Onboarding Success Manager

Join the Metergy Solutions Team!At Metergy Solutions, we embody the dynamic spirit of a startup, coupled with a reliable business model backed by 45 years of success. As a pioneering technology firm focused on significant carbon emission reductions, this is a unique opportunity to make a lasting impact in the energy sector. As North America’s leading submete…

Join our dynamic team at Alternative Payments as an Onboarding Specialist focused on Customer Success. In this pivotal role, you will facilitate the onboarding process for our clients, ensuring a smooth transition and integration of our payment solutions. You will be the first point of contact for new clients, guiding them through our services and addressing their inquiries to enhance their experience.Key responsibilities include developing onboarding materials, coordinating training sessions, and maintaining strong client relationships. You will work closely with various teams to ensure our clients' needs are met effectively.

About FacilityOSFacilityOS is a forward-thinking B2B SaaS company located in Toronto's bustling tech hub. Our innovative platform is designed to enhance safety, security, compliance, and efficiency across vital facility management touchpoints, positioning us as a leader in our industry. We pride ourselves on our dynamic team of dedicated professionals who are committed to excellence and continuous innovation.At FacilityOS, we foster a collaborative and innovative work culture that values the input of every team member. Employee engagement is paramount, and we actively encourage the sharing of thoughts and ideas.This position operates in a hybrid model, requiring in-office presence at least two days a week while allowing flexibility to work from home on other days.About The Role:To support our expanding Customer Success team, we are seeking a Customer Onboarding Specialist. In this role, you will take ownership of the comprehensive onboarding process for FacilityOS, which includes everything from training sessions to kiosk hardware setup, ensuring timely delivery of initial value and successful project management of implementations. You will work closely with large global enterprises, focusing on helping clients achieve rapid value realization while instilling confidence in our platform's capabilities.Client Consultation:· Conduct informative onboarding calls and training sessions to guide customers through the configuration process - this role is highly customer-facing, ideal for someone who excels at teaching and engaging with clients.· Collaborate with clients to gather and document their configuration requirements based on their use cases.· Address and resolve implementation challenges, including hardware delivery and software setup accuracy.· Ensure that FacilityOS's software is configured appropriately according to customer specifications to facilitate quick adoption upon launch.Onboarding Project Management:· Manage customer relationships from the point of sale through successful implementation of FacilityOS.· Oversee hardware deployment, whether internally or through third-party logistics (3PL).· Regularly assess onboarding progress through data reviews to ensure efficient implementation.

Join our dynamic team at zip as a Product Manager specializing in Onboarding, where you will lead the charge in enhancing our user experience and ensuring seamless integration for new customers. Your role will involve collaborating closely with cross-functional teams to develop strategies that drive user satisfaction and retention.

Join a Leading Global SaaS Company | Backed by a $28M Series B Investment Personalized 1:1 Coaching & Enablement Based in Toronto with a Hybrid Work ModelAbout CloudTalkWith a robust $28 million Series B funding from esteemed investors such as KPN Ventures, Lead Ventures, Point 9, and HenQ, CloudTalk is revolutionizing business communication through its AI-powered platform. Our tool is trusted by over 4,000 sales and support teams, enabling them to turn customer experience into their greatest competitive advantage.Our platform is designed to cater to businesses of all sizes, from dynamic scale-ups like Deel and TIER to industry giants like Nokia, Glovo, and Rakuten. CloudTalk empowers organizations around the globe to conduct impactful conversations by managing calls and messages seamlessly from a single platform.We are on a mission to create a cohesive communication ecosystem for sales and customer service teams, ensuring every professional can engage in more productive and meaningful dialogues.Your MissionAs an Onboarding Specialist, you will play a pivotal role in empowering our rapidly growing customer base. Your main responsibilities will include driving engagement, maximizing product adoption, and ensuring long-term success for our customers. This will ultimately lead to smooth renewals and expansion opportunities.This role is ideal for an enthusiastic, customer-centric professional who thrives in the fast-paced B2B SaaS environment and is passionate about preemptively solving technical challenges. If you are eager to make a significant impact in a burgeoning AI-driven SaaS company, this opportunity is for you.What’s in it for You? Contribute to the development of the leading AI business calling software and shape the future of business communication. Accelerate your professional growth with opportunities to collaborate across various teams and potentially transition into Product, Marketing, and other areas. Be part of a diverse global team, collaborating with skilled CloudTalkers from Europe, the US, and Asia, both in person and remotely. Join us on our journey to achieve $100M ARR and play an integral role in scaling a high-growth SaaS company.Your ResponsibilitiesLead the initial phase of the customer journey, ensuring a successful onboarding experience that maximizes value from CloudTalk.Facilitate timely product adoption.Serve as a trusted product expert, guiding clients through best practices and helping them utilize advanced features.Promote revenue retention and expansion by identifying opportunities for longer commitments, upsells, and higher-tier plan advocacy.What Makes You a Great FitCustomer-first mindset - you are dedicated to fostering customer success.Technical aptitude - you enjoy understanding software products in depth and assisting customers in maximizing their potential.Industry knowledge - experience in B2B SaaS, business calling software, or customer service solutions is a plus.

What We Do:At Paddle, we revolutionize payment infrastructure for SaaS companies. Rather than juggling multiple payment-related applications and services, we simplify the process by acting as the Merchant of Record. This innovative approach eliminates payment fragmentation, making transactions faster, safer, and more cost-effective.With backing from prominent investors such as KKR, FTV Capital, Kindred, Notion, and 83North, we proudly serve over 5,000 software vendors across 245 regions worldwide.Your Role:We are seeking an enthusiastic self-starter with proven leadership and onboarding risk management experience in a dynamic environment. As the Risk Onboarding Team Lead, you will oversee the Onboarding Risk Team, evaluating potential SaaS suppliers and monitoring transactions for high-risk accounts during their initial phases. You will work closely with the Onboarding Risk Manager to identify and implement improvements, ensuring our risk processes are comprehensive, compliant, and uphold exceptional standards.We are looking for a creative thinker with a positive attitude, strong onboarding and leadership skills in eCommerce, and a readiness to learn and adapt in the fast-evolving payments landscape.Key Responsibilities:Oversee daily operations of the Onboarding Risk team, coordinating workflows, ensuring timely task completion, and optimizing resource allocation for efficiency and compliance.Foster team growth through recruitment, coaching, mentorship, and training opportunities while promoting a culture of continuous professional development and positivity.Assist teams with complex applications and decision-making by providing expert guidance, reviewing critical scenarios, and collaborating to resolve challenges while minimizing risks.Document, maintain, and enhance procedures to ensure accuracy, accessibility, and alignment with evolving standards and best practices.Build relationships within and outside the Risk department through networking, stakeholder engagement, and collaboration with other departments to improve information sharing and strategic alignment.Supervise and assist with risk management activities, identifying emerging threats, implementing mitigation strategies, and monitoring overall risk exposure to protect organizational objectives.

We are seeking a passionate and experienced Senior Customer Success Manager to join our dynamic team at Hootsuite. In this pivotal role, you will be responsible for ensuring the success and satisfaction of our valued customers. You will work closely with clients to understand their needs, provide strategic guidance, and drive product adoption. Your expertise will help our clients achieve their business objectives through effective use of our platform.

SOCi, a frontrunner in AI-driven marketing solutions for multi-location enterprises, is seeking a skilled Enterprise Customer Success Manager to act as the strategic leader for our key accounts. In this pivotal role, you will spearhead transformative initiatives, mitigate churn, drive revenue growth, and cultivate strategic partnerships aimed at redefining customer success. Leveraging extensive industry expertise and innovative tactics, you will coordinate both internal and external efforts to enhance product adoption and customer expansion.SOCi offers a competitive base salary ranging from $105,000 to $150,000 CAD, complemented by commission. Individual compensation within this range is influenced by factors including relevant skills, experience, and educational background.

Elevate Your Career with Loopio! Join Loopio as a Senior Customer Success Manager and become an integral part of our dynamic Customer Success team! This role offers the unique opportunity to manage your own portfolio of enterprise accounts while collaborating with your colleagues to enhance our initiatives and drive growth. As a rapidly growing company, Loopio provides countless avenues for professional advancement. Are you ready to embark on your next career adventure?Note: This is an existing vacancy on the team.Your ResponsibilitiesForge strong relationships with Loopio's enterprise clients through impactful communication methods including emails, calls, and face-to-face interactions.Collaborate with the Customer Enablement Manager to ensure a smooth transition from onboarding to ongoing support.Partner with clients to create strategic plans that align with their long-term objectives.Devise innovative strategies to enhance customer engagement, foster growth, minimize churn, and cultivate Loopio advocates.Monitor key performance metrics that contribute to team goals centered around retention, growth, and advocacy.Create engaging resources such as success plays, email templates, and meeting frameworks to streamline Customer Success operations.Deliver training sessions and webinars through online demonstrations of Loopio's solutions.Utilize our Customer Health Score framework to assess and act on engagement data.Collaborate with Product Teams to represent customer insights and experiences.Share impactful Customer Success stories via case studies, blog posts, and internal communications.Coordinate with the Support & Services Team to ensure a seamless Loopio experience for clients.Your QualificationsExceptional written and verbal communication skills to effectively engage with our customers.Outstanding relationship-building capabilities, proven in your ability to develop deep, meaningful connections with teams and clients alike.Highly analytical, making data-driven decisions in your approach.Strong organizational skills; you thrive on keeping everything in order.A proactive attitude and passion for driving customer success.

As Tipalti continues to lead the charge in global finance automation, we are on the lookout for an innovative Director of KYC and Compliance Onboarding. This crucial leadership position is aimed at evolving our compliance operations from a reactive function into a proactive driver of global expansion. Reporting directly to the VP of Customer Onboarding, you will spearhead the transformation of our onboarding framework to support our ambitious growth trajectory. As a customer-focused leader, you understand that rigorous compliance and a smooth user experience can coexist harmoniously. Your objective is to establish a

As a Customer Success Manager at Samsara, you will play a pivotal role in ensuring our customers achieve their desired outcomes through our innovative solutions. You will be responsible for building strong relationships with clients, understanding their unique needs, and guiding them to maximize the value of our platform.Your proactive approach will involve onboarding new customers, delivering training sessions, and providing ongoing support to ensure their success. You will collaborate closely with cross-functional teams to advocate for customer needs and drive product enhancements.

About AccordAccord is a dynamic and rapidly expanding Series A startup, backed by a recent $10 million funding round as reported by TechCrunch. Founded by industry veterans from Stripe, LinkedIn, and Google, our mission is to empower revenue leaders to achieve operational excellence by establishing standardized practices for sales, onboarding, and customer expansion. Notable GTM teams from companies like Hootsuite, Xactly, and Greenway Health utilize Accord’s Platform to define benchmarks, foster accountability, and yield consistent outcomes.With operations in Toronto and San Francisco, Accord is on a fast track to growth with sustainable capital efficiency, boasting over three years of financial runway and a clear roadmap for future expansion.The RoleWe are in search of a Senior Enterprise Customer Success Manager to oversee the entire customer lifecycle—from onboarding and implementation to adoption, expansion, and renewal. You will be instrumental in shaping the culture, processes, and playbooks of Accord’s expanding Customer Success (CS) organization.In this strategic and hands-on role, you will act as a trusted advisor for our mid-market and enterprise clients, assisting them in achieving measurable business results through our offerings. You will manage a portfolio of accounts, focusing on retention and growth while collaborating cross-functionally with Sales, Product, and Marketing teams.Reporting directly to the Head of Customer Success, you will have the unique opportunity to influence how we deliver value to our clients as we scale. If you excel in a fast-paced, ownership-driven environment and enjoy building impactful relationships, we would love to connect with you.What You’ll DoManage the complete customer journey: Lead onboarding, implementation, and adoption processes for mid-market and enterprise clients, ensuring an effortless transition from initial engagement to renewal.Deliver quantifiable outcomes: Grasp customer objectives and success metrics, create collaborative success plans, and provide value that drives retention, growth, and customer advocacy.Oversee renewals and expansions: Take charge of renewal forecasting and negotiations while identifying opportunities for growth through new use cases, teams, and features.Act as a strategic advisor: Cultivate trusting, multi-layered relationships within client organizations—from executives to champions and end-users.

Join Our Dynamic Customer Success Team at Abacum!As a recognized leader in the Business Planning solutions sector, Abacum empowers finance teams to enhance their performance through automation of reporting, collaboration, and simplified planning and forecasting. Our mission is to help finance professionals evolve from mere number crunchers to strategic decision-makers.Founded in 2020 by two visionary former CFOs, we have rapidly expanded to a global team of over 100 talented individuals representing more than 30 nationalities. With our headquarters in New York and additional offices in London and Barcelona, we are proud to serve industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, and Cortex.Having successfully raised over $100 million, including our recent $60 million Series B funding led by Scale Venture Partners, with key contributions from Cathay Innovation, Y Combinator, Atomico, and Creandum, we are well-positioned for future growth.We invite you to be part of our ambitious mission to redefine Business Planning for finance teams around the globe!

Unlock the Power of Every Identity, from AI to HumanAt Okta, we believe that identity is the cornerstone of AI's potential. Our mission is to secure this potential by creating a trusted, neutral infrastructure that allows organizations to embrace the future with confidence. This journey involves addressing complex challenges that have real-world implications. We seek passionate builders and owners who act swiftly, with urgency and a commitment to excellence.Join us in making a meaningful impact. If you share our vision, we want to hear from you.The Customer First TeamOur team of Identity and Access Management specialists is dedicated to helping customers, enterprises, and organizations maximize their investments in the Okta IAM platform. We focus on delivering rapid value during adoption and usage, while enhancing scalability and agility. Positioned within the Customer First division, we are committed to ensuring our customers' long-term success. Be part of a vision where Identity truly belongs to you.Role OverviewAs a Senior Delivery Success Manager (DSM), you will report to the Manager of Partner Delivery Success. This pivotal role involves leading and developing Okta partners to ensure they effectively deliver Okta services to our valued clientele.The Senior DSM is tasked with enhancing partner delivery capabilities within a specified product domain and regional partner portfolio. You will ensure that service delivery partners are equipped to deploy Okta solutions successfully through capability development, go-live validation, and delivery oversight.In this role, you will serve as the primary operational leader, guiding partners through the Service Delivery Partner maturity model to guarantee high-quality implementations.This position requires collaboration across various functions including Professional Services, Alliances, Sales, and Enablement teams to scale partner-led delivery while upholding implementation quality.Key ResponsibilitiesEnhance delivery capabilities across the designated partner portfolio.Guide partners through the Service Delivery Partner maturity model.Identify specialization gaps and propose enablement strategies.Support partners in achieving product specializations (e.g., OWI, Auth0, Workflows).Encourage partner certification and skills enhancement.Review and validate partner go-live submissions.Categorize deployments based on Standard, Advanced, and Strategic complexity levels.Ensure deployments adhere to Okta’s delivery standards.Collect delivery feedback from Professional Services and customers.

Okta, Inc. builds secure identity infrastructure for organizations adapting to new challenges in artificial intelligence. The company’s mission is to help organizations manage complex identity needs and safely unlock the potential of AI. Okta’s culture values urgency, strong execution, and a commitment to excellence. The Customer First team specializes in Identity and Access Management (IAM), partnering closely with clients to drive effective adoption of the Okta platform. The team’s work centers on helping customers realize value quickly and scale securely, with a focus on long-term client success and maintaining individual control over identity. Role overview The Senior Delivery Success Manager reports to the Manager of Partner Delivery Success and works with Okta partners to support service delivery across a defined product domain and regional partner portfolio. This role focuses on building partner delivery capabilities, overseeing enablement, and ensuring partners are ready for go-live. The Senior DSM plays a key part in advancing partners through Okta’s Service Delivery Partner maturity model and upholding high standards for implementation quality. Collaboration with Professional Services, Alliances, Sales, and Enablement teams is central to scaling partner-led delivery while maintaining quality. What you will do Develop delivery capabilities within the assigned partner portfolio Guide partners through the Service Delivery Partner maturity model Identify gaps in specialization and recommend enablement paths Support partners in achieving product specializations, including OWI, Auth0, and Workflows Encourage partner certification and skill development Review and validate partner go-live submissions Classify deployments by complexity: Standard, Advanced, or Strategic Ensure all deployments meet Okta’s delivery standards Gather feedback on delivery from Professional Services and customers Location This position is based in Toronto, Ontario, Canada.

Your Role:Serve as the primary liaison for clients during the onboarding journey, fostering a productive and collaborative relationship.Lead the project management efforts for launching new client funds and transitioning existing ones.Facilitate the transition from the Sales Team to the Client Integration Team.Draft and manage administration agreements utilizing established templates, ensuring they are duly presented, evaluated, and approved by designated parties.Act as a knowledgeable resource on MUFG's internal systems across traditional, hedge, and private equity mandates.Collaborate with team members on significant onboarding projects to ensure seamless execution.Engage with banks, auditors, brokers, custodians, and internal teams such as compliance to establish effective communication channels and account setups.Provide guidance and mentorship to operations team members.Conduct and verify internal accounting and shareholder service system configurations.Ensure exceptional customer service by addressing client inquiries promptly and effectively.Work cohesively with internal stakeholders to assure a smooth onboarding process for new funds.Support organizational initiatives that contribute to the launch of new products and banking services.Maintain compliance with ISAE/SOC standards during the onboarding or conversion of new funds.Complete internal checklists and ensure they are signed off as required.Perform ad hoc tasks as needed.#LI-Hybrid

Hootsuite is hiring a Customer Success Manager based in Vancouver or Toronto. This position centers on helping clients get the most value from Hootsuite’s platform. Role overview Customer Success Managers act as the main contact for clients, supporting them throughout their experience with Hootsuite. The role involves building strong relationships, understanding each customer’s goals, and providing guidance to help them reach those goals. What you will do Serve as the primary point of contact for assigned customers Guide clients through their journey with Hootsuite Identify customer needs and recommend tailored solutions Work to increase client engagement and satisfaction Location This role is open in Vancouver, British Columbia and Toronto, Ontario.

About FeatheryFeathery revolutionizes the way insurance companies manage data intake workflows, offering automation that empowers industry leaders. Our platform streamlines critical processes such as underwriting, client onboarding, policy servicing, and automated account openings.With a surge in revenue and increasing demand from enterprises, we are expanding our customer success team to handle the growing complexity of implementations within the insurance sector.Why We’re HiringAs Feathery continues to grow, the role of customer success is becoming increasingly vital—particularly in the insurance industry, where workflows can be intricate, regulated, and essential to business operations.We are seeking a Founding Customer Success Manager to establish and lead our customer success function for our insurance clients, including brokers and carriers. This position is perfect for individuals who are well-versed in the insurance landscape and excel in building processes, nurturing customer relationships, and driving long-term success.You will serve as a strategic ally to our customers, ensuring effective implementations, high adoption rates, and account expansion.About the RoleThis is a highly responsible role encompassing:Comprehensive ownership of the customer lifecycle from post-sale to renewal.Implementation and workflow design tailored for insurance applications.Strategic account management for brokers and carriers.Development of processes, playbooks, and the foundational elements of the customer success function.You will oversee the entire post-sale journey, collaborating with sales during the handoff, working with solutions engineering throughout implementation, and ensuring long-term success across enterprise insurance accounts.What You’ll DoCustomer Onboarding & ImplementationLead onboarding and implementation efforts for insurance brokers and carriers.Collaborate with clients to design and enhance workflows such as underwriting, onboarding, and policy servicing.Guarantee the successful deployment of complex, regulated insurance workflows.Work alongside Solutions Engineering on technical implementations.Account Management & GrowthServe as the primary point of contact and trusted advisor for insurance customers.Foster relationships with stakeholders across operations, underwriting, and leadership teams.

At HeyMilo, we are revolutionizing the hiring process with our innovative AI interviewers that engage candidates in authentic conversations. Our mission is to empower companies to enhance their recruitment speed and improve hiring decisions through advanced conversational AI technology.We collaborate closely with our clients to seamlessly integrate AI into their hiring workflows, ensuring that it yields measurable and impactful results.The RoleWe are seeking a proactive Technical Customer Success Manager (AI Tuning) to take charge of the performance and efficacy of our AI agents post-deployment.This position bridges engineering, product development, and customer success, allowing you to work hand-in-hand with clients to maximize the effectiveness of their AI agents, fostering continuous improvement.ResponsibilitiesEngage closely with clients and customer success teams to establish and monitor key success metrics.Analyze the performance of deployed AI agents and pinpoint areas for enhancement.Optimize prompts, workflows, and agent behaviors to achieve superior outcomes.Iterate on agent logic, tool utilization, and context management.Troubleshoot issues across prompts, integrations, and system functionalities.Transform real-world applications into actionable product and system enhancements.QualificationsSolid technical foundation with programming skills as needed.Extensive experience in prompt engineering and understanding LLM behavior.In-depth knowledge of agent systems, including tool invocation, context management, and orchestration.Frequent user of AI tools such as Cursor, Claude, Codex, etc.Skilled at debugging complex issues across AI and system layers.Strong ownership mentality and exceptional communication abilities.Adaptable to high-pressure situations and tight deadlines.Focused on achieving outcomes rather than merely completing tasks.Experience in implementing agent-based workflows or AI agents within enterprise settings is preferred.Familiarity with programming fundamentals, particularly in Python and JavaScript, is a significant advantage.Bonus SkillsExperience with conversational AI in various formats, including voice, SMS, or chatbots.

About Ripple Ripple develops crypto solutions for financial institutions, businesses, governments, and developers. The team focuses on improving how value moves around the world, aiming to make the global financial system more accessible and equitable. Collaboration and skill development are core to Ripple’s culture. Role Overview The Network & Strategic Partner Onboarding Associate manages documentation logistics and provides ongoing Due Diligence and KYC support for Ripple’s financial institutional partners. This role reports to the Director of Network and Strategic Partner Onboarding. Serving as a main point of contact for Network Financial Partners and the Business Development team, the associate also works closely with Compliance, Legal, and Finance to deliver a smooth onboarding experience. The position is based in Toronto, Canada. What You Will Do Oversee documentation logistics for onboarding new financial institutional partners Provide continuous support for Due Diligence and KYC processes Act as a primary liaison for Network Financial Partners and Business Development Collaborate with Compliance, Legal, and Finance teams Communicate clearly with internal and external stakeholders Ensure accuracy and efficiency when handling sensitive information What We’re Looking For Strong understanding of institutional onboarding processes Exceptional organizational skills Meticulous attention to detail Process-oriented approach Ability to communicate effectively with diverse audiences Comfort working with regulatory standards and sensitive data