Onboarding Specialist

Onboarding Specialist

Salary:$60000 - $65000 Benefits & Vacation
Department:Onboarding
Reports To:Onboarding Team Lead
Location:Remote (Canada)
Role Type:Permanent Full-Time

About Us:

At WellnessLiving we empower health and wellness business ownersto turntheir passion into thriving businesses. Our mission-critical software supports thousands of entrepreneurs and millions of clients worldwide on their wellness customer-first company that values excellence accountability and adaptability andwerelooking for people who thrive in a fast-paced environment and want to make a meaningful impact in the wellness industry.

Our culture is guided by four core values that shape how we work and grow together:

Customer First We approach every challenge with a deep commitment to our customers success and happiness.

Excellence We hold ourselves to a high standard and strive for exceptional execution in everything we do.

Accountability We take ownership of our decisions actions and results.

Adaptability We embrace change stay flexible and continuously evolve in a dynamic world.

If these values resonate with you and you meet the qualifications for this rolewedlove to hear from you!

About the Role:

As an Onboarding Specialist youll play a key role in helping new customers successfully transition to WellnessLiving and feel confident using the platform from day one. Youll manage multiple customer onboarding projects at once guiding clients through implementation training and launch while keeping timelines expectations and communication on track.

This role is a great fit for someone who enjoys combining customer relationship-building with project management problem-solving and technology. Youll work closely with customers and internal teams to remove roadblocks create a smooth onboarding experience and set each customer up for long-term success with WellnessLiving.

Responsibilities:

• Own and manage a portfolio of customer onboarding projects from kickoff through successful launch ensuring timelines milestones and expectations remain on track.
• Lead onboarding and discovery conversations to understand each customers business needs goals workflows and implementation requirements.
• Deliver personalized virtual product training that enables customers to confidently use WellnessLiving in their day-to-day operations.
• Maintain proactive communication throughout the onboarding process providing customers with clear progress updates next steps and guidance.
• Identify onboarding risks delays or challenges early and take ownership of coordinating solutions or escalating issues when needed.
• Coordinate customer data migration system setup and implementation requirements in partnership with internal teams.
• Manage onboarding-related questions support tickets and customer issues with urgency and a solutions-focused approach.
• Maintain accurate records of customer progress implementation details and key onboarding activities within internal systems.
• Collaborate with Customer Success Support Sales Product and other teams to resolve challenges and continuously improve the onboarding experience.
• Uphold a high level of professionalism and embody the core values of WellnessLiving ensuring a positive and impactful experience for all customers.

Skills & Qualifications:

• 23 years of experience in customer onboarding implementation customer success account management or a similar customer-facing role preferably within a SaaS environment.
• Strong customer communication and relationship-building skills with the ability to listen empathetically establish trust manage expectations and guide customers confidently through change.
• Excellent organization and project-management skills with the ability to manage multiple customer implementations timelines and competing priorities at once.
• Strong written and verbal communication skills including experience delivering virtual product training presentations or customer walkthroughs.
• Comfortable learning new software and explaining technical concepts workflows and processes to customers with varying levels of technical experience.
• Experience working with CRM ticketing project-management platforms (e.g. Zoho Salesforce) and Microsoft 365 (intermediate Excel skills)
• Experience with software implementations system configuration or customer data migrations is considered a strong asset.

Why Work With Us

• Join a passionate fast-growing team focused on making a meaningful impact in the Fitness & Wellness industry.
• Enjoy a competitive compensation package including vacation and benefits.
• Benefit from a flexible hybrid work environment with opportunities for professional growth and development.
• Be part of a collaborative culture that values creativity innovation and continuous learning.

Please note that only those selected for an interview will be contacted.

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

WellnessLiving is an equal opportunity employer. Employment decisions are based on qualifications experience and business needs. We prohibit discrimination and harassment of any kind and consider all qualified applicants without regard to race color religion creed gender gender identity or expression sexual orientation national origin disability age genetic information veteran status marital or family status or any other status protected by applicable law.

WeutilizeAI to generate summaries of interview notes as part of our candidate evaluation helps ensure a fair and consistent review whilemaintaininga human-centered hiring approach.