4,089 Customer Onboarding jobs in Canada
Customer Onboarding Specialist
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Job Description
Job Title: Onboading Specialist
Department: Customer Success
Reports To: Manager of Onboarding and Implementation
Job Status: Full-Time (Salaried)
Work Location: Remote (Canada or USA)
About Kindsight:
Kindsight builds technology that helps fundraisers make a difference. For decades, Kindsight has supported the education, healthcare, and nonprofit sectors with fundraising tools and the largest charitable giving database on the market. And as the giving sector evolves, so does Kindsight. As the leader in fundraising intelligence, Kindsight leverages real-time data and AI to help thousands of organizations around the world identify, manage, and engage with donors - at any scale. With purpose-built CRMs that corral all of that donor information and campaign tracking into one place, donor prospect research tools that offer proactive insights and real-time donor intel, and generative AI that creates personalized, meaningful content drafts at scale, Kindsight’s product suite is truly changing the game for donor fundraising.
Position Summary:
The Onboarding Specialist is responsible for guiding new customers through the initial stages of their journey with our iwave and engage platforms. This role ensures a smooth and seamless transition for customers by delivering tailored, effective onboarding experiences that maximize user engagement and product adoption to achieve their goals. The Onboarding Specialist works closely with cross-functional teams, including Customer Success, Support, Sales, Finance and Product, to ensure customers understand how to fully utilize the platform’s features and capabilities. The ideal candidate will have a customer-centric mindset, excellent communication skills, attention to detail, and a strong understanding of SaaS products and workflows. This role is key in helping customers realize value from the platform quickly, contributing to long-term satisfaction and retention.
What You’ll Do:
- Customer Onboarding: Plan and facilitate the onboarding process for new customers, including scheduling, preparing material, and providing clear guidance on product adoption, setup, configuration, and integrations. Ensure customers can successfully adopt and utilize the iwave and engage products, and any new product offerings.
- Onboarding Support: Work directly with customers to answer questions, troubleshoot basic technical issues, and provide step-by-step support during their onboarding journey.
- Training and Documentation: Deliver tailored training sessions, webinars, and create customer-facing documentation to help customers quickly gain proficiency with the platforms.
- Collaboration: Collaborate with the Onboarding Team Lead and other cross-functional teams (Sales, Product, Customer Success) to ensure the onboarding experience is seamless and aligned with the customer’s needs and organizational goals.
- Customer Health Monitoring: Proactively monitor user adoption during the onboarding phase, while identifying any potential churn risks or upsell opportunities.
- Continuous Improvement: Provide feedback on onboarding processes and tools to help refine and improve the customer experience. Contribute to the development of onboarding materials and standard operating procedures based on customer needs and challenges.
- Metrics Tracking: Support tracking key metrics such as time-to-value, customer adoption, and engagement to inform process improvements and enhance the onboarding journey.
What We’re Looking For:
- Experience: 2+ years of experience in customer onboarding, implementation, or customer support in a SaaS environment, with a focus on guiding customers through the initial adoption phase.
- Communication Skills: Strong verbal and written communication skills, with the ability to follow customer narratives to understand their point of view to find workable solutions and explain complex concepts clearly.
- Technical Aptitude: Comfort with technical products and the ability to guide customers through product setup and configurations. Familiarity with Salesforce is an asset.
- Customer-Centric Mindset: A passion for customer success and a proactive, problem-solving approach to addressing customer needs and helping them achieve their goals with our products.
- Collaboration: Ability to work closely with internal teams (Sales, Product, Customer Success) to align on customer goals and needs.
- Organizational Skills: Ability to manage multiple customer accounts simultaneously while ensuring high standards of service and attention to detail.
- Adaptability: A willingness to learn new technologies, tools, and processes to improve the onboarding experience.
- Education: Bachelor’s degree in Business, Communications, or a related field preferred, or equivalent experience in a customer-facing role.
Compensation Range: $38,000-$45,000 CAD Base Salery Annually, based on experience, market benchmarks and role complexity. We aim to offer fair, competitive pay that reflects your skills and the market.
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Customer Onboarding Technical Specialist
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Job Description
Salary:
Are you passionate about technology and love helping people succeed?
Were looking for a Customer Onboarding Technical Specialist to be the friendly expert who guides our customers from purchase to full setup.
In this role, youll put your IT know-how to work by making the onboarding process smooth, simple, and stress-free. Youll be the first point of contact after the sale, setting the tone for our customers journey and showing them what the YOVU Office experience is all aboutgreat service, clear communication, and lasting support.
If youre someone who enjoys solving problems, building relationships, and seeing customers thrive, wed love to have you on our team!
Responsibilities:
- Oversee end-to-end execution of various customer onboarding projects, ensuring successful implementation and positive technical engagement.
- Coordinate and communicate with different departments to execute projects effectively.
- Develop and manage timelines for multiple projects concurrently, navigating conflicting priorities adeptly.
- Identify customer needs by understanding their business processes and requirements and helping build a custom solution that matches those needs.
- Collect and manage customer-related documentation necessary for efficient deployment.
- Leverage a range of tools to streamline different project aspects.
- Conduct on-site installations at customer locations as required.
- Adapt to changing responsibilities and priorities. Learning new tools and platforms.
- Apply analytical thinking to define project tasks and design effective project frameworks.
- Maintain open lines of communication with stakeholders involved in each project.
- Provide comprehensive virtual or in-person training to customers on technical aspects.
- Perform other duties as assigned.
Qualifications:
- Minimum of 3 years of hands-on experience in IT, technical project coordination, or a related field.
- Preferred experience in telecommunications or comparable technical domains.
- An understanding of networking basics is preferred.
- Familiarity with Salesforce is advantageous.
- Proficiency in using Google Workspace or Microsoft Office tools.
- Solid general technical background or a keen interest in mastering new technologies.
- Clear and professional English communication is a key part of this position.
- A valid G-level driver's license.
Perks of Joining YOVU:
- Join the team at a time when you can help shape the future of the company
- RRSP Matching
- Benefits after three months of employment
Customer Service
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We are seeking a highly motivated and customer-focused individual to join our team at Climate Control Systems of Greenwood INC as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service to our clients, resolving inquiries and issues in a timely and efficient manner.
Responsibilities:- Answer incoming customer calls and emails promptly and professionally
- Assist customers with product inquiries, orders, and returns
- Resolve customer complaints and issues with a sense of urgency
- Maintain accurate records of customer interactions and transactions
- Collaborate with other departments to ensure customer satisfaction
- Previous customer service experience preferred
- Excellent communication and interpersonal skills
- Ability to multitask and prioritize in a fast-paced environment
- Proficiency in Microsoft Office and CRM software
- High school diploma or equivalent
If you are a team player with a passion for providing exceptional customer service, we want to hear from you! Apply now to join our dynamic team at Climate Control Systems of Greenwood INC.
Company Details
Customer Service
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As part of the GMS family of companies since 2018, Slegg Building Materials has worked to become your first stop for all your building needs. Slegg has been on the job site or helping out around the house since 1947 and is Vancouver Island’s choice for building materials and home improvement products. With multiple locations across Vancouver Island, we are proud of our roots, and we know the hard work and dedication that goes into every one of our customers’ projects. Our team is made up of dedicated and hardworking individuals who together create a rewarding and welcoming work environment.
For more information about our family of companies, please visit Slegg Building Materials or
Position Summary
The primary function of a customer service representative is to provide exceptional customer service to all customers and employees. The ideal candidate should thrive in a fast-paced, hands-on environment. Training in product knowledge of building materials will be provided. The shifts are Tuesday - Saturday, and the wage range is $21.50 - $26 per hour.
Key Responsibilities
- Act as an ambassador of the company with all employees and customers.
- Maintain an emphasis on a safety culture, customer service, and efficiency as top priorities.
- Ensure over the phone, face-to-face and or written communications with customers representing the company’s culture, values, and practices.
- Greet customers warmly and determine problems, orders, or other reasons for calling.
- Ability to ascertain when to pass on a customer’s questions to appropriate sales staff for additional products and sales information.
- Take orders at the sales counter and or over the phone.
- Provide suggestions and recommendations on building products and materials.
- Ability to use company computer systems for order entry.
- Process customer returns.
- Be a source of knowledge and willing to learn about new building materials. Lumber, Roofing, Siding, Insulation, Drywall, Hardware, Retaining Walls, Pavers, Concrete…etc.
- Responsible for communicating stock issues to insure inventory integrity
- Develop product knowledge to assist customers with purchases.
- Maintain product displays on selling floor, assist in keeping product signage/pricing accurate.
- Take pride in your work environment keeping your desk area clean and presentable.
- General housekeeping duties and stocking of merchandise.
- Other duties as assigned by management.
Skills and Qualifications
- Ability to self -manage, show initiative and be comfortable meeting the public.
- Broad knowledge of building supplies and home improvement products is an asset.
- Be a team player, demonstrate attention to detail and have good organizational skills.
- Exceptional computer skills, including Microsoft Office.
- Communicate professionally, both verbally and in writing to coworkers and customers.
- Must be able to multitask.
- Available to work flexible hours including weekends.
- Must be able to quickly communicate solutions if problems occur.
Benefits
- Health benefits - including drug coverage, practitioner, dental, vision, disability, and life insurance.
- Retirement savings (pension or other) are provided.
- Perks - Company discounts (mobile phone, etc.), training programs and opportunities for career advancement, group events, and more.
If you feel we are a good fit for your career goals and skillset, we invite you to apply and look forward to reviewing your application. As part of the GMS Inc. family of companies, you can launch your career with a North American building materials distributor and discover opportunities for growth and advancement. We value our team members and believe them to be our greatest assets. As such, we invest in training and strive to provide a work-life balance.
We are an equal opportunity employer.
CUSTOMER SERVICE REP
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Scope of Duties and Responsibilities of a Customer Service Representative
The role of a Customer Service Representative is vital to ensuring customer satisfaction and maintaining strong client relationships. While responsibilities may vary depending on the organization’s products or services, the position typically involves a wide range of duties. These include identifying and recommending suitable products or services that align with customer needs, as well as responding to inquiries in person, over the phone, by email, or through online chat platforms.
A key responsibility is to address and resolve complaints in a professional and timely manner, ensuring that customers have a positive experience at every point of interaction. Representatives are also expected to develop and maintain a comprehensive understanding of the company’s products, services, and policies to provide accurate information and solutions.
In addition, the role involves processing orders, managing transactions, accepting payments, and issuing refunds when necessary. Customer Service Representatives may also be responsible for documenting customer interactions, providing feedback to improve services, and assisting in the development of customer support strategies that enhance satisfaction and loyalty.
Company Details
Customer Service Representative
Posted 3 days ago
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Job Description
- You are excited to learn new things, have strong computer skills, and are self-motivated to always improve while coming to work every day on-time
- You have patience, and the ability to listen and recognize the needs of our client members
- You have strong written commination skills, both written and verbal, and are dedicated to well written client notes and instant message communications without the use of slang or emoji’s
- You overcome objections with knowledge, patience, and understanding, and enjoy meeting new people by phone, email, and instant message
- You’re comfortable in a remote working environment where the majority of your interactions with peers, supervisors, and managers is virtual
- Customer service, Call center, Customer support, data entry, benefits verification, microsoft office, customer service call center, pension, inbound call, outbound calls
- Excellent ability to communicate effectively using the English language in a customer service setting, including verbal and written communication skills in a grammatically correct way
- Ability to quickly assess member concerns and formulate a response/resolution using analytical and problem solving skills
- Ability to work in a structured environment – adhere to posted work schedule and breaks/lunches, following protocols
- High level attention to detail, multi-tasking, and ability to organize work
- Experience using Microsoft Office with a strong ability to juggle multiple open computer windows to answer questions while on the phone/instant messaging
- Ability to work autonomously in a self-paced, self-motivated team environment
- Must be comfortable working in a virtual environment to include on-line training and interaction with Managers/Supervisors via chat
- Ability to understand and follow oral and written instructions
- Ability to type 30 words a minute
- Experience working in a customer service related field
- High School degree required
- Associate or Bachelor’s degree nice to have
- Working knowledge of health and welfare and/or defined benefit pension plans
- Experience working in a call center environment
- Ability to read, write and speak Spanish (for bilingual positions)
- After 30 days on assignment > pay rate increases
- During our busy season you will be expected to work a 40 hour week and overtime when requested
- Pay and Benefits
- subject to specific elections, plan, or program terms
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
Company Details
Customer Service Representative
Posted 10 days ago
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The Balance Institute Pty Ltd specializes in delivering compassionate, learner-centered educational services to support families through life’s pivotal transitions. We believe in empowering every individual with knowledge, clarity, and confidence.
Role Summary:
As a Customer Service Representative, you'll be the friendly and knowledgeable first point of contact for our learners and partners. Your role is key in creating smooth, positive interactions and strengthening relationships.
What You’ll Do:
- Manage inquiries via phone, email, and chat
- Help with enrollment, scheduling, billing, and account support
- Resolve service issues with empathy and accuracy
- Liaise with internal teams to ensure records are accurate
- Strive for first-contact resolution and client satisfaction
You’ll Bring:
- Great communication and problem-solving skills
- Empathy and patient, calm demeanor
- Familiarity with CRM or MS Office tools
- Previous customer-facing experience is a plus
Why Join Us:
We offer development opportunities, a flexible work environment, and the chance to make a meaningful difference in people’s educational journeys. You’ll help uphold our standard of excellence and care.
Company Details
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Customer Service And Support
Posted 11 days ago
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We are seeking a dedicated and motivated Remote Customer Service & Helpdesk professional to join our dynamic team. In this role, you will be the first point of contact for our customers, providing exceptional service and support while helping to resolve issues efficiently and effectively. Your primary responsibility will be to assist customers with their inquiries, provide troubleshooting solutions, and ensure that they have a positive experience with our company. As a remote position, you will have the flexibility to work from home, but you will be expected to maintain a high level of responsiveness and professionalism. We value individuals who are passionate about customer service and possess strong problem-solving skills. Your ability to communicate clearly and effectively will be essential as you navigate a diverse range of customer needs and expectations. By leveraging technology and your communication prowess, you will play a vital role in enhancing our customers' experiences and contributing to the overall success of our organization. If you have a strong desire to help others and the required skills to excel in a remote environment, we encourage you to apply and become a valuable part of our customer service team.
Responsibilities- Respond promptly to customer inquiries via phone, email, and chat.
- Diagnose and troubleshoot customer issues related to products and services.
- Provide detailed product and service information to customers.
- Document all customer interactions and resolutions in the helpdesk software.
- Escalate complex issues to higher-level support when necessary.
- Maintain a comprehensive understanding of company policies and procedures.
- Participate in training and development programs to continuously enhance skills.
- Proven experience in customer service or helpdesk support roles.
- Excellent verbal and written communication skills.
- Strong problem-solving abilities and a proactive mindset.
- Ability to work independently in a remote environment.
- Familiarity with helpdesk software and ticketing systems.
- Basic technical knowledge of computer systems and software applications.
- Strong organizational skills and attention to detail.
Company Details
Customer Service Representative
Posted 12 days ago
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Job Description
We are seeking a dynamic and customer-focused individual to join our team as a Customer Service Representative at Collegiate Charter School. The ideal candidate will have excellent communication skills, a passion for helping others, and a strong attention to detail. In this role, you will be responsible for providing exceptional customer service to students, parents, and staff members.
Responsibilities:- Respond to inquiries and provide information to students, parents, and staff via phone, email, and in person
- Assist with enrollment, registration, and scheduling processes
- Resolve customer complaints and issues in a timely and professional manner
- Maintain accurate records of all customer interactions
- Collaborate with other departments to ensure a seamless customer experience
- High school diploma or equivalent
- Previous customer service experience preferred
- Excellent communication and interpersonal skills
- Strong problem-solving abilities
- Ability to work in a fast-paced environment
If you are passionate about providing exceptional customer service and making a positive impact in the lives of students, we encourage you to apply for the Customer Service Representative position at Collegiate Charter School.