Onboarding Manager

As the Onboarding Manager at Pigment, you will play a pivotal role in enhancing our customer experience by ensuring a smooth onboarding process for new clients. You will be responsible for developing onboarding strategies, coordinating with various teams, and providing exceptional support to our clients as they transition into using our platform. Your expertise will help foster strong relationships and drive customer satisfaction.

Join our dynamic team at zip as a Product Manager specializing in Onboarding, where you will lead the charge in enhancing our user experience and ensuring seamless integration for new customers. Your role will involve collaborating closely with cross-functional teams to develop strategies that drive user satisfaction and retention.

Join the Metergy Solutions Team!At Metergy Solutions, we embody the dynamic spirit of a startup, coupled with a reliable business model backed by 45 years of success. As a pioneering technology firm focused on significant carbon emission reductions, this is a unique opportunity to make a lasting impact in the energy sector. As North America’s leading submetering provider, Metergy offers comprehensive solutions that include the supply, installation, and remote reading of meters for electricity, water, gas, and thermal energy in multi-residential and commercial buildings. We manage billing and collection for utility services, fostering long-term recurring revenue through our innovative Submetering as a Service (SaaS) model. Our approach has been proven to reduce in-suite energy consumption by 40%, supporting our clients' decarbonization initiatives and enabling us to issue green bonds and secure green financing. Recognized as the premier submeter provider in the New York and Canadian markets, Metergy boasts over 900,000 contracted meters and processes more than 4 million utility bills annually, with a dedicated team of over 500 professionals. As a portfolio company of Brookfield Infrastructure Partners, we benefit from substantial capital resources and global infrastructure investment expertise.Our Mission We strive to provide building owners and occupants with precise and dependable utility consumption data through our industry-leading expertise in submetering and billing, while cultivating a workplace where inspired team members are empowered to enact positive change.At Metergy, we believe in nurturing our talent. We are proud to be recognized as a Great Place to Work for the second consecutive year, a testament to our commitment to creating a respectful, inclusive, and high-performing workplace.Come join a team driven by passion and purpose!

What We Do:At Paddle, we revolutionize payment infrastructure for SaaS companies. Rather than juggling multiple payment-related applications and services, we simplify the process by acting as the Merchant of Record. This innovative approach eliminates payment fragmentation, making transactions faster, safer, and more cost-effective.With backing from prominent investors such as KKR, FTV Capital, Kindred, Notion, and 83North, we proudly serve over 5,000 software vendors across 245 regions worldwide.Your Role:We are seeking an enthusiastic self-starter with proven leadership and onboarding risk management experience in a dynamic environment. As the Risk Onboarding Team Lead, you will oversee the Onboarding Risk Team, evaluating potential SaaS suppliers and monitoring transactions for high-risk accounts during their initial phases. You will work closely with the Onboarding Risk Manager to identify and implement improvements, ensuring our risk processes are comprehensive, compliant, and uphold exceptional standards.We are looking for a creative thinker with a positive attitude, strong onboarding and leadership skills in eCommerce, and a readiness to learn and adapt in the fast-evolving payments landscape.Key Responsibilities:Oversee daily operations of the Onboarding Risk team, coordinating workflows, ensuring timely task completion, and optimizing resource allocation for efficiency and compliance.Foster team growth through recruitment, coaching, mentorship, and training opportunities while promoting a culture of continuous professional development and positivity.Assist teams with complex applications and decision-making by providing expert guidance, reviewing critical scenarios, and collaborating to resolve challenges while minimizing risks.Document, maintain, and enhance procedures to ensure accuracy, accessibility, and alignment with evolving standards and best practices.Build relationships within and outside the Risk department through networking, stakeholder engagement, and collaboration with other departments to improve information sharing and strategic alignment.Supervise and assist with risk management activities, identifying emerging threats, implementing mitigation strategies, and monitoring overall risk exposure to protect organizational objectives.

About FacilityOSFacilityOS is a forward-thinking B2B SaaS company located in Toronto's bustling tech hub. Our innovative platform is designed to enhance safety, security, compliance, and efficiency across vital facility management touchpoints, positioning us as a leader in our industry. We pride ourselves on our dynamic team of dedicated professionals who are committed to excellence and continuous innovation.At FacilityOS, we foster a collaborative and innovative work culture that values the input of every team member. Employee engagement is paramount, and we actively encourage the sharing of thoughts and ideas.This position operates in a hybrid model, requiring in-office presence at least two days a week while allowing flexibility to work from home on other days.About The Role:To support our expanding Customer Success team, we are seeking a Customer Onboarding Specialist. In this role, you will take ownership of the comprehensive onboarding process for FacilityOS, which includes everything from training sessions to kiosk hardware setup, ensuring timely delivery of initial value and successful project management of implementations. You will work closely with large global enterprises, focusing on helping clients achieve rapid value realization while instilling confidence in our platform's capabilities.Client Consultation:· Conduct informative onboarding calls and training sessions to guide customers through the configuration process - this role is highly customer-facing, ideal for someone who excels at teaching and engaging with clients.· Collaborate with clients to gather and document their configuration requirements based on their use cases.· Address and resolve implementation challenges, including hardware delivery and software setup accuracy.· Ensure that FacilityOS's software is configured appropriately according to customer specifications to facilitate quick adoption upon launch.Onboarding Project Management:· Manage customer relationships from the point of sale through successful implementation of FacilityOS.· Oversee hardware deployment, whether internally or through third-party logistics (3PL).· Regularly assess onboarding progress through data reviews to ensure efficient implementation.

As Tipalti continues to lead the charge in global finance automation, we are on the lookout for an innovative Director of KYC and Compliance Onboarding. This crucial leadership position is aimed at evolving our compliance operations from a reactive function into a proactive driver of global expansion. Reporting directly to the VP of Customer Onboarding, you will spearhead the transformation of our onboarding framework to support our ambitious growth trajectory. As a customer-focused leader, you understand that rigorous compliance and a smooth user experience can coexist harmoniously. Your objective is to establish a

Your Role:Serve as the primary liaison for clients during the onboarding journey, fostering a productive and collaborative relationship.Lead the project management efforts for launching new client funds and transitioning existing ones.Facilitate the transition from the Sales Team to the Client Integration Team.Draft and manage administration agreements utilizing established templates, ensuring they are duly presented, evaluated, and approved by designated parties.Act as a knowledgeable resource on MUFG's internal systems across traditional, hedge, and private equity mandates.Collaborate with team members on significant onboarding projects to ensure seamless execution.Engage with banks, auditors, brokers, custodians, and internal teams such as compliance to establish effective communication channels and account setups.Provide guidance and mentorship to operations team members.Conduct and verify internal accounting and shareholder service system configurations.Ensure exceptional customer service by addressing client inquiries promptly and effectively.Work cohesively with internal stakeholders to assure a smooth onboarding process for new funds.Support organizational initiatives that contribute to the launch of new products and banking services.Maintain compliance with ISAE/SOC standards during the onboarding or conversion of new funds.Complete internal checklists and ensure they are signed off as required.Perform ad hoc tasks as needed.#LI-Hybrid

Join our dynamic team at Alternative Payments as an Onboarding Specialist focused on Customer Success. In this pivotal role, you will facilitate the onboarding process for our clients, ensuring a smooth transition and integration of our payment solutions. You will be the first point of contact for new clients, guiding them through our services and addressing their inquiries to enhance their experience.Key responsibilities include developing onboarding materials, coordinating training sessions, and maintaining strong client relationships. You will work closely with various teams to ensure our clients' needs are met effectively.

About Ripple Ripple develops crypto solutions for financial institutions, businesses, governments, and developers. The team focuses on improving how value moves around the world, aiming to make the global financial system more accessible and equitable. Collaboration and skill development are core to Ripple’s culture. Role Overview The Network & Strategic Partner Onboarding Associate manages documentation logistics and provides ongoing Due Diligence and KYC support for Ripple’s financial institutional partners. This role reports to the Director of Network and Strategic Partner Onboarding. Serving as a main point of contact for Network Financial Partners and the Business Development team, the associate also works closely with Compliance, Legal, and Finance to deliver a smooth onboarding experience. The position is based in Toronto, Canada. What You Will Do Oversee documentation logistics for onboarding new financial institutional partners Provide continuous support for Due Diligence and KYC processes Act as a primary liaison for Network Financial Partners and Business Development Collaborate with Compliance, Legal, and Finance teams Communicate clearly with internal and external stakeholders Ensure accuracy and efficiency when handling sensitive information What We’re Looking For Strong understanding of institutional onboarding processes Exceptional organizational skills Meticulous attention to detail Process-oriented approach Ability to communicate effectively with diverse audiences Comfort working with regulatory standards and sensitive data

Join a Leading Global SaaS Company | Backed by a $28M Series B Investment Personalized 1:1 Coaching & Enablement Based in Toronto with a Hybrid Work ModelAbout CloudTalkWith a robust $28 million Series B funding from esteemed investors such as KPN Ventures, Lead Ventures, Point 9, and HenQ, CloudTalk is revolutionizing business communication through its AI-powered platform. Our tool is trusted by over 4,000 sales and support teams, enabling them to turn customer experience into their greatest competitive advantage.Our platform is designed to cater to businesses of all sizes, from dynamic scale-ups like Deel and TIER to industry giants like Nokia, Glovo, and Rakuten. CloudTalk empowers organizations around the globe to conduct impactful conversations by managing calls and messages seamlessly from a single platform.We are on a mission to create a cohesive communication ecosystem for sales and customer service teams, ensuring every professional can engage in more productive and meaningful dialogues.Your MissionAs an Onboarding Specialist, you will play a pivotal role in empowering our rapidly growing customer base. Your main responsibilities will include driving engagement, maximizing product adoption, and ensuring long-term success for our customers. This will ultimately lead to smooth renewals and expansion opportunities.This role is ideal for an enthusiastic, customer-centric professional who thrives in the fast-paced B2B SaaS environment and is passionate about preemptively solving technical challenges. If you are eager to make a significant impact in a burgeoning AI-driven SaaS company, this opportunity is for you.What’s in it for You? Contribute to the development of the leading AI business calling software and shape the future of business communication. Accelerate your professional growth with opportunities to collaborate across various teams and potentially transition into Product, Marketing, and other areas. Be part of a diverse global team, collaborating with skilled CloudTalkers from Europe, the US, and Asia, both in person and remotely. Join us on our journey to achieve $100M ARR and play an integral role in scaling a high-growth SaaS company.Your ResponsibilitiesLead the initial phase of the customer journey, ensuring a successful onboarding experience that maximizes value from CloudTalk.Facilitate timely product adoption.Serve as a trusted product expert, guiding clients through best practices and helping them utilize advanced features.Promote revenue retention and expansion by identifying opportunities for longer commitments, upsells, and higher-tier plan advocacy.What Makes You a Great FitCustomer-first mindset - you are dedicated to fostering customer success.Technical aptitude - you enjoy understanding software products in depth and assisting customers in maximizing their potential.Industry knowledge - experience in B2B SaaS, business calling software, or customer service solutions is a plus.

Who We Are:Financeit is a leading point-of-sale financing provider, catering to some of Canada's largest home improvement and retail organizations. Our innovative platform empowers businesses to enhance sales by providing customers with affordable monthly payment options for significant purchases, whether for home improvements, vehicles, or retail items.At Financeit, we maintain a balance where your contributions can make a significant impact within our company while also influencing the broader market.We are committed to fostering a collaborative, inclusive, and respectful workplace culture. If these values resonate with you, we invite you to be a part of our journey.About the Role:The Bilingual Merchant Onboarding Sales Specialist is instrumental in driving Financeit’s growth. You will ensure that new merchants are onboarded effectively and are utilizing our platform to finance their sales. Your responsibilities will include prospecting and signing up new merchants, guiding them through the approval process, and ensuring all documentation is complete. Regular communication with merchants will be essential to keep them informed and engaged.What You’ll Do:Build strong relationships with prospective merchants.Identify and follow up on new account opportunities from inbound sales inquiries and lead lists.Ensure collection of all necessary documentation and information from merchants, maintaining contact until applications are complete.Evaluate potential new merchant partners within the Canadian market, reviewing company and owner/director information as per Financeit’s onboarding guidelines.Address incoming inquiries from merchants as needed.Ensure merchant accounts are accurately documented and compliant with our approval and risk requirements.

Role overview The Menu Onboarding Consultant I at Toast, Inc. plays a key part in helping restaurant partners in Toronto set up and improve their online menus. This work supports restaurants as they enhance customer engagement and the dining experience. The position requires frequent interaction with both internal teams and external partners, focusing on a smooth and effective onboarding process. What you will do Guide restaurant partners step by step through the menu onboarding process Work closely with internal teams and external stakeholders to ensure each menu setup runs smoothly Support clients as they learn to use menu tools and features Communicate with French-speaking partners, using professional French language skills in all interactions Requirements Professional proficiency in French Clear communication and strong collaboration skills Experience working with both restaurant partners and internal teams Located in Toronto, Canada

Join our dynamic team as an Associate Director, Client Onboarding Specialist specializing in Private Equity. In this pivotal role, you will lead the onboarding process for our diverse portfolio of clients, ensuring a seamless transition and exceptional service delivery. You will collaborate closely with internal teams and clients to enhance operational efficiencies and foster lasting relationships.Your expertise in private equity and client management will be crucial in developing tailored solutions that meet client needs. This position offers the opportunity to play a key role in shaping our client experience and contributing to our growth in the private equity sector.

Join Us as a Technical Project Manager in Trading OperationsAt Nascent, we are pioneering the future of AI-driven trading strategies. The speed at which we can launch new trading venues is critical to capturing opportunities in the market. As a Technical Project Manager for Trading Operations, you will spearhead the execution of exchange onboarding, brokerage integration, and vendor coordination — pivotal tasks that determine our trading capabilities.This role transcends traditional project management; you will be at the helm of intricate projects, collaborating across engineering, operations, and external partners to achieve operational readiness within essential timelines.Positioned at the crossroads of technical systems and external relationships, you will adeptly manage the complexities of exchange connectivity, including KYC/KYB workflows, API integrations, and prime brokerage alliances. You will leverage AI and build custom tools to streamline coordination processes. With a small team, you will enjoy significant autonomy and accountability for results, rather than just adherence to processes.If you thrive in dynamic environments and seek to make a tangible impact on a trading firm's capital deployment capabilities, this is the opportunity for you. If you have experience in trade operations and envision how to enhance workflows using AI and innovative tools without bureaucratic constraints, this role is designed for you.This position is fully remote, with a flexible working schedule that accommodates +/- 3 hours of EST.

Waabi seeks a Senior or Staff Software Engineer to focus on high-performance onboard algorithms in Toronto, ON. This position centers on designing and building algorithms that play a direct role in shaping autonomous driving technology. Role overview The engineer in this role will create efficient and reliable software solutions. These efforts aim to improve both vehicle performance and safety, contributing to the advancement of Waabi's autonomous driving systems. What you will do Design algorithms for onboard vehicle systems Develop software that enhances performance and safety Work on solutions that have a direct impact on autonomous driving capabilities Location This role is based in Toronto, ON.

Join a Trailblazer in BankingAt Equitable Bank, we pride ourselves on being more than a traditional banking institution. Our mission is to innovate and provide unique banking solutions that cater to the diverse needs of Canadians.How do we achieve this? By fostering a talented and dynamic team of curious individuals who are dedicated to challenging the norms of banking. If you are excited about reshaping the future of banking and enjoy working in a collaborative environment, this could be the perfect opportunity for you.With over 50 years of experience, Equitable Bank serves more than 800,000 customers across Canada through its EQ Bank platform, recognized as one of the top banks on the Forbes World's Best Banks list since 2021. Our wholly-owned subsidiary, Concentra Bank, further strengthens our impact by supporting credit unions that collectively serve over six million members. Together, we manage over $142 billion in assets, with a commitment to driving meaningful change in the Canadian banking landscape to enhance the lives of our customers.Your RoleAs the Manager of Operational Risk Management, you will play a pivotal role in developing and implementing a robust operational risk management program across Equitable Bank. You will provide independent oversight and effective challenge as the second line of defense, ensuring that the Bank operates within its defined operational risk appetite.

Join ServiceNow as a Technical Support Management Manager, where you will lead a team dedicated to delivering exceptional customer support services. This role requires a strategic thinker who can enhance operational effectiveness while ensuring customer satisfaction. You will oversee the training and development of support staff, manage performance metrics, and implement best practices to improve service delivery. Your leadership will be crucial in fostering a culture of collaboration and excellence within the team.

Join RioCan Real Estate Investment Trust as a Manager of Asset Management, where you will play a pivotal role in optimizing our property portfolio and maximizing asset value. You will lead a dynamic team, collaborating with various stakeholders to implement strategic initiatives that enhance operational efficiency and drive financial performance.

Role overview Capco seeks a Managing Principal to lead its Wealth and Asset Management division in Toronto. This executive role involves setting the division’s strategy, overseeing major client projects, and influencing the overall direction of the practice. What you will do Direct client engagements in wealth and asset management, focusing on high-quality and consistent project delivery. Develop and implement strategic initiatives that support the division’s growth. Encourage innovation and contribute to designing effective solutions for clients. Collaborate with teams across different functions to maintain standards and drive performance. Location This position is based in Toronto, Canada.

We are seeking a dynamic and experienced Finance & Risk Management Manager to join our team at sia. In this pivotal role, you will oversee and enhance our financial operations while identifying and mitigating risks to ensure the stability and growth of our organization. You will lead a talented team, develop strategic financial plans, and implement robust risk management frameworks to safeguard our assets.