Customer Success Manager

Role overview

Adoption and operating rhythm

• Translate operating-model strategy into customer rituals, success checkpoints, enablement plans, and business reviews.
• Help customers embed MindBridge in recurring workflows, review insights, assign actions, measure outcomes, and sustain use.
• Develop scalable adoption plans, persona-based enablement, and paths from initial value to broader use cases.

Executive value and account partnership

• Create executive-ready value narratives and facilitate business reviews with Account Management.
• Equip customer champions to communicate outcomes and translate operational wins for finance, audit, and executive stakeholders.
• Coordinate with FDPEs, Project Managers, Account Managers, Success Engineering, Product, Education, and Support.

Repeatable value assets

• Codify adoption motions, value stories, use-case patterns, playbooks, templates, and operating guides.
• Identify patterns across customers and contribute frameworks that make value delivery more repeatable.

Required qualifications

• 7+ years in customer success, transformation or value consulting, enterprise SaaS, audit, finance, risk, or analytics.
• Experience driving adoption, value realization, or business transformation in complex customer environments and working with senior stakeholders.
• Strong written and verbal communication, including executive-facing storytelling; familiarity with audit, finance, accounting, risk, controls, or enterprise data workflows.
• Bachelor’s degree in Business, Accounting, Finance, Economics, Data, Information Systems, or a related field.

Preferred qualifications

• CPA, CA, CIA, CISA, CFE, CRMA, PMP, Prosci, or equivalent professional credential is preferred.
• Experience with audit analytics, financial risk intelligence, AI-enabled analytics, enterprise data platforms, customer value frameworks, adoption playbooks, business reviews, or ROI models is preferred.
• Multi-use-case enterprise SaaS expansion, consulting, professional services, customer success strategy, transformation advisory, ERP systems, financial datasets, audit workflows, or modern data environments are preferred.

Employment contingency

• The successful candidate must fulfill requirements necessary to obtain a full background check.

Compensation

• Expected base salary is CAD 115,000 to CAD 130,000 per year; the role may also be eligible for bonus awards.
• Base salary within the range depends on location, skills, experience, competencies, and qualifications.

Workplace

• The posting describes the role as hybrid or remote.

Benefits

• Benefits listed include compensation and equity, health and wellness programs, professional development, flexible time off, matched retirement plans, and four annual digital detox days.