Customer Success Expert - Remote
YO AI Labs
Montréal, QC
- Remote job
Sales / Revenue / CS Operations Expert
Job Type: Contractor
Location: Remote
Role Overview
We are looking for experienced Sales, Revenue, or Customer Success Operations professionals with strong CRM expertise and operational judgment. The role focuses on improving workflows, data accuracy, reporting, and revenue operations across SaaS environments.
Key Responsibilities
- Configure and manage CRM platforms such as Salesforce, HubSpot, or similar tools .
- Manage revenue tools including quoting, billing, ticketing, and project management systems.
- Build and optimize sales and customer success workflows.
- Maintain accurate data and reporting across connected systems.
- Identify and resolve operational or policy-related challenges.
- Create clear documentation, reports, and process guidelines.
- Support system adoption and operational improvements.
Requirements
- 4+ years of experience in Sales, Revenue, or Customer Success Operations.
- Hands-on CRM configuration and management experience.
- Experience with at least two revenue-related tools outside the CRM.
- Strong operational judgment and problem-solving skills.
- Excellent written and verbal communication.
- Strong understanding of data accuracy, reporting, and workflow management.
Vacancy posted 27 days ago
Similar jobs that could be interesting for youBased on the Customer Success Expert - Remote in Montréal, QC vacancy
- ..., we’re looking for someone to join our Customer Success team, amaze our clients and build great... ...on Mako; Become a Mako subject matter expert to help define new best practices to solve... ...a strong asset Location ~ Remote in Canada Why you should want this...Remote workFull timeContract workHome office
- ...asset management platform, serving 13,000+ customers including Duracell, Shell, Cintas, and... ...seeking a talented and motivated Customer Success Manager to join our team. Job Summary... ...just support partners, they are product experts, risk detectives, and strategic time managers...SuggestedFull timeImmediate start
- ...Job Description The Experienced Customer Success Manager (CSM) is the senior practitioner... ...more complex customers, operating with expert autonomy across the competencies and engaging... ...flexibility and trust. Work personas (flexible, remote, or required in office) are categories...Remote workFull timeContract workWork at officeImmediate startFlexible hours
- ...We are looking for a Customer Success Associate to manage relationships with a portfolio of enterprise customers and support their success throughout... ...telemedicine app) ~ Flexible schedules & opportunity to work remotely ~4 weeks of vacation ~ Stock option plan ~ If you prefer...Remote workFull timeInternshipWork at officeFlexible hours
- ...to our clients, manage onboarding and training, and then drive customer satisfaction, retention, and long-term growth. You will work... ...with a strong grasp of technology Up to 2 years in customer success, sales, or another customer-facing role (internships, co-ops, and...SuggestedLong term contractPermanent employmentFull timePart timeWork at office
- ...Description Nous recherchons un·e Directeur(rice) Customer Success orienté·e client, stratégique et à l’aise avec la technologie, pour diriger et faire évoluer notre fonction Customer Success à l’échelle globale. À ce poste clé, vous serez responsable de la vision,...Remote workDaily paidFull timeTrial period
$75k - $80k per year
...Customer Success Specialist Who We Are: Quadbridge is a fast-growing North American IT solutions provider, empowering businesses to navigate complex challenges daily, through strong partnerships with leading technology providers and close collaboration with...Permanent employmentFull timeMonday to friday- ...Customer Solution Owner Jeppesen ForeFlight – Montreal Downtown Office Jeppesen ForeFlight... ...value lifecycle by ensuring customers successfully adopt and maximize the capabilities of... .... Familiarity with Customer Success methodologies such as the LAER model (Land...Long term contractFull timeTemporary workWork at office
- ...performance, then turn those insights into repeat successes. Motion is built to help teams do... ...what we’re building. About the Senior Customer Success Manager role Most CS jobs are... ..., and a $1,500 work-from-home stipend Remote-first, hybrid optional: Team members...Remote workPermanent employmentFull timeSummer workWork at officeWork from homeShift work
Motion
Montréal, QC2 days ago - ...English will follow. Nous recherchons un·e Directeur(rice) Customer Success orienté·e client, stratégique et à l’aise avec la technologie,... .... This is a 100% in-person role . It offers no remote work flexibility . This requirement is non-negotiable and is...Remote workDaily paidLong term contractFull timeTrial period
- ...Description We’re looking for a Montreal-based Customer Success Manager (CSM) to support our expanding customer base across Canada and the... ...grow with the company — we’re just getting started. • Work remotely with a collaborative, international team. • Competitive salary...Remote workLong term contractFull time
- ...Job Responsibility: The Enterprise Customer Success Manager will be responsible for building and maintaining relationships with Bizzabo customers... ...excited about being a master strategic consultant and having expert knowledge of the events industry. This opportunity is ideal...Full time
- ...asset management platform, serving 14,000+ customers including Duracell, Shell, Cintas, and... ...across digital and live channels. Leverage customer health signals, usage data, and lifecycle... ...book. Design and execute scalable success motions — automated lifecycle campaigns,...Long term contractFull timeWork at officeImmediate start
- ...poste , vous jouerez un rôle à double dimension, à la croisée du Customer Success et de l’expertise solutions. En tant que Senior Customer... ...valeur délivrée dans le temps. En parallèle, vous êtes l’expert·e produit et solutions qui intervient en avant-vente aux...Remote workDaily paidFull timeWork at officeFlexible hours
- ...enterprise. Our approach is unique, and it’s validated by our customers who tell us to keep forging ahead because no one else is... ...one has built before. About the Role The mission of the Customer Success team is to identify, enable, and facilitate continuous value generation...Long term contractFull timeInternshipImmediate startFlexible hours
- ...startups in 2025 , 2024 and 2023 , Float is customer-obsessed, passionate and entrepreneurial,... ...all team members feel ownership in our success. Our Product Float is Canada’s... ...we’d love to hear from you! This is a remote role based in Quebec. You'll work primarily...Remote jobLong term contractFull timeInternshipWork at officeWork from home
- ...Job description One-to-Many Customer Success | Digital Programs | Portfolio Segmentation | Builder About Petal Petal is a Canadian... ...before and can help us build it here. Petal’s position on remote working In our opinion, a company cannot claim to be modern...Remote jobPermanent employmentFull timeInternshipWork at officeImmediate startFlexible hours
$70k - $78k per year
...française suit ci-dessous. ✨ The Role We're looking for a Customer Success Specialist to join Alvéole's Customer Success team and help... ...HQ four days a week (Monday–Thursday). Fridays can be worked remotely. Type of contract: Permanent, Full-time (40h/week) OTE: $...Remote workPermanent employmentFull timeContract workInternshipWork at officeFlexible hoursShift workDay shift3 days per week- Rejoignez Botpress comme Directeur Customer Success et guidez notre équipe vers l'excellence dans un rôle 100 % présentiel. Ce poste exige une expertise en gestion d'équipe et en stratégie client. En tant que Directeur Customer Success chez Botpress, vous serez le pilier de...
- Rejoignez Botpress en tant que Directeur Customer Success. Conduisez des stratégies innovantes pour maximiser la rétention des clients, tout en gérant une équipe dynamique en présentiel. Ce rôle clé nécessite un leader stratégique avec plus de sept ans d'expérience en Customer...Remote work
- ...providing the industry's most comprehensive components database and a well-established certification program. Job Purpose The Customer Success AR Supervisor's main role is to oversee and manage the accounts receivable process within the customer success department to...Full timeImmediate start
- ...Location: Remote in Canada Reports to: Senior Director of Customer Success About the Role We’re looking for a Customer Success Manager (CSM) to help build and scale the next generation of Customer Success at Velixo. This role sits at the intersection of customer...Remote workFull timeInternship
- ...manufacture high performance parts, in any material, with the touch of a button. About The Role AON3D is seeking a Director, Customer Success to own the end-to-end post-sale customer experience across success planning, software and printer support, renewals, training,...Permanent employmentFull timeInternshipWorldwide
$92k - $121k per year
...most strategic initiative, focused on building the next generation of AI-driven enterprise tools and you'll be our first dedicated Customer Success Manager, but you won't be building everything from scratch. AppDirect already has a mature support infrastructure (Zendesk),...Permanent employmentInternshipWorldwide- ...Join Bambuser and help shape how Customer Success scales across a global portfolio of brands. We are Bambuser, and we’re reshaping commerce Video has quickly become one of the most powerful ways for brands to engage, inspire and convert consumers. At Bambuser, we’re...Full timeInternshipWork at office
$100k per year
...countries, Veeam protects over 550,000 customers worldwide, who trust Veeam to keep their... ...Veeam products, and motivated by maximizing customer success and outcomes. Soft skills combined with... ...Administrator or Solutions Architect Expert ~ Proven ability to translate business...Long term contractFull timeLocal areaWorldwide- ...models and the value they drive for our customers. We like to work hard and move fast to do... ...Role? We're seeking an exceptional Customer Success Manager with expertise in the Montreal,... ...quality time, and workspace improvement Remote-flexible, offices in Toronto, New York,...Remote workFull timeContract workWork at officeFlexible hours
- ...Supported by a vast community of medical experts and focused on clinic success and patient safety, MEDFAR was the... ...targeted remediation plans. Customer Experience Excellence and Retention... ...Medical Record (EMR) on the market. Remote work options and flexibility RRSP...Remote workLong term contractPermanent employmentFull timeWorldwide
- ...façonner l’avenir de la recherche d’entreprise et de l’IA générative avec certains de nos clients les plus stratégiques. En tant que Customer Success Manager, vous jouerez un rôle clé dans le développement et l’expansion de notre engagement avec un portefeuille de grands comptes...Full time
- ...energy storage assets managed worldwide across more than 600 customers and 18,000 sites, Power Factors manages 25% of the world’s renewable... ...*Outside of China and India. ABOUT THE ROLE The Senior Customer Success Manager is a trusted advisor and commercial steward for a...Full timeContract workApprenticeshipSummer workWorldwideFlexible hoursDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Success Expert - Remote. Be the first to apply!
Related searches
- full time customer service representative work from home Montréal, QC
- conseiller clientèle banque Montréal, QC
- technicien support informatique Montréal, QC
- customer success agent Montréal, QC
- work at home customer service representative Montréal, QC
- customer service associate Montréal, QC
- représentant au service à la clientèle anglais Montréal, QC
- customer service representative call centre Montréal, QC
- client onboarding specialist Montréal, QC
- customer service agent Montréal, QC