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Customer Success Manager

Dan Martell | , , canada, Canada | Posted June 01, 2026

Position Overview

Customer Success Manager – Fully remote in Canada.

As a Customer Success Manager, you’ll be the trusted partner helping creators, coaches, and sellers extract real value from our AI‑powered CRM. You’ll guide customers through onboarding, increase adoption, and proactively ensure they succeed and stay.

Daily Responsibilities

  • Welcome new customers and schedule onboarding/activation calls within 24 hours of signup.
  • Monitor usage dashboards daily and reach out to customers who have been inactive for more than 3 days (reactivation outreach completed by 1 PM).
  • Respond to all customer questions and support requests within 24 business hours. For urgent issues, respond or acknowledge within 2 business hours.
  • Capture questions, trends, and best practices in the knowledge base (minimum of 1 meaningful entry per day).
  • Record all customer communication notes and updates in the CRM before the end of each business d...

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