35 Onboarding Specialist jobs in Canada

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!

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

Job Description

Company Description

Experience something Brilliantly Different  with a career with MUFG Investor Services.   

Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking, and fund financing. 

We’re in 17 global locations and provide an exceptional hub of Brilliantly Different  talent to thrive.  

Still interested? 

#Linkedin

• Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
• Project manage the onboarding of new client/fund launches and conversions.
• Coordinate hand off from Sales Team to Client Integration Team.
• Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
• Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
• Work as part of a team on large onboarding projects.
• Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.
• Provide expertise, direction and leadership to members of the operations team.
• Perform and review internal accounting and shareholder service system set-ups.
• Respond to clients ensuring superior customer service is provided.
• Work well with internal stakeholders to ensure smooth on-boarding of new funds.
• Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
• Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
• Ensure internal checklists are completed and signed off.
• Ad hoc tasks, as required.

• A minimum of 5 years’ experience in the funds industry
• Third Level qualification / College Under Graduate Degree desirable
• Client focused with proven ability to manage client relationships
• Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.    

So, why settle for the ordinary? Apply now for a Brilliantly Different career. 

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. 

Job Description

Want to be a part of a company that’s making a difference?

We’re a growing global tech company, with huge potential for curious and caring minds, committed to each other, to deliver solutions that protect people and the planet for future generations. Our team of experts are focused on creating meaningful impact and making a real difference for our customers.

? Impact: A strong connection to our mission through product, customer and impact is essential. We protect people and the planet by helping businesses mitigate risks and create safer, healthier workplaces.

? Innovation: Trusted by over 11,000 customers, you’ll have the chance to work with industry experts and thought leaders, dedicated to driving positive change. We believe in fostering a trusting environment that empowers our team to grow, innovate, and succeed.

? Growth: Connect commercial growth to personal growth opportunities. Benefit from a wide range of learning opportunities for ambitious professionals seeking development in a rapidly expanding sector.

We're on a mission to protect people and the planet by building and deploying transformative software. We need everyone's energy and commitment, regardless of region or rank, to make that mission a reality for millions more customers.

Our culture code, a set of principles that underpins our values, is our commitment to each other and working better together.

Join EcoOnline and be part of a mission dedicated to driving positive change. Read on to learn more about the opportunity and how you can have a positive impact!

About the Role

We are looking for an experienced trainer to join our team in a fast-moving SaaS business. You will be a part of our dynamic Customer Success team that includes Professional Services, Customer Services, Product Specialists, and Account Management. You will be working closely with our brilliant Implementation Consultants, and Project Managers to support successful EHS system implementations across a number of products.

Key Responsibilities:

• Training national and international Customers to use the EcoOnline best practice EHS solution and the other products we offer.

• Assessing individual/group training needs

• Planning, designing, maintaining, and delivering interactive and engaging training sessions.

• Creation of learning materials to supplement training sessions.

• Provide collaborative guidance and expertise during customer training sessions.

• Establish strong customer relationships at pace.

• Strong verbal, written, and visual communication skills.

• Excellent collaboration skills within an agile environment

• Evaluating and implementing customer feedback to promote continuous improvement.

• Managing and maintaining suite of virtual training videos

• Keeping up to date with product development

• Collaborating with the product team to evaluate fresh features, guaranteeing that training sessions and educational resources are provided in advance.

• Work with the support team to pinpoint additional training requirements or enhance product development.

What we're looking for:

• 3+ years Trainer/Teacher/Facilitator/Customer facing.

• Experience of delivering training online and in-person

• Online facilitation qualification (e.g., COLF) preferred.

• Training qualification (e.g., TAP) preferred.

• Knowledge and experience of recording tools such as Camtasia preferred.

• Knowledge and experience of Vimeo or similar platforms preferred.

• Impressive ability to manage stakeholders and sustaining key client relationships.

• A proactive approach and the ability to take initiative, make decisions and deliver results.

• A flexible communicator, facilitator, influencer and problem solver

• Ability to multi-task and prioritise time effectively.

• Able to work calmly in a pressured environment.

• Ability to work well in a team as well as on your own.

• Preferably degree educated.

• Strong desire to empower and motivate people of different ability levels and backgrounds to learn.

Our Benefits:

We offer a variety of global benefits which are listed below! Please note a country-specific breakdown will be provided during your interview process.

• ? Generous Paid Time Off

• ? Extended Parental Leave

• ️️? Robust Health Coverage

• ? Accelerated Learning Paths

• ?️ ️Team Wellness Initiatives

• ? Company-wide Events

• ? Employee Resource Groups

• ⭐️ Recognition awards

EcoOnline is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment where everyone feels safe and empowered to be themselves. Our Talent Acquisition team reviews all applications and believes in the potential of individuals who may not meet all the specific requirements but demonstrate the attitude, alignment with our values and drive to succeed.

We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need any assistance due to a disability, please speak to your talent acquisition partner.

#LI-Remote

Job Description

Salary:

Company Overview:

At Dabadu, we create cutting-edge software solutions that empower businesses to achieve their goals. Our flagship product, Dabadu XRM, is an innovative platform used by the automotive industry for sales. We are passionate about helping our customers get the most out of our products, and we believe customer education is key to their success.

Position Overview:

We are looking for a dynamic and experienced Product Trainer to join our team. This role involves working closely with our customers to ensure they understand and utilize our software to its fullest potential. Youll travel to customer sites for in-person training sessions, and youll also create comprehensive online training materials, including video tutorials, webinars, and written guides.

As the Product Trainer, you will play a critical role in educating customers on new features, best practices, and product updates, enabling them to drive greater value from our solutions.

Key Responsibilities:

• Deliver engaging and effective training to customers, tailored to their specific needs and industry.
  
• Create high-quality online training materials such as prerecorded video tutorials, webinars, and written guides.
• Develop and continuously improve educational resources, ensuring materials are up-to-date with the latest product features and updates.
• Conduct training workshops and webinars for customers, introducing new features, workflows, and best practices.
• Collaborate with the team to ensure training aligns with customer needs and product roadmaps.
• Assess customer training needs and tailor sessions to address their specific goals and challenges.
• Track and analyze customer training engagement to improve the effectiveness of educational content.
• Provide feedback to product teams based on customer insights gained through training sessions.
• Stay current with industry trends and best practices in customer education and software training.

Qualifications:

• Proven experience as a software trainer or in a similar customer education role.
• Excellent communication and presentation skills, with the ability to simplify complex concepts for different audiences.
• Ability to create engaging, instructional content (videos, written tutorials, etc.).
• Strong technical aptitude, with the ability to quickly learn and teach new software features.
  
• Experience using screen recording and video editing software for producing training content.
• Ability to work independently and manage time effectively, balancing travel, customer sessions, and content creation.
• Previous experience working with SaaS platforms and B2B customers is a plus.
• Familiarity with learning management systems (LMS) is an advantage.

Why Join Us?

• Be part of an innovative company shaping the future of Automotive Sales.
• Opportunities for professional growth and development.
• Work with a collaborative and forward-thinking team.