Posted last month
Client Success Representative
@ Vistera
Coquitlam, British Columbia
Overview
Vistera, a legal, HR and finance support platform, is hiring a full-time Client Success Representative in Coquitlam, BC, at $80,000 to $85,000 a year. The role owns the relationship with the professional experts (lawyers, HR consultants, finance experts) on the platform, covering onboarding, engagement, retention and growth. It requires 3+ years in client success, account or partner/community management.
Pay:
$80,000–$85,000 a year
Responsibilities:
- Own onboarding and activation of newly approved experts
- Run regular check-ins, QBRs and pulse surveys
- Monitor expert health metrics and intervene on dips
- Surface expert trends and feature requests internally
- Build scalable programs, playbooks and community touchpoints
Requirements summary:
- 3+ years in client success, account or community management
- Experience with professional or marketplace environments
- Strong data instincts with engagement and utilization metrics
- Excellent written and verbal communication
- Experience with CRM or CS tools
Tools & skills
Source and dates
Source type not verified · zoho
- Employer posting date
- 2026-10-07
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Vistera
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Big company muscle. Without the overhead.
Full company description
Every large company has a legal team, an HR department, and a CFO. Every small business has none of that. Until now. Vistera is Canada’s first expert-led, AI accelerated, professional services platform. Get same day access to senior legal, HR, and finance expertise, without the hourly meter, callback queue, or runaround in between. A senior lawyer, HR advisor, or fractional CFO on your file today, with Vistera’s AI, Vero, doing the groundwork.
- LinkedIn followers
- 2,328
- People associated on LinkedIn
- 22
- Reported office locations
- 1030 Westwood St, 202, Coquitlam, British Columbia V3C 4E4, CA
- 1 Dundas St W, 2500, Toronto, Ontario M5G 1Z3, CA
- Other recorded names
- Vistera
- Profile identifies a recruitment agency
- No
Every large company has a legal team, an HR department, and a CFO. Every small business has none of that. Until now. Vistera is Canada’s first expert-led, AI accelerated, professional services platform. Get same day access to senior legal, HR, and finance expertise, without the hourly meter, callback queue, or runaround in between. A senior lawyer, HR advisor, or fractional CFO on your file today, with Vistera’s…
| Field | Value |
|---|---|
| Industry | Technology, Information and Internet |
| Company size | 51-200 employees |
| Headquarters | Coquitlam, British Columbia |
| Organization type | Privately Held |
| Year founded | 2026 |
| Open jobs on Jobsy | 3 |
| View page |
Client Success Representative
About Us
Vistera is the complete legal, HR and finance support system for modern businesses. Senior experts do the work, accelerated by AI, at a fixed price.
We replace the billable hour with the delivered outcome. A client brings a question, and an expert picks up the file the same business day. Vero, our AI, does the intake, research and prep. Before any outcome reaches the client, a senior expert in the province of the matter reviews it and signs off.
Get it right. Just ask.
Vistera launched in August 2026 and serves businesses in British Columbia, Alberta and Ontario. We're part of Spraggs Group, which has support Canadian businesses for 55 years.
Location: Coquitlam, BC
Position: Full-time
Reports To: VP Revenue & US Operations
Department: Client Success
Compensation: $80,000 - $85,000/year
Position Summary
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.
You'll be responsible for the full lifecycle of the expert relationship: onboarding, activation, engagement, retention, and growth. You'll build the rhythms, touchpoints, and programs that keep our experts thriving on the platform.
What You'll Do
- Own onboarding & activation: Guide newly approved experts through setup, platform training, and their first engagements so they ramp quickly and confidently.
- Drive ongoing engagement: Build regular check in cadences (QBRs, health checks, pulse surveys) to understand expert satisfaction, utilization, and pain points.
- Monitor expert health metrics: Track engagement, responsiveness, client ratings, and utilization; proactively intervene when an expert's activity or satisfaction dips.
- Be the voice of the expert internally: 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: Identify experts ready for more client volume, higher tier engagements, or specialty focus areas, and connect them with opportunities.
- Manage escalations: Resolve expert side issues (billing, scheduling, client mismatches, platform friction) quickly and empathetically.
- Build scalable programs: 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.
- Partner cross functionally: Work closely with Client Success (SMB side), Sales, and Product to ensure supply (experts) and demand (SMB clients) stay balanced and both sides win.
What You Bring
- 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 (lawyers, consultants, finance professionals, or similar).
- Comfort with ambiguity and building processes from scratch. You'll be defining the playbook, not just following one.
- Strong data instincts. You're comfortable using engagement and utilization metrics to prioritize your time and outreach.
- Excellent written and verbal communication; 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.
Why Join Us Now
This is a genuinely exciting moment to join. 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.
To learn more about Vistera, who we are, and our values come check us out at Vistera.ai.
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