Professional Services Associate

Loopio; Toronto; Remote; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company that is revolutionizing the proposal process! As a Professional Services Associate, you will empower customers by delivering tailored services that enhance their experience and success. This role offers a unique opportunity to work in a supportive, remote-first environment that values personal and professional growth. Collaborate with a talented team and build meaningful relationships with clients while managing impactful projects. If you're passionate about customer success and eager to learn, this position is perfect for you!

Benefits

Stock option plan

Health and benefits plan

Generous PTO

Remote-first work environment

Co-working office access

1-on-1 coaching

Career growth opportunities

Qualifications

• Experience in Support, Customer Success, or Professional Services.
• Strong desire to learn new technologies and tools.

Responsibilities

• Deliver Professional Services to help customers achieve success.
• Manage small to medium-sized projects and support customers.

Skills

Customer Success

Project Management

Communication Skills

Adaptability

Detail-oriented

Education

1+ years of experience in a related role

Tools

Salesforce

Excel

Word

Job description

Build your career at a tech company solving a real-world problem: the tedious and manual process of responding to RFPs. Help us innovate in the proposal space—and grow your career in the process.

Loopio is a workplace that unleashes learning & growth opportunities for our Loopers. We provide autonomous, challenging work that allows each employee to master their craft. We attract and retain people who are naturally curious, have grit and are eager to grow and build their careers. At Loopio, we genuinely support each other, because true success comes from working as #oneteam.

We’re seeking a relationship-driven, organized, and highly communicative individual to join our Enablement Services team as a Professional Services Associate. In this role, you’ll play a key part in empowering our customers to succeed by delivering tailored services at the right time in their journey. These services are grounded in best practices we’ve developed over years and collaborating with over 1,000 customers. The ideal candidate is passionate about delivering exceptional customer experiences, managing projects from start to finish, and working alongside a team of great people.

What You'll Be Doing

• Contribute to delivering Professional Services that help customers achieve immediate and long-term success
• Responsible for small to medium sized projects, including tasks such as scoping, setting deadlines, tracking time, and supporting customers as well as your team
• Support customers with service offerings including content migrations, basic reporting, and best practice consultations
• Document and share learnings from customer interactions with the team to ensure consistency
• Collaborate with Customer Success Managers, Onboarding Managers, and others across the CX organization
• Stay informed about platform updates and share feedback to help improve services
• Build meaningful relationships with Loopio customers through engaging emails and virtual meetings, earning customer trust through strong communication, follow-through and by demonstrating value

What You'll Bring to the Team

• 1+ years of experience or familiarity in Support, Customer Success, Professional Services, or a related tech role (B2B SaaS experience is a bonus!)
• A strong desire to learn and adapt to new technologies and tools
• Enthusiasm for providing exceptional customer experiences and making complex ideas simple
• Ability to manage multiple tasks while staying organized and detail-oriented
• Excellent communication skills, both written and verbal
• A collaborative mindset, with a willingness to support and learn from team members
• Familiarity with Word content styling, Excel reporting, or CRM tools like Salesforce

Why You'll ️ Working at Loopio:

• You’ll have a manager who coaches you through goal setting, frequent 1-on-1s, and real-time feedback
• You’ll have tons of autonomy and responsibility; we have a results-driven environment
• We’re a remote-first work environment here to support you at your best! Work from home or our Spaces co-working office
• You’ll learn more than you thought was possible; our team is obsessed with personal and professional growth
• You’ll have a piece of the pie; every Loopio employee participates in our stock option plan!
• You’ll participate in a health and benefits plan that kicks in on day one!
• A generous PTO plan and International Remote Work policies
• The career growth opportunities are endless

Internal Application Deadline: January 17, 2025 at 5pm PST/EST.

Internal Application Process for Loopers can be viewed here. (Internal access only)

Have questions about this internal opportunity you would like to discuss? Please reach out to the Talent Partner and/or Hiring Manager.

Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team ([e-mail]) should you require accommodations at any point during our virtual interview processes.