Remote Onboarding Lead for SaaS Partners

ZayZoon; Remote; CAD 60,000 - 80,000; Full time

Job summary

A financial wellness company is seeking an Onboarding Specialist. This fully remote role involves guiding new partners and employers through the onboarding process, managing technical setups, and collaborating with various teams to ensure successful implementation. The ideal candidate has over 3 years of experience in onboarding or customer success roles within a SaaS environment and possesses excellent project management skills. Competitive benefits are offered, including flexible time off and instant access to medical benefits.

Benefits

Flexible time off

Medical, vision, and dental benefits

Inclusive parental leave top-up

Qualifications

• 3+ years of experience in onboarding, client implementation, or customer success in a SaaS environment.
• Familiarity with technical setups, integrations, or configuring system connections.
• Strong project management and organizational skills.

Responsibilities

• Own the end-to-end onboarding technical process for new partners and clients.
• Manage the onboarding schedule and maintain clear timelines.
• Facilitate live onboarding meetings and walk clients through key workflows.

Skills

Onboarding experience

Project management

Communication skills

Problem solving

Job description

A financial wellness company is seeking an Onboarding Specialist. This fully remote role involves guiding new partners and employers through the onboarding process, managing technical setups, and collaborating with various teams to ensure successful implementation. The ideal candidate has over 3 years of experience in onboarding or customer success roles within a SaaS environment and possesses excellent project management skills. Competitive benefits are offered, including flexible time off and instant access to medical benefits.