Onboarding Specialist | Enterprise
Remote
Contracted
Entry Level
As an Enterprise Onboarding Specialist at Paystone, working on our Datacandy product line, you will manage some of our largest new clients’ onboarding and implementation projects, work directly with our sales and account management teams and be responsible for client product adoption and delivering client-facing projects on time and on budget. You will have the opportunity to work directly with Paystone’s most important clients and you will be challenged to build relationships with them to ensure long-term account success. The ability to effectively communicate with stakeholders at all levels and keep them engaged — from executives to end-users of the platform — is essential.
You’ll be expected to:
- Coordinate a warm client handoff from sales to onboarding
- Lead the onboarding process for new enterprise clients
- Establish onboarding project goals, deliverables, required resources, timelines and budgets in close collaboration with new clients
- Conduct comprehensive training sessions for clients, demonstrating key features and best practices to drive product adoption and client success
- Manage timelines, deliverables, and client expectations throughout the onboarding process until launch and hand-off to our Account Management and Support teams
- Resolve issues and solve problems through the course of the project
- Stay up to date on the latest Gift and Loyalty industry trends
You have:
- University degree or college diploma in Marketing, IT or a related field
- 3 years or more of client-facing onboarding experience, preferably in the Saas industry, loyalty an asset
- Proven track record of managing enterprise-level client projects and delivering successful onboarding experiences
- Excellent leadership, communication and problem-solving abilities
- Project management courses or certification (CAPM or PMP) an asset
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