Own and manage a portfolio of customer onboarding projects from kickoff through successful launch

Keep timelines, milestones, and customer expectations on track

Lead onboarding and discovery conversations to understand customer business needs, goals, workflows, and implementation requirements

Deliver personalized virtual product training

Maintain proactive communication with progress updates, next steps, and guidance

Identify onboarding risks, delays, and challenges and coordinate solutions or escalated issues

Coordinate customer data migration, system setup, and implementation requirements with internal teams

Manage onboarding questions, support tickets, and customer issues

Maintain accurate customer progress and implementation records in internal systems

Collaborate with Customer Success, Support, Sales, Product, and other teams

Continuously improve the onboarding experience

Uphold professionalism and WellnessLiving’s core values

Requirements

2–3+ 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

Ability to listen empathetically, establish trust, manage expectations, and guide customers through change

Excellent organization and project-management skills

Ability to manage multiple customer implementations, timelines, and competing priorities

Strong written and verbal communication skills

Experience delivering virtual product training, presentations,



or customer walkthroughs

Comfortable learning current software and explaining technical concepts, workflows, and processes to customers with varying technical experience

Experience with CRM, ticketing, and project-management platforms, such as Zoho or Salesforce

Microsoft 365 proficiency, including intermediate Excel skills

Experience with software implementations, system configuration, or customer data migrations is considered a strong asset

Core Competencies
Demonstrates expertise in managing customer onboarding projects, including effective communication, organization, and the ability to deliver virtual product training. Proficient in coordinating customer data migrations and collaborating with cross-functional teams to enhance the onboarding experience.

Highest-signal resume keywords

Customer Onboarding Management

Project Management Skills

Virtual Product Training Delivery

CRM Proficiency

Customer Communication Skills

Hard Skills

Customer Onboarding

Implementation

Data Migration

System Configuration

Project Management

Software Implementation

Technical Concept Explanation

Microsoft 365 Proficiency

Excel Skills

SaaS Experience

Soft Skills

Empathetic Listening

Relationship Building

Expectation Management

Guidance Through Change

Professionalism

Industry Keywords

Customer Success

Customer-Facing Role

Onboarding Projects

Customer Walkthroughs

Tools & Technologies

Zoho

Salesforce

Ticketing Platforms

Project Management Platforms

#J-18808-Ljbffr

📌 Onboarding Specialist (Ontario)
🏢 Jobtailor
📍 Ontario