Current jobs related to Client Onboarding Specialist - Toronto - The Leadership Agency

  • Client Onboarding Specialist

    4 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    Client Onboarding SpecialistWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the RoleWe are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a Client Onboarding Specialist, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key ResponsibilitiesOnboard new clients through email, phone, and chat to ensure they are...

  • Client Onboarding Specialist

    3 weeks ago

    Toronto, Ontario, Canada The Leadership Agency Full time

    About the Role:We are seeking a highly skilled Client Onboarding Specialist to join our team at The Leadership Agency. As a key member of our sales team, you will be responsible for onboarding new clients and ensuring they are utilizing our platform to its full potential.Key Responsibilities:Onboard new clients through email, phone, and chat to ensure they...

  • Client Onboarding Specialist

    5 months ago

    Toronto, Canada Marsh Full time

    Marsh Canada is seeking a **Client Onboarding Specialist** for our Toronto office (Hybrid) **What can you expect?** Client Onboarding Operations is a newly created function within Marsh, established in response to colleague feedback that we need a better way to onboard our new clients and manage the renewal of our client engagements. You will be part of an...

  • Client Onboarding Specialist

    5 months ago

    Toronto, Canada Veta Virtual Full time

    **About Us**: Veta Virtual is a rapidly growing company that is redefining the traditional virtual receptionist industry. We are actively seeking energetic and passionate people who are eager to learn and grow. We aim to change how businesses work by streamlining how they interact with their customers. Veta Virtual was founded in 2021 and is currently...

  • Client Onboarding Specialist

    5 months ago

    Toronto, Canada Veta Virtual Full time

    **About Us**: Veta Virtual is a rapidly growing company that is redefining the traditional virtual receptionist industry. We are actively seeking energetic and passionate people who are eager to learn and grow. We aim to change how businesses work by streamlining how they interact with their customers. Veta Virtual was founded in 2021 and is currently...

  • Client Onboarding Senior Specialist

    5 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewScotiabank, a leading bank in the Americas, is seeking a Client Onboarding Senior Specialist to join its team. As a key player in our organization, you will be responsible for ensuring seamless client onboarding processes.About the RoleThis 12-month contract position requires a highly skilled professional to provide oversight and control on...

  • Client Onboarding Specialist

    6 months ago

    Toronto, Canada Notified Full time

    Notified is adding a **Client Onboarding Specialist **to the Onboarding team in Toronto. This position offers a hybrid work schedule; Tuesday, Wednesday & Thursday in our office with the option of working remotely on Monday & Friday. You will also promote Notified’s capabilities to clients and identify sales opportunities to be forwarded to the account...

  • Client Experience Onboarding Specialist

    5 months ago

    Toronto, Canada MarkiTech Full time

    **We are hiring a Client Experience Onboarding Specialist at MarkiTech.** As a Client Experience - Onboarding Specialist at MarkiTech, you will play a crucial role in ensuring a smooth and successful onboarding process for our customers. You will be responsible for integrating virtual care technologies and clinical decision support systems for patients into...

  • Client Onboarding Specialist

    2 months ago

    Toronto, Canada The Leadership Agency Full time

    (thisis an onsite opportunity based in downtownToronto)Ourclient is a pioneering FinTech firm specializing in cuttingedgebanking solutions. They are on a mission to help businesses andambitious entrepreneurs grow globally! With a focus on variousfinancial products and services they are transforming businessfinancial management globally. They work with over...

  • Sales Coach

    3 weeks ago

    Toronto, Ontario, Canada Hubstaff Full time

    Position: Sales Coach - Client Onboarding SpecialistLocation: RemoteCompany: HubstaffSalary: $250 USD per successful client onboarding, with potential to earn over $4000+ USD per month.About Us: At Hubstaff, we specialize in connecting businesses with top-tier talent and providing unparalleled support throughout the hiring process. Our mission is to...

  • Client Financial Institution Onboarding Specialist

    6 months ago

    Toronto, Canada FLEETCOR Full time

    What We Need FLEETCOR is currently looking to hire a Client Financial Institution Onboarding Specialist within our Corpay division. This position falls under our Corpay Cross Border line of business and is located in 212 King Street West, Toronto ON. The Client Financial Institution Onboarding Specialist oversee the onboarding of Client and Financial...

  • Customer Onboarding Specialist

    2 weeks ago

    Toronto, Ontario, Canada AutoTrader Full time

    Job Title: Customer Onboarding SpecialistThe Customer Onboarding Specialist will play a critical role in ensuring a seamless customer experience by conducting a Welcome Onboarding call to discuss client products and provide key features and benefits. This position requires a strong ability to optimize the onboarding process and experience for clients,...

  • Onboarding Specialist

    5 months ago

    Toronto, Canada EcoOnline Full time

    **About us.** **Workplace safety is a fundamental part of our DNA, and we take pride in ensuring that we make a positive impact on the lives of others.** By developing leading software solutions that safeguard people and the environment, we are positively impacting the world. Leveraging data and technology to drive a modern culture of health and safety...

  • Payment Onboarding Specialist

    5 months ago

    Toronto, Canada AMCS Group Full time

    **DIGITAL WAYS TO A CLEANER WORLD** Do you want to work for a company with Irish roots and a global impact? A leader in environmental services, AMCS is a trailblazing software company that guides and supports other businesses on their journey towards sustainability. AMCS leads the way **What we do** AMCS is a global leader for integrated software and...

  • Onboarding Specialist

    5 months ago

    Toronto, Canada Rentsync Full time

    Rentsync is a leading provider of marketing solutions for the multifamily rental industry in Canada. Our projects team is committed to leading the creation of high quality websites, print collateral, and digital marketing ad creative to aid our clients in their apartment marketing initiatives. Rentsync’s Onboarding Specialist is responsible for ensuring a...

  • AML Specialist

    4 weeks ago

    Toronto, Ontario, Canada CB Canada Full time

    Job Summary:We are seeking a highly skilled AML Analyst to join our team at CB Canada. As an AML Analyst, you will be responsible for providing a smooth and seamless onboarding experience for our clients.Key Responsibilities:Work directly with Front Office, Operations, Client Services, and other stakeholders to process client and product onboarding...

  • Onboarding Specialist

    5 months ago

    Toronto, Canada Mortgage Automator Full time

    The Onboarding Specialist is responsible for leading the process of bringing new customers onto our company's platform. - 3+ years of experience in a customer-facing role within the SaaS, fintech, or mortgage industry. - Exceptional interpersonal and communication skills, both written and verbal. - Strong problem-solving skills with an ability to analyze...

  • Onboarding Specialist

    6 months ago

    Toronto, Canada Peninsula Canada Full time

    **Company**: BrightHR Limited. **Job Title**: BrightHR Onboarding Specialist **Department**: BrightHR - Service **Location**: Toronto, ON **Salary**: $45,000 - $50,000 **About Us** Do you have the passion to succeed? Do you have the dedication to push yourself? If so, we want to hear from you! Bright believes in the power of small businesses and...

Client Onboarding Specialist

2 months ago

Toronto, Canada The Leadership Agency Full time

Our client is a pioneering FinTech firm specializing in cutting-edge banking solutions. They are on a mission to help businesses and ambitious entrepreneurs grow, globally With a focus on various financial products and services, they are transforming business financial management globally. They work with over 1000 businesses and have been featured in The Globe and Mail, BetaKit, and BBN Bloomberg. They are one of Toronto's fastest growing start-ups and are looking for Sales Development Representatives to join their sales team


  • Onboarding inbound sales inquiries (email, phone, chat) to ensure they are utilizing the platform to it’s full potential
  • Guiding new customers through onboarding, setup and implementation - you are the primary point of contact
  • Collaborate closely with marketing, sales, and customer success
  • Maintain accurate documentation of client interactions, onboarding progress, feedback, etc.
  • Proactively upselling customers to ensure they are activating the products during the onboarding phase
  • Stay current with industry trends and competitor offerings to provide better service Act as a product expert so you can communicate features and benefits to customers


Requirements

  • Bachelor's degree in Business Administration, Finance, or a related field (preferred).
  • Proven experience in client onboarding, customer success, or a similar role within a startup space (bonus points if it’s in FinTech)
  • Exceptional interpersonal and communication skills, with a customer-first mindset and the ability to build rapport with diverse client profiles
  • Detail-oriented and organized, with a demonstrated ability to manage multiple priorities in a fast-paced environment
  • Proficiency in CRM software and other relevant tools
  • An eagerness to learn, develop, and actively contribute in a collaborative team setting


Benefits

  • A comprehensive compensation package with performance incentives
  • An opportunity to join an innovative team within a rapidly expanding FinTech startup
  • Support & training to help you reach your goals
  • Playing a crucial role in helping businesses save money and streamline their financial operations
  • 3- weeks vacation
  • Health benefits Equity - everyone is an owner here because what you’re building matters