Customer Onboarding Specialist

1 week ago

Toronto, Canada Cardata Full time

At Cardata, our goal is to simplify the administrative and financial burdens experienced by companies with employees on the road. We partner with our customers to find the easiest and most cost-effective solution, using best-in-class technology, to reimburse their employees for using their personal vehicles for work.

We're moving into the next chapter of our company's growth and are looking for a Customer Onboarding Specialist to join our team

**Who You Are**:
A reliable and energetic project-management guru You leverage your experience in onboarding and implementations to develop training that sets customers up for success and generates excitement. With an aptitude for learning technical products inside and out, you are the go-to resource for clients and support teams alike, and have a strong ability to breakdown complex concepts to help others understand. You consistently seek opportunity to improve your own knowledge, and leverage your insights from customer interactions to deliver feedback and recommendations for product and process improvements.

**What You'll Be Doing**:

- Become a Cardata systems expert and build a deep understanding of our clients’ needs
- Own the implementation process of clients from start to finish, ensuring clients and their employees are set up for success on the Cardata system
- Facilitate a smooth handoff from the Sales to Implementation
- Create a positive first impression of the Cardata system for customers through engaging and smooth implementation processes
- Facilitate seamless transition of newly onboarded clients and their employees to the Customer Support team, including coordinating additional support and training
- Be an on-going resource for the customer support team, helping to answer complex product questions
- Recommend process and product improvements based on your findings from working directly with clients

**What You'll Bring**:

- 3+ years’ experience as an Onboarding Specialist, Implementation Consultant or similar role, preferably in an enterprise SaaS business
- Proven ability to learn complex software tools quickly
- Highly organized with the ability to manage multiple projects from start to finish, and work under pressure to meet deadlines
- Skilled at communicating complex technical products to various stakeholders with clarity and professionalism
- Experience working across teams in a fast-paced environments

**Why You’ll Love Working at Cardata**:
Cardata provides you with a flexible, autonomous environment that encourages employees to experiment, innovate and learn. As part of our team, you will be surrounded by supportive leaders and caring colleagues who are dedicated to taking on new challenges, focusing on the customer, and working as a team to achieve success. Additionally, you will be provided with:

- Competitive salary + commission plan
- Flexible working hours
- 100% employer paid benefits
- Healthcare spending account + Wellness Spending Account
- 15 days vacation plus additional paid time off
- 3 pit-stop days (Cardata's own version of mental health days)
- Opportunity to work remotely
- If you require accommodations during the recruitment process, please let us know._

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