Customer Success Specialist
Customer Success Specialist Who We Are: Quadbridge is a fast-growing North American IT solutions provider, empowering businesses to navigate complex challenges daily, through strong partnerships with leading technology providers and close collaboration with our team and customers. With locations in Kitchener, Montreal and Vancouver, we strive to create an energetic, fun workplace where ambitious, like-minded teammates collaborate, innovate, and thrive as we continue to grow our national footprint. We are Quadbridge. See how we’re building tomorrow’s solutions, together. About the Role: The Customer Success Specialist is responsible for delivering a scalable, high-quality customer success experience across a defined portfolio of Managed Services clients. This role supports customers operating within a structured, lower-touch, one-to-many engagement model focused on operational visibility, service consistency, and proactive issue management. The role owns practical service coordination and customer touchpoints, including Quarterly Service Reviews that are focused on operational health, service performance, risks, and improvement actions. In parallel, the role owns critical operational and financial functions across the Managed Services lifecycle, including onboarding, offboarding, monthly invoicing, and forecasting. Key Responsibilities: Customer Success Management (Scaled Portfolio) Own a portfolio of Managed Services customers operating within a standardized, lower-touch engagement model. Act as the primary point of contact for operational and service-related topics, ensuring a consistent and professional customer experience. Deliver structured customer communications and service updates aligned to the agreed engagement model. Conduct Quarterly Service Reviews, focused on operational health, service performance, current risks, and improvement actions. Monitor customer health and proactively identify risks to satisfaction or retention. Reinforce service scope boundaries and ensure alignment between contracted services and delivered services. Surface expansion opportunities and coordinate with Client Advisors and Sales teams for follow-through. Service Operations Ownership Own onboarding and offboarding processes for Managed Services clients, ensuring consistency and adherence to defined standards, except for large or strategic engagements where a higher-touch onboarding model is required. Ensure onboarding and offboarding activities align with defined service models, timelines, and operational handoff requirements. Coordinate across Service Desk, delivery teams, and internal stakeholders to ensure seamless execution of service operations. Monitor service activity trends and identify issues impacting customer experience. Ensure operational data accuracy across systems, including ticketing, CRM, asset tracking, and service reporting sources. Financial Operations (Core Responsibility) This is a prima...