Customer Success Manager, Mid-Market

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Loopio

201 - 500 employees

Founded 2014

💼 Consulting

🏥 Healthcare

📣 Marketing

💰 Private Equity Round on 2021-03

Consulting • Healthcare • Marketing

Loopio is a leading provider of RFP (Request for Proposal) software, designed to streamline and enhance the proposal management process for businesses. The platform leverages powerful AI capabilities to automate response workflows, manage content, ensure data security, and integrate seamlessly with existing CRM systems like Salesforce. Loopio supports teams in creating accurate, timely proposals, security questionnaires (SQ), and due diligence questionnaires (DDQ), facilitating collaboration and improving efficiency across industries such as software, healthcare, and financial services. Trusted by over 1,500 companies, Loopio is recognized for its innovative approach to content management and superior customer support, rated highly by users on platforms like G2. By offering tools for content automation and a secure library, Loopio helps teams respond faster and with greater accuracy, ultimately winning more business.

📋 Description

• Build meaningful relationships with Mid-Market customers through emails, phone calls, and in-person meetings • Partner with the Customer Enablement Manager on the transition from onboarding to nurture • Develop customer plans aligned with long-term goals and Customer Journeys • Create strategies to increase customer adoption and produce customer advocates • Collaborate with Account Management to drive growth and reduce churn • Manage metrics related to adoption, retention, growth, and advocacy • Measure and act on adoption data through the Customer Health Score framework • Work with Product Teams to champion customer insights and stories • Share Customer Success stories through case studies, blog posts, and internal communication • Coordinate with Support & Services Teams to provide a cohesive customer experience

🎯 Requirements

• Impeccable written and oral communication skills • Superb relationship-building skills with teams and clients • Extremely analytical and data-driven decision-making • Highly organized and results-oriented • At least 1–2 years of Account Management, Customer Success, or similar experience • SaaS company experience is a plus • Experience writing sales proposals or responding to RFPs is a plus • Must reside within the applicable Canadian hub region, including within a 300km radius of Toronto for the Ontario Hub • Must have a valid Canadian work permit/SIN; Loopio does not offer sponsorship

🏖️ Benefits

• Ongoing manager feedback and regular 1-on-1s using Lattice • Dedicated professional mastery allowance for learning and development • Health and wellness benefits starting day 1 • MacBook laptop • Monthly phone and internet subsidy • Work-from-home budget • Supportive remote-first culture with opportunities for connection • Townhalls, AMA sessions, and quarterly celebrations • Employee Resource Groups • Award-winning workplace • Equity • Commission

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