Client Onboarding Specialist
$65k - $88k per yeariQmetrix
- Facilitating client onboarding. Lead clients through a structured onboarding plan. Guide enablement activities, run readiness checkpoints, and confirm required setup items are completed accurately and on time.
- Building client confidence. Deliver onboarding and training sessions to audiences ranging from store associates to head-office leaders. Explain key workflows, recommend resources, and adapt your approach to each client's level of experience.
- Supporting account alignment. Partner with Account Managers and client stakeholders to connect launch activities to client goals. Communicate progress, flag risks early, and support a smooth handoff to ongoing account and support teams after launch.
- Driving adoption. Monitor early usage and readiness signals, identify clients who are at risk of a weak launch, and put targeted follow-up or enablement plans in place.
- Improving launch consistency. Work with cross-functional teams to capture lessons learned, build and maintain reusable playbooks, checklists, and training materials, and identify process gaps that affect client readiness or adoption.
- Managing client communication and relationships. Bring a client-focused approach grounded in empathy, clarity, timely follow-through, and practical guidance, across both high-volume and complex requests.
- Keeping records accurate. Maintain onboarding activity, milestones, and client notes in Salesforce so the broader team has clear visibility into each account's status.
What We're Looking For:
- 5+ years of experience in client onboarding, implementation, enablement, customer success, account management, or a similar client-facing role
- Experience managing several client onboardings at the same time, from kickoff through go-live
- Experience delivering training or enablement sessions to non-technical users
- Problem-solving skills and a practical approach to resolving issues and removing blockers
- Comfort with process mapping and workflow analysis, so you can understand how a client's business operates and where our tools fit in
- Attention to detail and consistent follow-through
- Ability to build relationships and work with stakeholders at all levels, from frontline staff to executives
- Systems thinking: you see how setup decisions, processes, and people connect to launch outcomes
- Hands-on experience with Salesforce (or a similar CRM) for tracking accounts, activities, and milestones
Nice to Have:
- Experience with iQmetrix products, or with retail point-of-sale, inventory, or commerce software
- Background in retail, telecom, or multi-location businesses
- Familiarity with project or collaboration tools such as Jira, Confluence, Asana, or Microsoft Teams
- Experience building onboarding playbooks, knowledge-base content, or training materials
What We Offer:
- Begin your journey with a competitive starting salary!
- Enjoy peace of mind with a comprehensive benefits package for you and your entire family.
- Embrace work-life harmony with a flexible hybrid working environment, generous vacation and trusted sick leave program.
- Invest in your future with our RRSP/401K/PF and Share Ownership plans. What's even better? We offer a match program!
- We care about your family, offering maternity, adoption, and paternity leave salary top ups as well as ten “New Baby Days” for all parents welcoming a new child into their life.
- Enjoy a “Cultural Day” off annually to celebrate a day of religious or cultural significance.
- Give back with up to 6 days of paid time off annually for volunteering or personal learning.
- We believe in the value of taking time to refresh, re-energize, and reflect on your career journey. Employees are granted a seven-week sabbatical after every seven years of employment!
What is an iQer?
If you’re an iQer, you approach problems with humility and an open mind. You’re a go-getter who doesn’t wait around to be told what do to. Whether it’s on your own or with a team, you aren’t afraid to try new things, fail, succeed, and improve along the way. Your team, the company, and the well-being of others come before your personal agenda—you’re an ally to your colleagues and the community.
The world changes fast and, as an iQer, you’re ready to adapt. You recognize diversity in the world, listen to others, and consider all perspectives.
Want to Join the Team?
If you’re interested in a career with iQmetrix, please submit your resume and cover letter. We are an equal opportunity employer. We do not discriminate based on race, faith, colour, cultural background, gender, sexual orientation, age, marital status, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.We are a hybrid work environment, remote and in-office for all employees in an office city.
You can view our job applicant privacy policy here .
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