Onboarding Specialist
Listed on 2026-07-03
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Business
CRM System, Customer Success Mgr./ CSM
This position is listed on behalf of a partner company that manages all applications and next steps. Our partner is looking for an Onboarding Specialist based in Canada. As an Onboarding Specialist, you will play a key role in helping new customers successfully adopt innovative software solutions and achieve value from day one. Acting as a trusted advisor, you will guide restaurant partners through the full implementation journey, from initial setup and configuration to training and go‑live support.
This position combines customer success, project management, technical coordination, and consultative problem‑solving in a fast‑paced, customer‑focused environment. You will work closely with cross‑functional teams to ensure seamless onboarding experiences while leveraging modern tools and automation to improve efficiency. This is an excellent opportunity for a customer‑centric professional who enjoys building relationships, driving adoption, and making a measurable impact on client success.
- Manage the complete onboarding lifecycle for a portfolio of restaurant partners, ensuring smooth implementation and successful activation of services.
- Configure software solutions based on each customer’s operational requirements, optimizing setups for workflows, floor plans, and guest management needs.
- Deliver engaging virtual training sessions that help restaurant teams confidently adopt new tools and maximize platform value.
- Utilize AI‑powered tools and automation to streamline onboarding activities, improve efficiency, and enhance customer experiences.
- Coordinate technical integrations, including online booking tools and third‑party connectivity requirements.
- Maintain ownership of a dynamic onboarding pipeline, balancing speed, quality, and customer satisfaction to meet performance goals.
- Collaborate with Sales, Customer Success, Support, Billing, and other internal teams to proactively resolve onboarding challenges.
- Identify trends, share customer feedback, and contribute to continuous improvements in onboarding processes, training materials, and implementation strategies.
- 4‑5 years of professional experience in customer success, implementation, onboarding, hospitality management, or a related client‑facing role.
- Experience using AI tools, automation platforms, or modern productivity technologies to improve workflow efficiency.
- Proven ability to train and support non‑technical users on software platforms, systems, or technical products.
- Strong communication, presentation, and relationship‑building skills, with confidence delivering virtual training sessions.
- Proficiency with remote collaboration and CRM tools such as Zoom, Salesforce, or similar platforms.
- Strong organizational and project management skills, with the ability to manage multiple onboarding projects simultaneously.
- Experience in restaurant operations, hospitality, SaaS implementations, POS systems, or web‑based integrations is highly desirable.
- Bachelor’s degree, equivalent certification, or relevant professional experience preferred.
- Customer‑focused mindset with excellent problem‑solving abilities and a proactive approach to overcoming challenges.
- Competitive salary ranging from CAD $72,000 to $82,000, plus eligibility for annual bonus opportunities.
- Flexible work environment with the ability to work remotely and up to 20 days per year from alternative locations.
- Comprehensive health and dental insurance coverage.
- Life and disability insurance.
- Paid parental leave.
- Generous paid vacation, paid holidays, sick leave, floating holidays, and birthday time off.
- Annual company‑wide recharge week.
- Company‑sponsored mental health support, including therapy sessions and wellness resources.
- Professional development funding and access to extensive learning and leadership development programs.
- Employee resource groups and inclusive workplace initiatives.
- Travel‑related discounts and additional employee perks.
- Retirement savings and financial wellness benefits.
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