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Professional Services Manager
Posted on 3/16/2023
Toronto, ON, Canada
Experience Level
  • 2+ years experience of Customer Success, Professional Services, Consulting, and/or Customer Support experience; preferably in a B2B SaaS environment
  • You are excited by the idea of being a foundational member of the team, not only can you handle uncertainty, you are energized by the idea of being able to build something from nothing
  • Tech savvy, a strong understanding and a thirst to learn new technologies and tools
  • Experience in delivering exceptional customer experiences with the ability to convey information in a simple and understandable way
  • You enjoy identifying new opportunities: opportunities to delight a customer, make things better for the team, further your personal goals, and recognize fellow team members
  • You take initiative in exploring unfamiliar areas and concepts with a hands-on approach
  • You are excited by the idea of making users comfortable and excited to reach out to ask questions or share feedback by being human, being thoughtful, being a representative of Loopio and creating a great services experience
  • Excellent written and verbal communication skills with attention to detail
  • Highly organized and detail oriented multitasker - with a proven positive track record of managing projects from start to finish
  • Team player and are there to support, empower and share learnings with your peers
  • Confident expertise in Word content styling and Excel reporting are a nice to have
  • Previous CRM exposure (such as Salesforce) are nice to have in this role
  • Create value through specialized Professional Services that yield immediate results while enabling customers to achieve long term success
  • Apply project management skills by leading customer-driven initiatives, tasks will include scoping level of effort, creating deadlines, holding stakeholders accountable, and time tracking
  • Provide recommendations and share best practices around Loopio's RFP response workflows
  • Work closely with customers on delivering our service offerings, which include technical content migrations, consultation of best practices, reporting need, and much more
  • Support product project requests and Word Content Styles set up
  • Document, formalize, evolve and share internal processes
  • Build meaningful relationships with Loopio customers through engaging emails and virtual meetings, earning customer trust through strong communication, follow-through and by demonstrating value
  • Ensure that any new platform learnings are documented to share knowledge with the rest of your Professional Services team so that the team can continue to deliver a standardized experience
  • Partner with our Customer Success Managers to scope and recommend projects that will yield the highest impact and value
  • Partner with our Engineering, Product, and Design team to stay knowledgeable on the Loopio platform, and to continuously share feedback regarding what should be productized, based on learnings from delivering services
  • Collaborate with our Customer Onboarding team to help customers get set up quickly, efficiently, and on the right foot!
  • Partner with our Education team to collaborate on creating online lessons that fill customer knowledge gaps. If you haven't picked up on it yet… This is an incredibly cross-collaborative role!

201-500 employees