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Customer Onboarding Specialist Jobs

Manager, Customer Onboarding Jobs
By Jobber At Canada
To manage ambiguity. You operate effectively, even when things are not certain or the way forward is not clear
Strive for execution excellence through the optimization of Salesforce and other platforms/tools.
Recruit, onboard and optimize success training to reduce ramp-up time for new hires.
Become an ambassador of our culture by being humble, supportive - and someone who truly gives a shit!
To collaborate. You build partnerships and work collaboratively with others to meet shared objectives
To demonstrate self-awareness. You use a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses
Customer Onboarding Specialist Jobs
By iLobby® Facility & Visitor Management At North York, Ontario, Canada
2+ years of project management, SaaS onboarding, account management or involvement in other customer success positions
Consult with the client to gather and document use case configuration requirements.
Own and manage the customer relationship from the point of sale through successful implementation of iLobby.
Project manage assigned onboardings, regularly reviewing data to assess where clients are not progressing, and take action where required.
You have experience working in SaaS companies with a client-facing role onboarding clients.
Take point on resolving implementation issues: Hardware delivery, software setup accuracy.
Customer Success And Onboarding
By CYGNVS At Toronto, Ontario, Canada
Build, manage, and optimize our customer onboarding experience – the goal is platform adoption.
Manage the customer use case, ensuring the customer has a plan.
Analyze customer functional requirements and propose the most suitable strategy to be used.
Provide feedback to senior leadership and product team on feature requirements, value proposition and competitive data.
Excellent verbal and written communication skills, with an ability to work in a team environment.
Comfortable with SaaS technology and data. Previous experience with customer retention and upsell is a PLUS
Customer Onboarding Specialist Jobs
By Hornetsecurity At Montreal, Quebec, Canada
You have an IT education.
You have excellent communication skills and can present yourself competently and confidently to customers and partners.
Experience with Salesforce is beneficial.
You support our sales team and our Hornetsecurity distribution partners in customer projects.
You ensure a successful onboarding process to our services for customers and partners.
You accompany the installation and connection processes of our services.
Customer Success & Onboarding Jobs
By CYGNVS At Toronto, Ontario, Canada
Build, manage, and optimize our customer onboarding experience – the goal is platform adoption.
Manage the customer use case, ensuring the customer has a plan.
Analyze customer functional requirements and propose the most suitable strategy to be used.
Provide feedback to senior leadership and product team on feature requirements, value proposition and competitive data.
Excellent verbal and written communication skills, with an ability to work in a team environment.
Comfortable with SaaS technology and data. Previous experience with customer retention and upsell is a PLUS
Customer Success & Onboarding Specialist
By CYGNVS At Toronto, Ontario, Canada
Build, manage, and optimize our customer onboarding experience – the goal is platform adoption.
Manage the customer use case, ensuring the customer has a plan.
Analyze customer functional requirements and propose the most suitable strategy to be used.
Provide feedback to senior leadership and product team on feature requirements, value proposition and competitive data.
Strong analytical and quantitative skills
Previous Cyber or Security technology experience a plus
Customer Onboarding Manager Jobs
By KEV Group At Toronto, Ontario, Canada
3+ years of project management experience in the delivery of SaaS professional services
Drive the day-to-day project activities through the application of sound project management principles and methodologies
Meets deadlines and adheres to project management and Customer Success best practices
Work in an industry that benefits children, parents and schools
Liaise with Customer Success Managers to facilitate smooth transitions of customer as they progress through the journey from Implementation to Support
Experience onboarding and training customers in the SaaS space, ideally in the K-12 segment
Customer Support / Onboarding Specialist
By About Staffing At Calgary, Alberta, Canada
Handle transfers and manage dollar figures in correspondence
1-3 years’ experience in Customer Service/Tech Support is required
Experience in a call centre environment is an asset
Self-starter with strong problem-solving skills
Act as a key escalation contact for client/customer communications via phone and email correspondence
Identify, investigate, and resolve users’ problems by carrying out manual A-Z troubleshooting
Technical Business Analyst-Customer Onboarding
By Moneris At Toronto, Ontario, Canada
Great handle on project management & support.
Review and develop system architecture designs. Interface between partners, data source owners and application developers to establish requirements and use cases.
Work with Product Owners and Business representatives to understand requirements, create stories and specs and groom developers and QAs accordingly.
Manage incoming support tickets that support us (missing communications, incorrect data, etc).
Experience in working with SQL and NoSQL tools.
Experience with system architecture, data platforms and design.
Customer Success, Onboarding Jobs
By People Corporation At Toronto, Ontario, Canada
Connecting across the organization to resolve questions and issues, providing a great customer experience.
2+ years of SaaS implementation and / or customer service experience.
Excellent communication and writing skills.
Strong Microsoft Office and Excel skills.
Preference for candidates with Customer Service experience in a B2B software environment.
Extended health care and dental benefits
Customer Success Onboarding Specialist
By Off2Class At Toronto, Ontario, Canada
Experience using Customer Relationship Management (CRM) tools in an account management or customer success role
Strong problem-solving skills, able to quickly respond to and manage competing client requests
Conduct product training sessions: Deliver comprehensive product training sessions to educate customers on the features, functionalities, and benefits of off2class.
Document key onboarding activities and tasks in the CRM; communicate any challenges or blockers to your manager as they arise.
Creating user accounts for students, teachers and admins
Configuring Single Sign On (SSO, e.g. Clever, Classlink) by liaising with administrators and IT departments at customer institutions
Customer Success & Onboarding Jobs
By CYGNVS At Greater Toronto Area, Canada
Build, manage, and optimize our customer onboarding experience – the goal is platform adoption.
Manage the customer use case, ensuring the customer has a plan.
Analyze customer functional requirements and propose the most suitable strategy to be used.
Provide feedback to senior leadership and product team on feature requirements, value proposition and competitive data.
Excellent verbal and written communication skills, with an ability to work in a team environment.
Strong analytical and quantitative skills
Customer Onboarding Specialist Jobs
By MarkJames Search At Canada
Understand customer requirements and suggest solutions for an outstanding user experience.
Manage customer relationships from sales to successful implementation.
Drive new projects by implementing customer-specific requirements and ensuring timely completion.
Document customer requirements and setup to facilitate seamless handover to Customer Success Specialists.
Invest in self-development through books, podcasts, courses, and skill-building initiatives.
Simplified customer and user experience through smooth onboarding and comprehensive setup documentation.
Customer Onboarding Specialist Jobs
By iLobby® Facility & Visitor Management At North York, Ontario, Canada
2+ years of project management, SaaS onboarding, account management or involvement in other customer success positions
Consult with the client to gather and document use case configuration requirements.
Own and manage the customer relationship from the point of sale through successful implementation of iLobby.
Project manage assigned onboardings, regularly reviewing data to assess where clients are not progressing, and take action where required.
You have experience working in SaaS companies with a client-facing role onboarding clients.
Take point on resolving implementation issues: Hardware delivery, software setup accuracy.
Customer Onboarding Manager Jobs
By American Express Global Business Travel At Greater Toronto Area, Canada
Excellent organizational skills of multitasking, advance planning, and time management
Effective time management, multi-tasking prioritization skills
Project Plan Management – includes / OnePlan:
Designs the work breakdown structure and resources required for the project, ensuring roles and responsibilities internally and externally are clearly defined
Ensures all client requirements have been adequately understood and documented for onward teams (e.g., units, deployment, traveler care) to action
Attends and contributes to team calls, sharing experiences, ideas for process improvements and supporting others as needed within the team
Manager Of Customer Onboarding
By iLobby® Facility & Visitor Management At Toronto, Ontario, Canada
5+ years of experience in customer onboarding, customer success, project management training and/or logistics management
Forecast - Manage, forecast and monitor resource capacity and utilization, staffing appropriately all customer engagements
Experience working with onboarding multiple products for a single customer
Experience setting up a scalable onboarding experience enabled by technology
You pay attention to detail in all areas of work with strong problem identification and problem resolution skills.
Data-oriented – You’ll regularly analyze data to make decisions, identify what’s not on track and make sound decisions accordingly
Customer Onboarding Specialist Jobs
By Bench Accounting At Vancouver, British Columbia, Canada
In addition, we offer an extended benefits package that includes paid vacation, paid flex days, and full health, dental, and vision.
Have prior experience in Customer Success or Customer Service using CRM tools such as Salesforce, Jira, and Slack.
Prior experience in Customer Success or Customer Service.
We provide solutions to bring all teams together for collaboration and connection.
Client Onboarding Specialist Jobs
By Smooth Commerce At Canada
Strong working knowledge of business tools (Slack, SmartSheet, Google Workspace Suite) for communication, task management, and collaboration.
Solid organizational and project management skills with a focus on prioritization, timelines, and meeting deadlines.
College diploma or Bachelor's degree in a related field or equivalent practical experience.
2+ years of customer service experience, preferably in a SaaS environment.
Excellent communication skills (verbal and written) with a client-centric approach.
Strong problem-solving and critical thinking abilities.
Senior Manager, Customer Onboarding
By Lone Wolf Technologies At Toronto, Ontario, Canada
5+ years experience in an Onboarding/Implementation/Project Management function. Ideally having spent time focusing on the SaaS and/or real estate space
Preparing and delivering reports to senior management
Experience building and executing a cohesive customer journey with key milestones and seamless handoffs
Strong communication, coaching, and live training skills over email, phone, and video
Provide coaching and guidance to support team members skills and professional development
3+ years in building and leading teams
Technical Onboarding Specialist Jobs
By Otter At Toronto, Ontario, Canada
Account Management or Customer Success experience is a plus!
2-3 Years of Technical Support / Integration / Customer Onboarding Experience.
Detail oriented and highly organized with the ability to thrive in fast moving, ambiguous environments.
Real world understanding of technical problem solving and high-level software concepts like APIs and POS systems.

Are you looking for an exciting opportunity to help customers get the most out of their experience? We are looking for a Customer Onboarding Specialist to join our team and help our customers get up and running quickly and easily. If you have a passion for customer service and a knack for problem-solving, this could be the perfect job for you!

What is Customer Onboarding Specialist Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multitask and prioritize tasks
• Proficiency in Microsoft Office Suite
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer onboarding processes

What is Customer Onboarding Specialist Job Qualifications?

• Bachelor’s degree in business, marketing, or related field
• At least two years of customer service experience
• Experience with customer onboarding processes
• Knowledge of customer relationship management (CRM) systems

What is Customer Onboarding Specialist Job Knowledge?

• Knowledge of customer onboarding processes
• Knowledge of customer relationship management (CRM) systems
• Knowledge of customer service best practices
• Knowledge of customer service software

What is Customer Onboarding Specialist Job Experience?

• At least two years of customer service experience
• Experience with customer onboarding processes
• Experience with customer relationship management (CRM) systems

What is Customer Onboarding Specialist Job Responsibilities?

• Assist customers with onboarding process
• Ensure customer satisfaction throughout onboarding process
• Respond to customer inquiries in a timely manner
• Monitor customer onboarding process to ensure