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Onboarding Specialist
Location
Canada
Posted
58 days ago
Salary
$63K - $70K / year
Seniority
Mid Level
Job Description
Onboarding Specialist
commonsku
• Lead the customer journey from signed contract through onboarding completion, including kickoff, training, and milestone check-ins. • Deliver structured onboarding sessions that drive customer adoption of core features and workflows, tailored to the customer’s needs. • Coordinate light technical setup (integrations, data imports, user configuration) and escalate complex needs to technical support teams. • Develop, document, and continuously improve onboarding playbooks, processes, and content. • Monitor engagement and usage during onboarding; identify risks and flag to Customer Success Managers. • Ensure a clean handoff to Customer Success Managers with a success plan and health baseline. • Collaborate with peers to identify and implement process and program improvements.
Job Requirements
- 2+ years in a customer-facing SaaS role (Customer Success, Implementation, Onboarding, or Support are all good fits).
- Proven track record of managing multiple onboarding projects in parallel, meeting deadlines and adoption targets.
- Ability to quickly grasp product workflows and teach them to non-technical users.
- Excellent verbal and written communication skills—capable of running live training, recorded modules, and producing clear documentation.
- Confident facilitator with individuals and groups, able to manage sessions with both executive stakeholders and frontline users, in a virtual environment.
- High empathy and customer-first orientation; builds trust quickly.
- Experience with B2B SaaS platforms that have integrations (API, SSO, data imports) is a strong plus.
- Comfort with basic technical troubleshooting: setting up integrations, managing data imports, and configuring workflows.
- Ability to operate with a growth mindset, identifying opportunities for improvement.
- Exposure to and interest in adopting AI tooling to improve customer and team experience.
- Exposure to the promotional products industry is a bonus!
Benefits
- Remote-first culture (with plenty of excellent in-person experiences sprinkled in)
- Company-wide closure between December 25th and January 1st
- Health and dental benefits, including a $1,000 healthcare spending account
- RRSP/TFSA contributions up to $3,000 a year (no employee contribution required!)
- Twice-yearly company wide summits (we call it HQ and you’ll love it )
- A delightful team of smart people who are good at what they do
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