This role is for you if you are someone that:

Core metrics of this role include retention, customer satisfaction, product adoption, and supporting expansion. While reporting directly to the SVP, Customer Experience, you are seen as a mentor to the rest of the Customer Success team and a go to person to help the team grow and develop.

• Oversee large and complex customer accounts. Proactively engage customers throughout their Coconut journey from go-live to renewal to growth. Ensuring you thoroughly understand their set up and use of Coconut and advise them on additional functionalities, features, and integrations to deepen their outcome with Coconut
• Deepen relationships with our key contacts while identifying other key stakeholders at our customer’s organization
• Collaborate closely with Account Executives, Account Managers, Solution Engineers, and Implementation Managers to deliver ROI to customers, drive advocacy amongst the customer organization, and tee them up for ongoing success and growth with Coconut Software
• Work closely with the Enterprise Sales team to identify and maximize new opportunities across the named Enterprise accounts
• Leverage both qualitative and quantitative data points to provide recommendations to your customer to help them get the most out of Coconut as well as inform Coconut Leadership on the customer’s health
• Create meaningful and personal moments for our customers and turn them into raving advocates of Coconut
• Identify successful plays and best practices for our enterprise customers and help refine existing internal processes for the Enterprise team
• Demonstrate Coconut Software’s values and project a positive, upbeat, and professional tone in all communications, both internal and external
• Travel to customer sites and between Coconut’s offices as needed

• 5+ years of B2B customer-facing SaaS experience working with customer organizations that have over 50,000 employees
• Experience navigating complex companies with different business units and buying needs
• Thrive on understanding our customers inside and out - you are equally comfortable working with an individual contributor as you are with executives at our customers’ companies
• Love helping others succeed, both our customers and your colleagues
• Exceptional communication skills whether over email, phone call, video call, or in-person
• Creative thinker and problem solver who loves to tell stories
• An entrepreneurial spirit. The CSM, alongside the overall pod, partners closely with both prospects and customers and deep dives into their workflows and needs, often charting a path that hasn’t been crossed before.
• You are as comfortable using data to make informed decisions as you are reading between the lines of a customer conversation when forecasting health
• Thrive in ambiguous environment with little or changing processes
• Comfortable using SFDC, Excel, Catalyst.io, Asana, and Jira
• Bonus points for experience working at/with financial institutions or fintech

Our Investment in You:

A full range of benefits to keep you happy & healthy;

• Competitive Salaries - we pay fairly based on experience and expertise, not your ability to negotiate!
• Health & Dental Benefits, Virtual Care, & Disability top up
• Mental health online platform and counselling services
• WealthSimple GRSP & Matching
• Annual Wellness Benefit ($1000 per year)
• Opportunity to work remote - anywhere in Canada!
• Employee Options - everyone shares in our success!
• Internet Subsidy
• Tiki Bucks Incentive Program - means everyone is entitled to earn bonuses
• A People First Company - 4.6 rating on Glassdoor
• Recently named #4 on the Top 10 Best Workplaces in Canada