Manager, Sales Operations & Client Success

JORI International Ltd; Calgary; On-site; CAD 95,000 - 130,000; Full time

Job summary

JORI International Ltd. in Calgary seeks a Manager, Sales Operations & Client Success to own the revenue engine system and client health after the sale.

You will ensure leads are managed, data is clean, onboarding is effective, and relationships stay healthy over time. You will lead the Client Care team and Sales Assistant, coordinate with the Chief Revenue Officer, and drive cross-functional improvements across sales, operations, and finance.

Qualifications

• Experience coordinating or managing a small team or operational support function.
• Proven CRM discipline and data accuracy.
• Highly organized with a metrics-driven mindset.
• Strong written and verbal communication skills.
• Ability to hold team and individuals to a standard.
• Comfortable building processes where none exist yet.

Responsibilities

• Oversee lead flow and response management from arrival to assignment, ensuring timely engagement by the sales team.
• Maintain CRM data discipline and reporting foundations in HubSpot.
• Lead and develop the Client Care team and Sales Assistant; set and monitor service levels.
• Own client onboarding to ensure a smooth first impression and proper setup before first shipment.
• Ensure documentation and compliance are in place from day one to mitigate risk.
• Monitor client health and retention, identifying at-risk accounts and coordinating recoveries.
• Deliver a weekly Revenue Office report against defined metrics to surface issues early.
• Lead cross-functional initiatives with Strategic Accounts and Operations for seamless handoffs.
• Drive professional development and stay current with tools, processes, and industry best practices.

Skills

CRM management

HubSpot

Organizational skills

Communication

Leadership

Process development

Education

Post-secondary education in business or related field

Tools

HubSpot CRM

Job description

An exciting internal opportunity is now open!

If you're ready to take the next step in your professional journey, we'd love to hear from you. Internal mobility is a key part of our commitment to employee growth, and we encourage all interested and qualified employees to explore this position.

About the Opportunity

The Manager, Sales Operations & Client Success owns the system behind the revenue engine and the health of the client after the sale.

Where the Strategic Accounts Manager is accountable for the outcome on named accounts, this role is accountable for the system that makes those outcomes repeatable: how leads are handled, how quickly the company responds, how clean the data is, how well a new client is onboarded, and whether the relationship stays healthy over time.

The role manages the Client Care team and the Sales Assistant, and works directly with the Chief Revenue Officer.

Your responsibilities include, but are not limited to:

• Lead flow and response management. Monitor every inbound lead from arrival through assignment. Ensure each one is engaged by the sales team within the agreed service standard, and elevate when it is not.
• CRM and data discipline. Own the accuracy and completeness of records in HubSpot. Monitor daily activity, correct gaps, and maintain the reporting foundation the Revenue Office depends on.
• Team leadership. Manage, coordinate and develop the Client Care team and the Sales Assistant. Set standards, run the daily rhythm, and hold the team to agreed service levels.
• Client onboarding. Own the new client's first impression. Make sure onboarding runs to a defined standard and that the client is properly set up before the first shipment moves.
• Documentation and compliance completeness. Ensure every required document and process is in place from day one. Customs work is document-heavy and incomplete files create real service and audit risk.
• Client health and retention. Maintain relationship health across the client base after the sale. Identify accounts at risk, run structured check-ins, and coordinate recovery where needed.
• Reporting. Deliver a weekly report to the Chief Revenue Officer against a defined set of metrics, so problems surface early rather than quietly.
• Revenue Office projects. Lead specific initiatives and improvement projects assigned by the Chief Revenue Officer.
• Cross-functional coordination. Work alongside Strategic Accounts and the Operations team so handoffs are clean and the client experience holds together end to end.
• Professional development. Stay current on tooling, process and industry practice.

About You

Must Haves:

• Experience managing or coordinating a small team, or running an operational support function
• Strong CRM discipline. HubSpot experience, or the ability to become proficient quickly
• Highly organized and process-minded, comfortable working from metrics and reporting
• Strong written and verbal communication
• Able to hold people to a standard, including people who do not report to them
• Comfortable building a process where none exists yet

Assets:

• Experience in logistics, freight forwarding or customs brokerage
• Familiarity with customs documentation and compliance requirements
• Post-secondary education in business or a related field
• Experience with client onboarding or account management

Good luck, and thank you for being part of our team!