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Senior Client Services Representative

Sterling Technology | Virtual Data Rooms

Toronto

On-site

CAD 50,000 - 70,000

Full time

3 days ago
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Job summary

A global leader in secure information management is searching for a detail-oriented Client Services Representative based in Toronto. This role involves managing client relationships, ensuring satisfaction, and providing technical support for our VDR platform. With full training provided and opportunities for career growth, suitable candidates will have at least 4 years of B2B experience and a tech-savvy, client-focused mindset.

Benefits

Attractive bonus plan
Exciting career development opportunities
Collaborative work culture
Regular social events

Qualifications

  • Minimum 4 years of B2B customer service experience, preferably in technology or SaaS.
  • Fluency in English required.
  • Tech-savvy with ability to support complex software platforms.

Responsibilities

  • Serve as primary contact for clients, managing inquiries via phone and email.
  • Provide technical support on VDR platform and solve client issues proactively.
  • Conduct detailed client training sessions on platform functionalities.

Skills

Client Management
Problem Solving
Attention to Detail
Organizational Skills

Job description

Do you want to work for a global leader in secure information management and technology solutions? Are you interested in helping top-tier businesses-investment banks, law firms, and major corporations-manage critical transactions and high-stakes projects with cutting-edge technology? If you thrive in a fast-paced, client-focused environment, this role is for you.

We specialize in providing secure platforms that enable businesses to share and collaborate on sensitive information with confidence. Our technology powers complex financial and legal processes, ensuring seamless execution for some of the world's most important deals. As part of our team, you'll play a key role in supporting clients across industries where security, speed, and accuracy matter.

What We're Looking For

We're looking for proactive individuals who take ownership of their work, communicate effectively, and thrive under pressure. No prior experience in this industry? No problem-we provide full training on our technology, workflows, and best practices. What matters most is a strong ability to manage client relationships, solve problems, and adapt quickly in a high-performance environment.

This position is based in our Toronto office, where you'll be part of a growing team with exciting career development opportunities, an attractive bonus plan, and a collaborative work culture with regular social events.

If this sounds like the right fit for you, we'd love to hear from you!

Full details on the role are below

Hours : Full-time 8 AM - 5 PM or 9 AM - 6 PM, including occasional weekend shift coverage (compensated with time off)

Overview

We are seeking a detail-oriented and highly organized Client Services Representative with at least 4 years of B2B experience. The ideal candidate thrives under pressure, meets strict deadlines, and understands client needs. Fluency in English is required. This role is part of our core team in Toronto, supporting both North American and European clients.

Responsibilities

  • Serve as the primary contact for clients, managing time-sensitive inquiries via phone and email.
  • Provide technical and workflow support on our VDR platform while proactively solving client issues.
  • Conduct detailed client training sessions to ensure proper use of platform functionalities.
  • Manage multiple client engagements simultaneously, ensuring timely and error-free execution.
  • Ensure strict adherence to deadlines for critical projects and data handling tasks.
  • Collaborate with global teams across New York, London, India, and other locations.
  • Handle USB archive production with meticulous quality control and secure data delivery.
  • Maintain precise records for tracking, reporting, and billing.
  • Provide weekend shift coverage, compensated with time off.

Requirements

  • Minimum 4 years of B2B customer service experience, preferably in technology, SaaS, or financial services.
  • Fluency in English
  • Exceptional attention to detail and accuracy.
  • Proven ability to work under pressure and meet strict deadlines.
  • Strong client-focused mindset, anticipating needs and providing proactive solutions.
  • Outstanding organizational skills to handle multiple priorities in a high-stakes environment.
  • High level of accountability and ownership in client interactions.
  • Tech-savvy with the ability to quickly learn and support complex software platforms.
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