Customer Success and Account Manager

Clickback Inc. - St. Catharines, ON (30+ days ago)

Apply Now

Customer Success and Account Manager


We are looking for the right person with B2B customer experience to join our team in this exciting new position with Clickback. You will be responsible for managing our customers in all post-sales activities including account management and software support. If you’re passionate about increasing customer happiness, you’ll fit right into our growing team.

You will become well-versed as a Customer Success Representative before moving immediately into the Account Manager role while still assisting with software support. After training and completion of initial goals, your time will be divided between proactive account management and software support for our customers.

Account Management:

  • You will regularly present onboarding webinars for new customers that you will account manage and for customers who require ongoing training about software features, etc
  • Proactive account management
  • Initial and primary focus will be with newer customers or those who express unhappiness through email and outbound calls
  • Track management of account using Salesforce and Service Cloud
  • You will focus on a set schedule of ongoing and proactive account management for all customers through email and outbound calls
  • Partner with our Clickback in-house marketing team to launch a ‘Beta Project’ where you will offer select customers email content creation services and assist with managing the service
  • Establish and build relationships with customers by researching their activity, usage, reports to increase customer engagement and loyalty
  • Work with manager to develop “success plans” for key customers identifying milestones, metrics, and risks
  • Liaison between customers and other departments of Clickback for seamless service
  • Proactively identify growth opportunities for customers and improve their awareness of the marketing tactics, product features or integrations available through Clickback
  • Review survey results with the management team to determine customer satisfaction rating or a NPS so improvements can be made, and lifetime value of customer remains high

Software Support:

  • Work with other CSRs to provide ongoing support to all customer software inquiries
  • Provide software support and troubleshooting services while escalating technical problems to technical teams and management
  • Ensure delivery of a first class, genuine and personalized customer experience
  • Maintain product expertise to ensure a customer high satisfaction rating
  • Well-versed in using Salesforce and Service Cloud to ensure all data and customer history is being recorded and tracked
  • Can report to management on software support trends and make recommendations for product development or improvements

What you will need:

  • College or University Diploma in Sales or Customer Relations or equivalent combination of education and experience
  • Minimum 2-3 years in proactive account management role, preference given to candidates with B2B experience
  • Comfortable picking up the phone and calling customers to build a strong relationship
  • Strategic thinker with a “Customer First” focus
  • Comfortable running webinars and presenting information in a friendly manner
  • Able to learn new information quickly
  • Experience working with and supporting customers in a fast-growing SaaS company, email marketing industry preferred
  • Hands-on professional, relevant Help Desk software experience such as Salesforce, Service Cloud or Zendesk preferred
  • Fully proficient with Microsoft Office

What you will get:

  • Opportunity to work for a successful and growing SaaS company
  • Working with cool, leading edge software products
  • Competitive salary
  • Christmas bonus
  • Great health and dental benefit programs
  • Retirement savings program
  • Ownership opportunities for all staff
  • Work close to home here in Niagara, no need for long commuting
  • A great corporate culture that is a ‘nonpolitical’ transparent culture, with a “work hard, play hard” attitude
  • Flexible and reasonable work hours that don’t impact your life outside of work

How to Apply: Please send your resume to careers(at)clickback(dot)com if you are interested in this opportunity. We thank all applicants, however, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Salary: $42,000.00 to $52,000.00 /year


  • Account Management: 2 years (Preferred)
  • Customer Relationship Management: 2 years (Preferred)
  • Customer Service: 2 years (Preferred)


  • St. Catharines, ON (Preferred)

Work remotely:

  • Temporarily due to COVID-19