Why You’ll Love This Role

Our culture is outstanding and the team you’ll join is exceptional — and that’s only the beginning of why you’ll love this role. You’ll play a key role in the most critical stages of the customer journey --- contributing from early discovery and first demo through onboarding, adoption, and expansion. If you enjoy telling a compelling product story, configuring real solutions, and building long‑term relationships that drive measurable outcomes, this role was designed for you. What You’ll Do

Pre-Sales (approx. 40%)

Lead tailored demos that tell a explicit value story for complex, enterprise environments. Configure demo/PoC environments using built‑in integrations and configuration options to mirror real customer scenarios. Run Proofs of Concept (PoCs) end‑to‑end, guiding prospects through hands‑on validation and securing buy‑in. Advise on integration strategy (options, architecture, and supporting services) to ensure scalable and achievable deployments.

Customer Success (approx. 60%)

Own onboarding to accelerate time‑to‑value with configurations that support customer processes. Drive adoption and satisfaction through proactive, data‑driven engagement and executive alignment. Manage renewals and growth by building trusted relationships and uncovering expansion opportunities.



Serve as an integration SME—educating customers on options and best practices to maximize value. What You’ll Bring

3–6+ years in Customer Success, Solutions Consulting/Sales Engineering, Implementation, or similar customer‑facing SaaS roles (enterprise/B2B preferred).

Standout communication & storytelling skills across both technical and business audiences.

Integration fluency—able to assess requirements and recommend the right built‑in capabilities; comfortable explaining trade‑offs and best practices.

Hands‑on technical aptitude with SaaS and integrations;

experience with PPM / project portfolio management tools or Lean PPM is a plus.

Strong collaboration across Sales, Product, and CS; proven ability to manage multiple priorities. Nice to Have

Hands-on experience in a Project Delivery team, PMO or as a Project Manager. Familiar with delivery methodologies Waterfall, hybrid, or Scaled Agile.

Experience with data integrations (e.g., SSO, API, Power Automate/Zapier)

Light scripting or data transformation familiarity

Background running executive‑level workshops or value assessments Ready to Join Us?

If you thrive at the intersection of customers, technology, and business impact, we’d love to meet you.

Share your resume with a brief note on a demo or PoC you’re proud of.

📌 Customer Success & Solutions Consultant (Hybrid) (Canada)
🏢 Meisterplan
📍 Canada