Position Overview

This is an exciting and challenging customer advocacy opportunity in a software environment. We are looking for a Customer Success Associate who is adept at building lasting relationships and finding elegant solutions to complex problems. As a Customer Success Associate you will be responsible for the loyalty and retention of a portfolio of Intelex customers. Helping our Customers have a powerful voice at Intelex. 

Responsibilities and Deliverables

  • You will own the ongoing Intelex relationship with assigned customers as it relates to increasing adoption, ensuring retention, and securing loyalty.
  • You will work to establish a trusted/strategic advisor relationship with each assigned customer and drive continued value of our products and services.
  • Developing, preparing, and nurturing customers for advocacy.
  • You will work with customers to establish critical goals, or other key performance indicators and aid the customer in achieving their goals.
  • Evaluate and identify opportunities to drive process and system improvements to positively impact solution experience.
  • You will advocate customer needs/issues across Intelex departments.
  • You will inform and educate customers of Intelex initiatives and product updates.
  • You will manage the risk identification and tracking process until issue resolution.
  • You will identify success stories and secure customer references
  • Track customer metrics and maintain customer health scorecards with clear action plans
  • You will partner with the Services and Account Management teams to increase customers’ footprint and future value (up-sell and cross-sell) through product adoption and customer satisfaction

Organizational Alignment

  • Reports to the SMB Team Lead, Customer Success 


Skills & Work Traits


  • You are a strong problem solver with ability to analyze and make educated decisions.
  • You are a compelling communicator both written and verbal; communicating with C/VP/ Director level audiences, and the ability to present technical issues to a non-technical audience.
  • You are results driven with a proven ability to project a positive attitude.


  • You have a demonstrated track record of maintaining customer retention rates and high levels of customer satisfaction.
  • Understanding of Environmental, Health, Safety or Quality is considered an asset.
  • Bilingualism is considered an asset.

Technical Competencies


  • Are you Tech savvy? Do you have a grasp of software application requirements / architecture and the desire to learn.


  • Prior experience with CRM and Support applications.



  • 1 year + of experience in the technology industry (preferably SaaS) in Customer Success, Account Management, Consulting, Project Management or Engagement Management.
  • Proven to have strong relationship building skills
  • This position may require up to 15% travel


  • A quantifiable ability to drive 90%+ customer renewals and customer success rates
  • Ability to show examples of getting to “Trusted Advisor” status within your accounts.



  • Bachelor’s Degree or College Diploma in Computer Science/Information Systems, or equivalent Experience.

Other Requirements

  • Please note that this role requires a satisfactory Criminal Background Check and Public Safety Verification

Company Overview

With more than 1,300 clients and 1.6 million users, Intelex Technologies ULC. is a global leader in environmental, health, safety and quality (EHSQ) management software. Since 1992 its scalable, web-based platform and applications have helped clients across all industries improve business performance, mitigate organization-wide risk, and ensure sustained compliance with internationally accepted standards (e.g., ISO 9001, ISO 14001, ISO 45001 and OHSAS 18001) and regulatory requirements. Intelex is one of North America’s fastest-growing tech companies who has recently been recognized as a Great Place to Work for over 7 years, Best Workplace in Technology, Best Workplace for Millennials and Canadian HR Team for fewer than 500 employees and has been recipient of Waterstone’s Most Admired Corporate Cultures award, and Deloitte’s Best Managed Companies award. For more information, visit https://www.intelex.com/careers or see what our employees are saying by following our #ProudIntelexian hashtag.

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