Join Optix as an Onboarding Specialist and be the key contact for new clients. Your role will emphasize facilitating effective onboarding calls and driving client milestones in a supportive tech environment.
This entry-level position is part of a defined Customer Success career path at Optix. You will manage client relationships, focus on retention and upselling, and help refine AI tools for onboarding. Ownership of the client journey leads to valuable experience and opportunities for career progression.
Key Responsibilities:
• Lead onboarding calls and guide clients through platform usage
• Drive retention and expansion conversations with clients
• Analyze and respond to client feedback for product improvement
• Keep thorough client records in HubSpot
• Guide clients to achieve onboarding milestones
Requirements:
• 1+ years’ experience in customer support or success roles
• Proficient in written and verbal English
• Comfortable leading calls with clients
• Highly organized and detail-focused
• Knowledge of AI tools for service enhancement
Utilize your onboarding expertise to drive client success at Optix while fostering personal and qualified growth.
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📌 Onboarding Specialist at Optix (British Columbia)
🏢 Optix
📍 British Columbia
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