• Conduct product demos for pre-qualified leads; • Walk clients through the platform and answer basic questions; • Follow structured demo processes and messaging; • Follow up with no-shows via call or text to reschedule demos; • Support onboarding for new clients after closing; • Ensure a smooth transition from demo to active platform user; • Assist users with basic questions and platform navigation; • Jump on calls when needed to support current users; • Engage existing clients to encourage platform usage and adoption; • Help ensure users stay active and supported throughout their experience; • Maintain clear communication and follow-up with clients; • (Optional) Record instructional or tutorial videos for the platform;

Role Description The Onboarding Strategist owns the first 60 days of the mid-market client lifecycle, translating each client’s PR objectives into a structured onboarding plan that drives early adoption and accelerates time-to-value. Acting as the client’s primary point of contact from sales handoff through go-live, this role combines strategic discovery, intentional platform configuration, and tailored training to ensure clients are confident and active on Agility’s solutions before transitioning to ongoing account management. This is a strategic activation role, not a passive training role. The Onboarding Strategist uncovers the underlying business drivers behind each client’s stated requirements, designs an account configuration that aligns with their reporting and workflow goals, and leads structured onboarding sessions that build platform fluency. They lead configuration thinking, Boolean searches, monitoring frameworks, dashboards, and alerts, partnering with the Support team to execute technical setup and resolve issues efficiently. At the end of onboarding, the Onboarding Strategist delivers a structured, insight-driven handoff to the Client Success Manager and Account Manager, ensuring continuity of momentum and a clear understanding of client goals, stakeholders, configuration logic, and open risks. Working closely with Support, Product, Engineering, Sales, and Account Management, this role is foundational to the mid-market client experience and to long-term retention. Qualifications - Post-secondary diploma or degree in Public Relations, Communications, Media, Marketing, or a related field. - 2–3 years of experience in client-facing SaaS roles (Onboarding, Implementation, or Customer Success), with demonstrated ownership of activation or adoption outcomes. - Strong technical aptitude with proven ability to design and configure platform setups against business requirements; experience with Boolean queries is a strong asset. - Excellent verbal and written communication skills, with experience leading discovery conversations and training sessions for both day-to-day users and senior stakeholders. - High emotional intelligence and listening skills, with the ability to build trust quickly. - Strong business acumen and the ability to translate diverse client goals into structured onboarding plans. - Proven experience delivering virtual trainings, product walkthroughs, and onboarding sessions. - Highly organized, detail-oriented, and comfortable managing multiple onboarding engagements simultaneously. - Strong CRM discipline (Salesforce preferred) and a high standard for documentation. - Knowledge of PR workflows, media monitoring, or measurement tools is an asset. Requirements - Lead client discovery and onboarding planning, uncovering underlying business drivers and translating PR objectives into a structured onboarding roadmap with defined milestones and success criteria. - Drive intentional account configuration, designing Boolean searches, monitoring frameworks, dashboards, alerts, and workflow alignment to support each client’s reporting and operational goals. - Partner with the Support team on technical setup and configuration execution, leading the configuration thinking while leveraging Support to deliver against agreed timelines. - Deliver structured onboarding sessions and tailored, role-based training grounded in real PR workflows, ensuring users are confident and active on the platform. - Accelerate time-to-value by monitoring early engagement signals, proactively identifying and mitigating onboarding risks, and maintaining responsiveness to preserve momentum. - Own a clean, structured handoff to the CSM and Account Manager at the end of onboarding, including documented workflows, value achieved, key stakeholders, configuration logic, and open risks. - Maintain accurate Salesforce records of onboarding milestones, key decisions, stakeholder dynamics, and configuration rationale. - Collaborate cross-functionally with Support, Product, Engineering, Sales, Marketing, and Account Management to remove blockers and escalate emerging concerns. - Surface patterns and client feedback to inform onboarding playbooks, configuration best practices, and product enhancements. Benefits - Fully remote work environment - Collaborative culture – and key tools enabling it - Competitive compensation package - Health & Dental benefits - Employer RRSP Contribution - Employee Assistance Program (EAP) - Career Development & Progression opportunities - Paid Vacation and Sick days - Flex Fridays in Summer, Week off between Christmas and New Years' - No Meetings Fridays

Role Description We are currently looking for a motivated Virtual Assistant with expertise in client onboarding and product demos to join our client's team and take their operations to the next level. - Conduct product demos for pre-qualified leads; - Walk clients through the platform and answer basic questions; - Follow structured demo processes and messaging; - Follow up with no-shows via call or text to reschedule demos; - Support onboarding for new clients after closing; - Ensure a smooth transition from demo to active platform user; - Assist users with basic questions and platform navigation; - Jump on calls when needed to support current users; - Engage existing clients to encourage platform usage and adoption; - Help ensure users stay active and supported throughout their experience; - Maintain clear communication and follow-up with clients; - (Optional) Record instructional or tutorial videos for the platform; Qualifications - Strong English communication skills; - Understanding of the landscaping or construction industry is a plus; - Experience with outbound communication or follow-ups; - Basic understanding of accounting or business metrics (P&L, etc.); - Background in business development, onboarding, or customer support; - Comfortable leading calls and presenting software; - Confident and professional communicator; - Fast learner with ability to quickly understand new tools and systems; - Comfortable working with SaaS platforms; - Strong focus and ability to stay organized and on task; - Comfortable being on camera for tutorial recordings; Requirements - Work from home; - Payment in dollars per working hour (40-hour week); - Starting salary between $6 - $12 per hour depending on your experience, with room for raises based on performance; Benefits - A workplace that values its people; - Professional development opportunities to grow your career; - Be part of a supportive team that values your input and achievements; - Referral bonus: If you refer a candidate, you will receive a $50 bonus once they’re hired by one of our clients; Company Description We Clone You is a leading virtual assistant company that specializes in providing virtual assistance to empower businesses of all sizes with world-class virtual assistance.

Role Description An Onboarding Specialist ensures a smooth transition for new clients and locations as they adopt new products or systems. This is done by developing a deep understanding of our internal products and processes and maintaining solid relationships with internal and external stakeholders. - Onboarding: Onboard location(s) for different brands for diverse products assigned. - Vertical-Specific Expertise: Develop deep knowledge and expertise in diverse onboarding processes, such as point-of-sale (POS) systems, third-party integrations, direct ordering systems, etc. - Testing and Validation: Conduct testing to ensure the system or product functions correctly and meets the specified requirements. Validate that all components are working as expected before full deployment. - Client Communication: Communicate with clients when needed via email or phone to discuss onboarding requirements. - Collaborative Projects: Collaborate with internal and/or external teams to find solutions, ensuring that customer’s onboarding problems are resolved comprehensively. - Documentation: Create and maintain brand-specific documentation to ensure successful onboarding based on brand requirements. - Managing Work Queues: Monitoring and prioritizing tasks assigned to ensure timely completion. Qualifications - Bachelor's degree or equivalent job experience of at least 3+ years in client operations and relationships. - Excellent communication and interpersonal skills with the ability to engage effectively with clients and internal teams. - Superior organizational and time management skills, with a capacity to handle multiple high-priority projects simultaneously. - Strong attention to detail ensures that all onboarding process aspects are executed flawlessly. - Ability to adapt to changing environments and manage multiple priorities in a fast-paced setting.