Onboarding Specialist

Wellnessliving; Vaughan; Remote; CAD 50,000 - 75,000; Full time

Job summary

An innovative company is seeking an Onboarding Specialist to enhance client experiences through effective onboarding processes. This role involves overseeing client transitions, providing tailored training, and maintaining proactive communication throughout the onboarding journey. The ideal candidate is a creative problem solver with strong organizational skills and a passion for customer satisfaction. Join a dynamic team that values adaptability and excellence, and contribute to empowering health and wellness business owners to achieve their dreams. If you thrive in a fast-paced environment and are eager to make a meaningful impact, this opportunity is for you.

Qualifications

• 2-3+ years experience in customer onboarding for SaaS solutions.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Oversee client onboarding, ensuring timelines are met and expectations exceeded.
• Facilitate personalized online product training tailored to client needs.

Skills

Customer Implementation Support

Relationship Building

Creative Problem Solving

Time Management

Written and Verbal Communication

Adaptability

Tools

Microsoft Office 365

Excel

CRM Platforms (Zoho, Salesforce)

Ticket/Incident Management Systems

Job description

Title: Onboarding Specialist

Salary: Based on Experience + Benefits + Vacation
Location: Remote (Canada)

Term: Full-Time, Permanent

Reporting Manager: Onboarding Team Lead

About Us:

At WellnessLiving, we empower thousands of health and wellness business owners to turn their entrepreneurial dreams into reality. Our mission-critical software fuels their vision, supporting millions of clients around the world in their wellness journeys. With a deep commitment to putting our customers first, we foster a culture that values high performance, adaptability, and accountability. If you are a skilled professional who thrives in a fast-paced, customer-focused environment and are passionate about making a meaningful impact on the health and wellness industry, we would love to connect with you.

About You:

We are a growing team of bright, ambitious individuals seeking like-minded candidates who can help us elevate our brand. We want someone who can think outside the box and isn’t afraid to push boundaries.

At WellnessLiving, our team is driven by four core values that shape everything we do. If you share these values and meet the qualifications outlined for this role, we encourage you to apply:

• Customer First – We approach every challenge with a customer-focused lens, driven by an obsession with our customers’ happiness and success.
• Excellence – We approach every task, whether big or small, with a steadfast commitment to exceptional execution and the pursuit of greatness.
• Accountability – We take full ownership of our decisions, actions, and outcomes – both successes and failures.
• Adaptability – We recognize that sustained success demands that we be malleable and purposefully evolve, acknowledging that the world is dynamic and constantly changing.

Responsibilities:

• Oversee the onboarding process for clients, ensuring timelines are met and expectations are exceeded. Coordinate efforts to transition customers smoothly from previous systems or to new implementations.
• Facilitate personalized online product training tailored to the client’s business needs.
• Maintain proactive communication with customers throughout the onboarding journey, providing regular updates via email, phone, or web conferencing to keep them informed of progress and milestones.
• Work closely with various teams to resolve onboarding-related issues and facilitate activities that enhance the client experience, ensuring alignment across departments.
• Uphold a high level of professionalism and embody the core values of WellnessLiving, ensuring a positive and impactful experience for all customers.
• Address and manage support tickets with urgency, maintaining a solutions-oriented approach to resolve client issues promptly.
• Promote and maintain a high level of WellnessLiving professionalism and excellence.

Skills & Qualifications:

• 2-3+ years of hands-on experience supporting customer implementation and/or onboarding projects, preferably for a SaaS enterprise solution.
• Adept at building relationships and rapport with customers and collaborating effectively across all organizational levels.
• You’re a creative problem solver and multi-tasker who enjoys working in a dynamic, fast-paced environment with a technical curiosity.
• You’re adaptable, quick-thinking, resourceful, with strong time management and organizational skills, and obsessive about improving processes.
• A proactive, responsible individual who takes pride in ownership, accountability, and delivering a high-quality, customer-centric onboarding experience.
• Excellent written and verbal communication skills, with active listening abilities.
• Thoughtful, curious, and ambitious, with a drive to ask “why” and apply broad understanding to improve solutions and achieve departmental goals.
• Ability to prioritize and manage multiple tasks efficiently.
• Working knowledge of:
• Microsoft Office 365
• Intermediate Excel skills
• CRM Platforms (Zoho, Salesforce)
• Ticket/Incident Management and Project Systems

Please note that candidates meeting the qualifications will be contacted directly. We appreciate your interest and look forward to reviewing your application.

WellnessLiving is an equal-opportunity employer. We celebrate diversity and do not discriminate based on race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital or family status, or any other protected status. We are committed to creating an inclusive environment where everyone can thrive.

We utilize AI to generate summaries of interview notes as part of our candidate evaluation process, ensuring a fair and human-centered hiring process.