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 HubSpot, 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.

Strong 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 solid 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 HubSpot Guru AI Tools CRM Automation No-Code Tools

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