Build scalable processes — Turn onboarding and deployment activity into documented, repeatable playbooks that others can execute consistently.

- Align internal teams — Translate real-world usage into decisions across Sales, Product, and Engineering.
- Build automation — Identify manual, repetitive work across onboarding, account health tracking, and reporting, and build the tools and workflows — using Hub Spot, Guru, and AI-driven workflows — that eliminate it.
- Turn one-off fixes into permanent process — When the same issue shows up twice, build a fix, not a ticket.
- Build visibility into account health — Set up dashboards and reporting so the team can see, at a glance, which accounts are adopting well and which need attention.
- Understand before you automate — Spend real time in a handful of accounts early on, not as your ongoing job, but so every system you build is grounded in what actually happens, not what should happen.

Requirements

- Experience in Customer Success, Operations, Business Systems, Project Coordination, or a similar role with an operational or process component.
- Demonstrated interest in or experience with process design, automation tools, or workflow systems (e.g., CRM automation, no-code tools, internal dashboards).
- Familiarity and comfort with AI tools:



you've used them in your day-to-day work and are curious about where they can replace manual process entirely.
- Robust organizational thinking: you can structure ambiguous situations into clear, repeatable processes.
- Comfortable with data: you can identify patterns across accounts and translate them into process or tooling changes.
- You care about understanding why things work, not just executing steps.
- Comfortable operating where structure is still forming and where you'll be building the systems, not just following them.

Core Competencies

Demonstrates expertise in process design and automation, with a strong focus on building scalable workflows and dashboards. Proficient in utilizing AI tools and CRM automation to enhance customer success and operational efficiency.

Highest-signal resume keywords

- Process Design
- Automation Tools
- Data Analysis
- Customer Success
- Project Coordination

Hard Skills

- Process Design
- Automation
- Workflow Systems
- Data Analysis
- Dashboard Setup

Soft Skills

- Organizational Thinking
- Curiosity
- Problem Solving

Industry Keywords

- Customer Success
- Operations
- Business Systems
- Project Coordination

Tools & Technologies

- Hub Spot
- Guru
- AI Tools
- CRM Automation
- No-Code Tools

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📌 Customer Systems & Automation Program Manager (Kitchener)
🏢 Jobtailor
📍 Kitchener