Client Onboarding Specialist

2 months ago

Toronto, Ontario, Canada The Leadership Agency Full time
{"h1": "Client Onboarding Specialist", "h2": "About the Role", "p": "We are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a key member of our sales team, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.

Your primary focus will be on guiding new customers through the onboarding process, setup, and implementation. You will be the primary point of contact for these clients and will work closely with our marketing, sales, and customer success teams to ensure a seamless experience.

Key Responsibilities:

* Onboard inbound sales inquiries to ensure they are utilizing the platform to its full potential
* Guide new customers through onboarding, setup, and implementation
* Collaborate closely with marketing, sales, and customer success
* Maintain accurate documentation of client interactions, onboarding progress, feedback, etc.
* Proactively upsell customers to ensure they are activating the products during the onboarding phase
* Stay current with industry trends and competitor offerings to provide better service

Requirements:

* Bachelor's degree in Business Administration, Finance, or a related field (preferred)
* Proven experience in client onboarding, customer success, or a similar role within a startup space (bonus points if it's in FinTech)
* Exceptional interpersonal and communication skills, with a customer-first mindset and the ability to build rapport with diverse client profiles
* Detail-oriented and organized, with a demonstrated ability to manage multiple priorities in a fast-paced environment
* Proficiency in CRM software and other relevant tools
* An eagerness to learn, develop, and actively contribute in a collaborative team setting

Benefits:

* A comprehensive compensation package with performance incentives
* An opportunity to join an innovative team within a rapidly expanding FinTech startup
* Support & training to help you reach your goals
* Playing a crucial role in helping businesses save money and streamline their financial operations
* 3- weeks vacation
* Health benefits Equity - everyone is an owner here because what you're building matters

If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.

", "h3": "What We Offer", "ul": [{"li": "A comprehensive compensation package with performance incentives"}, {"li": "An opportunity to join an innovative team within a rapidly expanding FinTech startup"}, {"li": "Support & training to help you reach your goals"}, {"li": "Playing a crucial role in helping businesses save money and streamline their financial operations"}, {"li": "3- weeks vacation"}, {"li": "Health benefits Equity - everyone is an owner here because what you're building matters"}]}

  • Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and...

  • Client Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Job Title: Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients, helping them to get the most out of our financial services.Key Responsibilities:Onboard...

  • Client Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Job Title: Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients, helping them to get the most out of our financial services.Key Responsibilities:Onboard...

  • Client Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients, setting them up for long-term success with our financial services.Key Responsibilities:Onboard new...

  • Client Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients, setting them up for long-term success with our financial services.Key Responsibilities:Onboard new...

  • Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Client Onboarding Specialist

    1 week ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the Role:We are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a key member of our sales team, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and chat to ensure they...

  • Sales Coach

    6 days ago

    Toronto, Ontario, Canada Hubstaff Full time

    Position: Sales Coach - Client Onboarding SpecialistLocation: RemoteCompany: HubstaffSalary: $250 USD per successful client onboarding, with potential to earn over $4000+ USD per month.About Us: At Hubstaff, we specialize in connecting businesses with top-tier talent and providing unparalleled support throughout the hiring process. Our mission is to...

  • Customer Onboarding Specialist

    24 hours ago

    Toronto, Ontario, Canada AutoTrader Full time

    Job Title: Customer Onboarding SpecialistThe Customer Onboarding Specialist will play a critical role in ensuring a seamless customer experience by conducting a Welcome Onboarding call to discuss client products and provide key features and benefits. This position requires a strong ability to optimize the onboarding process and experience for clients,...

  • AML Specialist

    2 weeks ago

    Toronto, Ontario, Canada CB Canada Full time

    Job Summary:We are seeking a highly skilled AML Analyst to join our team at CB Canada. As an AML Analyst, you will be responsible for providing a smooth and seamless onboarding experience for our clients.Key Responsibilities:Work directly with Front Office, Operations, Client Services, and other stakeholders to process client and product onboarding...

  • Customer Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada STAN AI Full time

    About STAN AISTAN AI is a cutting-edge technology company that provides innovative AI solutions for the real estate industry. Our mission is to empower property managers to manage their properties autonomously, and we're looking for a talented Customer Onboarding Specialist to join our team.Job SummaryWe're seeking a highly skilled Customer Onboarding...

  • Customer Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada STAN AI Full time

    About STAN AISTAN AI is a cutting-edge technology company that provides innovative AI solutions for the property management industry. Our mission is to empower property managers to manage their properties autonomously, and we're looking for a talented Customer Onboarding Specialist to join our team.Job SummaryWe're seeking a highly skilled Customer...

  • Customer Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada STAN AI Full time

    About STAN AISTAN AI is a cutting-edge technology company that provides innovative AI solutions for the real estate industry. Our mission is to empower property managers to manage their properties autonomously, and we're looking for a talented Customer Onboarding Specialist to join our team.Job SummaryWe're seeking a highly skilled Customer Onboarding...

  • Customer Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada STAN AI Full time

    About STAN AISTAN AI is a cutting-edge technology company that provides innovative AI solutions for the property management industry. Our mission is to empower property managers to manage their properties autonomously, and we're looking for a talented Customer Onboarding Specialist to join our team.Job SummaryWe're seeking a highly skilled Customer...

  • Customer Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada STAN AI Full time

    About STAN AISTAN AI is a cutting-edge technology company that provides innovative AI solutions for the real estate industry. Our mission is to empower property managers to manage their properties autonomously, and we're looking for a talented Customer Onboarding Specialist to join our team.Job SummaryWe're seeking a highly skilled Customer Onboarding...

  • Customer Onboarding Specialist

    1 month ago

    Toronto, Ontario, Canada STAN AI Full time

    About STAN AISTAN AI is a cutting-edge technology company that provides innovative AI solutions for the real estate industry. Our mission is to empower property managers to manage their properties autonomously, and we're looking for a talented Customer Onboarding Specialist to join our team.Job SummaryWe're seeking a highly skilled Customer Onboarding...

  • Vice President, Client Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Vice President, Client Onboarding to join our team at BMO. The successful candidate will be responsible for leading the client onboarding process, ensuring seamless integration of new clients into our systems, and maintaining strong relationships with internal stakeholders.Key ResponsibilitiesDevelop and implement...

  • Vice President, Client Onboarding Specialist

    4 weeks ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Vice President, Client Onboarding to join our team at BMO Financial Group. As a key member of our Client Onboarding team, you will be responsible for leading the onboarding process for new clients, ensuring a seamless and efficient experience for our clients and internal stakeholders.Key...

  • Vice President, Client Onboarding Specialist

    4 weeks ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Vice President, Client Onboarding to join our team at BMO Financial Group. As a key member of our Client Onboarding team, you will be responsible for leading the onboarding process for new clients, ensuring a seamless and efficient experience for our clients and internal stakeholders.Key...