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Customer Success Operations Jobs in Alberta (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

Showing results 41-60

Customer Success Operations information

How does a customer success operations professional typically collaborate with customer success managers and other teams?

Customer Success Operations professionals play a key role in supporting Customer Success Managers (CSMs) by optimizing processes, managing data, and ensuring the right tools are in place. They regularly collaborate with CSMs to analyze customer health metrics, identify areas for improvement, and streamline workflows. Additionally, they work closely with Sales, Product, and IT teams to align on customer feedback, enhance onboarding processes, and implement technology solutions that improve the customer experience. This cross-functional collaboration helps drive customer retention and operational efficiency.

What is the difference between Customer Success Operations vs Customer Support Specialist?

AspectCustomer Success OperationsCustomer Support Specialist
Primary FocusOptimizing customer success processes, data analysis, and strategyHandling customer inquiries, troubleshooting, and issue resolution
Required SkillsData analysis, process improvement, CRM toolsCommunication, problem-solving, technical troubleshooting
Work EnvironmentCross-functional teams, strategic planningCustomer service centers, support tickets
Common Industry UsageTech, SaaS, subscription servicesTech, 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?

To thrive as a Customer Success Operations professional, you need strong analytical skills, business acumen, and experience with customer success processes, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems like Salesforce, data analysis tools, and success platforms such as Gainsight is typically required. Outstanding communication, problem-solving abilities, and cross-functional collaboration skills help individuals excel in this role. These competencies are crucial for streamlining customer journeys, driving retention, and enabling customer success teams to deliver exceptional service.

What is customer success operations?

Customer Success Operations, often abbreviated as CS Ops, is a specialized role that supports customer success teams by optimizing processes, managing data, implementing technology, and developing strategies to improve customer outcomes. CS Ops professionals ensure that customer success managers have the tools, insights, and workflows needed to engage customers effectively and drive retention and growth. They often work on analytics, process design, and cross-functional projects to streamline the customer journey. By enabling efficiency and scalability, Customer Success Operations helps organizations deliver consistent and high-quality customer experiences.
What are the most commonly searched types of Customer Success Operations jobs in Alberta? The most popular types of Customer Success Operations jobs in Alberta are:
What job categories do people searching Customer Success Operations jobs in Alberta look for? The top searched job categories for Customer Success Operations jobs in Alberta are:
What cities in Alberta are hiring for Customer Success Operations jobs? Cities in Alberta with the most Customer Success Operations job openings:
Infographic showing various Customer Success Operations job openings in Alberta as of July 2026, with employment types broken down into 77% Full Time, 21% Part Time, and 2% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution.

Account Director - Enterprise (Vancouver)

OneStream

Calgary, AB • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago


Job description

Account Director - Enterprise (Vancouver)

  
Location:                                Remote, Canada - Vancouver  

Employment Type:                Full-Time

Gross Annual Base Salary:    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. 

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) 
  • 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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