Customer Success Associate

Optix; Vancouver; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

Optix is seeking a Customer Success Associate to join their team in Vancouver, BC. In this hybrid role, you will become a product expert, manage client relationships, and help drive client adoption of the Optix platform, contributing to its success in the flexible workspace market.

Benefits

Employee Stock Option Plan

Health and dental coverage

Flexible hybrid workplace

Annual health and fitness credit

Team lunches and socials

Qualifications

• 2-4 years of experience in a customer support, success, or sales role.
• Exceptional written and verbal communication skills.
• Strong ability to educate clients on product features.

Responsibilities

• Serve as the primary point of contact for a portfolio of clients.
• Educate clients on product features and benefits.
• Monitor client health and identify churn risks.

Skills

Communication

Client Relationship Management

Proactive Solutions

Time Management

Tools

Intercom

HubSpot

Job description

By 2030, up to 30% of all workspaces will be flexible. As the world undergoes this monumental shift, flex space operators are leading the charge towards a new way of working - characterized by community, connection, and creating exceptional experiences.

Optix is the first and only flex space automation software, enabling coworking and flex operators to thrive. We do this by providing operators with a B2B SaaS platform that automates their operations, engages their community, and helps them grow their business.

We’re a passionate group of people who support each other to do our best work. We enjoy pour-over coffee, chocolate croissants, and jamming on our vision of changing the way the world works. And now we’re looking for an entrepreneurial-minded individual to join our rapidly growing team.

As a Customer Success Associate, you will become a product expert and educate clients on the benefits and functionality of the Optix platform. You will play a critical role in developing and managing client relationships, driving client adoption, retention, and expansion. This is a great opportunity for a customer support or success specialist who has experience in a SaaS and/or technology product support environment.

Note: This is a hybrid opportunity for someone based in Vancouver, BC (50% in our beautiful water-front Gastown office, 50% from home).

We welcome applicants from all walks of life. Even if you don’t feel you meet every requirement listed, we would still love to hear why you think you would be an awesome addition to our team, and we encourage you to apply

Who you are

• 2-4 years of experience in a customer support, success or sales role with a technology company
• Exceptional written and verbal communication skills – clear, concise, empathetic, and typo-free
• Strong ability to educate clients on product features, benefits, and best practices, in both 1:1 and group settings (virtual and live)
• Proven experience with owning a large portfolio of clients and delivering proactive client support
• Proactive, solutions-oriented mindset – always looking for ways to drive value for clients and Optix
• People person – speaking to new people every day and building relationships excites you!
• Excellent time management and organizational skills, able to work independently and prioritize effectively
• Ambitious, yet humble and quick to support your fellow teammates
  

Bonus points for

• Previous experience in a B2B SaaS environment
• Familiarity with customer success tools (e.g., Intercom, HubSpot)
• Familiarity with customer engagement and success frameworks (e.g., health monitoring, churn prevention)
  

What you'll do

• Serve as a primary point of contact for a portfolio of clients, building strong relationships
• Educate clients on product features, benefits, best practices, and value optimization
• Schedule, manage, and facilitate onboarding sessions to introduce new clients to the Optix platform
• Proactively engage clients based on lifecycle milestones and health signals
• Support with client adoption of new features and functionality, helping them to reach critical milestones and ensuring they gain the full value of the Optix platform
• Monitor client health and identify churn risks, initiating retention conversations
• Identify and drive expansion opportunities, including upselling plans and gated features
• Work closely with our Technical Support, Product, and Sales teams to resolve client issues and capture feedback
• Maintain accurate records of client interactions, feedback, and action plans
• Contribute to the development of client resources, including guides, webinars, videos, help articles and more

We take care of our teammates

This is a unique opportunity to join a rapidly growing technology startup. Taking care of our team on this journey is a priority. We offer:

• Competitive salary compensation
• Employee Stock Option Plan offering
• Excellent health and dental coverage program provided by Sunlife
• Mission-driven workplace experience with a positive, collaborative and supportive team culture
• Personal and professional growth opportunities
• Healthy snacks and locally roasted coffee – slow pour is our jam
• Team lunches and socials
• Annual health and fitness credit
• Fun offsite activities that allow us to reconnect as a team
• A beautiful, waterfront Gastown office and a flexible hybrid workplace plan.

We welcome applicants from all walks of life. Even if you don't feel you meet every requirement listed, we would still love to hear why you think you would be an awesome addition to our team, and we encourage you to apply.