Client Solutions Specialist

22 hours ago

Cambridge, Ontario, Canada Lone Wolf Technologies Full time $150,000 - $300,000 per year
As a Client Solutions Specialist, you will lead CRM-focused professional services engagements across our platform—including client onboarding, CRM and website training, system configuration, data setup, and other billable services. Through needs assessments and detailed project planning, you will build strong partnerships with real estate brokerages and agents by serving as a product expert who drives successful onboarding, ensures adoption, and delivers an exceptional client experience. ESSENTIAL RESPONSIBILITIES & DUTIES:
  • Develop and execute coordinated project plans to manage successful CRM and website onboarding, data transitions, and other professional service engagements.
  • Deliver CRM and website product training, pre-sales and post-sales support, and escalated application assistance in accordance with internal guidelines.
  • Conduct comprehensive needs assessments to understand client workflows, marketing goals, lead management processes, and website requirements to ensure accurate solution alignment.
  • Provide regular internal and external status updates highlighting accomplishments, milestones, risks, and client readiness.
  • Configure CRM and website settings based on client needs, including lead routing, automation rules, website setup, branding, and integration requirements.
  • Use expertise in CRM best practices and real estate operations to advise brokerages and agents on optimizing lead generation, follow-up, and consumer engagement.
  • Partner closely with the Business Solutions Consultant team to ensure a smooth handoff from onboarding to long-term adoption and utilization.
  • Offer guidance around data extracts, imports, and API connections to help clients leverage integrations across their tech stack.
  • Track project milestones and deliverables to ensure service engagements remain on schedule and within scope.
  • Maintain a strong understanding of ongoing product development, roadmap priorities, and platform direction.
  • Participate in internal UAT activities to validate CRM and website enhancements or upcoming releases.
  • Maintain up-to-date knowledge of the real estate industry, market trends, and brokerage technology needs.
REQUIREMENTS:
  • Exceptional project planning skills and ability to manage multiple client engagements simultaneously.
  • Proven experience delivering  remote product training.
  • Demonstrated ability to meet and exceed service standards and KPIs.
  • Strong problem-solving skills with the ability to manage issues independently and drive resolution.
  • Excellent written and verbal communication skills, including strong presentation delivery.
  • Outstanding relationship-building skills with clients at all levels of a real estate organization.
  • Experience collaborating with Product and QA teams to troubleshoot, test, and enhance CRM or website products.
  • Prior experience with CRM systems, website builders, or real estate technology platforms strongly preferred.
QUALIFICATIONS:
  • EDUCATION: A degree in Advertising, Marketing, Business, Communications, or a related field.
  • EXPERIENCE: 2–3 years of experience in client services, training, CRM support, or real estate technology.

  • Client Solutions Specialist

    20 hours ago

    Cambridge, Ontario, Canada Lone Wolf Technologies Full time $60,000 - $120,000 per year

    As a Client Solutions Specialist, you will lead professional services engagements with our clients and partners, including client onboarding, training, conversions, data setup and other billable services. Through needs assessment and detailed project planning, the Client Solutions Specialist will develop strong business partnerships with customers by...

  • Client Solutions Specialist

    10 hours ago

    Cambridge, Ontario, Canada Lone Wolf Technologies Full time $60,000 - $100,000 per year

    As a Client Solutions Specialist, you will lead professional services engagements with our clients and partners, including client onboarding, training, conversions, data setup and other billable services. Through needs assessment and detailed project planning, the Client Solutions Specialist will develop strong business partnerships with customers by...

  • Client Service Specialist

    1 week ago

    Cambridge, Ontario, Canada The Steele Group Full time $40,000 - $50,000 per year

    Client Service SpecialistCambridge, ONJob Type: Full-timeSalary Range: 40,000-50,000 per yearAs a Client Service Specialist, you are the first point of contact for our clients, creating a welcoming space for all visitors. You will provide support to the financial advisors and team members, as you are an essential part of The Steele Group.As a Client Service...

  • Logistics Specialist

    6 days ago

    Cambridge, Ontario, Canada Pop-Up Talent Full time $55,000 - $70,000 per year

    Logistics SpecialistCambridge, ON N1S 0B7Are you a logistics pro who thrives in a fast-paced, service-driven environment? We're looking for aLogistics Specialistto support world-class clients through precision, communication, and operational excellence.WHAT YOU'LL DO:Coordinate, rate, dispatch & monitor shipments across North AmericaCommunicate with clients...

  • Senior Procurement Specialist

    1 week ago

    Cambridge, Ontario, Canada The MEARIE Group Full time $100,000 - $120,000 per year

    Senior Procurement SpecialistWho We Are:GrandBridge Corporation is an investment holding company dedicated to driving growth and innovation through our fully owned subsidiaries, GrandBridge Energy Inc., and GrandBridge Group Inc.GrandBridge Energy Inc. is a leading provider of innovative energy solutions, committed to delivering reliable and sustainable...

  • Control Systems Specialist

    1 week ago

    Cambridge, Ontario, Canada RidgeTech Automation Inc. Full time $80,000 - $120,000 per year

    RidgeTech Automation is seeking a dynamic and skilled Control Systems Specialist to join our team. Applicants with robot programmer experience and a willingness to travel (globally and locally) will be highly considered based on current project demand.If you are passionate about delivering technical solutions, mentoring others and helping clients succeed,...

  • Control System Specialist

    16 hours ago

    Cambridge, Ontario, Canada CAREER MONITORS Full time $78,400 - $114,800 per year

    One of our client in Industrial Automation in Kitchener-Waterloo-Cambridge area is looking for a Controls Specialist.Job Duties:Execute and lead technical tasks including:Create software/digital solutions for current and new SCADA/MES clientsDevelop code and scripting in multiple languages including JSON, Python, T-SQL, HTML, JAVA & .NET, and apply to...

  • Operations Specialist

    6 days ago

    Cambridge, Ontario, Canada Logistics Plus Full time $50,000 - $70,000 per year

    Job SummaryAs an Operations Specialist, you will be the dynamic link between shippers and carriers, ensuring that freight moves efficiently and effectively. You'll leverage your expertise in supply chain management to coordinate logistics, negotiate pricing, and optimize transportation solutions. Your proactive approach will drive process improvements,...

  • Controls Specialist

    2 weeks ago

    Cambridge, Ontario, Canada Industrial Automation Full time $80,000 - $120,000 per year

    Join our globally growing team at ATS Industrial Automation where we create complex automation solutions at the highest level that sustainably impact lives around the world.At ATS, a publicly traded global company with a proud 40-year history, we help drive the future with our factory-wide automation solutions. At ATS Industrial Automation, what we do...

  • Controls Specialist

    10 hours ago

    Cambridge, Ontario, Canada ATS Industrial Automation Full time

    Join our globally growing team at ATS Industrial Automation where we create complex automation solutions at the highest level that sustainably impact lives around the world.At ATS, a publicly traded global company with a proud 40-year history, we help drive the future with our factory-wide automation solutions. At ATS Industrial Automation, what we do...