Essential HR Canada

Customer Success Manager

Essential HR Canada  •  Montréal, CA (Hybrid)  •  3 months ago
Expired
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Job Description

Would you like to see more good in the world?

So would we.

That’s why we founded FundSource26 Inc., an award-winning funding vehicle serving purpose-driven organizations. We provide strategic planning, coaching, and turnkey solutions that get nonprofits funded—so they can spend less time chasing money and more time doing good.

The Role

As a Customer Success Manager, you ensure clients achieve their desired outcomes while building strong, long-term relationships. You help clients maximize the value of our services and successfully implement grant-funded initiatives.

You are energetic, committed to excellence, aligned with our values, and passionate about creating a better world.

Please note that this position is a 13 month contract position.

Key Responsibilities

Client Relationship Management
Serve as the primary point of contact and trusted advisor throughout the funding and implementation process.

Onboarding
Lead new clients through onboarding, ensuring they are set up for success with our systems, tools, and strategic support.

Strategic Collaboration
Participate in brainstorming and planning for grant applications, balancing funder expectations with client capacity.

Grant Management & Compliance
Guide clients through the post-award phase, helping them meet grant requirements, track expenditures, collect outcomes, and stay compliant with reporting deadlines.

Grant Implementation Support
Act as a strategic thought partner as clients launch and manage funded programs. Provide hands-on guidance and creative problem-solving to keep projects on track.

Reporting & Funder Relations
Prepare high-quality interim and final reports that highlight impact and strengthen funder stewardship.

Proactive Support & Advocacy
Maintain regular communication, anticipate challenges, and provide timely, solution-oriented guidance. Represent client needs internally while ensuring mutual accountability.

Performance Tracking
Monitor client progress using internal dashboards and data to identify opportunities for deeper engagement or additional services.

Travel

Hybrid work environment. Expect 2–8 trips per year for conferences and meetings with geographically distant clients, with more frequent in-person meetings for local clients.

What Success Looks Like

At 6 Months
You confidently support clients through implementation, compliance, and reporting. You’ve built trusted relationships and proactively address challenges with client-centered solutions.

At 12 Months
You are a key post-award partner to clients and a trusted advocate for our grant development specialists. You contribute to internal KPIs, improve retention, and strengthen engagement across the grant lifecycle. Your forward-thinking recommendations enhance internal workflows and client success.

You Are

  • A strong communicator experienced with nonprofit leaders, program managers, and funders

  • Independent, adaptable, and quick to learn

  • Strategic and detail-oriented, able to manage multiple clients and projects

  • Organized and disciplined with follow-through

  • A creative problem-solver comfortable thinking outside the box

Your Background

  • 5–7 years in the Jewish nonprofit sector

  • Experience in account management, customer service, operations, or program/grant management

  • Experience with grant implementation, compliance, or reporting (strong asset)

  • Familiarity with basic accounting principles and QuickBooks (asset)

  • Proven ability to manage multiple stakeholders and competing priorities

  • Strong written and verbal communication skills

  • Comfortable using remote tools and technology

This Role Is a Great Fit If

  • You’re motivated to bring more good into the world

  • You’re success-driven and highly accountable

  • You value flexible hours, group benefits, and performance bonuses

  • You enjoy a collaborative and rewarding work environment

  • You’re open to occasional travel

  • You’re eager to learn and grow with us

Essential HR Canada

About Essential HR Canada

It is more than employee files and insurance forms. It is communication, conflict resolution, and planning for the present and the future of your company.

Essential HR gives business owners flexibility and customized options so they can have an expert on their team without the full-time expense.

Industry
Consulting & Advisory
Company Size
1-10 employees
Headquarters
St Catharines, CA
Year Founded
2018
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