Senior Client Onboarding Specialist

Rise People; Vancouver; Hybrid; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Remote-friendly

3 weeks vacation

Wellness days

Learning & development budget

Comprehensive benefits

Stock options

Job summary

Rise is seeking a Senior Client Onboarding Specialist to guide new clients through a seamless onboarding and implementation of our HR, payroll, timekeeping, and related SaaS platform. You will tailor implementations to client needs, train users, and collaborate with Sales, Product, Engineering, and Support to ensure successful adoption.

Ideal candidates bring 3+ years in onboarding or related roles, strong Excel and CRM experience, and bilingual English/French is a plus.

Qualifications

• 3+ years in Client Onboarding, Implementation, Technical Support, Customer Success, or a related SaaS role.
• Strong interpersonal skills and ability to build trust with clients.
• Technical aptitude with SaaS platforms and troubleshooting basic setup issues.
• Strong Excel skills (pivot tables, XLOOKUPs).
• Experience with CRM/onboarding tools such as Salesforce, Zoho, Asana, Zendesk.
• Familiarity with change management principles and training methodologies.

Responsibilities

• Lead onboarding and implementation to ensure seamless setup and impactful training.
• Serve as the main point of contact, addressing client questions and technical requirements.
• Configure and tailor the platform to align with each client’s processes and compliance needs.
• Collaborate with Sales, Product, and Engineering to resolve client challenges and improve experience.
• Provide hands-on training and guidance to ensure smooth adoption of the platform.
• Develop onboarding materials, guides, and knowledge base documentation.
• Identify opportunities to optimize the onboarding process based on client feedback.

Skills

Client onboarding

Relationship building

Technical aptitude

Excel proficiency

Tools

Salesforce

Zoho

Asana

Zendesk

Job description

Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.

At Rise, we’re changing how work happens and how people work. We’d love for you to join us and experience the most positive, challenging, and transformative part of your career.

About the role

Do you love working with technology and helping customers succeed? Are you passionate about delivering an exceptional onboarding experience that sets clients up for long-term success?

As a Senior Client Onboarding Specialist, you will be instrumental in guiding new clients through a seamless and successful transition as they integrate our platform into their operations. You will lead the onboarding journey, customizing implementation plans to fit each client’s unique needs, ensuring they get the most value from our solution.

Your ability to build strong relationships and provide proactive guidance will be critical as you serve as the primary point of contact, overseeing the setup, configuration, and training process. You’ll collaborate cross-functionally with Sales, Product, Engineering, and Support teams to address client-specific challenges and ensure a smooth experience.

This role is ideal for someone who thrives in a fast-paced environment, has strong technical aptitude, and enjoys working with clients to drive successful software adoption. If you have experience in HR, payroll, or timekeeping solutions—and are bilingual in English and French—you’ll bring even more value to this key position.

The Day-to-Day

Lead clients through the onboarding and implementation process, ensuring a seamless setup and impactful training experience.

Act as the main point of contact, proactively addressing client questions, concerns, and technical requirements.

Configure and tailor the platform to align with each client’s unique business processes and compliance needs.

Collaborate with cross-functional teams—including Sales, Product, and Engineering—to resolve client-specific challenges and enhance their experience.

Provide hands‑on training and guidance to ensure smooth adoption, leveraging change management best practices.

Develop and refine onboarding materials, including help guides, playbooks, and knowledge base documentation, to enhance the client experience.

Identify opportunities to optimize the onboarding process by gathering client feedback and working with internal teams to implement improvements.

Troubleshoot technical setup issues, working closely with Engineering and Support teams to resolve implementation roadblocks.

About You

3+ years of experience in Client Onboarding, Implementation, Technical Support, Customer Success, or a related role within a SaaS environment.

Strong interpersonal skills, with the ability to build relationships and foster trust with clients.

Technical aptitude and problem‑solving skills, with experience configuring SaaS platforms and troubleshooting basic setup issues.

Strong proficiency in Excel. Can build pivot tables, XLOOKUPS, etc.

Experience using CRM or onboarding tools such as Salesforce, Zoho, Asana, and/or Zendesk.

Familiarity with change management principles and training methodologies to drive software adoption.

Ability to create and improve documentation, knowledge base articles, and training resources to streamline the onboarding experience.

Excellent verbal and written communication skills, with the ability to conduct engaging training sessions and presentations.

Strong project management skills, with the ability to juggle multiple onboarding projects and meet deadlines.

Bonus Qualifications

Bilingual proficiency in French and English, allowing you to communicate effectively with a diverse client base.

Experience or background in payroll, HR, and timekeeping solutions, providing valuable insights that enhance your ability to serve clients in these areas.

Payroll Compliance Professional (PCP) certification from the National Payroll Institute (NPI).

What Rise offers

Opportunity to work with a dynamic and growing team in the SaaS space.

Direct impact on customer success and product adoption.

Cross‑functional collaboration with Sales, Product, and Engineering teams.

A culture that values innovation, customer‑centricity, and continuous learning.

Rise is all about creating a positive company culture, both for our clients and our employees. We believe that happiness isn’t the cause of employee engagement; it’s the result.

The base salary for this position is $60-70k, depending on experience, plus variable pay based on performance, and stock options.

We offer a remote work environment. On occasion, we may meet as a team or one‑on‑one in person.

Rise believes that time off is just as important as time spent working. We offer 3 weeks of paid vacation, flexible personal wellness days, as well as one day off for your birthday and your work anniversary.

We support your growth with a personal $1,000 learning and development budget to take courses, attend conferences, webinars, you name it!

We offer no‑wait benefits. This means that starting your first day, you have access to our comprehensive benefits package which includes dental, eye care, and $2,000 in counselling coverage, among many other great health benefits.

At Rise, we care more about where you’re headed, not where you’ve been. We encourage people of all ages, backgrounds, identities, and orientations to apply.