Client Onboarding Specialist

4 months ago

Toronto, 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 at-risk 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 fast-paced 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. Together, our platform and our people elevate public relations, investor relations, and marketing for over 10,000 global customers.

We believe everyone has a story to tell and we’re passionate about helping people and brands amplify their stories across the globe We are proud to be the number one provider of enterprise webcasting and investor relations content distribution, as well as a global leader in press release distribution. Our clients have used Notified to monitor over 2 billion social media conversations and every year we run more than 100,000 events

Our products are built so storytellers can do their best work. But we’re not just a platform—personalized, caring service is how we operate. We add a personal touch to everything we do. We strive to deliver wisdom and insight by helping our clients reach global and targeted audiences, measure outcomes, and fulfill their commitments.

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.

Just as we value our clients’ success, we have an unwavering commitment to our employees. 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

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