Onboarding Specialist - Remote

Overview

The Onboarding Specialist plays a pivotal role in transforming new clients into confident users of our platform, ensuring their first 90 days are seamless and set a strong foundation for long-term success.

In Short

• Serve as the primary point of contact for new clients during onboarding.
• Conduct virtual one-on-one training sessions.
• Identify client needs and proactively address potential roadblocks.
• Maintain accurate client records and documentation.
• 3+ years in a SaaS environment preferred.
• Exceptional communication and interpersonal skills required.
• Strong organizational and time management skills needed.
• Experience with CRM/Customer Success tools is advantageous.
• Ability to multitask in a fast-paced environment.
• Spanish language proficiency is preferred.

Requirements

• 3+ Years in a SaaS Environment.
• Exceptional Communication and Interpersonal Skills.
• Strong Organizational and Time Management Skills.
• Experience with CRM/Customer Success Tools preferred.
• Ability to Multitask and Succeed in a Fast-Paced Environment.
• Spanish Language Proficiency is preferred.
• Ability to work standard business hours in the Pacific Time Zone.
• Ability to Travel Within Canada and the U.S.

Benefits

• Comprehensive health, dental, and vision plans.
• 401K Matching.
• Annual professional development stipend.
• Unlimited Paid Time Off and paid company holidays.
• Company-wide shutdown from Dec 24 - Jan 1.