Client Success Specialist

Peoples Group • Toronto, ON

60d • $60,000 - $70,000 • Hybrid

About The Position

The Client Success Specialist plays a vital role in supporting the Business Development and Client Success teams at Peoples Group. This role ensures smooth coordination of sales activities, accurate documentation, and effective communication across internal and external stakeholders. The ideal candidate is highly organized, detail-oriented, and thrives in a fast-paced, collaborative environment.

Requirements

• 1–3 years of experience in a sales environment.
• Strong administration and coordination skills.
• Excellent knowledge of customer service and sales standards.
• Tech-savvy with proficiency in CRM systems, Microsoft Office (especially Excel), LawVu, and other platforms.
• Exceptional time management and multitasking abilities.
• Comfortable attending in-person meetings and sales-related events.
• Ability to thrive in a dynamic, fast-paced environment and adapt to shifting priorities.
• Detail-oriented with a high level of accuracy in documentation and reporting.

Nice To Haves

• A combination of education and experience is considered; Master’s degree preferred.

Responsibilities

• Prepare, file, and retrieve sales-related documents (e.g., due diligence submissions, assessment forms, NDAs).
• Coordinate meetings, calls, and demos for Business Development and Account Management teams.
• Draft and manage account service-related documents such as meeting agendas, reports, proposals, and client correspondence.
• Participate in client meetings and conference calls, contributing to document discussions and maintaining CRM updates.
• Maintain current work-in-progress records and archives of past project information.
• Liaise with internal teams to ensure proper pre- and post-sales service.
• Maintain and update sales and customer records.
• Develop and document onboarding processes in Confluence and maintain these pages.
• Create and maintain reports and sales pipeline updates for executive leadership and senior sales team members.

Benefits

• A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
• Competitive salaries, profit sharing, RRSP matching and benefits from day one.
• Generous paid time off to help achieve a healthy work-life balance.
• A strengths-based approach, ensuring we work together more effectively.
• A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level