Onboarding Success Specialist Jobs

Comfortable using Salesforce and other Customer Success Management tools.

Monitor our 1 to many onboarding experiences, provide feedback and make adjustments to continue to drive a personalized onboarding experience.

You have 2+ years of hands-on experience onboarding customers, preferably in an email marketing or SaaS environment.

Experience working with Customer Health is a bonus.

Excel experience is a plus.

HTML and CSS experience is a bonus

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.

We guide product: We bring our customers' requirements to our team and define our own efficient processes and systems.

Bonus if you have any technical skills (coding, data science)

Up to $1,000 annually for third-party education, along with paid time off to immerse yourself in learning

We exchange value: We do not have any salespeople and we focus on what is best for the customer.

We enjoy: We like what we do and we want you to love your job too.

Guiding customers from initial demo to active subscription, through procurement, legal, and security processes

We help Canadian tech companies access these US educated/US experienced immigrant tech workers who are seeking to move to Canada permanently.

Knowledge of Canadian employment and provincial laws is preferred

Gain knowledge on company policy and payroll systems and answer queries

Tracking benefit plans (healthcare, retirement, etc.)

3+ yrs professional onboarding experience preferably in PEO, EOR, or Staffing agency environment.

Knowledge of ticketing systems and triaging process preferred

Project Management experience an asset

Analyzing partner performance and identifying areas for improvement in the onboarding process to continuously improve the experience for new partners.

Maintaining up-to-date knowledge of the company's products and services, as well as industry trends and competitive landscape.

Excellent business acumen and relationship skills

Excellent presentation skills as well as written and verbal communication skills

Facilitating the onboarding process for new partners, including providing product training, guidance on sales processes, and support for technical integration.

Experience working with practice management software

Accounting certificate or bachelor’s degree in commerce or business administration (accounting, finance or MIS major) considered an asset

3 years of customer support related experience

Clear understanding of bookkeeping and internal finance processes

Experience or desire to work with cloud-based accounting software (Xero, QBO)

Experience with software integrations (Dext, Wagepoint, PayEdge)

Ensure 100% compliance on the creation and maintenance of digital 201 files of new hires in the Database Management System.

Ensure a seamless candidate and hiring managerexperienceat all times.

Hasexperiencein managing pre-employment requirements end-to-end.

Assist new hires in the completion of pre-employment requirements, pre-boarding activities and finalization of onboarding schedules.

Ensure 100% compliance on all pre-employment requirements such as pre-employment medical examination.

Coordinate with all concerned parties involved in the successful onboarding of new hires such as Compensation & Benefits, Payroll, Banks, etc.

Manage a combination of customer facing and non-customer facing operational responsibilities for your joint portfolio of customers.

2+ years experience in fields such as customer success/support, procurement or supply chain, consulting

Excellent excel and data analytical skills

Basic knowledge of procurement systems, processes and trends

Basic experience with Tableau, Salesforce, and/or digital native learning fast

Strong verbal and written communication skills; confidence in delivering customer-facing presentations

·Act as point on all onboarding activity – liaise between client and onboarding managers (all markets)

·Manage and drive social media content weekly

Hindi/Tamil Bilingualism a strong asset (India market focus)

Fitness and software background is preferred

·Lead the onboarding calendar – lead process to completion within 30 days

·Sustain excitement and client engagement throughout process – keep selling until fully onboarded

Foundational knowledge of Customer Relationship Management (CRM) Software

Experience dealing with clients within the Education vertical (K12)

Minimum 5 years of work experience in customer success or onboarding to deliver client-centric solutions

Minimum 2 years of people leadership work experience

Experience working with clients to generate excitement and build confidence in the product’s value proposition

Experience in technical training, including synchronous and asynchronous training at scale

- Foundational knowledge of Customer Relationship Management (CRM) Software

Business management and driving the business forward:

- Experience dealing with clients within the Education vertical (K12)

Manager, Customer Success and Onboarding

Please note this role is remote and open to candidates based in Canada.

- Minimum 5 years of work experience in customer success or onboarding to deliver client-centric solutions

- Minimum 3 years of experience in customer onboarding and/or customer success management

- Foundational knowledge of Customer Relationship Management (CRM) Software

- Experience dealing with clients within the Education vertical (K-12)

- Experience working with clients to generate excitement and build confidence in the product’s value proposition

- Experience in technical training, including synchronous and asynchronous training at scale

- Natural curiosity, strong critical thinking skills, and extremely resourceful problem solving skills

Strong prioritization, time management and organizational skills

Provide product onboarding and continued education/training throughout lifecycle

Provide a positive customer experience across the entire lifecycle and ensure customers maximize their ROI with our solution

Experience providing exceptional customer service/technical support - ideally experience in Customer Success!

Excellent customer service skills, attention to detail, patience, and high degree of emotional intelligence

Outstanding analytical and problem solving skills, combined with the ability to provide quick and effective resolutions

You have excellent time-management skills

You are detail oriented and have outstanding organizational skills

You have exceptional written and verbal communication skills

Work with candidates and clients to address any issues uncovered during background check processing

Update and maintain candidate profile information in Tundra’s databases and client databases to ensure timely payment processing

Create and issue employment contracts to payrollees and answer any questions/respond to any change requests, sign back fully executed contracts