Customer Onboarding Manager

1 week ago

Vancouver, British Columbia, Canada Notifi Full time $45,000 - $70,000 per year

About Notifi

Notifi is an AI-native Field Service Management platform built for home-service contractors (HVAC, plumbing, pool/spa, landscaping, etc.). We unify calls, SMS, email, estimates, jobs, invoices, and payments into one intelligent inbox—powered by automation and AI. We're growing fast and need an onboarding specialist to help new customers adopt Notifi quickly and successfully.

Responsibilities:

Customer Onboarding & Activation

  • Own the end-to-end onboarding for new accounts (setup → go-live).
  • Configure account modules: contacts, pricebook, estimates, jobs, invoices, messaging, payments.
  • Guide customers through phone number setup, integrations, and basic workflow configuration.
  • Deliver structured onboarding calls (Module 1-8).

Implementation Support

  • Collect customer data (pricebooks, service plans, workflows) and import into Notifi.
  • Identify gaps and recommend best-practice workflows.
  • Work closely with product, success, and engineering to resolve onboarding blockers.

Training & Enablement

  • Train office staff and technicians on web/mobile apps.
  • Create simple Loom videos, checklists, and micro-guides for common onboarding tasks.
  • Ensure each customer sees value within the first 14 days.

Customer Health & Handoff

  • Track onboarding health (time to launch, module completion, usage).
  • Surface red flags early—low usage, slow adoption, setup issues.
  • Handoff accounts cleanly to Customer Success post-onboarding.

Requirements:

  • 1–3 years in onboarding/implementation/support at a SaaS company (FSM/CRM preferred).
  • Strong understanding of small business workflows (home-services a plus).
  • Technically comfortable: can learn tools quickly, troubleshoot basic issues.
  • Excellent communication and ability to simplify complex steps for non-technical users.
  • Highly organized—able to manage 10–20 onboarding customers at a time.
  • Bias for speed and clarity.

Nice to Have:

  • Experience with ServiceTitan, Jobber, Housecall Pro, or similar platforms.
  • Experience with phone/SMS systems (Twilio/Telnyx).
  • Prior experience at an early-stage startup.
  • Ability to create SOPs, help articles, and training assets.

Compensation:

  • Base Salary: 
    $45,000–$70,000
     (depending on experience)
  • Equity: 
    Stock options

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