Customer Success Manager

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<p style="line-height:1.2;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">About Kindsight: </span></span></span></span></span></span><br><br><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="font-family:Arial, sans-serif;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;"><span style="font-family:Arial, Helvetica, sans-serif;">Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors - at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising.</span></span></span></span></span></span></span></p><p style="line-height:1.2;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">Position Summary:</span></span></span></span></span></span></p><p style="line-height:1.2;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Our Customer Success Managers play a pivotal role in ensuring the satisfaction, retention and growth of the Kindsight customer base.  They are primarily responsible for supporting our customers in achieving value  by  understanding  their  needs  and  objectives,  building  strong  relationships  and  delivering  an outstanding  experience.   Our  CSMs  monitor  customer  adoption,  analyze  data  to  identify  trends  and insights,  and  provide  strategic  guidance  to  help  customers  achieve  their  desired  outcomes.  Ultimately, Customer  Success  Managers  are  dedicated  to  maximizing  the  value  that  customers  derive  from  the company's products or services, driving long-term success for both the customers and the company. </span></span></span></span></span><br><br><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">What You’ll Do:</span></span></span></span></span></span></p><ul><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Build and maintain strong relationships with customers, serving as their trusted advisor and advocate within the company</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Drive customer  retention  and  growth  among  our  customers  by  understanding  their  needs  and objectives and helping them achieve their desired outcomes and success in their mission  </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Proactively monitor customer usage and satisfaction, analyzing data and feedback to identify trends and insights to enable successful adoption of our products  </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Maintain a regular cadence of communicating with customers  to  provide  expert  coaching to enable them to maximize the value they derive from our products </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Identify  opportunities  to  upsell  or  cross-sell  additional  products  or  services  to  customers,  driving revenue growth</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Identify at-risk customers and develop strategies to mitigate churn, including proactive outreach and intervention</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Create positive experiences for customers that drive a positive Net Promoter Score (NPS) </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Identify  opportunities  for  customers  to  act  as  Kindsight advocates  to  provide  testimonials,  case studies and references   </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Marshall resources across the iWave teams as needed to support customers’ needs </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Represent the voice of the customer to better inform our sales process and product roadmap </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Some travel to conferences and customer sites may be required </span></span></span></span></span></span></li></ul><p style="line-height:1.2;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:700;"><span style="font-style:normal;"><span style="text-decoration:none;">What We’re Looking For:</span></span></span></span></span></span></p><ul><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Bachelor's  degree  in  business  administration,  marketing,  communications,  or  a  related  field  (or equivalent experience). </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">3+  years  in  Customer  Success,  Relationship  Management,  Partner or Account  Management  in  a  SaaS environment </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Excellent  communication  and  interpersonal  skills,  with  the  ability  to  build  rapport  and  trust  with customers at all levels</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Strong problem-solving abilities, with a proactive and resourceful approach to addressing customer needs and challenges </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Analytical mindset, comfortable working with data to derive insights and make data-driven decisions. </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Curiosity, willingness to learn and ask questions of the customer. </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Detail-oriented and organized, with the ability to manage multiple customers and projects simultaneously</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Proven success in driving customer retention and expansion   </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Familiarity with Salesforce, Gainsight, MS Office and Google Suite </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Passion for delivering exceptional customer experiences and driving long-term customer success</span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Experience working with and a passion for non-profit organizations </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Empathetic, positive attitude with a desire to help our customers reach their goals </span></span></span></span></span></span></li><li style="list-style-type:disc;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Results-driven mentality, with a bias for speed and action </span></span></span></span></span></span></li></ul><p style="line-height:1.2;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">Compensation Range: $55,000 - $90,000 CAD OTE annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market.</span></span></span></span></span></span></p><p style="line-height:1.2;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">This advertised position is for an existing vacancy at Kindsight. At Kindsight, we’re proud to be a place where everyone belongs and has an equal opportunity to contribute, thrive and grow. We hire based on skills, potential, and impact, and we believe our differences fuel innovation. We welcome all individuals and do not discriminate on the basis of gender identity and expression, race, ethnicity, disability, sexual orientation, colour, religion, creed, gender, national origin, age, marital status, pregnancy, sex, citizenship, education, languages spoken or veteran status. We’re building a workplace where everyone has the opportunity to do meaningful work and make a difference.</span></span></span></span></span></span></p><p style="line-height:1.2;"><span style="font-family:Arial, Helvetica, sans-serif;"><span style="font-size:11pt;font-variant:normal;white-space:pre-wrap;"><span style="color:#000000;"><span style="font-weight:400;"><span style="font-style:normal;"><span style="text-decoration:none;">We leverage artificial intelligence (AI) tools to support certain aspects of our recruitment process. These tools may help with resume screening, drafting job descriptions, creating interview questions and occasionally identifying potential candidates. All hiring decisions are made by our people, not AI. Our intent is to use AI thoughtfully to streamline administrative tasks, improve the candidate experience and support fair, unbiased hiring practices consistent with industry standards.</span></span></span></span></span></span></p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...