Onboarding Specialist
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Key skills for this role
About the Role
Optix is looking for an Onboarding Specialist to guide new clients through platform onboarding. The role involves running onboarding calls, tracking milestones, and refining AI tools.
Key Skills for This Role
Responsibilities
- Own the complete client journey from first onboarding call through renewal and expansion
- Facilitate onboarding calls and drive milestone completion for new clients
- Serve as primary relationship owner for a portfolio of clients, driving retention and adoption
- Lead proactive retention and expansion conversations
- Maintain accurate account records in HubSpot
Requirements
- 1+ years of experience in a customer support, success, or client facing service role at a technology company
- Professional written and verbal English proficiency
- Comfortable leading structured calls and presentations with clients
- Organized and detail oriented
- AI savvy: comfortable working alongside AI tools
- Eligible to work in Canada
Full Job Posting
About the role
- As an Onboarding Specialist, you’ll be the first point of contact guiding new clients through onboarding onto the Optix platform.
What you'll do
- Own the complete client journey for your portfolio, from the first onboarding call through renewal and expansion.
- Facilitate onboarding calls and drive milestone completion for new clients.
- Serve as the primary relationship owner for a portfolio of clients, driving retention, adoption, and account health.
- Lead proactive retention and expansion conversations.
- Maintain accurate account records in HubSpot across the full client lifecycle.
Requirements
- 1+ years of experience in a customer support, success, or client facing service role at a technology company.
- Professional written and verbal English proficiency.
- Comfortable leading structured calls and presentations with clients.
- Organized and detail oriented.
- AI savvy: genuinely comfortable working alongside AI tools.
- Eligible to work in Canada.
Benefits
- Competitive salary of 55,000–68,000 CAD/year.
- Strong Employee Stock Option Plan offering.
- Excellent health and dental coverage.
- Personal and professional growth opportunities.
- Flexible 60/40 hybrid workplace plan.
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