336 Onboarding jobs in Canada
IT Onboarding Analyst
Posted today
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Job Description
Description
Are you passionate about IT? Do you excel in a fast-paced and dynamic work environment? CompuVision is currently expanding our team and we are looking for an IT Onboarding Analyst.
The IT Onboarding Analyst is responsible for investigating the state of a new client’s IT environment so that we can fill in documentation, identify risks, make recommendations, and begin day-to-day support. This role is critical in developing CompuVision’s understanding of a new client’s requirements and needs from their IT support provider, so that we can immediately begin to meet and exceed them. Ultimately, the Onboarding Analyst is vital for kicking off a new client relationship the right way by setting up all of CompuVision’s departments to succeed as of their first client interaction.
Culture is an integral part of working at CompuVision. Our company values represent the most important values, the ones we live by: Passionately Curious We challenge the status quo, seek continual improvement and are constantly learning.
Go Beyond, We show that we care through positively impacting others through our actions, properly communicating expectations and executing them consistently
Own It, We have courage to do what’s right, resolve to take responsibility, and grit to cross the finish line.
Serve as One, Together we are greater than the sum of our individuals, and teamwork is essential to success.
Our Noble Promise - “Developing Growth Minded People ” - Is the driving force behind our values and why we do what we do.
Key Responsibilities
- Provide a constant flow of communication to internal stakeholders during Onboarding projects, escalating to the Onboarding Project Manager or Team Lead where necessary.
- Meet with new clients face-to-face at their office, accompanied by the Onboarding Project Manager or Team Lead.
- Identify and photograph all components of the client’s IT infrastructure according to standards.
- Install CompuVision’s remote management tool on all endpoints within a client environment.
- List and detail all line-of-business applications in-use within the client environment, with particular attention paid to the information required to access vendor support.
- Prepare detailed network maps including key components of the client’s primary environment.
- Work with the CompuVision Business Analyst to confirm that our understanding of how the client IT environment functions.
- Complete the initial Onboarding Discovery checklist for all new clients.
- Prepare User Change Request and Workstation Set-up guides for new clients entering support.
- Assist the Network Operations Centre with completing tasks related to beginning support for a client, including disabling out-going vendor accounts.
- Complete a Full Support audit to be submitted to the Remote Operations Centre for approval and respond to any concerns from the support teams.
- Attend and contribute to Onboarding team meetings.
- Demonstrate strong, professional communication skills when working with internal or external stakeholders.
- Seek continuous improvement in the Onboarding process through the investigation of new tools or techniques.
- Assist the Service Desk with completing support tickets where required.
Skills Knowledge and Expertise
Education Requirements, Skills, and Knowledge
- Post-secondary training in Network Administration or Computer Systems. Administration, or at least 3 years’ experience with a Managed Services Provider.
- Microsoft MCSE, MCSA, or MCITP (in-progress or completed).
- At least 1 year of relevant IT experience supporting small or medium-sized business environments.
- Experience with the following technologies
- o Windows Server and Hyper-V
- o Microsoft Exchange and Office 365
- o Active Directory and Group Policies
- o Routing, Switching, and VPN technology
- o Anti-virus and Security software
- o TCP/IP, DHCP, DNS
- o Microsoft SQL experience will be considered an asset
- Excellent oral and written communication; Communicates in a timely, professional and respectful manner.
- A proven track record for excellence in customer service.
- Must possess a vehicle, valid driver’s license, and appropriate business-class insurance.
- Must be willing to travel for project work.
Thank you for your interest in CompuVision. We appreciate all applications; however, only those candidates selected for an interview will be contacted.
IT Onboarding Analyst
Posted today
Job Viewed
Job Description
Job Description
Description
Are you passionate about IT? Do you excel in a fast-paced and dynamic work environment? CompuVision is currently expanding our team and we are looking for an IT Onboarding Analyst.
The IT Onboarding Analyst is responsible for investigating the state of a new client’s IT environment so that we can fill in documentation, identify risks, make recommendations, and begin day-to-day support. This role is critical in developing CompuVision’s understanding of a new client’s requirements and needs from their IT support provider, so that we can immediately begin to meet and exceed them. Ultimately, the Onboarding Analyst is vital for kicking off a new client relationship the right way by setting up all of CompuVision’s departments to succeed as of their first client interaction.
Culture is an integral part of working at CompuVision. Our company values represent the most important values, the ones we live by: Passionately Curious We challenge the status quo, seek continual improvement and are constantly learning.
Go Beyond, We show that we care through positively impacting others through our actions, properly communicating expectations and executing them consistently
Own It, We have courage to do what’s right, resolve to take responsibility, and grit to cross the finish line.
Serve as One, Together we are greater than the sum of our individuals, and teamwork is essential to success.
Our Noble Promise - “Developing Growth Minded People ” - Is the driving force behind our values and why we do what we do.
Key Responsibilities
- Provide a constant flow of communication to internal stakeholders during Onboarding projects, escalating to the Onboarding Project Manager or Team Lead where necessary.
- Meet with new clients face-to-face at their office, accompanied by the Onboarding Project Manager or Team Lead.
- Identify and photograph all components of the client’s IT infrastructure according to standards.
- Install CompuVision’s remote management tool on all endpoints within a client environment.
- List and detail all line-of-business applications in-use within the client environment, with particular attention paid to the information required to access vendor support.
- Prepare detailed network maps including key components of the client’s primary environment.
- Work with the CompuVision Business Analyst to confirm that our understanding of how the client IT environment functions.
- Complete the initial Onboarding Discovery checklist for all new clients.
- Prepare User Change Request and Workstation Set-up guides for new clients entering support.
- Assist the Network Operations Centre with completing tasks related to beginning support for a client, including disabling out-going vendor accounts.
- Complete a Full Support audit to be submitted to the Remote Operations Centre for approval and respond to any concerns from the support teams.
- Attend and contribute to Onboarding team meetings.
- Demonstrate strong, professional communication skills when working with internal or external stakeholders.
- Seek continuous improvement in the Onboarding process through the investigation of new tools or techniques.
- Assist the Service Desk with completing support tickets where required.
Skills Knowledge and Expertise
Education Requirements, Skills, and Knowledge
- Post-secondary training in Network Administration or Computer Systems. Administration, or at least 3 years’ experience with a Managed Services Provider.
- Microsoft MCSE, MCSA, or MCITP (in-progress or completed).
- At least 1 year of relevant IT experience supporting small or medium-sized business environments.
- Experience with the following technologies
- o Windows Server and Hyper-V
- o Microsoft Exchange and Office 365
- o Active Directory and Group Policies
- o Routing, Switching, and VPN technology
- o Anti-virus and Security software
- o TCP/IP, DHCP, DNS
- o Microsoft SQL experience will be considered an asset
- Excellent oral and written communication; Communicates in a timely, professional and respectful manner.
- A proven track record for excellence in customer service.
- Must possess a vehicle, valid driver’s license, and appropriate business-class insurance.
- Must be willing to travel for project work.
Thank you for your interest in CompuVision. We appreciate all applications; however, only those candidates selected for an interview will be contacted.
Training & Onboarding Administrator
Posted today
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Job Description
Job Description
ABOUT THIS CAREER OPPORTUNITY
Black & McDonald's Power Generation Region team is growing! If you are committed and collaborative professional looking to contribute to a hard-working, innovative team, this opportunity is for you.
The Training & Onboarding Administrator provides the Power Generation Region with accurate and efficient administration of training through; adherence to policies, quality assurance and regulatory requirements.
DUTIES AND RESPONSIBILITIES
Issue new hire paperwork to new employees
Assist new hires by directing them to orientation location
Collect and verify completed new hire paperwork and scan to Payroll and Human Resources
Monitor the training classroom and assist employees when needed
Work with union halls to issue Help Requisitions and receive dispatch slips
Enter new hires into client onboarding system
Review and verify TLD paperwork and upload to client for processing
Maintain various spreadsheets in Excel containing new employees information
Review training qualifications and complete Report to Site forms
Upload documentation into SharePoint
Set up E-Learning profiles for new hires in client system
Set up employee security clearance logins and assist with processing applications
Work with Onboarding & Training Coordinators and Supervisor on other duties as assigned
COMPETENCY REQUIREMENTS
Holds self and others accountable
Communicates effectively
Teamwork and Collaboration
Problem Solving and Innovation
EDUCATION REQUIREMENTS
Completion of secondary school is an asset
Completion of a University Bachelor's Degree or College Diploma preferable in Business, Human Resources or equivalent
WORK EXPERIENCE REQUIREMENTS
1-3 years of previous administrative, training, human resources or related experience
SKILLS, ABILITIES, AND OTHER REQUIREMENTS
Advanced proficiency in Microsoft Office Suite platform
Effective communication skills with individuals at all levels of the organization
Customer service focused mind set
Able to work efficiently as part of a team as well as independently
Able to learn new systems and processes advanced computer literacy
Keen attention to detail and accuracy in all areas of work
Enjoy working in a fast paced, multi deadline, team oriented environment
Self-motivated sense of urgency and ownership over assigned tasks
Ability to multi-task and with strong problem identification / resolution skills
Ability to interpret and implement company policies and procedures
Operates with integrity, discretion and maintains confidentially at all times
APPLICATION PROCESS
Black & McDonald welcomes and encourages applications from persons with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the recruitment and selection process.
IT Onboarding Analyst
Posted today
Job Viewed
Job Description
Job Description
Description
Are you passionate about IT? Do you excel in a fast-paced and dynamic work environment? CompuVision is currently expanding our team and we are looking for an IT Onboarding Analyst.
The IT Onboarding Analyst is responsible for investigating the state of a new client’s IT environment so that we can fill in documentation, identify risks, make recommendations, and begin day-to-day support. This role is critical in developing CompuVision’s understanding of a new client’s requirements and needs from their IT support provider, so that we can immediately begin to meet and exceed them. Ultimately, the Onboarding Analyst is vital for kicking off a new client relationship the right way by setting up all of CompuVision’s departments to succeed as of their first client interaction.
Culture is an integral part of working at CompuVision. Our company values represent the most important values, the ones we live by: Passionately Curious We challenge the status quo, seek continual improvement and are constantly learning.
Go Beyond, We show that we care through positively impacting others through our actions, properly communicating expectations and executing them consistently
Own It, We have courage to do what’s right, resolve to take responsibility, and grit to cross the finish line.
Serve as One, Together we are greater than the sum of our individuals, and teamwork is essential to success.
Our Noble Promise - “Developing Growth Minded People ” - Is the driving force behind our values and why we do what we do.
Key Responsibilities
- Provide a constant flow of communication to internal stakeholders during Onboarding projects, escalating to the Onboarding Project Manager or Team Lead where necessary.
- Meet with new clients face-to-face at their office, accompanied by the Onboarding Project Manager or Team Lead.
- Identify and photograph all components of the client’s IT infrastructure according to standards.
- Install CompuVision’s remote management tool on all endpoints within a client environment.
- List and detail all line-of-business applications in-use within the client environment, with particular attention paid to the information required to access vendor support.
- Prepare detailed network maps including key components of the client’s primary environment.
- Work with the CompuVision Business Analyst to confirm that our understanding of how the client IT environment functions.
- Complete the initial Onboarding Discovery checklist for all new clients.
- Prepare User Change Request and Workstation Set-up guides for new clients entering support.
- Assist the Network Operations Centre with completing tasks related to beginning support for a client, including disabling out-going vendor accounts.
- Complete a Full Support audit to be submitted to the Remote Operations Centre for approval and respond to any concerns from the support teams.
- Attend and contribute to Onboarding team meetings.
- Demonstrate strong, professional communication skills when working with internal or external stakeholders.
- Seek continuous improvement in the Onboarding process through the investigation of new tools or techniques.
- Assist the Service Desk with completing support tickets where required.
Skills Knowledge and Expertise
Education Requirements, Skills, and Knowledge
- Post-secondary training in Network Administration or Computer Systems. Administration, or at least 3 years’ experience with a Managed Services Provider.
- Microsoft MCSE, MCSA, or MCITP (in-progress or completed).
- At least 1 year of relevant IT experience supporting small or medium-sized business environments.
- Experience with the following technologies
- o Windows Server and Hyper-V
- o Microsoft Exchange and Office 365
- o Active Directory and Group Policies
- o Routing, Switching, and VPN technology
- o Anti-virus and Security software
- o TCP/IP, DHCP, DNS
- o Microsoft SQL experience will be considered an asset
- Excellent oral and written communication; Communicates in a timely, professional and respectful manner.
- A proven track record for excellence in customer service.
- Must possess a vehicle, valid driver’s license, and appropriate business-class insurance.
- Must be willing to travel for project work.
Thank you for your interest in CompuVision. We appreciate all applications; however, only those candidates selected for an interview will be contacted.
Onboarding Manager- North America
Posted today
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Job Description
Hiring Location
This is a remote position. We are accepting applications from candidates in the following locations for this exciting opportunity:
- USA: Arizona, Connecticut, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas and Utah
- Canada : Ontario, Quebec
Phorest powers 11,000 hair and beauty salons using our software across the globe. Our aim is to capture 25% of the market globally – that’s one million salons and a billion-dollar company.
We are growing and would like to add a new member to our team. You will join a group of highly motivated individuals, to help us grow Phorest faster.
We are seeking an experienced, metrics-driven, and customer-obsessed Onboarding Manager to lead our North American Onboarding team and drive operational excellence. In this role, you will manage a team of 12 Onboarding Specialists, ensuring the delivery of a best-in-class onboarding experience for our clients while maintaining key performance metrics. The ideal candidate will demonstrate strong leadership skills, data-driven decision making, and a deep understanding of the client journey.
This role reports to the Head of Customer Success North America and works closely with the Process Manager North America to ensure alignment across the onboarding journey, data migrations, and feature activation. This position is critical to our growth in the North American market and requires someone who can effectively communicate with leadership, handle escalations creatively, and continuously improve processes.
Lead and Develop : Lead a high-performing team of 12 Onboarding Specialists with clear direction, comprehensive training, and regular quality assurance through call shadowing
Drive Metrics and Operations : Own all North American onboarding metrics (go-live targets, cancellation rates, client satisfaction), implement innovative process improvements, and provide data-driven insights to leadership
Ensure Client Success : Design best-in-class onboarding experiences, handle escalations creatively, and develop strategies to reduce churn during the critical onboarding phase
Collaborate Across Teams : Partner closely with the Process Manager North America on onboarding strategy and execution, act as the voice of the customer within Phorest, maintain strong cross-functional relationships, and serve as a key liaison for client feedback and feature requests
Lead Strategically : Identify trends and opportunities, create compelling business cases for resources or changes based on data analysis, and align onboarding strategies with company objectives
Education: Bachelor's degree required to ensure foundational knowledge in business processes, analytics, and communication skills necessary for success in this role
Experienced Leader : 6+ years of work experience with at least 3 years managing operational teams in a SaaS environment, specifically in onboarding or implementation functions focused on customer software adoption, with proven success driving metrics and developing talent
Strategic Thinker : Strong analytical skills with the ability to translate data into actionable insights and business cases
Effective Communicator : Clear communicator who can convey complex information to different audiences and influence cross-functional stakeholders
Client Champion : Client-centric approach with a deep understanding of the customer journey and passion for the salon industry
Technical Aptitude : Demonstrated ability to quickly learn complex SaaS products similar to Phorest, with a strong grasp of key SaaS metrics and the capacity to understand customer perspectives and business needs in specialized industries.
?Phorest currently offers a range of fully employer-paid benefits including Medical, Dental, Life, AD&D, Short Term Disability, an EAP, and wellness perks.
?Employees also have access to optional extras, such as a 401(k) and a range of upgraded insurance options.
?Career development is important to us. We even have our own in-house Learning and Development/Business coach and many online resources including LinkedIn learning.
?We like to have fun, build camaraderie through regular social events.
?Phorest also encourages Employee Resource Groups, you will have the opportunity to join or champion a club, society, or group.
Phorest is an equal opportunities employer. We value diversity at our company and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you have what it takes, but don't necessarily meet every single point on the job description, please still get in touch. We'd love to have a chat and see if you could be a great fit.
Accountant - Client Onboarding Specialist
Posted today
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Job Description
Salary: CAD$65,000-80,000
About Us
Enkel is a forward-thinking accounting and technology firm dedicated to providing cloud-based bookkeeping and accounting solutions to Canadian businesses and Not-for-Profit organizations. Our vision is to be the trusted financial partner for our clients, offering accurate and timely financial reporting that empowers better business decisions. Our expertise spans bookkeeping, payroll, accounts payable, accounts receivable, and financial reporting, ensuring our clients receive best-in-class financial management support.
What We're Looking For
Were looking for a tech-savvy, client-focused bookkeeping professional whos excited about working at the intersection of accounting and innovation. As our Client Onboarding Specialist, youll be the bridge between the sale and service deliverybringing new clients into the Enkel ecosystem and setting them up for long-term success.
If you geek out over cloud accounting tools like QuickBooks Online, love exploring integrations that streamline workflows, and get curious about how AI is transforming finance, this role was made for you. You'll lead onboarding projects that dont just set up booksthey help clients modernize how they manage their finances.
This is a full-time, in-office position based at our downtown Vancouver HQ, where youll be surrounded by a collaborative team and the latest in accounting tech.
What Your Day Looks Like
Your day will be a mix of hands-on bookkeeping, project management, and client coaching. You'll guide organizations through onboardingsetting up systems, customizing workflows, connecting apps, and showing clients how to work smarter, not harder.
Expect to:
- Dive into QuickBooks Online, Dext, Plooto, and other best-in-class tools to build out modern, automated financial workflows.
- Help clients move off spreadsheets and into the cloudshowing them how tech can eliminate inefficiencies and boost visibility.
- Test new features, integrations, and even AI-enabled tools that help make finance operations faster and more accurate.
- Lead onboarding calls, troubleshoot setup issues, and ensure each client feels confident and supported from day one.
- Juggle multiple projects, keep timelines on track, and work closely with our Sales and Delivery teams to create a consistent, high-quality onboarding experience.
- Be the expert clients turn to when theyre unsure how to make their financial systems work betterand deliver clarity with confidence.
Youll be playing a critical role in making sure every new client experience starts off on the right footwith tools that work, numbers that add up, and a team they can trust.
What You Bring
- Bachelors degree in Accounting, Finance, or a related field, or equivalent work experience in bookkeeping.
- CPB or CPA designation (or equivalent bookkeeping certification) is highly preferred.
- 5+ years of bookkeeping experience, including accounts payable, accounts receivable, payroll, reconciliations, and financial reporting.
- Strong project management skills with experience managing multiple client projects simultaneously.
- Experience implementing bookkeeping workflows and cloud-based accounting tools (e.g., QuickBooks Online, Xero, Dext, Hubdoc).
- Exceptional communication skills, with the ability to explain financial processes to clients clearly.
- A proactive problem-solver with strong attention to detail and the ability to troubleshoot bookkeeping issues.
- Strong time management skills, with the ability to prioritize tasks and meet deadlines.
- Comfortable working in a fast-paced, client-focused environment.
Why Join Us?
- Opportunity to play a key role in shaping and improving the client onboarding experience.
- Work with a talented and passionate team dedicated to delivering high-quality bookkeeping and accounting solutions.
- Make a meaningful impact by ensuring clients receive exceptional bookkeeping support from day one.
If you are a bookkeeping professional with project management skills and a passion for helping clients succeed, wed love to hear from you!
Onboarding Engineer (Cloud & Backup Solutions)
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Job Description
Is this you? Are you a technically skilled IT professional with a strong background in cloud technologies, backup solutions, and business continuity? Do you have hands-on experience successfully deploying backup and disaster recovery solutions? Are you comfortable collaborating with highly technical, cross-functional teams? If you thrive in dynamic environments and take pride in delivering solutions that make a real impact—this role is for you!
Who are we? Glad you asked! Opti9 is a trusted cloud solutions provider committed to delivering industry-leading, tailored solutions that meet the unique needs of businesses across a wide range of industries. We are a premier Veeam partner, as well as an AWS Premier Consulting Partner and Certified Solution Provider. Our expertise includes managed cloud, backup and replication, disaster recovery, security, and Microsoft 365 solutions. In the public cloud space, we specialize in migration, optimization, transformation, and cloud-first application consulting.
What sets us apart? A fun, casual, and collaborative culture that embraces fresh ideas, innovation, and a strong customer-first mindset. At Opti9, we work hard, support each other, and never shy away from a challenge. We believe in balancing results with a positive team spirit—and we’re always on the lookout for authentic, accountable individuals who are ready to grow with us and make an impact.
What will you do? You’ll onboard new and existing clients, delivering cloud-based solutions that support their business continuity goals. You’ll plan and lead client-facing projects that address critical IT resilience and cloud infrastructure needs. This is a hands-on role, focused on executing project tasks efficiently while providing a high-touch, customer-centric experience throughout the deployment process.
What are the details?
Primary Responsibilities:
Leading end-to-end deployment of Veeam solutions, including Backup & Replication, Veeam for Microsoft 365, Veeam Backup for Azure, and others
Configuring virtualized infrastructure such as Domain Controllers, Remote Desktop Servers, Virtual Firewalls, and more
Provision and configure Microsoft 365 environments, including license provisioning and user account creation
Coordinate with Sales and Account Management to fulfill client requests promptly and according to documented procedures
Manage multiple onboarding projects simultaneously, balancing competing priorities and meeting aggressive delivery timelines
Identify and communicate project risks and deviations from scope, proposing actionable solutions when needed
Troubleshoot and resolve deployment challenges, coordinating with internal and external stakeholders to maintain momentum
Deliver clear, concise, and professional communication across all project phases
What do you know?
Basic Qualifications:
3–5 years of combined experience in backup and business continuity, cloud technologies, or a technical role such as technician, system administrator, support engineer, or helpdesk specialist—ideally with exposure to SaaS, IaaS, DRaaS, and BaaS environments
Hands-on experience with Veeam products, especially Veeam Backup & Replication
Strong understanding of core IT infrastructure, including virtualization, networking, backup/recovery, and both Microsoft and Linux-based systems
Familiarity with public cloud platforms such as AWS or Azure is a plus
Experience with work management or ticketing systems such as Zendesk, Salesforce, or other CRM platforms
Familiarity with common virtualization platforms, including VMware, Hyper-V, and Nutanix
Excellent problem-solving abilities and organizational skills, with a strong focus on time management and attention to detail
Proven ability to self-manage projects and deliver results independently from initiation through completion
Proficient in status reporting—able to communicate project health, risks, and issues clearly, along with actionable mitigation plans
Strong written and verbal communication skills, with the ability to tailor messaging to both technical and non-technical audiences
Comfortable engaging with external clients at both technical and executive levels
Previous hands-on experience in roles related to DRaaS, BaaS, IaaS, SaaS, network engineering, or cloud administration
Preferred Qualifications:
Professional certifications in relevant technologies (e.g., Veeam, Microsoft, Fortinet, Cisco, CompTIA)
Experience managing full project lifecycle
AWS or Azure certifications
What do you get from us?
At Opti9, we believe work should be more than just a job—it should be a place where you feel valued, supported, and excited to grow. When you join our team, here’s what you can expect:
Flexible Work Options – Enjoy the flexibility of a hybrid schedule with a mix of remote and in-office work
Paid Time Off – Generous PTO and paid holidays so you can recharge, take care of what matters, and bring your best self to work
Health & Dental Coverage – Comprehensive insurance plans to keep you and your family healthy including EAP benefits
Wellness Reimbursement – An annual benefit to support your physical and mental well-being, covering a wide range of health-related expenses
Retirement Plan with Company Match – Invest in your future with our matched retirement savings program
Casual, Supportive Culture – We keep things laid-back but focused, with a strong emphasis on teamwork and accountability
Recognition & Rewards – We celebrate wins and recognize contributions with regular programs that highlight your impact
Professional Development – Access learning opportunities, training programs and support for certifications to help you grow your career
Give Back Together – Participate in group volunteer opportunities and community initiatives that align with our values
A Place You’ll Want to Be – We’re building a team of great people doing meaningful work—and we have fun doing it
Opti9 provides equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other legally protected characteristic.
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Care Coordinator- Onboarding (Full Time)
Posted today
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Job Description
About Us:
Total Life is pioneering the evolution of preventive health, aiming to redefine healthcare through a patient-centric telehealth platform, particularly for older adults. At Total Life, we are on a mission to support seniors and combat mental health issues by making quality, affordable emotional support services easily accessible. We are empowering older adults to live more fulfilling lives because we know age is just a number.
The Opportunity:
As a Care Coordinator at Total Life, you will play a pivotal role in managing and responding to various forms of communication and administrative tasks. Your primary focus will be to ensure the seamless and efficient handling of inbound communications, converting them into first appointments, and contributing to the overall satisfaction of the client's journey to their first session. This is a hybrid position.
Your Role:
- Handle inbound emails, SMS, and calls from general inquiries, providers, and existing clients.
- Effectively handle a high number of inbound calls.
- Be comfortable making a high volume of outbound calls.
- Provide clinical support through these communication channels as required.
- Ensure timely and effective responses, maintaining high standards of customer service.
- Manage the process of a client's initial communication to booking their first session with Total Life.
- Verify insurance coverage for potential clients and match them with a therapist who fits their needs.
- Address and resolve any concerns about the offered services through objection-handling techniques.
- Complete various forms and administrative tasks as assigned.
- Work closely with active-care, administrative, and clinical teams to optimize client care and service delivery.
- Participate in team meetings and contribute to continuous improvement initiatives.
Requirements
- Proven experience in customer service, care management, and sales
- Excellent communication skills, both verbal and written.
- Weekend availability required.
- Strong organizational and multitasking abilities.
- Ability to handle sensitive information with discretion and professionalism.
- Expert in conflict management.
- Familiarity with EHR, CRM, and other communication tools.
Benefits
What We Offer:
- A chance to be a part of a ground-breaking start-up in healthcare innovation.
- A collaborative environment where your ideas can significantly impact preventive health care.
- We put emphasis on the development of our team members to ensure they always have room to experience, learn and grow into different areas of the business.
Job Type: Full - Time
Pay: $18- $20 cad hourly
Expected hours: 40 per week
Benefits:
- Paid time off
Schedule:
- Flexible but weekend availability required