Technical Client Service Operations Specialist

Hivestack; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

An established industry player in digital advertising is seeking a Client Service Operations Specialist to enhance client service execution. This dynamic role involves leading post-sales initiatives, managing Salesforce processes, and driving data analysis to improve operational efficiency. You will collaborate with various teams to ensure high-quality service and contribute to continuous process improvements. If you are highly organized, detail-oriented, and passionate about the adtech landscape, this is a fantastic opportunity to join an innovative team shaping the future of digital advertising.

Qualifications

• Solid understanding of digital advertising and adtech landscape.
• Experience with Salesforce configuration and workflow automation.

Responsibilities

• Manage and enhance Client Service processes within Salesforce.
• Conduct financial analysis and monitor account statuses.
• Collaborate with internal teams to drive process efficiencies.

Skills

Digital Advertising Knowledge

Data Analysis

Communication Skills

Attention to Detail

Multitasking

Tools

Salesforce

Tableau

SQL

Excel

Job description

Client Service Operations Specialist
Full-Time Position | Montreal

About Perion DOOH:
Perion is a leading digital advertising technology company, driving innovation and efficiency in the digital out-of-home (DOOH) advertising space. Our mission is to create seamless, data-driven advertising solutions that optimize performance for our clients. As we continue to grow, we are looking for a Client Service Operations Specialist to join our team and support post-sales initiatives to enhance our client service execution.

Purpose of the Role:

The Client Service Operations Specialist will lead post-sales initiatives to support the Client Service team with executional workflows, information flow, process implementation, training, documentation, and tool enablement. The role is essential in helping the Client Service team scale growth and meet business objectives.

This position will drive data collection, analysis, and visualization to improve process accuracy, facilitate the integration of new features and products, and inform strategic decision-making. The specialist will collaborate across Client Service, internal teams, and departments to ensure high-quality customer service, optimize executional excellence, and drive continuous process improvements.

Key Responsibilities:

1. Act as the primary Client Service representative to the Perion MIS Team, supporting testing of new Salesforce functionality before deployment and providing feedback for improvements.
2. Manage and enhance Client Service processes within Salesforce, ensuring accuracy of account data, configurations, and workflow documentation.
3. Oversee client service onboarding for new accounts, ensuring fee accuracy and correct organization creation within the platform.
4. Conduct financial analysis and monitor account statuses, client tiering, and service levels to optimize resource allocation and prioritize SLAs, escalations, and feature requests.
5. Collaborate with global internal teams, including Sales Operations, Product, Legal, and Finance, to drive process efficiencies and align on best practices.
6. Lead integration efforts for Perion’s operating country analysis, resource efficiency, and platform organizational structure alignment with global teams.
7. PSA and IO workflow and approvals.
8. Billing automation and adjustments via Salesforce.
9. Fee integration from Salesforce to the platform.
10. Additional integrations between Salesforce and platform data systems.
11. Build and maintain internal and external knowledge-based libraries to document processes, best practices, and training materials.
12. Contribute to multiple audit and SOX compliance initiatives related to PSA, fees, user access, and finance operations.

Requirements:

1. Solid understanding of digital advertising and the adtech landscape.
2. Highly organized with strong attention to detail and exceptional communication skills.
3. Strong proficiency in data analysis and visualization tools (BI, SQL, Tableau, Excel XLOOKUP, etc.).
4. Essential experience with Salesforce configuration, validation, and workflow automation.
5. Ability to effectively communicate with developers on new integrations and provide detailed feedback during testing phases.
6. Proven ability to multitask, prioritize, and demonstrate proactive initiative in a fast-paced environment.

Join Perion DOOH and be part of an innovative team that is shaping the future of digital advertising! Apply today and help us build a more efficient, data-driven advertising ecosystem.