Salary :
Activate JobCopilot
This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Onboarding Specialist in Canada.
You will play a pivotal role as the first point of contact for new customers, guiding them through their initial experience and ensuring a smooth and confident start with the platform. In this highly client-facing position, you will deliver personalized onboarding journeys that translate software capabilities into real business value. You will support customers in adopting key workflows, building trust, and establishing long-term success from day one. Working in a fast-paced SaaS environment, you will collaborate closely with internal teams to ensure a consistent and high-quality client experience. This role combines relationship-building, product expertise, and structured training delivery to drive customer satisfaction and retention. You will act as a trusted advisor during the critical first 30–90 days of the customer lifecycle. The environment is collaborative, mission-driven, and focused on delivering measurable customer impact.
Accountabilities
- Serve as the primary point of contact for new clients during their first 30–90 days, ensuring a seamless onboarding experience and building strong foundational relationships.
- Deliver tailored virtual training sessions to help clients understand and effectively apply the platform to their specific business needs and workflows.
- Guide customers through implementation by identifying needs, tracking progress, and proactively resolving issues or blockers that may impact adoption.
- Maintain accurate and up-to-date client records, onboarding milestones, and interaction documentation across internal systems to ensure alignment across teams.
- Collaborate with internal stakeholders to escalate feedback, improve onboarding processes, and enhance the overall customer journey.
- Support early product adoption by ensuring customers gain value quickly and understand core features relevant to their operations.
Requirements
- 3+ years of experience in a SaaS environment, ideally in a customer-facing or onboarding, implementation, or customer success role.
- Strong communication and interpersonal skills with the ability to build trust, simplify complex concepts, and engage effectively with diverse client profiles.
- Excellent organizational and time management skills, with the ability to manage multiple onboarding projects simultaneously in a fast-paced environment.
- Experience using CRM or customer success tools such as Salesforce, HubSpot, Gainsight, or ChurnZero is highly preferred.
- Ability to multitask, prioritize effectively, and adapt quickly to changing client needs while maintaining a solutions-oriented mindset.
- Familiarity with field service or green industry workflows (e.g., landscaping, arborist operations, scheduling, estimating, invoicing) is a strong asset.
- French and/or Spanish language skills are considered an advantage.
- Willingness and ability to travel within Canada and the U.S. as needed.
Benefits
- Competitive compensation ranging from CAD 75,000 to 85,000 for Canada-based candidates (USD equivalent for U.S.-based roles).
- Comprehensive health benefits, including medical, dental, and mental health coverage depending on location.
- Employer-supported retirement savings plans (RRSP matching in Canada).
- Unlimited paid time off, paid holidays, and a company-wide winter break to support work-life balance.
- Flexible remote work environment with opportunities for cross-border collaboration.
- Professional development support, including access to training, tools, and career growth resources.
- Inclusive, collaborative culture focused on impact, learning, and continuous improvement.
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