About the role As an Onboarding 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 do Own the complete client journey for your portfolio, from the first onboarding call through renewal and expansion
Facilitate onboarding calls and drive milestone completion for new clients in your book, transitioning this work as your portfolio grows
Serve as the primary relationship owner for a portfolio of clients, driving retention, adoption, and account health
Lead proactive retention and expansion conversations, identifying upsell and growth opportunities tied to measurable outcomes
Own escalations from the CS and Support team
Partner with Product to influence the roadmap based on patterns in client feedback and account data
Run onboarding independently, end-to-end, when needed — facilitating calls and driving milestones for complex or high-value accounts, overflow volume, or team coverage
Provide feedback and help shape our AI-powered tools and agents that support the CS team across the full client lifecycle
Maintain accurate account records in Hubspot across the full client lifecycle, from onboarding through renewal and expansion
Facilitate onboarding calls for new clients, guiding them through platform setup and early best practices
Track and drive completion of onboarding and product adoption milestones
Review and provide feedback on our AI agent’s output, helping refine and improve how it supports our team and our clients during the onboarding process
Maintain accurate records in Hubspot
Escalate account risk, technical issues,



or expansion signals to the right team member
Contribute to onboarding resources — guides, help articles, and training materials — as capacity allows
Who you are 1+ years of experience in a customer support, success, or client-facing service role at a technology company
Professional written and verbal English proficiency — clear, concise, empathetic, and typo-free
Comfortable leading structured calls and presentations with clients, 1:1 and in groups
Organized and detail-oriented, able to track multiple clients’ progress against milestones at once
AI-savvy: genuinely comfortable working alongside AI tools and providing feedback to help improve them
Eligible to work in Canada
Available for some early morning and late afternoon client-facing hours
Bonus points for Previous experience in a B2B SaaS environment or the coworking/flex space industry
Familiarity with customer success tools (e.g., Intercom, HubSpot)
Experience creating help content, videos, or training materials
We 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/year
Strong Employee Stock Option Plan offering
Excellent health and dental coverage program provided by Sunlife
Mission-driven workplace experience with a positive, collaborative and supportive team culture
Personal and skilled growth opportunities
Healthy snacks and locally roasted coffee – slow pour is our jam
Team lunches and socials
Annual health and fitness credit
Fun offsite activities that allow us to reconnect as a team
A beautiful office and a flexible 60/40 hybrid workplace plan
We 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.

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📌 Onboarding Specialist (British Columbia)
🏢 Optix
📍 British Columbia