Small businesses get same-day access to senior legal, HR, and finance experts through our platform. Vero, our multi-agent orchestration layer, does the intake, research and prep. Vistera is built on 55 years of supporting Canadian businesses. Position Type: Full time We're looking for a Client Success Representative which we call an “Expert Success Representative” to own the relationship with the professionals (lawyers, HR consultants, and finance experts) who power our platform. Think of this as a client success role, but your client is our expert community. As our network and transaction volume grow, this is a high visibility, high impact role with real room to shape how we support and grow this critical group. Guide newly approved experts through setup, platform training, and their first engagements so they ramp quickly and confidently. Build regular check in cadences (QBRs, health checks, pulse surveys) to understand expert satisfaction, utilization, and pain points. Surface trends, blockers, and feature requests to Product, Marketing, and Leadership to continuously improve the expert experience. Seek out and document expert success stories that can be shared for marketing purposes. Support retention & growth: Resolve expert side issues (billing, scheduling, client mismatches, platform friction) quickly and empathetically. As the network grows, design playbooks, resource libraries, and community touchpoints (webinars, office hours,



recognition programs) that don’t rely on 1:1 time alone. Work closely with Client Success (SMB side), Sales, and Product to ensure supply (experts) and demand (SMB clients) stay balanced and both sides win. 3+ years in a client success, customer success, account management, or partner/community management role, ideally with a two sided marketplace or professional services background. ~ A genuine passion for relationship management and a track record of building trust with a sophisticated, professional audience (attorneys, consultants, finance professionals, or similar). ~ Comfort with ambiguity and building processes from scratch. Solid data instincts. You’re comfortable using engagement and utilization metrics to prioritize your time and outreach. ~ you can speak credibly with legal, HR, and finance professionals. ~ Experience with CRM/CS tools (e.g., Zoho, HubSpot, Salesforce, Gainsight, or similar). ~ Bonus: prior experience in legal, HR, finance, or professional services, or in a marketplace or gig platform environment. Our Expert Network is expanding rapidly alongside client demand, and this role will directly shape how we scale that side of the marketplace. You’ll have the autonomy to build programs and processes from the ground up, direct access to leadership, and the opportunity to grow into a bigger team building role as our expert base scales.

📌 Disability Representative (Vancouver)
🏢 Vistera
📍 Vancouver