Customer Success Representative

“Are you looking to roll up your sleeves and use your knowledge to be part of a trusted Client Operations team?”

GetQuorum is looking for a passionate and dynamic Customer Success Representative who brings their dedication and motivation to solve big and small business operational problems. Do you have the drive and passion to handle client campaigns and implement your ideas to improve business processes and performance?

Are you hoping to grow professionally and personally with a close-knit team?

If you answered “yes,” keep on reading.

Every firm promises results; this is just the beginning at GetQuorum. We go beyond results to become a trusted partner. This role will be demanding yet rewarding.

About the Role

At GetQuorum, we offer an exceptional opportunity for you to develop a unique and comprehensive skill set right from day one. As a growing SaaS platform, we are proud to continue to expand our dominant market share in North America, providing you with an exciting environment to be a part of. The Customer Success Representative (CSR) plays a critical role in ensuring our subscription clients are successfully onboarded, adopt our platform, and achieve long-term success using our tools. This client-facing role is responsible for the onboarding, implementation, and adoption phases of the client journey, with the goal of improving customer retention, platform utilization, and overall client satisfaction.

This role requires strong project coordination skills, attention to detail, and comfort working across departments (sales, product, support, and meeting ops). You'll help move us from a reactive support model to a more proactive customer engagement model.

We embrace self-starters and independent problem-solvers who thrive in the face of uncertainty. Our team's diverse backgrounds, ranging from Neuroscience, Marketing, Political Science to Musical Theatre Performance, foster a rich and dynamic work environment. Candidates who are comfortable with people and eager to learn SaaS Best Practices will find an excellent fit with us. Our culture is collaborative, and our team enjoys celebrating successes and having fun.

We offer

• Competitive compensation package based on experience
• Health benefits (coverage on dental and pharmaceuticals)
• Opportunities to do challenging and meaningful work
• Dynamic, collaborative team
• Solve real and challenging operational problems
• 15 vacation days
• Fully remote
• Budget for office setup

You will

• Help scale a mission-critical platform that enables democratic decision-making.
• Be part of a collaborative, kind, and driven team.
• Have the opportunity to shape and improve our customer success operations.
• Remote-first culture with flexibility and autonomy.

About the candidate

Skills, attributes, and responsibilities.

We are looking for a candidate who can:

• Onboarding & Implementation
• • Coordinate and execute onboarding of new subscription customers.
  • Guide clients through product setup and training using standard onboarding checklists and workflows.
  • Escalate out-of-scope client needs to Account Managers (Sales).
• Customer Engagement & Adoption
• • Monitor customer usage and login activity to engage clients at risk proactively.
  • Host check-in calls and adoption reviews as scheduled in the Customer Success Playbook.
  • Track customer milestones (e.g., fiscal year-end, legal deadlines) and reverse engineer timelines for campaign execution.
• Client Relationship Management
• • Act as a trusted advisor to clients, helping them maximize the value of GetQuorum tools.
  • Answer client questions via Help Scout (shared inbox), Zoom, and Slack.
  • Send post-meeting reports and surveys, and coordinate follow-up actions.
• Internal Coordination
• • Collaborate closely with Meeting Ops and Moderators to ensure smooth execution.
  • Maintain client records and data cleanliness using HubSpot, Jira, and internal dashboards.
  • Flag bugs, workflow inefficiencies, or missing handoff steps and help propose process improvements
• Product Configuration
• • Configure GetQuorum software to meet client requirements
  • Manipulate client datasheets
  • Meet client implementation deadlines

Must Haves

• 1–3 years in Customer Success, Client Services, or Professional Services (SaaS preferred).
• Comfortable working with clients in both technical and non-technical environments.
• Strong communication, time management, and project coordination skills.
• Able to work independently and cross-functionally.
• Experience in a high-volume or fast-paced support role is an asset.
• Bonus: experience working with associations, HOAs, or regulated environments.
• College, university, or other post-secondary education in Business, IT or other related fields.

Tools You’ll Use

• Help Scout – shared inbox/chat for client support.
• HubSpot – CRM and timeline tracking.
• Jira – development feedback and bugs.
• GetQuorum Dashboards – client-facing and admin views.
• Notion – SOPs, training docs, internal QA.
• SurveyMonkey, Zoom, Slack, Google Suite, Streamlit, Homebase.

KPIs for Success

• Client retention and renewal support (80% target).
• Customer Health Index scoring (e.g., login activity, meeting execution, ticket volume).
• Completion and timeliness of onboarding and campaign setups.
• Client satisfaction feedback (CSAT, CES, NPS).
• Internal task completion and collaboration metrics.

The Company

GetQuorum is a Toronto-based technology company that provides hosted virtual annual general meetings and electronic voting platform-as-a-service tailored to the condominium markets in Ontario, Alberta, Florida and North America. We also have a rapidly growing customer segment of not-for-profits, member associations, regulatory bodies and other organizations outside of the condominium and HOA space. With our software, clients host successful Annual General Meetings, gather proxies and electronic votes, pass bylaws, reduce meeting package distribution costs and, most importantly, achieve quorum. We have a great, close-knit team – we work hard and have fun together. We live our company values, which include but are not limited to;

• Service: Providing a quality experience to the clients we serve

• Integrity: It isn’t just about going through the motions but always following your inner moral compass, even if it leads you down a path paved with tough choices.

• Accountability: Mistakes happen, we've all made them, and we'll continue to make them. How you handle that mistake is important.

• Dedication: We give our all for mutual success by proactively seeking out learning opportunities, pitching solutions to help the company, assisting your team, maintaining a positive attitude, and punctuality.

• Respect: We accept everyone as they are and for who they are. Encourage coworkers to express themselves and share their opinions and ideas.

If you want to know more about our fantastic team and us, please refer to

Our website: https://www.getquorum.com/

We look forward to receiving and reviewing your application.

GetQuorum is an equal-opportunity employer. We are committed to inclusive, barrier-free recruitment and selection processes, including our work environment. GetQuorum welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates participating in all aspects of the selection process. Please inform us within your application if you require any accommodations, and every aspect will be made to meet your needs.