Client Success Manager
Kelowna, BC CA
Posted ago

We are looking for a Client Success Manager who will take a key role on our team. As a Client Success Manager, you will become the key contact of your client portfolio. You will build strong relationships with the client and get to know their businesses and goals and make recommendations to get the most out of our technology solutions (Zoho). You will be their advocate and the one they’ll turn to for advice, ideas, and support. The Client Success Manager is responsible for ensuring the overall satisfaction of our clients, and ensuring Clientric constantly exceeds client expectations.

This position can be Full or Part-Time


The Client Success Manager will develop healthy customer relationships and become the trusted partner on behalf of Clientric. Your responsibilities will include:

  • Constantly evaluate and analyze customer needs to ensure the tools they are using match the level of growth the business is
  • Train the client on the usage of their Zoho system by understanding the basic ins and outs of Zoho and be able to train your clients on the systems we develop for them.
  • Acts as an advocate of the customer to ensure their voice is heard at Clientric, especially as it relates to customer service
  • Using the in-depth knowledge of the customer, introduce customers to other Zoho products and services that would be beneficial to them
  • Promote customer loyalty with constant monitoring and timely follow-ups. The candidate will identify potential customers that might churn and work with management to save them
  • You are a crucial part of the Implementation Design, Implementation, and Support lifecycles of our clients and you will become a trusted advisor for them


  • A true passion for customers – fanatical about getting them the right outcomes and becoming their advocate.
  • Passionate, proactive self-starter that is self-directed and able to solve problems and execute independently.
  • Strong team spirit and ability to work effectively in collaboration with others, coordinating across teams and building consensus.
  • Excellent communication skills (fluent in English) and ability to influence and steer customers, and spot opportunities to help.
  • Good business judgment and common sense and ability to prioritize effectively.
  • Hungry to develop their skills and take on more responsibilities quickly – our ambitious expansion plans mean we’re always looking for new leaders to help us grow.
  • Experience with back-end development, front-end development (JavaScript, React, CSS) and API development is a strong plus
  • Experience with using CRM tools such as Salesforce, Hubspot, or Zoho

About Clientric

We are a CRM consulting company exclusively helping our clients implement Zoho One solution and constantly looking to bring new talent to our team. We can't wait to evaluate your expertise!

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