Customer Success Manager
Remote
Canada, United States
$60,000 - $75,000/yearly
Senior Level
Top Benefits
Remote-first: work anywhere in Canada
Flexible hours: no set schedule
Unlimited RTO: take breaks as needed
About the role
Who you are
- Procurify is looking for an enthusiastic, organized, and detailed oriented person who is passionate about ensuring our customers' successful partnership with Procurify
- We’re seeking entrepreneurial people who are willing to challenge the status quo and contribute to larger strategic objectives
- 3+ years of Customer Success experience in a SaaS environment
- Experience working with a large book of customers (125+)
- Strong analytical skills; able to interpret dashboards, usage signals, and customer health trends
- Comfortable with CS tools (e.g., Vitally, Salesforce, in-app messaging, automation platforms)
- Excellent triage skills—knows when to apply 1:1 support vs. scalable, digital-led engagement
- Self-starter attitude and naturally thinks outside the box
- Excellent written and verbal communication skills, both internally and externally
- Successful experience speaking and presenting to customers and stakeholders
- Customer-centric mindset; challenges the status quo and finds a better way
- Proven track record of growing and developing customers, with a keen ability to understand a client’s needs and suggest solutions to retain and enhance growth opportunities
- Understands our buyer personas and the needs / “pains” of our target market
- Excellent attention to detail
- Keeps up to date on trends and news from the industry, our competitors, and our target market
- Comfortable working independently as well as part of a team in a fast-paced environment
- For customer-facing roles, maintains an up-to-date LinkedIn profile and ensures it is refreshed upon joining, to reflect their role at Procurify and help maintain a consistent, professional presence across our GTM team
What the job involves
- Everyone at Procurify is a team player. A big part of this role involves building relationships internally and externally and advocating for our customers
- This role will be responsible for managing a large portfolio of SMB accounts, being a champion advocate and customer obsessed; responsibilities to include but not limited to collaborating, supporting and delivering value to customers, identifying areas of growth to support and aiding in change management
- You will be joining a team of motivated individuals who excel at building relationships and setting clients up for success!
- A large number of SMB customers (anywhere from 125-200 customers) are focused on retention and growth
- Managing multiple customer relationships at scale using a digital-first strategy
- Designs, executes, and optimizes automated playbooks and digital engagement journeys to drive adoption, retention, and expansion
- Leverages customer health dashboards and product analytics to proactively identify adoption gaps, low-usage trends, and potential churn risks; deploys automated health checks and targeted nudges to guide customers toward desired outcomes
- Advocate for clients internally, collaborate with cross-functional teams to address customer needs and resolve issues
- Challenge the status quo and leverage automation and technology to seek out operational efficiencies
- Work closely with other sub teams with CX to share feedback, areas of improvement and recognition
- Work with CX team closely to understand the customer journey and how we can continuously show value to our customers
- Team player for fellow team members; strategize, brainstorm and think outside of the box to promote best practices and areas of improvement
- Live the Procurify values!
Benefits
- Remote-first: As a remote-first organization, our team can work anywhere within Canada
- Flexible work hours: We don’t have set hours. You have the flexibility to work on the schedule that works for you and your team
- Unlimited RTO: We know there’s more to life than just work, which is why we offer unlimited Responsible Time Off for all of our team members. We encourage our team to take breaks and unplug
- Health benefits: We prioritize our team’s health and wellbeing. We offer a competitive health, vision, and dental package along with an Employee Assistance Program (EAP), and a health and wellness spending account
- Stock options: Everyone has a chance to own a part of Procurify with our competitive stock program
- Financial wellbeing: We provide Wealthsimple programs and access to financial advisors to support our team’s diverse life goals
- Training and development: Personal and technical growth are things that we value, so we provide access to Pluralsight, Masterclass, and progressive career matrices
- Tech setup: We make sure our team is equipped with the right tools and tech to set them up for success from Day One
- Community initiatives: We have a strong commitment to giving back to our communities, including regular volunteer days, our Donate Your Day program, and education lunch and learns
- DEI initiatives: We run a diversity, equity, and inclusion roundtable monthly where we host guest speakers and tackle the topics that matter
- Referral program: It’s all about who you know. Our grand prize for our Referral Bonus Program is a bucket list vacation for two!
About Procurify
Software Development
51-200
Procurify is the Intelligent Spend Management company. We’re on a mission to give all organizations unprecedented visibility and control over their business spend. By bringing more spend under management in one procure-to-pay solution, our customers capture unified spend data that can be harnessed to realize millions of dollars in time and cost savings.
Named the #1 Purchasing Leader by G2, Procurify is trusted by hundreds of customers worldwide to manage over US$30 billion dollars of organizational spend. We integrate with major ERP accounting systems such as NetSuite and QuickBooks Online.
Take control of spend today.
Customer Success Manager
Remote
Canada, United States
$60,000 - $75,000/yearly
Senior Level
Top Benefits
Remote-first: work anywhere in Canada
Flexible hours: no set schedule
Unlimited RTO: take breaks as needed
About the role
Who you are
- Procurify is looking for an enthusiastic, organized, and detailed oriented person who is passionate about ensuring our customers' successful partnership with Procurify
- We’re seeking entrepreneurial people who are willing to challenge the status quo and contribute to larger strategic objectives
- 3+ years of Customer Success experience in a SaaS environment
- Experience working with a large book of customers (125+)
- Strong analytical skills; able to interpret dashboards, usage signals, and customer health trends
- Comfortable with CS tools (e.g., Vitally, Salesforce, in-app messaging, automation platforms)
- Excellent triage skills—knows when to apply 1:1 support vs. scalable, digital-led engagement
- Self-starter attitude and naturally thinks outside the box
- Excellent written and verbal communication skills, both internally and externally
- Successful experience speaking and presenting to customers and stakeholders
- Customer-centric mindset; challenges the status quo and finds a better way
- Proven track record of growing and developing customers, with a keen ability to understand a client’s needs and suggest solutions to retain and enhance growth opportunities
- Understands our buyer personas and the needs / “pains” of our target market
- Excellent attention to detail
- Keeps up to date on trends and news from the industry, our competitors, and our target market
- Comfortable working independently as well as part of a team in a fast-paced environment
- For customer-facing roles, maintains an up-to-date LinkedIn profile and ensures it is refreshed upon joining, to reflect their role at Procurify and help maintain a consistent, professional presence across our GTM team
What the job involves
- Everyone at Procurify is a team player. A big part of this role involves building relationships internally and externally and advocating for our customers
- This role will be responsible for managing a large portfolio of SMB accounts, being a champion advocate and customer obsessed; responsibilities to include but not limited to collaborating, supporting and delivering value to customers, identifying areas of growth to support and aiding in change management
- You will be joining a team of motivated individuals who excel at building relationships and setting clients up for success!
- A large number of SMB customers (anywhere from 125-200 customers) are focused on retention and growth
- Managing multiple customer relationships at scale using a digital-first strategy
- Designs, executes, and optimizes automated playbooks and digital engagement journeys to drive adoption, retention, and expansion
- Leverages customer health dashboards and product analytics to proactively identify adoption gaps, low-usage trends, and potential churn risks; deploys automated health checks and targeted nudges to guide customers toward desired outcomes
- Advocate for clients internally, collaborate with cross-functional teams to address customer needs and resolve issues
- Challenge the status quo and leverage automation and technology to seek out operational efficiencies
- Work closely with other sub teams with CX to share feedback, areas of improvement and recognition
- Work with CX team closely to understand the customer journey and how we can continuously show value to our customers
- Team player for fellow team members; strategize, brainstorm and think outside of the box to promote best practices and areas of improvement
- Live the Procurify values!
Benefits
- Remote-first: As a remote-first organization, our team can work anywhere within Canada
- Flexible work hours: We don’t have set hours. You have the flexibility to work on the schedule that works for you and your team
- Unlimited RTO: We know there’s more to life than just work, which is why we offer unlimited Responsible Time Off for all of our team members. We encourage our team to take breaks and unplug
- Health benefits: We prioritize our team’s health and wellbeing. We offer a competitive health, vision, and dental package along with an Employee Assistance Program (EAP), and a health and wellness spending account
- Stock options: Everyone has a chance to own a part of Procurify with our competitive stock program
- Financial wellbeing: We provide Wealthsimple programs and access to financial advisors to support our team’s diverse life goals
- Training and development: Personal and technical growth are things that we value, so we provide access to Pluralsight, Masterclass, and progressive career matrices
- Tech setup: We make sure our team is equipped with the right tools and tech to set them up for success from Day One
- Community initiatives: We have a strong commitment to giving back to our communities, including regular volunteer days, our Donate Your Day program, and education lunch and learns
- DEI initiatives: We run a diversity, equity, and inclusion roundtable monthly where we host guest speakers and tackle the topics that matter
- Referral program: It’s all about who you know. Our grand prize for our Referral Bonus Program is a bucket list vacation for two!
About Procurify
Software Development
51-200
Procurify is the Intelligent Spend Management company. We’re on a mission to give all organizations unprecedented visibility and control over their business spend. By bringing more spend under management in one procure-to-pay solution, our customers capture unified spend data that can be harnessed to realize millions of dollars in time and cost savings.
Named the #1 Purchasing Leader by G2, Procurify is trusted by hundreds of customers worldwide to manage over US$30 billion dollars of organizational spend. We integrate with major ERP accounting systems such as NetSuite and QuickBooks Online.
Take control of spend today.