Customer Onboarding Specialist

Overview

Role involves guiding new customers through onboarding to ensure they realize value from the platform.

Ideal candidate should have 1-2 years of experience in customer success or onboarding, with strong communication skills.

Locations

• Canada

Requirements

• Bachelor's degree required
• 1-2 years experience in onboarding or customer support
• Familiarity with CRM platforms preferred

Responsibilities

• Guide customers through onboarding
• Deliver 1:1 onboarding calls
• Support customers in configuring Insightly
• Monitor customer activation
• Collaborate with internal teams
• Maintain records of onboarding progress
• Contribute to onboarding content

Benefits

• Flexible Time Off
• Health Insurance
• Employee Assistance Program
• Quarterly Recharge Days
• Maternity & Parental Leave
• Lifestyle Spending Account
• Professional Development Budget