... operational challenges facing modern enterprises, and a passion for winning new business. The ... with Customer Success, Business Development, Marketing, and Alliances. * Salesforce Hygiene:
... operational challenges facing modern enterprises, and a passion for winning new business. The ... with Customer Success, Business Development, Marketing, and Alliances. * Salesforce Hygiene:
Manager, Renewals
Calgary, AB · On-site
A blend of both Customer Success and Account Management, this role requires a balanced approach of ... Design and implement policy, procedures, systems and KPIs to streamline operations and revenue ...
Quick apply
Manager, Renewals
Calgary, AB · On-site
A blend of both Customer Success and Account Management, this role requires a balanced approach of ... Design and implement policy, procedures, systems and KPIs to streamline operations and revenue ...
A blend of both Customer Success and Account Management, this role requires a balanced approach of ... Design and implement policy, procedures, systems and KPIs to streamline operations and revenue ...
Quick apply
A blend of both Customer Success and Account Management, this role requires a balanced approach of ... Design and implement policy, procedures, systems and KPIs to streamline operations and revenue ...
Operations Supervisor Intern- Fall 2026
CA$17.90 - CA$29.03/hr
Passion and enthusiasm for healthcare and our customers' success Work Term: Fall 2026- September ... As an Operations Supervisor Intern for McKesson Distribution, you will use your leadership skills ...
Operations Supervisor Intern- Fall 2026
CA$17.90 - CA$29.03/hr
Passion and enthusiasm for healthcare and our customers' success Work Term: Fall 2026- September ... As an Operations Supervisor Intern for McKesson Distribution, you will use your leadership skills ...
Operations Supervisor Intern- Fall 2026
CA$17.90 - CA$29.03/hr
Passion and enthusiasm for healthcare and our customers' success Work Term: Fall 2026- September ... As an Operations Supervisor Intern for McKesson Distribution, you will use your leadership skills ...
Operations Supervisor Intern- Fall 2026
CA$17.90 - CA$29.03/hr
Passion and enthusiasm for healthcare and our customers' success Work Term: Fall 2026- September ... As an Operations Supervisor Intern for McKesson Distribution, you will use your leadership skills ...
Leading a cross-functional platform team, including DevOps specialists, senior data developers ... You will be the bridge between engineering, product, and customer success, driving systematic ...
Quick apply
Leading a cross-functional platform team, including DevOps specialists, senior data developers ... You will be the bridge between engineering, product, and customer success, driving systematic ...
Leading a cross-functional platform team, including DevOps specialists, senior data developers ... You will be the bridge between engineering, product, and customer success, driving systematic ...
Leading a cross-functional platform team, including DevOps specialists, senior data developers ... You will be the bridge between engineering, product, and customer success, driving systematic ...
Leading a cross-functional platform team, including DevOps specialists, senior data developers ... You will be the bridge between engineering, product, and customer success, driving systematic ...
Quick apply
Leading a cross-functional platform team, including DevOps specialists, senior data developers ... You will be the bridge between engineering, product, and customer success, driving systematic ...
... success of Tridon Communications. This role provides leadership, direction, and support to ... Project & Customer Support * Support cabling and data communication projects to ensure customer ...
Quick apply
... success of Tridon Communications. This role provides leadership, direction, and support to ... Project & Customer Support * Support cabling and data communication projects to ensure customer ...
At BlueMarvel , we are on a mission to empower industrial operations worldwide through innovative ... Customer Success & Solutions Engineering - Ensuring clients maximize the value of our products What ...
At BlueMarvel , we are on a mission to empower industrial operations worldwide through innovative ... Customer Success & Solutions Engineering - Ensuring clients maximize the value of our products What ...
Integrations Developer (Calgary)
Calgary, AB · Remote
CA$106K - CA$125K/yr
... operational with reliable data flow and minimal manual intervention. * Manage connectors and APIs ... Collaborate across engineering and customer success teams to guarantee reliable integrations ...
Integrations Developer (Calgary)
Calgary, AB · Remote
CA$106K - CA$125K/yr
... operational with reliable data flow and minimal manual intervention. * Manage connectors and APIs ... Collaborate across engineering and customer success teams to guarantee reliable integrations ...
At Finning Canada, we believe exceptional product support is the foundation of customer success. We ... Support one of Canada's largest mining operations. * Competitive compensation, benefits, and career ...
At Finning Canada, we believe exceptional product support is the foundation of customer success. We ... Support one of Canada's largest mining operations. * Competitive compensation, benefits, and career ...
The company safely delivers clean-burning fuels to remote communities and industrial customers not ... continuous business success. As a Core Value of our Winning Team, we believe in surrounding ...
Quick apply
The company safely delivers clean-burning fuels to remote communities and industrial customers not ... continuous business success. As a Core Value of our Winning Team, we believe in surrounding ...
Manager, Parts & Warehouse
Fort Mcmurray, AB · On-site
Monitor KPIs related to safety, inventory accuracy, fill rates, customer service, and operational ... Join the world's largest Caterpillar dealer and make a direct impact on customer success. Enjoy ...
Manager, Parts & Warehouse
Fort Mcmurray, AB · On-site
Monitor KPIs related to safety, inventory accuracy, fill rates, customer service, and operational ... Join the world's largest Caterpillar dealer and make a direct impact on customer success. Enjoy ...
Monitor KPIs related to safety, inventory accuracy, fill rates, customer service, and operational ... Join the world's largest Caterpillar dealer and make a direct impact on customer success. Enjoy ...
Monitor KPIs related to safety, inventory accuracy, fill rates, customer service, and operational ... Join the world's largest Caterpillar dealer and make a direct impact on customer success. Enjoy ...
Manager, Parts & Warehouse
Edmonton, AB · On-site
Monitor KPIs related to safety, inventory accuracy, fill rates, customer service, and operational ... Join the world's largest Caterpillar dealer and make a direct impact on customer success. Enjoy ...
Manager, Parts & Warehouse
Edmonton, AB · On-site
Monitor KPIs related to safety, inventory accuracy, fill rates, customer service, and operational ... Join the world's largest Caterpillar dealer and make a direct impact on customer success. Enjoy ...
Leverage reporting, tools, and product knowledge to drive sales growth, operational performance, continuous improvement, and customer success. * Maintain compliance with Grainger, customer, and ...
Leverage reporting, tools, and product knowledge to drive sales growth, operational performance, continuous improvement, and customer success. * Maintain compliance with Grainger, customer, and ...
Leverage reporting, tools, and product knowledge to drive sales growth, operational performance, continuous improvement, and customer success. * Maintain compliance with Grainger, customer, and ...
Leverage reporting, tools, and product knowledge to drive sales growth, operational performance, continuous improvement, and customer success. * Maintain compliance with Grainger, customer, and ...
... operational toil (automation, self‑service, guardrails, policy enforcement) * Plan and deliver ... Work in the account team model alongside Customer Success Managers (CSMs), Account Managers (AMs ...
Quick apply
... operational toil (automation, self‑service, guardrails, policy enforcement) * Plan and deliver ... Work in the account team model alongside Customer Success Managers (CSMs), Account Managers (AMs ...
Operations Manager
CA$60K - CA$70K/yr
Operations Manager will be responsible for training, leading and developing a team of service ... customer service Pest control management experience required Success in training, mentoring and ...
Operations Manager
CA$60K - CA$70K/yr
Operations Manager will be responsible for training, leading and developing a team of service ... customer service Pest control management experience required Success in training, mentoring and ...
Customer Success Operations information
How does a customer success operations professional typically collaborate with customer success managers and other teams?
What is the difference between Customer Success Operations vs Customer Support Specialist?
| Aspect | Customer Success Operations | Customer Support Specialist |
|---|---|---|
| Primary Focus | Optimizing customer success processes, data analysis, and strategy | Handling customer inquiries, troubleshooting, and issue resolution |
| Required Skills | Data analysis, process improvement, CRM tools | Communication, problem-solving, technical troubleshooting |
| Work Environment | Cross-functional teams, strategic planning | Customer service centers, support tickets |
| Common Industry Usage | Tech, SaaS, subscription services | Tech, retail, service industries |
Customer Success Operations focuses on improving customer retention and success strategies through data and process optimization, while Customer Support Specialists handle direct customer issues and technical support. Both roles are essential but serve different functions within customer experience management.
What are the key skills and qualifications needed to thrive as a customer success operations professional, and why are they important?
What is customer success operations?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 6 days ago
Job description
Account Director - Enterprise (Vancouver)
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Location:                Remote, Canada - Vancouver Â
Employment Type:Â Â Â Â Â Â Â Â Full-Time
Gross Annual Base Salary:Â Â CAD 185,000 - 215,000
Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.
Summary
An Account Director is responsible for driving new business growth within a defined territory. The role is focused on identifying, developing, and closing net-new customer opportunities, with a strategic emphasis on expanding OneStream’s footprint into untapped markets and organizations.
The Account Director takes full ownership of pipeline generation and progression, leveraging a consultative, value-based sales approach to demonstrate how OneStream’s SaaS platform addresses complex business needs.
The individual is responsible for engaging C-level stakeholders, navigating enterprise sales cycles, and building strong, trust-based relationships with prospective clients.
Success in this role requires a self-starter with exceptional prospecting capabilities, a deep understanding of the financial and operational challenges facing modern enterprises, and a passion for winning new business.
The Account Director collaborates cross-functionally with Marketing, Pre-Sales, Business Development, and Strategic Alliances to maximize market reach and accelerate deal velocity. While some collaboration with existing accounts may occur, the primary focus of this role is new logo acquisition and revenue growth.
Please note, the ideal candidate location is in Vancouver, Canada.Â
Primary Duties and Responsibilities
- New Business Development: Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals.
- Account Expansion: Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions.
- Pipeline Generation: Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances.
- Salesforce Hygiene: Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment.
- Sales Execution: Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition.
- Quota Achievement: Balance new business and existing account growth to meet or exceed sales targets.
- Customer Partnership: Serve as a consultative partner, delivering insights and value that support long-term customer success and retention.
- Value Communication: Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations.
- Opportunity Management: Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders.
- Needs Assessment: Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges.
- Proposal Development: Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment.
- Sales Excellence: Act as a role model across the sales organization by demonstrating professionalism, accountability and collaborative selling behavior.
Required Education and Experience
- 5-10+ years of B2B sales experience, with a strong focus on new business; high-potential candidates with less experience will also be considered.
- Proven track record of consistently exceeding quotas through net-new customer acquisition.
- Demonstrated success in prospecting, pipeline generation, and closing complex deals.
- Hunter mindset with ability to drive outbound efforts and convert leads from multiple channels.
- Skilled at articulating solution value to senior stakeholders and navigating multi-threaded sales cycles.
- Strong command of sales methodologies such as MEDDPICC or Challenger to manage complex sales cycles.
- Strategic thinker with business acumen to align solutions with customer pain points and goals.
- Comfortable operating independently in fast-paced, high-growth environments.
- Experienced in collaborating with Marketing, Product, Business Development, and Pre-Sales to accelerate deal velocity.
Preferred Education and Experience
- University Degree or College Diploma in Sales, Business Administration, Marketing or a related field.
- Prior sales experience in the SaaS industry, especially within the CPM / EPM industry or financial software space.
Knowledge, Skills, and Abilities
- Demonstrates a strategic mindset with a focus on long-term value creation.
- Consistently driven by goals and measurable outcomes.
- Maintains a strong customer-centric approach across all initiatives.
- Possesses strong commercial acumen and sound business acumen to drive sustainable growth.
- Proven ability to build and maintain trusted relationships with C-level executives and key stakeholders.
- Adept at identifying, understanding, and proactively responding to evolving customer needs.
- Highly flexible and adaptable, with the ability to navigate complex and changing environments.
Travel
- Travel may be required up to 50% or more to meet sales objectives and company events.
Who We Are
OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the AI operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.
Why Join The OneStream Team
- Transparency around corporate structure, salary, and benefits
- Core value of customer success
- Variety of project work (not industry specific)Â
- Strong culture and camaraderie
- Multiple training opportunities
Benefits at OneStream
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:
- Excellent Medical Plan
- Dental & Vision Insurance
- Life Insurance
- Short & Long-Term Disability
- Vacation Time
- Paid Holidays
- Professional Development
- Retirement Plan
All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.
OneStream is an Equal Opportunity Employer.
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About OneStream Software
Sourced by ZipRecruiter
Industry
Software development
Company size
51 - 200 Employees
Headquarters location
Rochester, MI, US
Year founded
2010