Customer Success Specialist

Your role as Customer Success Specialist

Reporting to Ariane Beaulieu Sirois, the mission of the Customer Success Specialist is to be the trusted advisor and act as the owner of small and midsize business accounts to contribute to the success of Customer Success at Dialogue. The main focus of this role is to identify and implement sustainable and  scaled management strategies for small and midsize business (SMB) accounts through the execution of effective account retention and renewal strategies. You will play a key part in the management of existing clients while applying a strong data-integrity approach to contracts and opportunities. This role also entails ensuring our Dialogue clients have a positive experience by supporting a variety of engagement initiatives and strategies such as onboardings,  webinars, kiosks and more.

What you’ll be doing: 

• Understanding and managing SMB-related operations to gain efficiencies and continuously improve processes in a scaled and proactive approach
• Maintaining relationships with clients by offering scalable account support in order to ensure optimal cost-to-revenue ratio
• Managing renewal processes in order to apply an adequate repricing strategy (updating agreements, managing Salesforce opportunities, etc.)
• Mastering software tools to gain efficiencies and continuously improve operations
• Developing, implementing, improving and documenting Customer Success processes, workflows and best practices to allow for swift scalability
• Deliver a seamless onboarding & launch experience for Dialogue clients
• Enhance Customer interaction through strategic engagement initiatives
• Engaging directly with clients via email, and phone when required, to ensure follow-ups
• Working in partnership with internal operational groups to investigate and resolve complex client issues 

We'd love to hear from you if you have:

• You provide empathetic and client-driven service
• You have a long-term vision for scalability and can help develop opportunities for automation
• You are known as someone who is highly organized and detail-oriented, with excellent time management skills
• You have strong written and verbal communication skills in French and English
• You like to learn new things and get out of your comfort zone 
• You are focused on quality, accuracy, and attention to detail

Please note that as we serve customers across Canada, bilingualism is essential for this position. You may be required to communicate in French and English.

• A fully funded benefits plan, including a wellness reimbursement program
• Unlimited access to a variety of Dialogue’s programs for you and your immediate family
• 4 weeks of vacation, 9 wellness days and 1 paid volunteer day
• A hybrid work approach that involves 3 days per week in our beautiful Montreal or Toronto offices
• Access to a custom learning program, including an allocated budget for continuous external training
• Short and long-term incentive plans
• An optional parental benefits program
• Qualifying permanent and part-time employees are eligible for a Group Retirement Savings Program (GRSP) with a matching employer contribution from their first day at Dialogue, in accordance with policy terms

About Dialogue

Dialogue is the #1 virtual care provider in Canada. By developing our Integrated Health Platform🅫, we provide exceptional online health and wellness programs (primary care, mental health, iCBT, EAP, and wellness) to organizations that want to improve the wellness of their employees and families.

When it comes to our work, we set the bar high. Together, we’re transforming health and helping millions improve their well-being. We’re firm believers that great people don’t settle on:

Feel like you can make a difference? Good news, we saved you a seat! 

Come as you are. As a proud equal-opportunity employer, Dialogue is dedicated to creating a diverse and inclusive workplace for everyone. Qualified applicants will be considered regardless of citizenship, ethnicity, race, colour, religion, gender, gender identity or expression, sexual orientation, disability, age, or veteran status. Applicants who require specialized accommodation are encouraged to contact accessibility@dialogue.co.