Onboarding Specialist

This is a fully remote position, open to applicants in United States, +1 more state.

📋 Description

• Act as the main point of contact for new clients during their first 30–90 days of onboarding.

• Establish initial client relationships and guide customers through the onboarding journey.

• Facilitate virtual one-on-one training sessions regarding the platform and services.

• Assist clients in tailoring the platform to meet their unique business needs and encourage early product adoption.

• Identify client requirements, monitor progress, and proactively mitigate potential challenges.

• Provide consultative solutions aimed at reducing churn and enhancing customer satisfaction and loyalty.

• Keep precise records of client interactions, milestones, and documentation across various platforms.

• Promote cross-functional visibility and support data-driven decision-making.

⛳️ Requirements

• Over 3 years of experience in a SaaS setting, preferably in a client-facing capacity.

• Outstanding communication and interpersonal skills with a strong client-centric approach.

• Ability to distill complex ideas, actively listen, build trust, and coordinate with internal teams.

• Excellent organizational and time management capabilities.

• Competence in managing multiple onboarding projects and timelines concurrently.

• Familiarity with CRM/customer success tools such as Salesforce, ChurnZero, Gainsight, or HubSpot is preferred.

• Proficient in Google Workspace and Microsoft Office Suite.

• Additional knowledge of AI platforms is a plus.

• Capability to multitask and thrive in a fast-paced, client-oriented environment.

• Understanding of landscaping, arborist, or field service operations is advantageous.

• Proficiency in French or Spanish is a benefit.

• Willingness to travel within Canada and the U.S.

• Must possess valid work authorization to be employed by any organization in Canada or the U.S. without company sponsorship.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage with various plan options for U.S. employees.

• HSA/FSA accounts.

• Disability and life insurance.

• Employer-funded HSA-based benefits plan that includes drug, dental, and mental health coverage for Canadian employees.

• 401(k) matching for U.S. employees.

• RRSP matching for Canadian employees.

• Opportunities for career development discussions.

• Support for tools, courses, and resources.

• Unlimited Paid Time Off.

• Paid company holidays.

• Company-wide winter break from December 24 to January 1.

• A collaborative, supportive, and enjoyable team culture.