Client Success Executive

This is a fully remote position, open to applicants in Canada.

📋 Description

• Take ownership of and implement account strategies for a selection of high-value clients.

• Cultivate strong relationships with stakeholders at all levels (executive, technical, and operational) to drive successful business results.

• Recognize and secure upsell and cross-sell opportunities by aligning Multiview solutions with client challenges and growth objectives.

• Actively manage renewals to ensure clients continue to derive value from our services.

• Promote the adoption of Multiview’s End Month End framework, ensuring clients realize significant ROI.

• Regularly evaluate client health and take early action to mitigate churn risk.

• Position yourself as a trusted advisor. Lead client meetings, quarterly business reviews (QBRs), and strategic check-ins to facilitate decision-making and enhance product usage.

• Work collaboratively with internal teams (Product, Support, Implementation, Sales, and Engineering) to address client challenges, communicate enhancement needs, and advocate for client interests throughout the organization.

• Keep precise records of account activities, engagements, and pipeline using tools like HubSpot or other CRM systems.

• Monitor key performance indicators such as NPS, retention rates, expansion revenue, and engagement metrics.

• Manage contract renewals with accuracy and assurance. Clearly convey value, address objections, and secure client commitment to a long-term partnership.

⛳️ Requirements

• Strong understanding of accounting and financial management practices.

• Over 2 years of experience in Client Success or Account Management.

• A proactive and action-oriented mindset.

• Solid sales expertise.

• Proven track record in a quota-carrying role.

• Successful experience managing sales pipelines and deal progression.

• A strong determination to close deals.

• Demonstrated success in reporting on key performance indicators (KPIs) such as Retention, Upsell, Cross-sell, Referrals, NPS, etc.

• Proven ability in stakeholder engagement and relationship management across all levels.

• A history of exceeding retention and upsell targets.

• Innovative problem-solving skills.

• Excellent analytical abilities and sound judgment in decision-making.

• Strong communication skills, both written and verbal, with the capacity to listen, understand, educate, and influence.

• The ability to identify challenges and propose solutions.

• Experience in a SaaS environment.

• A personal dedication to team culture and a meaningful contribution to it.

• University Degree or College Diploma.

🏝️ Benefits

• Competitive Compensation.

• 3 weeks of vacation.

• Comprehensive Benefits including Health, Dental, and Vision.

• Flexible workplace arrangements.

• Health and Wellness perks.

• Opportunities for workplace social events and engagement.

• Continuous growth opportunities.