Senior Client Onboarding Specialist

Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.

At Rise, we’re changing how work happens and how people work. We’d love for you to join us and experience the most positive, challenging, and transformative part of your career.

Do you love working with technology and helping customers succeed? Are you passionate about delivering an exceptional onboarding experience that sets clients up for long‑term success?

As a Senior Client Onboarding Specialist, you will be instrumental in guiding new clients through a seamless and successful transition as they integrate our platform into their operations. You will lead the onboarding journey, customizing implementation plans to fit each client’s unique needs, ensuring they get the most value from our solution.

Your ability to build strong relationships and provide proactive guidance will be critical as you serve as the primary point of contact, overseeing the setup, configuration, and training process. You’ll collaborate cross‑functionally with Sales, Product, Engineering, and Support teams to address client‑specific challenges and ensure a smooth experience.

This role is ideal for someone who thrives in a fast‑paced environment, has strong technical aptitude, and enjoys working with clients to drive successful software adoption. If you have experience in HR, payroll, or timekeeping solutions—and are bilingual in English and French—you’ll bring even more value to this key position.

Lead clients through the onboarding and implementation process, ensuring a seamless setup and impactful training experience.

Act as the main point of contact, proactively addressing client questions, concerns, and technical requirements.

Configure and tailor the platform to align with each client’s unique business processes and compliance needs.

Collaborate with cross‑functional teams—including Sales, Product, and Engineering—to resolve client‑specific challenges and enhance their experience.

Provide hands‑on training and guidance to ensure smooth adoption, leveraging change‑management best practices.

Develop and refine onboarding materials, including help guides, playbooks, and knowledge‑base documentation, to enhance the client experience.

Identify opportunities to optimize the onboarding process by gathering client feedback and working with internal teams to implement improvements.

Troubleshoot technical setup issues, working closely with Engineering and Support teams to resolve implementation roadblocks.

3+ years of experience in Client Onboarding, Implementation, Technical Support, Customer Success, or a related role within a SaaS environment.

Strong interpersonal skills, with the ability to build relationships and foster trust with clients.

Technical aptitude and problem‑solving skills, with experience configuring SaaS platforms and troubleshooting basic setup issues.

Strong proficiency in Excel. Can build pivot tables, XLOOKUPS, etc.

Experience using CRM or onboarding tools such as Salesforce, Zoho, Asana, and/or Zendesk.

Familiarity with change‑management principles and training methodologies to drive software adoption.

Ability to create and improve documentation, knowledge base articles, and training resources to streamline the onboarding experience.

Excellent verbal and written communication skills, with the ability to conduct engaging training sessions and presentations.

Strong project management skills, with the ability to juggle multiple onboarding projects and meet deadlines.

Bilingual proficiency in French and English, allowing you to communicate effectively with a diverse client base.

Experience or background in payroll, HR, and timekeeping solutions, providing valuable insights that enhance your ability to serve clients in these areas.

Payroll Compliance Professional (PCP) certification from the National Payroll Institute…