Client Success Manager

Symplicity; Hamilton; Hybrid; CAD 70,000 - 95,000; Full time

Job summary

Symplicity & Orbis Communications seeks a Client Success Manager to partner with clients across the lifecycle, maximizing the value of Symplicity and Orbis solutions. You will be a trusted advisor translating business needs into actionable product improvements and collaborating with multiple teams to ensure client success.

The role requires clear communication to both technical and non-technical stakeholders, with travel within Canada and the US.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Experience in customer-facing roles within software/SaaS.
• Experience with post-secondary institutions is a strong asset.

Responsibilities

• Build and maintain strong client relationships across lifecycle.
• Act as a strategic advisor to define goals and KPIs.
• Support onboarding, implementation, adoption, and optimization of products.
• Facilitate discovery workshops and client meetings to understand challenges.
• Translate client requirements into actionable recommendations.
• Collaborate with Product, Development, Support, and Account teams.

Skills

Client relationship building

Communication skills

Analytical problem-solving

Understanding data/workflows

Cross-functional collaboration

Travel flexibility

Education

Bachelor's degree or equivalent

Tools

Databases

Data analysis

SaaS platforms

Job description

Symplicity & Orbis Communications creates innovative technology solutions for post-secondary institutions. Our technology helps universities and higher education institutions improve the student experience and strengthen connections between students, employers, community members, and educational institutions.

We are committed to creating a collaborative and supportive workplace culture that balances a challenging and rewarding work environment with employee wellbeing, professional development, community involvement, and team engagement.

About the Role

The Client Success Manager will partner with clients throughout the customer lifecycle, helping them maximize the value of their Symplicity and Orbis solutions, achieve their business goals, and continuously improve the way they use our technology.

You will act as a trusted advisor, product expert, and strategic partner to our clients. This includes understanding their business needs, facilitating discovery sessions, supporting implementations and onboarding, identifying opportunities for product adoption and expansion, and helping clients resolve challenges.

The role requires someone who can confidently work across different teams, communicate technical concepts to non-technical audiences, and translate customer feedback and business requirements into actionable solutions for our Product, Development, Support, and Account Management teams.

Success in this role means our clients are engaged, confident, and using our solutions effectively and innovatively.
Location: Hamilton, Ontario, Canada
Work Model: Remote or Hybrid – employees may choose to work remotely or from our Hamilton office
Travel: Occasional travel within Canada and the US for client meetings, training, conferences, and other business needs

• Build and maintain strong, trusted relationships with clients throughout the customer lifecycle.
• Act as a strategic advisor, helping clients define goals, establish key performance indicators, and achieve measurable outcomes using Symplicity and Orbis solutions.
• Support clients with onboarding, implementation, adoption, and optimization of new and existing products and services.
• Facilitate discovery workshops and client meetings to understand business challenges, workflows, goals, and project requirements.
• Translate client business requirements into clear and actionable recommendations, mapping solution capabilities to client needs.
• Provide guidance and frontline support to help clients resolve product questions, challenges, and workflow issues.li>
• Help clients understand and adopt new product features, functionality, and best practices.
• Communicate technical concepts clearly to non-technical stakeholders and help clients understand how technology and data can improve their workflows.
• Work closely with Product, Development, Support, Implementation, and other internal teams to communicate customer feedback, ideas, questions, and requirements.
• Identify opportunities to improve product usability, functionality, adoption, and overall customer experience.
• Proactively identify at-risk clients and develop strategies to improve engagement, adoption, and customer satisfaction.
• Identify upsell and cross-sell opportunities within the existing client base and collaborate with Account Executives to support these opportunities.
• Develop and maintain client success stories, case studies, references, and other customer advocacy initiatives.
• Encourage customer engagement and feedback through webinars, roadshows, training sessions, community initiatives, and feedback sessions.
• Contribute to the creation and ongoing improvement of knowledge bases, customer resources, training materials, and support documentation.
• Participate in building a customer community where clients can share knowledge, best practices, ideas, and experiences.
• Work with the Billing team to help resolve billing, invoice, and sales quote-related issues when required.
• Maintain clear and proactive communication with clients and internal stakeholders.
• Manage priorities effectively, work independently, and continuously look for ways to improve processes and customer outcomes.
• Travel periodically for client meetings, onsite training, conferences, and other business activities.
• Perform other duties as assigned based on business and client needs.

• Bachelor's degree, college diploma, or equivalent professional experience.
• Experience working in Customer Success, Client Management, Account Management, Product Support, Implementation, Onboarding, or a similar customer-facing role.
• Experience working in a software or SaaS environment is highly desirable.
• Experience working with post-secondary institutions, universities, colleges, or the higher education sector is considered a strong asset.
• Strong digital literacy and willingness to learn new technologies and software platforms.
• Ability to understand data, workflows, and technology and how they impact business and customer processes.
• Ability to understand and communicate technical concepts to non-technical audiences.
• Strong analytical and problem-solving skills, with a practical and creative approach to solving customer challenges.
• Excellent verbal and written communication skills.
• Strong relationship-building and interpersonal skills.
• Customer-focused mindset with a genuine interest in helping clients achieve their goals.
• Highly organized, detail-oriented, self-motivated, and able to manage multiple priorities.
• Flexible and collaborative approach to working with cross-functional teams.
• Ability to work independently while contributing effectively as part of a team.
• Comfortable working in a fast-paced environment and meeting deadlines.
• Willingness to travel periodically for client meetings, training, and conferences.
• Experience with databases, data analysis, SaaS platforms, or other technology solutions is an advantage.

• English
• French

The successful candidate will support our French-first customers and must be comfortable communicating professionally in both English and French.

At Symplicity & Orbis Communications, you will join a team that is passionate about improving technology and services within higher education.
We encourage our employees to continuously develop their skills, contribute to their communities, and prioritize their wellbeing. Our culture combines a collaborative and supportive environment with opportunities to work on meaningful technology solutions used by post-secondary institutions.
Employees have the flexibility to work remotely or from our Hamilton, Ontario office, depending on their location and preferences, while maintaining opportunities for in-person collaboration and team engagement.