Customer Success Rep

  • Method:CRM
  • Toronto, ON, Canada
  • Mar 25, 2022
Full time Customer Service

Job Description

Method is looking for an energetic Customer Success rep with experience setting up and training customers on software systems, preferably CRM. The Customer Success rep we are looking for is empathetic to customers, tech savvy, and a patient communicator. Your job is to ensure our customers are successful in achieving their desired outcome with Method through the best experience possible.


Product and company

Method creates web applications for small and medium sized businesses (SMBs).  Our flagship product is Method:CRM, a web application made specifically for small businesses using QuickBooks accounting software.  What sets Method apart is our ability to create customized solutions for individual SMBs.  This is all facilitated by our patented accounting synchronization engine.

We are already a successful startup with a substantial base of paying customers.  We are looking for the right individuals to help skyrocket our growth.



We are looking for a Customer Success rep who is energetic, driven and has the ability to assess unique business needs and respond with a strong value proposition.

  • Be the first point of contact for any new customer trying out Method.
  • Field incoming inquiries from new and existing customers and respond effectively in a timely manner.
  • Sell the value of Method while providing quality support in order to drive new customers through their customer journey.
  • Analyze unique needs or issues and identify opportunities to customize or configure the solution.
  • Collaborate with other members of the Success Team on plans, projects and results.
  • Provide feedback to the entire team on enhancements we can make to marketing and product development.
    Skills and Qualifications
  • Relentless passion for the customer.
  • Post secondary education with a degree in business or technology or relevant experience.
  • Strong problem solving skills. You must be passionate about your ability to always find solutions to customers' needs.
  • Strong technical aptitude and ability to learn new software quickly.
  • Strong communication skills.
  • Be a team player with a positive attitude and a willingness to contribute to the overall team’s success in a fast-paced environment.
  • Experience in the SaaS and CRM space preferred but not a requirement.
  • Prior experience with databases and database technology such as Microsoft Access, Microsoft SQL is preferred but not a requirement.



  • Fun team environment. 
  • Small company experience – working for a small company like Method gives you deep insight to the inner workings of how a software company operates, as you will be expected to become involved in many discussions: from new product features, to marketing campaigns, to operational policies and procedures! It is the kind of experience you can only get from a small company. 
  • Training – You will receive initial and ongoing training on Method’s products, policies and procedures. 
  • Great downtown location – Method is located right in the heart of Toronto’s young and vibrant King West technology hub.
  • Competitive salary.
  • Health care and dental plan.