Onboarding Manager

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.

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!

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.

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.

Join Tali AI, where we are dedicated to developing cutting-edge products that address real challenges faced by clinicians today.Our Approach: Our AI-driven medical assistant alleviates the administrative load on healthcare providers, allowing them to concentrate on delivering exceptional patient care. This shift not only enhances accessibility but also fosters a more compassionate and sustainable healthcare environment.With thousands of clinicians relying on Tali across Canada and the US, we are revolutionizing the industry by streamlining millions of patient interactions annually, giving clinicians back over 10 hours a week to focus on what truly matters—patient care.As a Customer Success Specialist, you will play a pivotal role in shaping the onboarding experience of our new users during their first 90 days. You will transform new sign-ups into empowered users by effectively communicating our value proposition and ensuring that every interaction is seamless, empathetic, and impactful. If you possess extensive experience in customer workflows, user onboarding, knowledge base development, and a passion for resolving customer needs while ensuring an exceptional experience, we encourage you to apply. Note: We are exclusively considering candidates who are fluent in both English and French for this position.

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.

At Citylitics, we pioneer predictive intelligence within the local utility and public infrastructure markets. Our work defines what infrastructure truly means—it encompasses the roadways that connect us to loved ones, the clean water that sustains our families, and the energy that powers our modern lives.Every year, substantial investments are made in infrastructure to uphold our quality of life and propel our economy forward. Yet, we face challenges as our aging infrastructure struggles to meet future demands. Daily news reports highlight failures such as bridge collapses, power outages, and water main breaks. Climate change and severe weather are increasingly disrupting the systems we once took for granted.Citylitics is at the forefront of resolving the most complex data challenges in infrastructure. We are developing a robust sales intelligence platform that fosters a quicker, more transparent, and efficient marketplace for infrastructure solutions. By transforming millions of unstructured documents into actionable intelligence feeds and datasets, we empower solution providers to engage with municipalities in a more digital and effective manner than traditional market channels allow. As our platform gains traction, cities and utilities will be enabled to access solutions that promote a resilient, sustainable, and equitable infrastructure future.Position OverviewWe are looking for a dynamic Vice President of Customer Success to steer our company towards ambitious revenue retention and growth goals. In this role, you will assume accountability for Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) targets. Your mission will be to establish a systematic Customer Success engine that enhances customer onboarding, implementation, and renewal experiences while fostering account expansion. You will recruit and nurture high-performing post-sale teams, refine our enterprise and mid-market strategies, and position Citylitics as the leading authority in predictive sales intelligence for public infrastructure.You are a commercially savvy, customer-focused leader with a detail-oriented mindset, deeply committed to delivering customer value. You possess a track record of scaling successful Customer Success teams within high-growth software organizations that achieved market leadership.Work Environment: This role reports directly to the CEO and interacts with the Board, necessitating an in-office presence four days a week.Current Status: This position is actively being recruited by Citylitics.

We are seeking a passionate and experienced Senior Customer Success Manager to join our dynamic team at Hootsuite. In this pivotal role, you will be responsible for ensuring the success and satisfaction of our valued customers. You will work closely with clients to understand their needs, provide strategic guidance, and drive product adoption. Your expertise will help our clients achieve their business objectives through effective use of our platform.

SOCi, a frontrunner in AI-driven marketing solutions for multi-location enterprises, is seeking a skilled Enterprise Customer Success Manager to act as the strategic leader for our key accounts. In this pivotal role, you will spearhead transformative initiatives, mitigate churn, drive revenue growth, and cultivate strategic partnerships aimed at redefining customer success. Leveraging extensive industry expertise and innovative tactics, you will coordinate both internal and external efforts to enhance product adoption and customer expansion.SOCi offers a competitive base salary ranging from $105,000 to $150,000 CAD, complemented by commission. Individual compensation within this range is influenced by factors including relevant skills, experience, and educational background.

Elevate Your Career with Loopio! Join Loopio as a Senior Customer Success Manager and become an integral part of our dynamic Customer Success team! This role offers the unique opportunity to manage your own portfolio of enterprise accounts while collaborating with your colleagues to enhance our initiatives and drive growth. As a rapidly growing company, Loopio provides countless avenues for professional advancement. Are you ready to embark on your next career adventure?Note: This is an existing vacancy on the team.Your ResponsibilitiesForge strong relationships with Loopio's enterprise clients through impactful communication methods including emails, calls, and face-to-face interactions.Collaborate with the Customer Enablement Manager to ensure a smooth transition from onboarding to ongoing support.Partner with clients to create strategic plans that align with their long-term objectives.Devise innovative strategies to enhance customer engagement, foster growth, minimize churn, and cultivate Loopio advocates.Monitor key performance metrics that contribute to team goals centered around retention, growth, and advocacy.Create engaging resources such as success plays, email templates, and meeting frameworks to streamline Customer Success operations.Deliver training sessions and webinars through online demonstrations of Loopio's solutions.Utilize our Customer Health Score framework to assess and act on engagement data.Collaborate with Product Teams to represent customer insights and experiences.Share impactful Customer Success stories via case studies, blog posts, and internal communications.Coordinate with the Support & Services Team to ensure a seamless Loopio experience for clients.Your QualificationsExceptional written and verbal communication skills to effectively engage with our customers.Outstanding relationship-building capabilities, proven in your ability to develop deep, meaningful connections with teams and clients alike.Highly analytical, making data-driven decisions in your approach.Strong organizational skills; you thrive on keeping everything in order.A proactive attitude and passion for driving customer success.

About AccordAccord is a dynamic and rapidly expanding Series A startup, backed by a recent $10 million funding round as reported by TechCrunch. Founded by industry veterans from Stripe, LinkedIn, and Google, our mission is to empower revenue leaders to achieve operational excellence by establishing standardized practices for sales, onboarding, and customer expansion. Notable GTM teams from companies like Hootsuite, Xactly, and Greenway Health utilize Accord’s Platform to define benchmarks, foster accountability, and yield consistent outcomes.With operations in Toronto and San Francisco, Accord is on a fast track to growth with sustainable capital efficiency, boasting over three years of financial runway and a clear roadmap for future expansion.The RoleWe are in search of a Senior Enterprise Customer Success Manager to oversee the entire customer lifecycle—from onboarding and implementation to adoption, expansion, and renewal. You will be instrumental in shaping the culture, processes, and playbooks of Accord’s expanding Customer Success (CS) organization.In this strategic and hands-on role, you will act as a trusted advisor for our mid-market and enterprise clients, assisting them in achieving measurable business results through our offerings. You will manage a portfolio of accounts, focusing on retention and growth while collaborating cross-functionally with Sales, Product, and Marketing teams.Reporting directly to the Head of Customer Success, you will have the unique opportunity to influence how we deliver value to our clients as we scale. If you excel in a fast-paced, ownership-driven environment and enjoy building impactful relationships, we would love to connect with you.What You’ll DoManage the complete customer journey: Lead onboarding, implementation, and adoption processes for mid-market and enterprise clients, ensuring an effortless transition from initial engagement to renewal.Deliver quantifiable outcomes: Grasp customer objectives and success metrics, create collaborative success plans, and provide value that drives retention, growth, and customer advocacy.Oversee renewals and expansions: Take charge of renewal forecasting and negotiations while identifying opportunities for growth through new use cases, teams, and features.Act as a strategic advisor: Cultivate trusting, multi-layered relationships within client organizations—from executives to champions and end-users.

At Varicent, we are not just revolutionizing the Sales Performance Management (SPM) sector; we are reshaping the way organizations achieve their revenue goals. Our state-of-the-art SaaS solutions empower revenue leaders around the globe to devise smarter go-to-market strategies, enhance seller performance, and unlock hidden potential. Varicent is recognized as a pioneer of innovation, earning accolades in prestigious reports including the 2025 Forrester Wave Report for SPM, 2023 Ventana Research Revenue Performance Management (RPM) Value Index, Gartner Peer Insights, 2024 Gartner SPM Market Guide, and G2. Our solutions are trusted by a diverse range of industry leaders such as T-Mobile, ServiceNow, Wawanesa Bank, Shaw Industries, Moody's, and Stryker. Here’s why you’ll thrive at Varicent:Innovate with Purpose: Create impactful solutions for customers globally.Join Excellence: Be part of a diverse, collaborative, and innovative team.Shape the Future: Lead the transformation in revenue optimization.Grow Together: Unlock your potential in a nurturing environment.Join us at Varicent—where your talent and ambition converge with boundless opportunities for success! We are seeking a Vice President of Customer Success to oversee our Customer Success Manager (CSM) and Technical Account Manager (TAM) teams across Growth, Enterprise, and Strategic customer segments in the Americas and EMEA.This is a high-impact leadership role focused on driving customer satisfaction and success.

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.

As a Customer Success Enablement Manager at MaintainX, you will play a pivotal role in enhancing our customer success strategies. Your expertise will be essential in empowering our team to deliver exceptional service and support to our clients. You will develop training programs, create valuable resources, and establish best practices that drive customer satisfaction and retention.

About Rootly At Rootly, our mission is to revolutionize how organizations respond to incidents, making them more reliable and efficient. We are developing a leading incident management platform that empowers companies globally to swiftly and effectively resolve issues. We aim to not only transform the industry but also create a new multi-billion dollar market segment. To achieve this ambitious vision, we need exceptional talent to join our team. Our customers love Rootly. Rapidly growing companies like NVIDIA, Figma, Canva, Tripadvisor, and Squarespace depend on our robust incident management platform and our unique partnership approach. Discover why we have earned 5-star reviews on G2. Investors are also excited about Rootly. We are supported by renowned funds, including Y Combinator, and leaders such as the CTOs of Dropbox and GitHub. We prioritize transparency and conduct monthly financial reviews as a team, ensuring everyone is aware of the company’s health. Additionally, we share our progress through our weekly changelog. About the Role We are in search of our inaugural Head of Customer Success to help us scale effectively. You will be instrumental in implementing the right processes at the right time to elevate our customer success operations as we grow. This role requires deep involvement in details while still managing key accounts, as every leader at Rootly is also an operator. You will drive Net Revenue Retention and transform Customer Success into a sustainable growth engine as we expand into the enterprise market. Your responsibilities will include enhancing onboarding, adoption, retention, and expansion efforts. You will mentor a high-performing Customer Success Management (CSM) team, develop scalable playbooks, and establish key success metrics. Collaboration with Sales, Product, Engineering, and Support teams will be crucial to ensure customers receive maximum value while driving net retention, satisfaction, and operational excellence.

Hootsuite is hiring a Customer Success Manager based in Vancouver or Toronto. This position centers on helping clients get the most value from Hootsuite’s platform. Role overview Customer Success Managers act as the main contact for clients, supporting them throughout their experience with Hootsuite. The role involves building strong relationships, understanding each customer’s goals, and providing guidance to help them reach those goals. What you will do Serve as the primary point of contact for assigned customers Guide clients through their journey with Hootsuite Identify customer needs and recommend tailored solutions Work to increase client engagement and satisfaction Location This role is open in Vancouver, British Columbia and Toronto, Ontario.

As a Customer Success Manager at Samsara, you will play a pivotal role in ensuring our customers achieve their desired outcomes through our innovative solutions. You will be responsible for building strong relationships with clients, understanding their unique needs, and guiding them to maximize the value of our platform.Your proactive approach will involve onboarding new customers, delivering training sessions, and providing ongoing support to ensure their success. You will collaborate closely with cross-functional teams to advocate for customer needs and drive product enhancements.

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 Our Dynamic Customer Success Team at Abacum!As a recognized leader in the Business Planning solutions sector, Abacum empowers finance teams to enhance their performance through automation of reporting, collaboration, and simplified planning and forecasting. Our mission is to help finance professionals evolve from mere number crunchers to strategic decision-makers.Founded in 2020 by two visionary former CFOs, we have rapidly expanded to a global team of over 100 talented individuals representing more than 30 nationalities. With our headquarters in New York and additional offices in London and Barcelona, we are proud to serve industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, and Cortex.Having successfully raised over $100 million, including our recent $60 million Series B funding led by Scale Venture Partners, with key contributions from Cathay Innovation, Y Combinator, Atomico, and Creandum, we are well-positioned for future growth.We invite you to be part of our ambitious mission to redefine Business Planning for finance teams around the globe!