Onboarding Specialist

ZayZoon; Remote; GBP 40,000 - 60,000; Full time

Job summary

A financial wellness platform is seeking an Onboarding Specialist to lead new partners through implementation. This role includes managing schedules, facilitating onboarding meetings, and ensuring technical setups are completed. The ideal candidate has 3+ years in client implementation, exceptional communication skills, and strong project management abilities. Enjoy a permanently remote position with flexible time off and comprehensive benefits including medical, vision, and dental from day one.

Benefits

Flexible time off

Remote work

Medical, vision, and dental benefits

Inclusive parental leave top-up

Qualifications

• 3+ years in onboarding, client implementation, or customer success.
• Familiarity with technical setups and integrations.
• Excellent communication skills for client meetings.

Responsibilities

• Own the onboarding technical process for new partners.
• Manage onboarding schedules and maintain clear timelines.
• Facilitate onboarding meetings and guide clients.

Skills

Project management

Verbal and written communication

Problem-solving

Technical setups

Organizational skills

Job description

At ZayZoon, we are on a mission to save 10 million hardworking employees 10 billion dollars. We’ve created a financial empowerment platform that helps businesses of all sizes make a big impact on employee financial wellness.

We offer a variety of financial wellness services, like earned wage access, that allows employees to access their earned wages ahead of payday. With 74% of ZayZoon customers reporting reduced financial stress, we know our solutions help lead to happier and more productive employees.

ZayZoon was also recognized for its growth in the 2025 Deloitte Technology Fast 50, 2025 Deloitte Technology Fast 500, and top-10 growth companies in Canada by CIX awards. Our recent funding extension has raised our Series B funding round to nearly $50 million USD.

Join us in shaping the future of employee financial wellness and building services that address the immediate needs of today's employees.

About the role

As our Onboarding Specialist, you’ll be the friendly guide leading our amazing new partners and employers from a successful sale right through to launch, managing all implementation steps from technical configuration to account readiness. You’ll work closely with both groups to understand their payroll environment, complete setup requirements dependent on payroll platform, and validate reliability and functionality through testing.

You will lead partners and employers through implementation, coordinating operational tasks such as technical set up via our internal tools and systems. You’ll collaborate with cross‑functional teams including Partner Sales Product, Engineering, Finance, and Client Success to troubleshoot issues and ensure all requirements are met for activation and launch. You play a critical role in creating a seamless, timely implementation experience that sets partners and employers up for long‑term success.

Your impact

• Own the end‑to‑end onboarding technical process for new partners and clients, ensuring a timely, accurate, and positive experience.
• Manage the onboarding schedule, maintain clear timelines, and communicate proactively with partners, clients, and internal teams.
• Facilitate live onboarding meetings, walking clients through Employer Connect, key workflows, and feature capabilities.
• Complete technical configuration for various payroll platforms, including data mapping, connection validation, and integration testing.
• Collaborate closely with Engineering, Partner Sales, Client Success, and Product to troubleshoot and resolve onboarding related issues.
• Provide clear guidance on employer resources, including payroll setup, reporting tools, and employee communications.
• Process any partner or client ZayZoon branded resource orders, coordinating deliverability and ensuring they receive materials on time.
• Maintain documentation, status updates, and accurate records throughout the onboarding lifecycle.
• Identify opportunities to improve onboarding processes and enhance both groups’ experiences.

You bring

• 3+ years of experience in onboarding, client implementation, customer success, or a similar role within a SaaS or tech‑enabled environment.
• Familiarity with technical setups, integrations, or configuring system connections.
• Strong project management and organizational skills with the ability to manage multiple onboarding projects at once.
• Excellent verbal and written communication skills; confident leading client‑facing meetings.
• Problem solver with the ability to diagnose issues, coordinate with teams, and drive resolution.
• High attention to detail and comfort working in fast‑paced, evolving environments.

Research shows that while men apply to jobs when they meet an average of 60% of listed criteria, women and other marginalized folks tend to only apply when they check every box. Think you have what it takes, but not sure you check every box? Apply to the role anyways. We’d love to talk and determine together whether you could be a great fit!

Why you’ll love working at ZayZoon

• Permanently Remote: Work from a desk, a coffee shop, or in the great outdoors - our jobs are fully remote, forever.
• Flexible Time Off: Whether it's a longer vacation to explore new horizons, a series of short breaks for regular rejuvenation, or stepping away for a new level of mastery in a skillset – our “You‑do‑You” time off program caters to the diverse and evolving lifestyles of our team with a maximum of 6 weeks vacation.
• Instant Benefits: All full‑time employees get access to medical, vision, and dental benefits from their very first day including increased mental health coverage and a wellness stipend.
• Plus: Inclusive parental leave top‑up, earned wage access, real time market data for salaries, a supportive culture for lifelong learners and more.

What you can expect from us

Every application will be reviewed by our team - we’re committed to giving each application the attention it deserves because we know how important this step is for you. We want to make sure you’re always in the loop and will respond to every application.

So go ahead and hit that apply button with confidence, knowing that we’re here for you every step of the way! We can’t wait to hear from you.

#LI-REMOTE