Optix

SaaS

CustomerSuccessAssociate

CA$60–85k ~AI est. Vancouver, British Columbia, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Customer Success Associate at Optix. Skills: Customer Success, Client Relationships, SaaS, AI Tools. Serve as primary point of contact. Build relationships with clients”

What You'll Achieve.

Drive client adoption; Drive client retention; Drive client expansion; Maximize client impact; Ensure clients gain full value

Industry & Context.

SaaS
Problems you'll solve

Solutions-oriented mindset

Eligibility Requirements

Early morning availability, Late afternoon availability

What They're Looking For.

Must Have

3+ years customer support experience, 3+ years customer success experience, 3+ years sales experience, 3+ years technology company experience, Exceptional written communication skills, Exceptional verbal communication skills, Educate clients on product features, Educate clients on product benefits, Educate clients on best practices, Own a large portfolio of clients, Deliver proactive success, Solutions-oriented mindset, Excellent time management skills, Excellent organizational skills, Work independently, Prioritize effectively

Nice to Have

B2B SaaS environment experience, Customer success tools familiarity, Customer engagement frameworks familiarity, AI platforms experience, AI-powered customer success tools experience

What You'll Do.

Serve as primary point of contact

Build relationships with clients

Educate clients on product features

Educate clients on product benefits

Educate clients on best practices

Educate clients on value optimization

Schedule onboarding sessions

Manage onboarding sessions

Facilitate onboarding sessions

Introduce clients to Optix platform

Proactively engage clients

Support client adoption of new features

Support client adoption of new functionality

Help clients reach critical milestones

Ensure clients gain full value

Monitor client health

Initiate retention conversations

Identify expansion opportunities

Drive expansion opportunities

Upsell gated features

Resolve client issues

Capture client feedback

Maintain accurate client records

Contribute to client resource development

How You'll Work.

Team & Collaboration

Technical Support team; Product team; Sales team; Fellow teammates

Communication Scope

Written communication; Verbal communication; Client education

Full Job Description

We’re **Optix** — helping flex and coworking space operators build smarter, more automated spaces and better-connected communities. Our platform powers the digital backbone of coworking and flex spaces around the world, uniting automation, CRM, and community engagement tools into one seamless experience. We help our customers create beautiful, integrated, human-centered workspaces that run smoothly for managers and members alike. We’re a passionate team that supports each other to do our best work. You’ll often find us sharing pour-over coffee, chocolate croissants, and big ideas about the future of work. As a **Customer Success Associate** , you will become a product expert and educate clients on the benefits and functionality of the Optix platform. You will play a critical role in developing and managing client relationships, driving client adoption, retention, and expansion—while embracing AI-powered tools to maximize your efficiency and client impact. This is a great opportunity for a customer success or onboarding specialist who has experience in SaaS and is excited to harness AI as part of their toolkit. You’ll have the opportunity to shape our customer success strategy, refine our engagement motion, and help build the playbook that defines how Optix delivers value and grows with our clients. If you have 3+ years of experience in customer success or account management (ideally in B2B SaaS) and are eager to make a direct impact at a fast-growing, mission-driven company, we’d love to meet you. **Note:** Flexible hours with some early morning and late afternoon availability required to accommodate clients across time zones. **Requirements** ### Who you are * 3+ years of experience in a customer support, success, or sales role with a technology company * Exceptional written and verbal communication skills – clear, concise, empathetic, and typo-free * Strong ability to educate clients on product features, benefits, and best practices, in both 1:1 and group settings

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