Client Service Operations Specialist

Perion Network Ltd.; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading digital advertising technology company is seeking a Client Service Operations Specialist in Montreal to enhance client service execution. The role involves managing Salesforce processes, conducting data analysis, and collaborating with internal teams to optimize performance. Join an innovative team shaping the future of digital advertising.

Qualifications

• Solid understanding of digital advertising and the adtech landscape.
• Essential experience with Salesforce configuration and workflow automation.

Responsibilities

• Lead post-sales initiatives to support the Client Service team.
• Manage and enhance Client Service processes within Salesforce.
• Conduct financial analysis and monitor account statuses.

Skills

Communication

Data Analysis

Organization

Tools

Salesforce

SQL

Tableau

Excel

Job description

Perion is a global advertising technology company delivering solutions to the biggest brands and publishers around the globe across search, social media and display, video, CTV, and programmatic DOOH.

Home to an award-winning technology solution –– with our unique data-driven AI / ML based technologies, we deliver and optimize hundreds of terabytes of data and billions of events per day. We're working with dozens of sources to provide a superior experience across screens and platforms, including mobile, video, social and native.

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 :

• 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.
• Manage and enhance Client Service processes within Salesforce, ensuring accuracy of account data, configurations, and workflow documentation.
• Oversee client service onboarding for new accounts, ensuring fee accuracy and correct organization creation within the platform.
• Conduct financial analysis and monitor account statuses, client tiering, and service levels to optimize resource allocation and prioritize SLAs, escalations, and feature requests.
• Collaborate with global internal teams, including Sales Operations, Product, Legal, and Finance, to drive process efficiencies and align on best practices.
• Lead integration efforts for Perion's operating country analysis, resource efficiency, and platform organizational structure alignment with global teams.
• PSA and IO workflow and approvals.
• Billing automation and adjustments via Salesforce.
• Fee integration from Salesforce to the platform.
• Additional integrations between Salesforce and platform data systems.
• Build and maintain internal and external knowledge-based libraries to document processes, best practices, and training materials.
• Contribute to multiple audit and SOX compliance initiatives related to PSA, fees, user access, and finance operations.

Requirements :

• Solid understanding of digital advertising and the adtech landscape.
• Highly organized with strong attention to detail and exceptional communication skills.
• Strong proficiency in data analysis and visualization tools (BI, SQL, Tableau, Excel XLOOKUP, etc.).
• Essential experience with Salesforce configuration, validation, and workflow automation.
• Ability to effectively communicate with developers on new integrations and provide detailed feedback during testing phases.
• 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.

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