Client Success & Onboarding Specialist

Summit Fleet; Calgary; On-site; CAD 35,000 - 52,000; Full time

Job summary

Summit Fleet in Calgary is seeking a customer-focused professional to support service delivery, build strong client relationships, and contribute to customer satisfaction and retention within a collaborative, growing team.

You will serve as primary contact for inquiries, coordinate needs with internal teams, manage onboarding and ongoing account activities, and help maintain accurate client records while supporting reporting and process improvements.

Qualifications

• 2+ years of experience in customer service, client success, or account management.
• Excellent written and verbal communication.
• Strong relationship-building and problem-solving abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Serve as a primary contact for client inquiries and service requests.
• Build and maintain strong client relationships.
• Coordinate client needs with internal departments to ensure timely resolution.
• Monitor and address customer concerns proactively.
• Support client onboarding and ongoing account management.
• Maintain accurate client records and documentation.
• Assist with reporting, process improvements, and special projects.
• Contribute to customer retention and satisfaction initiatives.

Skills

Customer service experience

Communication skills

Relationship-building

Time management

Organizational skills

Problem-solving

Tools

Microsoft Office

CRM systems

Job description

Summit Fleet in Calgary is seeking a customer-focused professional to support service delivery, build strong client relationships, and contribute to customer satisfaction and retention within a collaborative, growing team.

You will serve as primary contact for inquiries, coordinate needs with internal teams, manage onboarding and ongoing account activities, and help maintain accurate client records while supporting reporting and process improvements.