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Customer Onboarding Specialist

WellnessLiving - 3 Jobs
Thornhill, ON
Full-time
Entry Level

Title: Onboarding Specialist

Salary: Based on Experience +Benefits + Vacation
Location: Thornhill, Ontario, Canada *Hybrid

Term: Full-Time, Permanent

Reporting Manager: Onboarding Manager
About Us:

At WellnessLiving, we empower thousands of health and wellness business owners to turn their entrepreneurial dreams into reality. Our mission-critical software fuels their vision, supporting millions of clients around the world in their wellness journeys. With a deep commitment to putting our customers first, we foster a culture that values high performance, adaptability, and accountability. If you are a skilled professional who thrives in a fast-paced, customer-focused environment and are passionate about making a meaningful impact on the health and wellness industry, we would love to connect with you.

Who We're Looking For:

Are you passionate about creating exceptional customer experiences? If you are dedicated to delivering solutions, excel in clear communication, and take full ownership of your work, we want to hear from you. At WellnessLiving, we're not just onboarding clients; we're building lasting partnerships that set our customers up for success. If these values do not resonate with you, do not apply! Join us in our mission to provide seamless, personalized onboarding experiences—because here, every detail counts, and every interaction matters.

Our ideal candidate will possess the following characteristics:

  • Teamwork and Collaboration — Easy to talk to, very approachable, empathetic, patient, puts others at ease, and can work well with others.
  • Critical Thinking and Problem-Solving — The ability to analyze, evaluate, and strategize the best solutions when making decisions or faced with challenging situations.
  • Strong Work Ethic — Hardworking, dedicated, reliable, and highly motivated with the desire and determination to exceed expectations.
  • Natural Leadership Skills — Oversees processes, guides initiatives, holds themselves accountable, listens without judgment, and inspires and nurtures the growth of others to do their best work.
  • Entrepreneurial Spirit and Business Mindset — Embraces innovation and continuous improvement, seeks change, and knows current industry trends, practices, and technology.
  • Time Management — Uses time efficiently, focuses on top priorities, respects the time of others, and can take ownership of tasks and projects to push them along.

Responsibilities:

  • Manage onboarding and project timelines for clients who are either converting from another software, or may be a brand new businesses
  • Facilitate personalized online product training that is tailored to the client's business needs
  • Keep clients informed on how their transition is coming along every step of the way via email, phone, or web conferencing
  • Collaborate with cross-departmental teams to resolve any onboarding-related issues and activities
  • Promote and maintain a high level of WellnessLiving professionalism and awesomeness

Skills & Qualifications:

  • 2-3+ years of hands-on experience supporting customer implementation and/or onboarding projects, preferably for a SaaS enterprise solution
  • Adept at building relationships and rapport with customers and collaborating effectively with all levels of the organization
  • You're a creative problem solver and multi-tasker who enjoys working in a dynamic, and fast-paced environment with a technical curiosity
  • You're adaptable, quick-thinking, resourceful, with strong time management and organizational skills and obsessive about improving processes
  • A highly proactive, resourceful, able to multitask and accountable person who takes pride in ownership, responsibility, pride in driving and delivering a quality customer-centric approach and exemplary onboarding experiences.
  • An active, empathetic listener, with excellent written and verbal communication skills
  • Thoughtful, curious and ambitious with a tendency to ask “why” questions; the drive to apply a broad understanding of your work towards defining better solutions to achieve improvement measures and departmental goals/objectives
  • Ability to prioritize and manage time efficiently and effectively and handle multiple priorities simultaneously
  • Working knowledge of:
    • Microsoft Office 365
    • Intermediate Excel skills
    • CRM Platforms (Zoho, SalesForce)
    • Ticket/Incident Management/Project Systems

Please note that those who meet the qualifications for the position will be contacted directly.

We appreciate you taking the time and look forward to reviewing your application.

WellnessLiving is an equal-opportunity employer. At WellnessLiving, we are proud to embrace and celebrate differences. Employment at WellnessLiving is based purely on a candidate's qualifications and experiences as they directly relate to professional competencies. WellnessLiving does not discriminate against any employee or potential employee because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, family or parental status, or any other status protected by the laws and regulations in the locations where we operate. Furthermore, we will not tolerate bias or discrimination of any kind from our employees or customers. At WellnessLiving, we bring everyone together to create something incredible! We are a unique and diverse blend of leaders and action-takers, and that mindset encompasses our passion and commitment to our product and our employees.