Full-Time

Professional Services Associate

Confirmed live in the last 24 hours

Loopio

Loopio

201-500 employees

RFP response software for enterprises

Data & Analytics
Consulting
Enterprise Software

Junior

Remote in Canada

Position is remote but associated with the Toronto hub.

Category
Customer Success
Customer Success & Support
Required Skills
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets
Requirements
  • 1+ years of experience or familiarity in Support, Customer Success, Professional Services, or a related tech role (B2B SaaS experience is a bonus!)
  • A strong desire to learn and adapt to new technologies and tools
  • Enthusiasm for providing exceptional customer experiences and making complex ideas simple
  • Ability to manage multiple tasks while staying organized and detail-oriented
  • Excellent communication skills, both written and verbal
  • A collaborative mindset, with a willingness to support and learn from team members
  • Familiarity with Word content styling, Excel reporting, or CRM tools like Salesforce
Responsibilities
  • Contribute to delivering Professional Services that help customers achieve immediate and long-term success
  • Responsible for small to medium sized projects, including tasks such as scoping, setting deadlines, tracking time, and supporting customers as well as your team
  • Support customers with service offerings including content migrations, basic reporting, and best practice consultations
  • Document and share learnings from customer interactions with the team to ensure consistency
  • Collaborate with Customer Success Managers, Onboarding Managers, and others across the CX organization
  • Stay informed about platform updates and share feedback to help improve services
  • Build meaningful relationships with Loopio customers through engaging emails and virtual meetings, earning customer trust through strong communication, follow-through and by demonstrating value
Desired Qualifications
  • B2B SaaS experience is a bonus!

Loopio simplifies the process of responding to Requests for Proposals (RFPs) and similar documents through its RFP response software. This software features a smart content management system that organizes a company's knowledge base, allowing teams to collaborate and manage tasks efficiently. Loopio operates on a subscription-based model, providing tools that enhance workflow and automation, helping clients save time and improve response quality. The company's goal is to empower medium to large enterprises to streamline their proposal processes and secure valuable partnerships.

Company Stage

Growth Equity (Venture Capital)

Total Funding

$203M

Headquarters

Toronto, Canada

Founded

2014

Growth & Insights
Headcount

6 month growth

-3%

1 year growth

-4%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for AI-driven content management boosts Loopio's market potential.
  • Integration with CRM systems streamlines sales and proposal workflows.
  • Expansion into new markets enhances Loopio's global presence and capabilities.

What critics are saying

  • Increased competition from established players like SAP threatens Loopio's market share.
  • Potential over-reliance on CRM integrations poses risks if policies change.
  • Recent layoffs may indicate internal financial or strategic challenges.

What makes Loopio unique

  • Loopio integrates seamlessly with CRM systems like Salesforce and HubSpot.
  • The Response Management Loop Framework offers a holistic approach to proposal management.
  • Loopio's smart content management system centralizes and organizes knowledge efficiently.

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Benefits

Remote Work Options

Hybrid Work Options

Phone/Internet Stipend

Professional Development Budget