Customer Onboarding Specialist (Hybrid)

  • Richmond Hill
  • Wellnessliving

Title : Onboarding Specialist Salary :  Based on Experience +Benefits + Vacation Location : Richmond Hill, Ontario, Canada *Hybrid Length : Full-Time, Permanent

About Us : WellnessLiving isn’t just our name, it’s who we are. We’re the software company with a heart, placing people and community at the center of everything we do. Our diverse and inclusive culture provides our people and customers with the support, resources, and tools they need to achieve their goals—professionally and personally. From a bootstrap start-up to the fastest-growing software company for class and appointment-based businesses in North America, our commitment to excellence can be seen in all aspects of our business. Trusted by over 5,000 business owners and 15 million users worldwide, our mission is to empower businesses with a value-driven platform that is reliable, easy to use, and equipped with all the tools and services needed to manage and grow a business.

When you join WellnessLiving, you join a team that is customer-focused, community-centered, and forward-thinking and is continuously improving and innovating. We celebrate your wins, recognize your strengths, learn together, and inspire each other to reach new heights, offering a variety of benefits to help you lead happier and healthier lives.

About You : Teamwork and Collaboration — Easy to talk to, very approachable, empathetic, patient, puts others at ease, and can work well with others. Critical Thinking and Problem-Solving — The ability to analyze, evaluate, and strategize the best solutions when making decisions or faced with challenging situations. Strong Work Ethic — Hardworking, dedicated, reliable, and highly motivated with the desire and determination to exceed expectations. Natural Leadership Skills — Oversees processes, guides initiatives, holds themselves accountable, listens without judgment, and inspires and nurtures the growth of others to do their best work. Entrepreneurial Spirit and Business Mindset — Embraces innovation and continuous improvement, seeks change, and knows current industry trends, practices, and technology. Time Management — Uses time efficiently, focuses on top priorities, respects the time of others, and can take ownership of tasks and projects to push them along.

Responsibilities :

  • Manage onboarding and project timelines for clients who are either converting from another software, or may be a brand new businesses
  • Facilitate personalized online product training that is tailored to the client’s business needs
  • Collaborate with cross-departmental teams to resolve any onboarding-related issues and activities
  • Promote and maintain a high level of WellnessLiving professionalism and awesomeness

Qualifications :

  • 2-3+ years of hands-on experience supporting customer implementation and/or onboarding projects, preferably for a SaaS enterprise solution

  • Adept at building relationships and collaborating effectively with all levels of the organization

  • You’re a creative problem solver and multi-tasker who enjoys working in a dynamic, and fast-paced environment with a technical curiosity

  • You can build rapport and collaborate with coworkers and clients

  • You’re adaptable, quick-thinking, resourceful, with strong time management and organizational skills and obsessive about improving processes

  • Highly proactive, resourceful, and accountable person who takes pride in ownership, responsibility, pride in driving and delivering a quality customer-centric approach and exemplary onboarding experiences.

  • An active, empathetic listener, with excellent written and verbal communication skills.

  • Detail-oriented, a multitasker, capable of prioritizing and managing time efficiently and effectively; handle/manage multiple priorities simultaneously under, time-sensitive situations, a team / individual results-oriented environment.

  • Working knowledge of:

  • Microsoft Office 365

  • Intermediate Excel skills

  • CRM Platforms (Zoho)

  • Ticket/Incident Management

  • Incident Management / Projects (Jira)

Please note that those who meet the qualifications for the position will be contacted directly.