Customer Onboarding Specialist

Job Description

ExpensePoint, a leading expense management company, is seeking a process-oriented, dynamic, and experienced Customer Onboarding Specialist to join our team. You will play a pivotal role in guiding our customers through the Onboarding process. You will be a subject matter expert for ExpensePoint. This involves helping to teach, onboard, and support our customers. This position requires a high level of client interaction via calls and online meetings and prompt response to emails.

The right person for this job enjoys working with clients, has a technical aptitude for software as a service (SaaS), has a basic accounting understanding, has a strong client focus, exhibits the right communication skills, and can consult with clients on how to use our product to improve their daily workflow.

Roles and Responsibilities:

• Act as technical point of contact for clients for the Onboarding of ExpensePoint.
• Responsible for product training, Onboarding, and support for our clients.
• Perform high-level client interaction via calls and online Teams meetings, responding to emails promptly.
• Meeting with clients following the sale of software packages to collect data and other information required to customize software systems.
• Educating clients on how to use purchased software systems and customized system features.
• Keep technical documentation in CRM and Onboarding guides up to date.
• Designer and facilitator of personalized product training sessions for clients.
• Responsible for product onboarding processes, matching clients’ needs to our products and services.

Qualifications and Education Requirements:

• Experience working with customer onboarding or support at a SaaS company.
• Post-secondary college certificate or University degree or equal work experience.
• Proficiency in all Microsoft 365 applications. 
• The ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.
• Excellent organizational and time management skills.
• Exceptional customer service skills.
• Ability to communicate complex technical issues in an easy-to-understand manner. 
• Results and detail-oriented.
• Exceptional Interpersonal skills.
• Active listening skills.
• Strong written and verbal communication, including effective communication between business and technical teams.
• Confident in presenting products and training clients.
• Accountable and dependable.
• Excellent people skills with an upbeat, enthusiastic attitude and professional maturity.

• A lifetime learner.
• Ethical and hard working.
• Working knowledge of Atlassian Jira, Wrike, HubSpot or other CRM programs, and Teams is an asset.

• An accounting background is an asset.

Company Benefits

• We offer competitive salaries.
• Be a part of a positive work environment where we prioritize promoting internally.
• Extended health coverage.
• Vacation starts at three weeks.
• An additional day off for your birthday.
• Monthly parking allowance.
• Quarterly team-building celebrations.
• Pension plan RRSP contribution match

Language:

• English (required)
• Others an asset

Job Type: Full-time Permanent

Salary: from $50,000

Schedule: 

• Monday to Friday with the flexibility to work outside regular office hours to accommodate our Global clients’ time zone.

Ability to commute/relocate: 

• Winnipeg, MB R3A 1K7: reliably commute or plan to relocate before starting work (required)

Work Location: In office