Onboarding Specialist

Cubeler Business Development Platform; Montreal; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation, including"

Group RRSP

Paid time off, including vacation and

Job summary

Based in Montreal, Cubeler Inc. is seeking an Onboarding Specialist to guide members through setting up their Cubeler Business Hub accounts.

This on-site role reports to the Director of Strategic Partnerships and focuses on a smooth transition from sign-up to full adoption of the service. You will run end-to-end onboarding, deliver personalized demos, maintain records, perform data entry, and act as the primary contact for members while coordinating with CRM systems.

Qualifications

• 1–2 years of experience in a customer success and/or sales assistant related role
• Extremely comfortable with client outreach (cold calling)
• Strong interpersonal and communication skills
• Highly organized with excellent attention to detail
• Ability to manage multiple priorities while staying organized
• Proficiency with Microsoft Excel, entire MS Office Suite and data entry
• Experience using Zoho CRM would be considered an asset
• Must be bilingual French/English (spoken and written)

Responsibilities

• Coordinate and facilitate the end-to-end onboarding process for new and existing members
• Deliver personalized walk throughs, demos, training sessions tailored to member’s needs
• Update Excel spreadsheets and perform accurate data entry to track member information and onboarding progress.
• Research and provide SME information on Excel spreadsheet
• Maintain detailed and accurate records in eventual CRM and other systems
• Helping existing members connect and use the business hub
• Monitor member connections by tracking onboarding progress
• Serve as the primary point of contact, answering questions and providing guidance
• Make outbound calls to registered members to welcome them, introduce the services and benefits of the Business Hub, and verify link connection
• Maintain accurate records of onboarding activities
• Following up with prospective or inactive members

Skills

Customer success

Sales support

Cold calling

Communication

Organization

Data entry

Bilingual FR/EN

Tools

Microsoft Excel

MS Office Suite

Zoho CRM

Job description

Please note: This role is based in Montreal, Quebec, and requires on-site presence 5 days per week

Job Description

Reporting to the Director of Strategic Partnerships, the Onboarding Specialist is a professional who guides new and existing members through the initial stages of setting up their account with the Cubeler Business Hub, ensuring they have a smooth and positive experience from sign-up to full adoption of the service.

What You'll Do

• Coordinate and facilitate the end-to-end onboarding process for new and existing members
• Deliver personalized walk throughs, demos, training sessions tailored to member’s needs
• Update Excel spreadsheets and perform accurate data entry to track member information and onboarding progress.
• Research and provide SME information on Excel spreadsheet
• Maintain detailed and accurate records in eventual CRM and other systems
• Helping existing members connect and use the business hub
• Monitor member connections by tracking onboarding progress
• Serve as the primary point of contact, answering questions and providing guidance
• Make outbound calls to registered members to welcome them, introduce the services and benefits of the Business Hub, and verify link connection
• Maintain accurate records of onboarding activities
• Following up with prospective or inactive members

What You'll Neeed

• 1–2 years of experience in a customer success and/or sales assistant related role
• Extremely comfortable with client outreach (cold calling)
• Strong interpersonal and communication skills
• Highly organized with excellent attention to detail
• Ability to manage multiple priorities while staying organized
• Proficiency with Microsoft Excel, entire MS Office Suite and data entry
• Experience using Zoho CRM would be considered an asset
• Must be bilingual French/English (spoken and written)

We offer

• Competitive compensation, including stock options
• Group RRSP
• Paid time off, including vacation and sick days

Tenet Fintech Group Inc. and its subsidiaries are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We thank you for your interest. However, only candidates selected for an interview will be contacted.

About Us

Cubeler Inc. is the creator of the Cubeler® Business Hub, a gated ecosystem for small and medium-sized businesses that offers SMEs no-cost access to leading, AI-powered SME insights, analytics, marketing, networking, and financing solutions. The Cubeler® Business Hub is a first-of-its-kind ecosystem dedicated exclusively to SME entrepreneurs, which provides its members with free access to these benefits:

• Access to Capital via a network of multiple lenders and financial institutions (Financial)
• The ability to advertise products and services to a targeted audience (Advertising)
• Local, national and international networking opportunities (Networking)
• Access to a variety of exclusive market intelligence reports (Business Insights)
• Rich and diverse content relative to the industries where SMEs operate.

All Cubeler® Business Hub services are offered FREE of charge to members.

The Company, whose head office is located in the heart of Montreal’s tech district, is a pioneer in the utilization of AI, data science and analytics for the betterment of financial services and SMEs. It features a dynamic work environment and is a part of an international conglomerate with offices in several countries, including Canada.