Product Expert & Onboarding Leader

ExpensePoint; Winnipeg; On-site; CAD 55,000 - 75,000; Full time

Job summary

ExpensePoint is seeking a Product Expert to join our Customer Onboarding and Support teams, acting as a hands-on resource for onboarding, training, and ongoing client support.

You are a self-motivated, service-driven leader with strong communication and analytical skills, comfortable in a fast-paced SaaS environment. The role offers opportunities to grow into Sales or Customer Success.

Qualifications

• University degree or college diploma in Business Administration, IT, Finance, or related field.
• 2-5 years of experience in a French and English customer contact environment.
• Experience in a team lead or supervisory role is a strong asset.
• Dedicated to delivering exceptional service and creating value for both internal and external clients.
• Strong interpersonal skills with excellent verbal and written communication abilities.
• Highly organized with the ability to manage multiple priorities under time constraints.
• Skilled in Microsoft Office Suite; advanced Excel skills (e.g., pivot tables, complex formulas) are preferred.
• Comfortable using tools such as HubSpot (CRM), Jira (ticketing/project management), PandaDoc, and Microsoft Teams.
• Strong problem-solving skills and analytical thinking.
• Proactive, adaptable, and able to lead by example in a collaborative team setting

Responsibilities

• Serve as a primary contact for onboarding, training, and ongoing support.
• Deliver high-quality, personalized training and product guidance, empowering clients to fully utilize the ExpensePoint platform.
• Lead client meetings to address: system configuration and customization; integration with accounting platforms; product training for end users and administrators; troubleshooting issues and technical support; respond promptly to daily customer communications.
• Document client interactions using internal tools such as HubSpot, Jira, and PandaDoc.
• Contribute to ongoing enhancements of onboarding and support processes by identifying pain points and suggesting solutions.
• Assist in maintaining and updating internal knowledge base resources and client-facing materials.
• Participate in team meetings and cross-functional initiatives to improve the overall customer experience.
• Support reporting and tracking of KPIs related to client satisfaction, resolution times, and support quality.

Skills

French & English

Leadership/mentoring

Customer service oriented

Analytical thinking

Communication skills

Organization

Education

Bachelor's degree or college diploma in Business Admin/IT/Finance or related field

Tools

HubSpot

Jira

PandaDoc

Microsoft Teams

Excel

Job description

ExpensePoint is seeking a Product Expert to join our Customer Onboarding and Support teams, acting as a hands-on resource for onboarding, training, and ongoing client support.

You are a self-motivated, service-driven leader with strong communication and analytical skills, comfortable in a fast-paced SaaS environment. The role offers opportunities to grow into Sales or Customer Success.