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Client Onboarding Specialist

3 months ago

Toronto, Ontario, Canada Notified Full time
Notified is adding a
Client Onboarding Specialist to the Onboarding team in Toronto.

This position offers a hybrid work schedule; Tuesday, Wednesday & Thursday in our office with the option of working remotely on Monday & Friday.


You will also promote Notified's capabilities to clients and identify sales opportunities to be forwarded to the account managers and sales.


Essential Duties:

  • Acts as the primary point of contact for new client onboarding and provides consultative support for assigned clients.
  • Collaborate with internal groups such as sales, success coach, account managers, product development, and manager to ensure quality and timely services are delivered to clients.
  • Educates and trains clients on product features, enhancements, and industry best practices.
  • Aggressively manage technical and program issues to ensure operational excellence and timely resolution.
  • Consistently exceed client satisfaction by openly and thoroughly evaluating all requests, proceeding with recommended solutions that are mutually beneficial
  • Escalate to management any situation outside the employee's control that could adversely impact the service provided to the client
  • Provide feedback to management when client expectations appear to be unreasonable or unrealistic and recommend feasible solutions
  • Identify any obstacles to providing the highest quality customer service and communicate constructive feedback to management
  • Prepares for and participates in service account reviews and atrisk meetings as needed.
  • Based on area of focus, acquires and maintains a working knowledge of the referral marketing industry, investor relations or public relations and keeps apprised of its changes.

Project Coordination duties:

  • Ensure program is setup in a timely, accurate, and quality manner striving to exceed expectations
  • Update project plan as necessary
  • Communicate and continually update client on development timeframes, monitoring and ensuring all client deliverables are received on time and in proper order
  • Provide management with status reports detailing project status and timelines

Minimum Qualifications:

  • Bachelor's degree from an accredited college or university in communications, marketing or, business administration required. Equivalent work experience in a similar position may be substituted for educational requirements.
  • Minimum of 2 years of experience in a customer/client service required.
  • Minimum of 2 years increasingly responsible project management experience required with an emphasis on technical capabilities preferred.
  • Proficient in English, both written and verbal required.
  • Based on area of responsibility, previous experience working in a SaaS environment may be preferred as well as working with API feeds, Shopify, Zapier and Magento.
  • Strong Computer Skills (MS Word, Excel, Outlook, Internet research skills, ability to learn new software quickly).
  • Excellent customer service skills and a genuine enthusiasm about assisting clients.
  • Must be able to work independently and proactively with mínimal supervision.
  • Ability to work effectively with a variety of people in a team environment.
  • Experience working in a fastpaced environment.
  • Detail oriented & ability to juggle multiple tasks simultaneously.
  • Team player with a positive attitude & diligent work ethic

What's next

Don't meet every single requirement?

About Us


Notified is committed to creating a more connected world by providing you with the tools you need to amplify your story.

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We have a global reach with offices in 17 countries, and each Notified client has direct access to our hard working, experienced, and caring team.

We are relentlessly curious, authentic, and detail oriented.

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Notified is committed to helping our employees and their families maintain a healthy work/life balance and to build a financially secure future.

Self-development and learning are key with all our global employees having