Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.
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Onboarding Specialist is a master at increasing product adoption and enabling customers' success through in-depth product understanding. They greet new customers in onboarding calls, often with a Client Service Manager present, and offer product tours, assist in setup, testing, and aid in implementation.
Onboarding is a crucial point in the customer journey. In many cases, it determines whether a customer stays or leaves. The Business Development / Client Onboarding Specialist is, therefore, a vital part of the Business Development & Strategic Client Engagement team. A Client Onboarding and Testing Specialist ensures smooth integration of new clients into a platform, product, or service by managing onboarding, training, and system testing. The role involves client engagement, technical validation, and process optimization.
He/she will work closely with the Strategy and Innovations team and the Head of Client Success, to ensure awareness of the full suite of products and services offered and a seamless onboarding experience for all clients.




This role is hybrid (50%/week in the office) - based in Toronto, ON.
Key Responsibilities Coordinating and scheduling internal and external meetings related to onboarding client prospects.
Client Relationship Management - Serve as the main point of contact during onboarding.
Guiding Clients Through Onboarding Processes - Ensure a seamless transition by assisting with system setup and configuration.
Training & Documentation - Conduct walkthroughs, workshops, and knowledge-sharing sessions to educate clients on workflows.
Account Setup & Configuration - Work closely with internal teams to ensure smooth client activation.
Customization & Requirements Gathering - Understand client-specific needs and tailor onboarding processes accordingly.
Issue Resolution & Escalation - Troubleshoot onboarding challenges and coordinate with internal teams for solutions.
Pre-Trade & Post-Implementation Testing - Validate system performance, trade workflows, and integration points.
UAT (User Acceptance Testing) Coordination - Work with clients to execute test cases and provide feedback.
Data & System Validation - Ensure accurate setup, trade execution, and reporting functionality.
Regression Testing - Conduct tests when system updates occur to ensure no disruptions in service.Document Test Results & Findings - Provide detailed reports to internal teams and clients.
Cross-Team Collaboration & Process Improvement Work with Product, IT,



and Ops Teams - Ensure technical and operational readiness for onboarding.
Develop & Optimize Onboarding Processes - Identify gaps and improve efficiency.
Conducting onboarding meetings, product tours, company presentations, and product demos.
Understanding customer context and goals and providing product information to best serve those goals.
Educating customers and optimizing their product setup for the quickest path to success.
Improving product adoption, customer retention, and helping foster positive customer relationships that create a loyal customer base.
Assisting customer support with customer issues and requests.
Providing materials to help customers learn best practices to achieve their desired outcomes faster and more efficiently.
Skills and Competencies Effectively manages multiple initiatives and collaborates with various teams across the organization, as needed
Comfortable working with a variety of technical applications and software, and gathering business requirements and mapping processes
Detail focused with an ability to work with large volumes of data, keep organized and identify discrepancies and/or inconsistencies
Able to work with clients and subject matter experts to collect detail and map out business processes, as needed
Flexible to take on a variety of tasks, organized to keep track and diligent to ensure completion to meet deadlines
Ability to work independently with minimal direction and supervision, and capable of prioritizing tasks
Robust analytical and goal-oriented mindset
An aptitude for identifying inefficiencies and proposing processes improvements
Good interpersonal skills with the ability to communicate effectively across teams and with v

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📌 Onboarding Specialist (Contract) (Ontario)
🏢 TMX
📍 Ontario