Client Manager - Canada

THE ROLE  The Client Associate is a blended role of Client Coordinator and Client Manager. The Client Associate plays a central role in renewing existing accounts by servicing clients in assessing and fulfilling their needs to the highest standards of satisfaction. The Client Associate is an expert advisor responsible for managing a book of business, servicing clients in a courteous and professional manner, and assisting the producer in obtaining, maintaining, and expanding business. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions.  We are looking for a special, passionate administrative professional who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high end results on schedule. The successful candidate will be detail driven, highly organized, and will be passionate about providing exceptional client service at all levels. WHAT YOU’LL DO * Communication with clients and issue client certificates of insurance and pink cards * Process documents including new business, renewals and endorsements within Epic * Manage incoming and outgoing mail related to the book of business * Invoice, transact, and execute on premium finance contracts and premium allocations * Ensure EPIC workflows are followed * Maintain Claims information in EPIC which includes; input, update and follow-up with client * Assist in preparing renewals * A/R processing and billing * Follow up on outstanding documents from the Insured or Insurer * Checking insurance documents for accuracy WHAT WE REQUIRE * Insurance or Financial Services experience preferred * Willing to invest time in extensive training and must be able to obtain your General Insurance License and work towards an industry related professional designations. * Advanced skills in Outlook, Excel, Word considered an asset * Experience in EPIC considered an asset

About OfficeSpace:  OfficeSpace Software provides the leading AI operating system for the built world, that helps teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, we hire based on merit and a willingness to do what it takes to succeed long-term. You’re a great fit for the role if you’re entrepreneurial, passionate, motivated by building at light speed, and an Agentic AI early adopter. Our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact.   About the role As an Enterprise Client Success Manager, you own the success of our most strategic customers. You build executive partnerships, drive measurable business outcomes, and help global organizations maximize the value of OfficeSpace. You combine strategic thinking with operational excellence. You use AI to surface insights, predict risk, and scale your impact—while building trusted relationships that keep people at the center of every customer experience. What you'll do * Own the success, retention, renewal, and growth of a portfolio of enterprise customers with complex organizational structures and executive stakeholders. * Build trusted relationships with executive sponsors and business leaders, becoming a strategic advisor throughout the customer lifecycle. * Lead enterprise onboarding, adoption, and value realization strategies that accelerate measurable business outcomes. * Develop and execute strategic Success Plans aligned to customer objectives, adoption milestones, and long-term business goals. * Use AI-powered customer success platforms to monitor customer health, predict risk, recommend next-best actions, and identify expansion opportunities. * Lead executive Quarterly Business Reviews (QBRs) that connect product adoption to measurable business impact and ROI. * Partner with Sales to develop account strategies that support renewals, expansion, and long-term customer growth. * Lead renewal planning and executive renewal conversations that reinforce customer value and business outcomes. * Advocate for customers by partnering with Product, Engineering, Professional Services, and Support to resolve challenges and influence product direction. * Translate customer feedback into actionable insights that improve our product, customer experience, and go-to-market strategy. * Design AI-assisted customer engagement workflows that improve operational efficiency while preserving meaningful customer relationships. * Analyze customer data, industry trends, and organizational change to proactively guide enterprise customers through workplace transformation. * Act as an AI-first operator by orchestrating AI agents for research, meeting preparation, executive communications, account planning, customer health analysis, and opportunity discovery—validating recommendations through sound business judgment. * Champion continuous improvement by identifying scalable playbooks, automation opportunities, and best practices across the Customer Success organization. What you'll bring * 6+ years of Client Success, Strategic Account Management, or Enterprise Account Management experience in a SaaS environment. * Demonstrated success managing complex enterprise customers with executive stakeholders across long customer lifecycles. * Strong executive presence with the ability to influence C-level decision makers. * Experience driving customer adoption, retention, renewals, expansion, and measurable business outcomes within recurring revenue businesses. * Expertise building executive business reviews, strategic account plans, and long-term customer success strategies. * Experience using Customer Success platforms and CRM systems such as Gainsight, Salesforce, or equivalent technologies. * AI fluency, including experience using AI-enabled platforms for forecasting, customer health analysis, strategic planning, workflow automation, research, and productivity. * Experience orchestrating multiple AI tools responsibly while validating outputs through business judgment, customer context, and data quality. * Strong analytical thinking with the ability to translate data into executive-level recommendations. * Exceptional organization, prioritization, and program management skills across complex enterprise engagements. * Excellent executive communication, stakeholder management, and cross-functional collaboration skills. * Curiosity, adaptability, and a growth mindset with a passion for learning and applying emerging AI capabilities. * A customer-first mindset that balances technology with empathy, trust, and long-term partnership. Why OfficeSpace? * High-Performance Culture: At OfficeSpace, we believe in the power of accountability, focus, and drive. Our A-Player team members work together to deliver measurable, meaningful results. We recognize and reward those who push boundaries and achieve excellence. * Ownership and Accountability: We trust our employees to take full ownership of their roles, providing the autonomy to innovate and the support to succeed. We seek individuals who are self-motivated and thrive in an environment where they can drive impactful outcomes. * Technology-Forward: As a company invested in cutting-edge technology, we integrate AI and other advanced solutions across our platform to enhance productivity, customer experience, and process efficiency. Our team members are excited by the potential of AI and proactively explore ways it can drive our success. * Growth Mindset: Continuous learning and improvement are integral to our culture. We encourage our team to embrace challenges, seek knowledge, and develop both personally and professionally. * Innovation and Agility: We foster a dynamic, fast-paced environment where fresh ideas and bold solutions are celebrated. We embrace change and thrive on turning challenges into opportunities, with a team that is agile, proactive, and resilient. * Collaborative, Results-Driven Environment: We value purposeful collaboration that leads to shared success and stronger results. While our team members are independent, they recognize the value of working together to drive our mission forward. * Competitive Benefits and Rewards: OfficeSpace offers comprehensive and competitive benefits packages globally, designed to support our team’s health, well-being, and financial security. We invest in our people so they can excel. OfficeSpace is committed to building and promoting a diverse workforce and celebrates the unique qualities that individuals of various backgrounds and experiences offer. We are committed to basing all employment-related decisions upon valid job-related factors without regard to race, color, sex (including pregnancy, sexual orientation, and gender identity), age, religion, national origin, genetic information, military status, veteran status, physical or mental disability, or any other status protected by law.