Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Dext is a fast-growing fintech transforming bookkeeping through AI and machine learning. Our platform empowers accountants, bookkeepers, and businesses to simplify accounting processes and make smarter, more timely financial decisions. In 2024, Dext joined the IRIS Software Group, further strengthening our ability to deliver end-to-end accountancy solutions. We’re looking for a driven, customer-centric Senior CSM to deepen our customer relationships and drive growth across Canada and the US. In this role, you’ll own the customer journey post-onboarding, ensure adoption and satisfaction, and turn clients into long-term strategic partners.

Responsibilities

Ensure that our Partners (Accountants and Bookkeepers) and their Customers are delighted, engaged, and effectively using Dext at all levels to ensure their success, and ours.
Develop deep product expertise in the Dext suite to confidently educate and empower Accounting and Bookkeeping partners across their entire lifecycle.
Deliver impactful consultative calls that guide best practices for implementation and challenge behaviours that hinder success.
Support Partners through scalable, proactive outreach and education, ensuring consistent touchpoints and driving feature stickiness.
Join pre-sale calls with Account Executives to provide product support and assistance to move deals forward during the pre-sales phase.
Create and execute strategic adoption plans to help partners seamlessly integrate Dext products across their entire practice and client base.
Lead high-quality 1:many training sessions, delivering scalable education that drives product understanding and engagement.
Collaborate cross-functionally with Account Management, Marketing, and Operations to reduce churn, drive adoption, and evolve the overall customer journey.
Proactively manage partner relationships, hitting your KPIs through daily outreach, retention-focused initiatives, and consistent delivery of value.

Requirements

Bilingual (French & English) communicator with the drive to succeed in a fast-paced fintech.
Thrive on feedback, love learning, and are ready to put new skills into action every day.
Strong years of customer-facing experience, target-driven role, ideally within SaaS or tech environments.
Excellent communication and problem-solving skills, with the ability to simplify complex ideas and deliver clear, practical advice to customers.
Ability to manage multiple projects.
Tech-savvy and quick to learn new platforms, with a passion for helping customers adopt innovative tools and drive real value from them.
Motivated by results and KPIs, while being personable, curious, and proactive in seeking out opportunities to support customers.
Adaptable, collaborative, and solutions-focused, thriving in fast-paced environments where feedback, iteration, and teamwork are key.

Skills

Product expertise in the Dext suite
Consultative calls
Proactive outreach and education
Product support
Strategic adoption plans
1:many training sessions
Cross-functional collaboration
Relationship management
Accounting software (Xero, QuickBooks, Sage) experience is a plus
Accounting industry practice knowledge/experience desired

Location

Canada
US
Toronto

Work Type

Remote
In-office options

Experience Level

Senior

Salary/Compensations

Competitive salary

Benefits

Flexible working hours
An extensive work-from-home office equipment setup
22 vacation days annually plus Ontario’s statutory holidays
5 Health leave days annually
Paternity & Maternity Leave Top-up programs
Working abroad days
Volunteering days
Summer hours
A day off the week of your birthday
Up to 5% company pension/RRSP matching
100% employer-covered benefits through Canada Life (medical, dental, & vision) - available on your first day
A Health & Wellness Spending account (myHSA) of $750 annually

About the Company

Dext is a fast-growing fintech transforming bookkeeping through AI and machine learning.
Dext joined the IRIS Software Group in 2024.
We’ve achieved 99.5% data accuracy, saved over 35 million hours of manual data entry, and are trusted by 12,000 firms and 700,000 businesses globally.
We are a fast-paced, ambitious FinTech organization backed by Private Equity (HgCapital).
Despite our scale, we maintain the agility of a start-up.
Our values guide everything we do: Be Brave, Be Exceptional, Be Together.
Our behaviours are: Be Diverse, be Courageous, be Considerate, be Transparent, be Focused, be Accountable, and above all, be Dexterous!

Equal Opportunity

At Dext, we believe that diverse perspectives drive innovation and success. We are committed to building an inclusive workplace where everyone - regardless of background, identity, or experience - feels valued and empowered to thrive.
We welcome applications from all qualified candidates and actively encourage those from underrepresented groups to apply.
If you need any accommodations during the hiring process, please let us know.