About the roleAs anOnboarding Specialist, you’ll be the first point of contact guiding new clients through onboarding onto the Optix platform. Your focus will be on running great onboarding calls, keeping clients on track to hit their milestones, and helping refine the AI tools that support our team in facilitating our onboarding process.This is a entry point into a defined Customer Success career track at Optix, with a clear path to progress as you build experience.What you'll doOwn the complete client journey for your portfolio, from the first onboarding call through renewal and expansionFacilitate onboarding calls and drive milestone completion for new clients in your book, transitioning this work as your portfolio growsServe as the primary relationship owner for a portfolio of clients, driving retention, adoption, and account healthLead proactive retention and expansion conversations, identifying upsell and growth opportunities tied to measurable outcomesOwn escalations from the CS and Support teamPartner with Product to influence the roadmap based on patterns in client feedback and account dataRun onboarding independently, end-to-end, when needed — facilitating calls and driving milestones for complex or high-value accounts, overflow volume, or team coverageProvide feedback and help shape our AI-powered tools and agents that support the CS team across the full client lifecycleMaintain accurate account records in Hubspot across the full client lifecycle, from onboarding through renewal and expansionFacilitate onboarding calls for recent clients, guiding them through platform setup and early best practicesTrack and drive completion of onboarding and product adoption milestonesReview and provide feedback on our AI agent’s output, helping refine and improve how it supports our team and our clients during the onboarding processMaintain accurate records in HubspotEscalate account risk,



technical issues, or expansion signals to the right team memberContribute to onboarding resources — guides, help articles, and training materials — as capacity allowsWho you are1+ years of experience in a customer support, success, or client-facing service role at a technology companyProfessional written and verbal English proficiency — clear, concise, empathetic, and typo-freeComfortable leading structured calls and presentations with clients, 1:1 and in groupsOrganized and detail-oriented, able to track multiple clients’ progress against milestones at onceAI-savvy: genuinely comfortable working alongside AI tools and providing feedback to help improve themEligible to work in CanadaAvailable for some early morning and late afternoon client-facing hoursBonus points forPrevious experience in a B2B SaaS environment or the coworking/flex space industryFamiliarity with customer success tools (e.G., Intercom, HubSpot)Experience creating help content, videos, or training materialsWe take care of our teammates.This is a unique opportunity to join a rapidly growing technology startup. Taking care of our team on this journey is a priority. We offer:Competitive salary of 55,000–68,000 CAD/yearStrong Employee Stock Option Plan offeringExcellent health and dental coverage program provided by SunlifeMission-driven workplace experience with a positive, collaborative and supportive team culturePersonal and professional growth opportunitiesHealthy snacks and locally roasted coffee – slow pour is our jamTeam lunches and socialsAnnual health and fitness creditFun offsite activities that allow us to reconnect as a teamA beautiful office and a flexible 60/40 hybrid workplace planWe welcome applicants from all walks of life. Even if you don’t feel you meet every requirement listed, we would still love to hear why you think you would be an awesome addition to our team, and we encourage you to apply.#J-18808-Ljbffr

📌 Automotive Sales Software Onboarding Specialist (Winnipeg)
🏢 Clio
📍 Winnipeg