Customer Success Rep

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.


This role is made up of activities that are 50% sales and 50% customer service.

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
  • 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
  • Work both over the phone and on live chat to field incoming inquiries from new and existing customers, responding effectively and in a timely manner
  • 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 diploma/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 and 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 into 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

Visit our team page to learn more about who you’ll be working with: Meet The Team

Apply now

To pursue this exciting and rewarding career opportunity, please send your resume, cover letter, and a video resume* (optional) by email to:

Human Resources

*Video resume (optional):

  • Given the nature of this position, both communication skills and creativity are important to succeed. These are not always necessarily easy to convey through a traditional resume.
  • The video resume should be used to complement your regular resume and cover letter, not replace them.

We thank all applicants in advance and will contact only those who we wish to interview. No phone calls or agencies, please.

Method is an equal opportunity employer. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.