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Client Onboarding Specialist

Toronto, Ontario · Customer Service

Client Onboarding Specialist 

Our client is shaping the future of brokerage software and we're searching for a stellar Client Onboarding Specialist to join their Customer Success team! As an important member of their Customer Success team you'll be moving clients through the onboarding pipeline, assisting them every step of the way as they gear up for launch.

If you’re driven by autonomy, love efficiency and want to be part of a startup that has already experienced 500% YoY revenue growth, keep reading:

What You'll Be Doing:

    • Managing the implementation of accounts, by conducting initial platform set up
    • Ensuring continued success of accounts reaching 200+ users
    • Leading 1+ hour long live training demos for clients
    • Supporting, troubleshooting and solving client issues when needed
    • Contributing to our onboarding strategy to improve the client experience
    • Following up with clients post-launch to maintain a pulse on their client base

You're Right For The Role If:

    • You're so on the ball you invented it - you make managing multiple competing projects look easy and don't let items slip through the cracks
    • You eat deadlines for breakfast - tracking multiple clients and ensuring they hit their milestones is no match for you or your calendar
    • You build strong relationships and are a polished speaker able to deliver a white-glove level of service
    • You're creative in developing new ways to consistently drive value to their clients in your communications with them

Extra Bonus Points If:

    • You have familiarity with the real estate industry
    • You have experience as a Customer Success or Operations / Implementation Manager

Additional Perks

    • Annual Health Benefits and Professional Development credits
    • Open concept, brightly lit office with flex drop-in hours
    • Mentorship opportunities as you join their team in their stages of early growth
    • Opportunity to build skills in product as you build partnerships with other departments
    • Regular team socials including yacht parties, team lunches, and more

BrokerBay is an equal employment opportunity for all applicants and Employees and does not discriminate on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status, disability or any other characteristic protected by local law.

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