) • Drive activation and ensure customers achieve first value in a timely manner • Monitor customer health using usage data and lifecycle signals, proactively mitigating risk • Execute targeted interventions based on customer health (e.g., Red/Yellow/Green) • Support structured onboarding and guide customers through Velixo Academy and training resources • Ensure smooth handoff from Sales and/or Partners into onboarding • Collaborate with partners to support shared customers, adapting to different delivery models • Support renewal processes through proactive engagement and early risk identification • Identify opportunities for customer advocacy and communicate feedback to Product and internal teams • Serve as a trusted advisor, guiding customers through their post-sales journey and maximizing their Velixo investment • Collaborate with Sales and Reseller Partners to strengthen customer relationships and identify expansion opportunities.

Job Requirements

  • 5+ years of experience in Customer Success, Account Management, or Support within a SaaS or ERP environment
  • Strong ability to communicate complex ideas clearly to both technical and non-technical audiences
  • Experience working with customer data (usage metrics, engagement signals) to drive decisions
  • Ability to manage multiple priorities across a portfolio of customers
  • Strong problem-solving and critical thinking skills
  • Comfortable working in a fast-paced, evolving environment where processes are being built and refined
  • Collaborative mindset with the ability to work cross-functionally with Sales, Support, Product, and Partners
  • Advanced proficiency in Microsoft Excel or similar tools for analysis; experience with ERP/accounting systems is highly valued

Benefits

  • Competitive salary
  • Comprehensive benefits package, including: Group health insurance
  • RRSP match (up to 6% of base salary)
  • Remote work environment
  • Career growth opportunities in a rapidly expanding company
  • A dynamic and supportive team that values innovation, collaboration, and customer success

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