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Customer Solutions Manager

Take your career to new heights with Loopio! 🚀✹

As a Customer Solutions Manager, you’ll be part of our Customer Success team and will be responsible for linking technical aspects of our Midmarket & Enterprise customers' business processes with our product strategy, working in partnership as the internal voice of the customer. You will be in regular contact with our customers, developing strong business relationships focused on overall customer product satisfaction and growing product adoption. You will also work collaboratively with internal stakeholders, including Product, Product Marketing, Customer Experience and Sales, to strategize the best solutions for our customers' long-term business goals with a focus on making our customers wildly successful!

What You’ll Be Doing

  • Establishing relationships with our Midmarket & Enterprise customers to understand their goals and needs (diving into the why & how) in order to advocate internally for the best solution utilizing the Loopio product

  • Analyzing data to identify technical opportunities and tell the story about how we can make our customers wildly successful using Loopio

  • Assisting to improve customers' processes via recommended workflows and thought leadership

  • Working with customers to set expectations on project timelines, including deadlines for milestones and deliverables

  • Providing regular updates to Customer Success & Account Managers on customer projects and product development progress

  • Advocate internally for top customer needs with our Product team

  • Proactively staying abreast of current/future customer and market conditions/ trends, while considering the competitive landscape in partnership with Marketing

  • Developing collaborative win-win relationships with Product Mission Teams and CX teams to co-develop the roadmap

  • Providing customer support by answering questions about products or services & troubleshooting complex adoption problems as they arise in conversations

  • Supporting alpha’s and beta’s, gathering of key customer feedback

  • Sharing impactful and timely roadmap updates with customers and CS/AM team

  • Monitoring customer escalation issues and recommending solutions

  • Occasionally contribute to RFP’s as the Customer Solutions subject matter expert

  • Contribute to continuous improvement of internal processes and documentation, to scale with the needs of the business

What You’ll Bring to the Team

  • 2+ years of Account Management or Customer Success experience

  • Experience working as part of a Product Organization or working closely with technical Product teams is an asset

  • Impeccable written and oral communication skills

  • Masterful relationship building skills; people find it really hard to not like you

  • Innately curious, always asking thoughtful questions and uncovering new opportunities

  • Highly strategic; you understand the big picture and are able to tie Customer goals back to Loopio’s business goals

  • Highly organized; your calendar reminders have calendar reminders

  • Extremely analytical; you leverage data in all of your decision making

  • Excel in positioning technical solutions and recommendations in a simple and clear way with less technical individuals

  • Ability to take complex solutions and tell a clear and compelling story

  • #ONETEAM mentality, you love to win as a team and support losses as a team 

  • Technical proficiency in Salesforce Lightning, Gainsight NXT, Gong.io, Slack, Vidyard and more

  • Ability to scale internal processes across multi-faceted tech stack for greatest efficiency

  • Experience writing sales proposals or responding to RFPs is a huge plus. 

Where You’ll Work 📍

  • Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQ’d in Canada, with established hub regions around the world where we hire from.

  • Our employees (or Loopers, as we call ourselves!) live and work in 🇹🇩 Canada (British Columbia and Ontario), 🇬🇧 London, and 🇼🇳 India (specifically in Gujarat, Maharashtra, and Bengaluru).

  • The majority of our team is based in ON and BC, which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC). 

  • We offer flexible co-working locations available to Loopers in ON and BC. Those based in ON have the option of working out of our convenient co-working space located in the heart of Downtown Toronto and a 12-minute walk from Union Station. BC Loopers have the option to work centrally in Vancouver. It is whatever works best for you!

  • You’ll collaborate with your teams virtually across the UK, India, and North America (we’re just a Zoom call and Slack message away!) with core sync hours and focus time for headsdown work đŸ™‡đŸŸ during the workday

  • We encourage asynchronous collaboration to effectively work as a global #OneTeam!

Why You’ll ♄ Working at Loopio

  • Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage Lattice for our 1:1s and performance conversations  

  • You will have the opportunity to elevate đŸȘ„ your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact.

  • We offer a wide range of health and wellness benefits to support your physical and mental well-being, starting day 1ïžâƒŁ with Loopio.

  • We’ll set you up to work remotely with a MacBook laptop 🍏, a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up.  

  • You’ll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment.

  • Participate in đŸŽ€ townhalls, AMA (Ask-Me-Anything), and quarterly celebrations to celebrate the big wins and milestones as #oneteam!

  • Our four active Employee Resource Groups offer opportunities for employees to learn and connect year-round. 

  • You’ll be a part of an award-winning workplace 🏆with an opportunity to make a big impact on the business.

Questioning your qualifications? Read this ‌ Hi there, we recognize that all too often, potential candidates don’t apply for a position simply because they don’t hit every single criteria included in the job description—particularly members of underrepresented groups

Whether or not your experience ✅ checks off all the boxes on a job posting, we still encourage you to apply to ensure that your application receives a review from our team. We understand that a resume can only showcase so much during the applicant stage, so we've created prompts in the application for you to share more about yourself. If you've made a career transition (or a few!), you’re self taught in a new role, or you have skills/experience you’d like to highlight, we want to hear more about what you could bring to the table.

AI in Recruitment đŸ‘©đŸ»â€đŸ’» At Loopio, we leverage  artificial intelligence (AI) technology to enhance our recruitment process. These tools assist with tasks such as resume screening, drafting preliminary job descriptions, generating initial interview questions, and occasionally sourcing prospective candidates. However, AI is never used to make final hiring decisions; our use of AI  serves to support repetitive and administrative tasks in order to streamline our hiring and recruitment workflows. We are committed to the responsible use of AI in our hiring practices, prioritizing both  an improved candidate experience and operational efficiency. Our standardized hiring practices remain focused on reducing biases, with all key hiring decisions  solely made by our team. We continuously review and refine our hiring practices to align with  industry best practices and evolving legal guidelines

Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. We actively encourage candidates from all backgrounds and lifestyles to consider us as a future employer. Please contact a member of our Talent Experience team (work@loopio.com) should you require accommodations at any point during our virtual interview processes.

Average salary estimate

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What You Should Know About Customer Solutions Manager , Loopio Inc.

At Loopio, we are elevating careers, and we're on the lookout for a dynamic Customer Solutions Manager! As a key player in our Customer Success team, your mission will be to bridge the technical aspects of our Midmarket & Enterprise customers’ business processes with our innovative product strategy. You’ll be the voice of the customer, nurturing relationships and deepening customer satisfaction. Imagine engaging with our amazing customers, understanding their goals, and advocating for tailored solutions that truly help them shine! Your role won’t just stop at relationship building; you’ll also analyze data to identify opportunities for improvement and drive product adoption. Get ready to collaborate with our Product, Marketing, and Sales teams to strategize effective plans for success. You’ll be at the heart of customer communication, providing support and updates, monitoring escalations, and even sharing vital feedback for product development. If you’re excited about using your two-plus years of Account Management or Customer Success experience to create win-win strategies, this could be the position for you! Join us and make meaningful contributions in an inspiring, remote-first workplace culture. With Loopio, you can enhance your career while helping our customers achieve wildly successful outcomes. Let’s get started on this exciting journey together!

Frequently Asked Questions (FAQs) for Customer Solutions Manager Role at Loopio Inc.
What are the primary responsibilities of a Customer Solutions Manager at Loopio?

The Customer Solutions Manager at Loopio is pivotal in ensuring customer satisfaction and product adoption for our Midmarket and Enterprise clients. This role primarily involves establishing relationships with clients to understand their specific goals, analyzing data to find opportunities for improvement, and connecting customer needs with our product strategies. You'll also be collaborating with various internal teams and advocating for the customer's voice regarding product development.

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What qualifications do I need to apply for the Customer Solutions Manager position at Loopio?

To be considered for the Customer Solutions Manager role at Loopio, you should have at least 2 years of experience in Account Management or Customer Success. It's also beneficial to have experience working closely with product teams and technical expertise in tools such as Salesforce, Gainsight, and Gong. Impeccable communication skills, relationship-building abilities, and a strong analytical mindset are essential for thriving in this position.

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How does a Customer Solutions Manager support their team at Loopio?

As a Customer Solutions Manager at Loopio, you support your team by providing valuable insights on customer needs and advocating for solutions that align with the company’s product offerings. Your proactive approach in monitoring project timelines, providing updates, and sharing customer feedback with other departments ensures everyone is aligned towards a common goal of customer success and satisfaction.

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What kind of work environment can I expect as a Customer Solutions Manager at Loopio?

Loopio offers a remote-first workplace culture that promotes flexibility and collaboration across global teams. As a Customer Solutions Manager, you can work from anywhere, with opportunities to connect with colleagues in Canada, the UK, and India. The environment encourages open communication and innovation, creating a supportive atmosphere where you can thrive both professionally and personally.

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What benefits does Loopio provide for its Customer Solutions Managers?

At Loopio, Customer Solutions Managers enjoy a comprehensive range of health and wellness benefits, a flexible work-from-home setup with necessary equipment, and opportunities for professional development. The culture emphasizes continuous feedback and team collaboration, ensuring you feel supported while making significant contributions within the organization.

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Common Interview Questions for Customer Solutions Manager
How do you prioritize customer needs as a Customer Solutions Manager?

In addressing this question, it’s important to discuss your methods for identifying and understanding customer needs through direct communication and data analysis. Highlight your ability to advocate for those needs within the organization, and mention techniques you use to align customer goals with product strategies to create effective solutions.

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Can you describe a time when you successfully resolved a customer issue?

When answering this question, share a specific instance where your problem-solving skills were put to the test. Outline the steps you took to identify the core issue, what actions you implemented to resolve it, and how it ultimately enhanced the customer’s experience. Emphasize your focus on building strong relationships while ensuring customer satisfaction.

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What strategies do you use to build and maintain relationships with clients?

Discuss the importance of active listening and regular check-ins to establish trust and rapport. Share your experience with personalized communications, understanding client goals, and showing genuine interest in their success. Use examples to illustrate how these strategies paid off in terms of customer loyalty and satisfaction.

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How do you approach data analysis in your role?

Explain how you utilize data to inform your decision-making in customer solutions management. Discuss specific tools and metrics you track to identify opportunities for improvement and how you leverage this information to advocate for your customers internally. Show how data influences your strategies for driving product adoption and success.

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What collaboration techniques do you use when working with multiple departments?

Highlight your ability to communicate effectively across various teams, ensuring everyone is on the same page. Share your approach to setting expectations, providing updates, and gathering feedback collaboratively, focusing on the importance of teamwork to drive customer-focused initiatives and product improvements.

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Describe how you'd handle a situation where a project is falling behind schedule.

In your answer, demonstrate your problem-solving skills. Explain that you would first analyze the reasons for the delay, then communicate with relevant stakeholders to realign expectations, and propose solutions or adjustments to minimize the impact. You might highlight your use of project management tools to monitor progress more effectively in the future.

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What role does iterative feedback play in customer solutions management?

Discuss the necessity of continuous feedback in refining your approach and ensuring customer satisfaction. Illustrate how you utilize client input to enhance products or services and influence future development. Emphasize that you're open to learning and adapting based on insights gathered from customer interactions.

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How do you manage conflicting priorities from different clients?

Share your approach to prioritization, using criteria such as the urgency of requests, potential impact on the business, and client relationships. Explain that effective communication is key to managing expectations and that you strive to balance competing needs while advocating for long-term solutions.

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What technical skills do you possess that will contribute to your role as a Customer Solutions Manager?

List the technical proficiencies relevant to the role, such as your experience with Salesforce, Gainsight, or analytical tools. Explain how you apply these skills to streamline processes, improve customer experience, and suggest data-driven solutions to meet customer needs.

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How do you keep up with industry trends and customer needs?

Discuss the importance of staying informed through continuous learning, attending industry events, subscribing to relevant publications, and participating in professional networks. Illustrate how this knowledge translates into your daily work, allowing you to proactively anticipate customer needs and adapt solutions accordingly.

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Founded in 2014, Loopio offers a RFP response solution which streamlines the way enterprises respond to Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and Security Questionnaires. The company i...

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Full-time, remote
DATE POSTED
March 25, 2025

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