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Client Onboarding Specialist
3 weeks ago
**Canada /** Calgary, Alberta /** Edmonton, Alberta /** Halifax, Nova Scotia /** Toronto, Ontario**
**Success - Partner Success /**
**Fulltime /**
**Remote**
**WHO WE ARE**
**Our goal is to save ten-million hard-working employees ten-billion dollars.** We are a **values driven, well-funded,** and **fast-growing** Financial Technology and HR company. We want to empower small and midsize businesses with financial tools that make them the place where people want to work.
- We’ve created a financial empowerment platform that helps small but mighty HR teams make a big impact on employee financial wellness. ZayZoon is quickly becoming the employee financial wellness super-app that employees can’t live without, and employers are clamoring to offer to help attract and retain talent.
We are growing fast and have been recognized for rapid growth in the 2023 Deloitte Technology Fast 500 and Canadian Technology Fast 50 program
The Role
**YOUR RESPONSIBILITIES**:
- Client Onboarding: Receive employer deals following Closed Won from the Employer Pipeline and execute all connectivity and fulfillment tasks as detailed in the Employer Rollout Pipeline deal stage.
- Promotion Assignment: Assign promotions as necessary, based on the sales process.
- Employee Onboarding: Assist clients in onboarding their employees onto ZayZoon.
- Transition Management: Transition Employer Rollout deals to Client Account Management (CAM) for ongoing handling and additional growth via the Expansion Pipeline.
- Client Support: Facilitate all client-level support activities through interactions with Customer Success, Client Account Managers, and Partner Success.
- Technical Setup: Handle client technical setup, including deduction and direct deposit issues.
- Tier 2 Support: Assist Tier 2 success team members as needed.
- Task Management: Manage automated and scheduled tasks.
- Crisis Management: Assist with managing client-wide implications of macro events (e.g., hurricanes).
- Priority Onboarding: Onboard clients of particular size/priority through scheduled meetings and/or automated/virtual activities.
- Documentation: Maintain and create client-facing onboarding documentation.
**WHAT YOU BRING TO THE TABLE**:
- 1+ years in a Client Onboarding or similar role in a SaaS or Tech focused environment
- Excellent organizational skills
- Strong interpersonal skills
- Attention to detail and process
- Motivation to achieve and consistently optimize key performance indicators
- Familiarity with general computer systems and business software (e.g., Jira, Confluence, HubSpot, Excel, Word)
- Basic knowledge of Application Program Interfaces (APIs) and/or prior experience in the technical implementation of products/services within the payroll/HCM industry is an asset
**ANYTHING ELSE YOU MIGHT NEED TO KNOW**
**Please be aware that as part of our final hiring process, we will conduct reference calls with previous managers and possibly other individuals. Additionally, due to the nature of our business, a criminal record check and a basic security clearance will also be required.**
We wish to thank all qualified applicants for their interest in joining our team
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