Client Onboarding Specialist

The Leadership Agency; Ontario; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading company is seeking an Onboarding Specialist to enhance client transitions onto their innovative veterinary management platform. This role involves customizing software, conducting training, and ensuring client satisfaction. Ideal candidates will have experience in SaaS implementations and strong interpersonal skills. Join a mission-driven team that impacts the lives of pets and their owners.

Benefits

Employee Share Options

Competitive Compensation

Qualifications

• Understanding of veterinary clinic operations is a plus.
• Ability to manage multiple implementations independently.

Responsibilities

• Facilitate smooth client transitions onto the platform.
• Lead onboarding and training sessions to maximize software adoption.
• Support data migration, ensuring accuracy and integrity.

Skills

Interpersonal Skills

Problem-Solving

Tech-Savvy

Adaptability

Education

Experience in SaaS Implementation

Job description

We are excited to partner with Digitail to expand their Onboarding Support team. Digitail offers an all-in-one, cloud-based practice management software designed to streamline veterinary practices by replacing multiple disconnected tools. Their platform simplifies the patient journey, reducing time-consuming tasks such as phone calls, paperwork, and follow-ups, enabling practices to operate more efficiently. Equipped with an AI-powered virtual assistant, Digitail automates routine administrative tasks, alleviating staff workload and allowing focus on providing exceptional care.

Core philosophy

A single source of truth within a seamless system.

• Founded in 2018 by Sebastian Gabor & Ruxandra Pui.
• Trusted by over 1,000 practices, 4,000+ veterinarians, 10+ universities & shelters across 40 countries.
• Their AI assistant automates SOAP notes, patient summaries, treatment planning, and patient intake.
• Raised over $15M from top VCs like Partech, Atomico, byFounders, Gradient, and The Nordic Web Ventures.
• Featured in TechCrunch, PR Newswire, TechRound, and others.
• Values include Customer Passion, Caring, Ownership, Higher Purpose, and Growth Mindset.

Role: Onboarding Specialist

As an Onboarding Specialist, you will facilitate smooth client transitions onto the platform. Your responsibilities include collaborating with clients to customize the software, leading hands-on training, and ensuring seamless implementation. You will act as a liaison between clients and internal teams to ensure customer satisfaction and retention.

• Collaborate with sales to understand client needs pre-implementation.
• Conduct discovery sessions to explore client workflows and requirements.
• Configure Digitail to meet each client's specific needs.
• Lead onboarding and training sessions to maximize software adoption.
• Support data migration, ensuring accuracy and integrity.
• Address technical issues during implementation, escalating as needed.
• Maintain proactive communication to ensure client satisfaction.
• Provide feedback to product and engineering teams for improvements.
• Coordinate with the Customer Success Management team for smooth transitions from sales to onboarding.

Requirements

• Understanding of veterinary clinic operations is a plus.
• Experience in a similar SaaS or software implementation role.
• Excellent interpersonal skills for building client trust.
• Strong problem-solving abilities.
• Ability to manage multiple implementations independently.
• Tech-savvy with quick learning skills.
• Adaptability in a fast-paced environment.
• Mission-driven: Their work impacts lives of people and pets.
• Remote work: Remote-first, with an office in Downtown Toronto for collaboration.
• Employee Share Options: Employees participate in shaping the company's future.
• Competitive Compensation: Designed for financial security.