Client Onboarding Specialist

5 days ago


Toronto, Ontario, Canada Caret Full time
Role Overview

We are seeking a highly skilled Client Onboarding Specialist to oversee the implementation, data migration, and onboarding of our CARET Legal clients. The successful candidate will have excellent communication skills, build strong rapport with clients, and balance their needs with internal resources.

Responsibilities
  • Manage client onboarding experience from enrollment through product adoption
  • Work with clients to confirm data migration requirements, define gaps, determine project specifications for engineering, identify solutions, and implement recommendations
  • Measure project performance and maintain clear notes using appropriate tools and techniques
  • Establish and maintain excellent client rapport via phone, online screen shares, and email
  • Serve as liaison and escalation point on data migration, training, and product between company and client; engage internal skills/resources to remove blockers and complete client projects
Requirements
  • Bachelor's degree or relevant experience
  • Onboarding, implementation, project management, or client-facing experience troubleshooting product issues and business requirements
  • Experience in managing a portfolio of clients/projects
  • Experience with CRM systems such as SalesForce
  • Experience with Microsoft Office products and project management tools, with a focus on Excel, ShareFile, Confluence, GuideCX
  • Client-facing experience in an enterprise software or cloud business
  • Excellent written, verbal, and presentation skills, with the ability to simplify technical information
  • Tech-savvy with a strong aptitude for continuous learning
  • Team-oriented with a customer-first focus
  • Past remote work experience
  • Legal or Accounting experience and PMP Certification is a plus
Compensation and Benefits

The estimated salary for this role is $105,000 CAD per year, based on national averages and industry standards. In addition to competitive compensation, we offer a comprehensive benefits package, including flexible PTO, certification reimbursement, summer Fridays, no meeting Fridays, extended medical and dental coverage, paid sick days, vision insurance, life insurance, and disability leave coverage.

Caret is an equal opportunity employer and welcomes applications from diverse candidates.



  • Toronto, Ontario, Canada Notified Full time

    Notified, a leading provider of enterprise webcasting and investor relations content distribution, is seeking a skilled Global Client Onboarding Specialist to join our team. This role offers the opportunity to work in a dynamic environment where you will be responsible for efficiently onboarding clients globally across all products.About NotifiedWe believe...


  • Toronto, Ontario, C6A, Ontario, Canada AMZ Prep Full time

    Job OverviewAMZ Prep Canada is seeking a strategic and customer-focused Client Onboarding Specialist to drive exceptional partner and client integration experiences. The ideal candidate will be responsible for seamlessly bringing new clients and partners into our ecosystem, ensuring a smooth, efficient, and value-driven onboarding process.Key...


  • Toronto, Ontario, Canada Notified Full time

    About NotifiedAt Notified, we empower individuals and businesses to share their stories with a global audience. As a leading provider of enterprise webcasting and investor relations content distribution, we help our clients reach targeted audiences and measure outcomes.Opportunity OverviewWe are seeking a highly skilled Global Client Onboarding Specialist to...


  • Toronto, Ontario, Canada Notified Full time

    About NotifiedWe are a leading provider of enterprise webcasting and investor relations content distribution. Our mission is to help clients amplify their stories across the globe.Job OverviewThis role requires a highly skilled and organized individual to efficiently onboard clients globally across all products. The successful candidate will provide a...


  • Toronto, Ontario, Canada BMO Financial Group Full time

    As a Lead Client Onboarding Manager at BMO Financial Group, you will play a critical role in ensuring seamless client onboarding experiences. This position requires a seasoned professional with expertise in client management, process optimization, and regulatory compliance.Key ResponsibilitiesDevelop and implement comprehensive client onboarding strategies...


  • Toronto, Ontario, Canada Wisedocs AI Full time

    Job DescriptionWe are searching for a highly skilled Technical Onboarding Specialist to join our team at Wisedocs AI. As a key member of our implementation team, you will be responsible for ensuring a smooth onboarding experience across our customer segments.About UsWisedocs is on a mission to make it easy and accessible for any company in the insurance,...


  • Toronto, Ontario, Canada Wisedocs AI Full time

    About Wisedocs AIWe're on a mission to revolutionize the way companies in the insurance, legal, and medical spaces understand medical documents using AI. Our platform processes hundreds of thousands of pages every week, saving our customers countless hours of manual processing time and enabling them to process medical claims more efficiently.At Wisedocs AI,...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    About This OpportunityWe are seeking a highly skilled Finance Onboarding Specialist to join our team at Royal Bank of Canada. In this role, you will be responsible for leading and implementing onboarding initiatives related to new or existing products and processes.Job SummaryThis position requires strong financial process knowledge, including GL...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryThis is a challenging role that requires a seasoned professional to lead and implement onboarding initiatives for new or existing products and processes. As a Transformational Onboarding Specialist, you will partner with Finance, Business, and Operations teams to understand requirements and design optimal processes.About the RoleWe are seeking an...


  • Toronto, Ontario, Canada Notified Full time

    At Notified, we are seeking a highly skilled Global Onboarding Specialist to join our team. This is an exciting opportunity to work with a cloud-based platform that provides public relations (PR) and investor relations (IR) solutions to thousands of public and private companies globally.About the RoleWe are open to filling this position in our El Segundo, CA...


  • Toronto, Ontario, Canada InfoFlo Print Full time

    We are seeking a skilled professional to join our team at InfoFlo Print as a Customer Onboarding Specialist.**About the Role:**This is a full-time position that requires strong communication skills and a customer-first mindset. The ideal candidate will have hands-on experience working in a print shop, preferably in operations, pricing, or production...


  • Toronto, Ontario, Canada Notified Full time

    At Notified, we're a leading provider of enterprise webcasting and investor relations content distribution services. Our team is passionate about helping clients amplify their stories across the globe.About the JobWe're seeking an experienced Client Support Specialist to join our Global Onboarding Team. This role offers flexibility, with options to work from...


  • Toronto, Ontario, Canada HealthEcareers - Client Full time

    Job Title:Care Coordination Specialist - Value-Based Care ExpertCompany Overview:HealthEcareers - Client is a leading healthcare organization committed to delivering high-quality patient care while reducing costs. As a Care Coordination Specialist, you will play a crucial role in our value-based care initiatives, collaborating with physicians and...


  • Toronto, Ontario, Canada InfoFlo Print Full time

    At InfoFlo Print, we are seeking a highly skilled Customer Onboarding Specialist to join our team. As a key member of our operations group, you will be responsible for guiding and supporting new customers as they implement InfoFlo Print in their businesses.About the RoleWe are looking for an individual with hands-on experience working in a print shop,...


  • Toronto, Ontario, Canada Caret Full time

    Company OverviewCARET is a pioneering company that brings innovative technology and automation solutions to the legal and accounting industries. Our cutting-edge practice management, document automation, and payment processing tools empower professionals to focus on high-value tasks.We foster a collaborative culture built around our core values:- Success...


  • Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living Solutions">We're a rapidly growing tech startup dedicated to enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to thrive.">Role Overview">We're...


  • Toronto, Ontario, Canada InfoFlo Print Full time $60,000 - $65,000

    InfoFlo Print is a cutting-edge MIS software tailored for the printing industry, empowering print shops to streamline operations and improve pricing accuracy.About the RoleWe are seeking an experienced Customer Onboarding Specialist with a strong background in the printing industry to guide and support new customers as they implement InfoFlo Print in their...


  • Toronto, Ontario, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink:At InTouchLink, we are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves. As a rapidly growing tech...


  • Toronto, Ontario, Canada Enso Connect Full time

    We are seeking a highly motivated and results-oriented Digital Transformation Specialist to join our team at Enso Connect.OverviewAs a leader in the hospitality industry, we are dedicated to modernizing the guest experience. Our dynamic guest experience platform seamlessly integrates with property management systems, helping to personalize and monetize...


  • Toronto, Ontario, Canada Gee Beauty Full time

    About Gee BeautyGee Beauty is a leading provider of exceptional client experiences. Our team of experts works tirelessly to ensure that every interaction with our brand exceeds expectations.Job OverviewWe are seeking a highly skilled Client Experience Specialist to join our team. This role will be responsible for delivering top-notch service to clients,...