Onboarding Specialist

• Manage a portfolio of new home service businesses through structured onboarding from kickoff to activation
• Guide customers through milestones and timelines during their first 90 days
• Act as a trusted advisor throughout the onboarding journey
• Advise customers on Jobber features, workflows, integrations, and tailored solutions
• Remove technical barriers and streamline digital payments
• Serve as a product expert and drive customer value from day one
• Listen to customer needs, build relationships, and deliver empathetic solutions
• Provide patient and reliable support when customer expectations are not met
• Use AI-assisted workflows for session preparation, follow-ups, and account context
• Drive feedback loops supporting customer retention
• Optimize tooling, processes, and workflows
• Collaborate with Sales, Customer Success, R&D, and other cross-functional teams
• Represent Jobber’s culture and values

Customer Onboarding Specialist

• Manage the end-to-end onboarding process for new Wagepoint clients, from account submission through the first payroll run
• Configure payroll accounts accurately and in compliance with Wagepoint policies and government requirements
• Deliver training through calls, emails, and online sessions on Wagepoint’s payroll platform
• Track, document, and resolve onboarding issues with Sales, Risk, and Support teams
• Maintain accurate onboarding records, setup instructions, support notes, and system configurations in internal tools
• Identify recurring onboarding pain points and recommend process improvements
• Help small businesses gain confidence using payroll technology

• Conduct daily live strategy and training sessions using Zoom, CSAT, and Salesforce
• Identify customer “first value” and drive toward achieving it
• Own the customer ownership window and set customers up for post-ownership success
• Partner with Sales and Customer Enablement for smooth product adoption
• Manage multiple client cases, tasks, and deadlines
• Own customer account health and mitigate churn risk
• Contribute to the customer-facing Help Center knowledge base
• Partner with Customer Enablement and Tech Esc teams on design, development, extraction, and training processes
• Maintain expert knowledge of Clio products, workflows, and legal-industry best practices
• Perform other duties as required

• Manage the end-to-end onboarding process for new Wagepoint clients, from account submission through successful first payroll run
• Configure payroll accounts accurately and in compliance with Wagepoint policies and government requirements
• Deliver training through calls, emails, and online sessions to help clients navigate Wagepoint’s payroll platform
• Track, document, and resolve onboarding issues in collaboration with Sales, Risk, and Support teams
• Maintain accurate onboarding records, setup instructions, support notes, and system configurations in internal tools
• Identify recurring onboarding pain points and recommend process improvements
• Report directly to the Onboarding Team Lead

• Lead all aspects of client onboarding from kickoff to handoff
• Gather required financial documents, system access, and background information
• Set up clients in core systems including QBO/Xero, Dext, Plooto, Karbon, and Ignition
• Coordinate client offboarding, including data transfer, access removal, document and work-item archiving, and communication of next steps
• Develop and refine onboarding templates, checklists, and SOPs
• Build scalable workflows tailored to client needs
• Audit client processes including AP, AR, payroll, month-end, and expense management
• Identify gaps and inefficiencies and implement improvements, automation opportunities, and system enhancements
• Partner with accounting, payroll, tax, and L&D teams on best-practice processes and training materials
• Set up custom client reporting during onboarding
• Escalate and resolve system, process, and communication issues
• Diagnose recurring problems and implement long-term solutions
• Monitor onboarding and client health metrics and escalate concerns to departmental leaders
• Build client relationships and provide training on cloud tools and processes
• Maintain check-ins during high-touch onboarding periods and process overhauls
• Support client retention through consistent communication and service quality
• Conduct semi-annual check-ins with team members to assess client satisfaction and support opportunities
• Collaborate with Advisory and Operations on special projects, out-of-scope work, and catch-up work
• Provide recurring pain-point feedback to Operations
• Participate in internal meetings to share onboarding progress, insights, and client risks

Client Onboarding Lead, Cloud Accounting

• Ensure the successful implementation and onboarding of new customers onto Lightspeed systems
• Manage the full project lifecycle, from contract signing through go-live
• Serve as the primary point of contact throughout onboarding and guide customers through a structured deployment
• Collaborate with Sales and Account Management teams to define tailored onboarding plans
• Lead project planning, requirements gathering, training coordination, deliverable tracking, and go-live readiness
• Manage the onboarding pipeline and customer timelines using internal systems
• Apply project management best practices across multiple concurrent engagements and mitigate risks
• Coordinate implementation consultants and specialists, account managers, and customer service representatives
• Escalate roadblocks and facilitate cross-functional communication to resolve issues
• Assess onboarding outcomes and improve internal processes
• Maintain knowledge of the Lightspeed product portfolio, including its features, updates, and enhancements
• Meet targets related to time to value, customer satisfaction, cross-functional efficiency, and engagement quality

Customer Onboarding Manager, Golf

• Own and continuously improve onboarding for new revenue hires, from pre-boarding through ramp milestones
• Extend onboarding into continuous everboarding enablement so reps keep building skills after initial ramp
• Design, launch, and manage recurring enablement programs covering skill development, product launches, process rollouts, and certifications
• Build scalable, role-specific enablement paths supporting core competencies and career progression
• Manage program logistics, content, cadence, schedule, and quality end to end
• Partner with frontline managers and sales leadership to identify skill gaps and deliver targeted programs
• Instrument programs with ramp-time, completion, and competency metrics and iterate based on data and rep feedback
• Manage the Tailscale LMS and keep new-hire materials current and accessible
• Explore and pilot AI-driven learning tools such as an AI tutor for asynchronous onboarding
• Collaborate across Sales, Customer Engineering, Support, Customer Success, Marketing, and Product

Enablement Program Specialist – Onboarding

• Own and continuously improve onboarding for new revenue hires, from pre-boarding through ramp milestones
• Extend onboarding into continuous everboarding enablement so representatives keep building skills after initial ramp
• Design, launch, and manage recurring enablement programs covering skill development, product launches, process rollouts, and certifications
• Build scalable, role-specific enablement paths supporting core competencies and career progression
• Manage program logistics, content, and cadence end to end while maintaining schedule and quality
• Partner with frontline managers and sales leadership to identify skill gaps and deliver targeted programs
• Instrument programs with ramp-time, completion, and competency metrics and iterate based on data and representative feedback
• Manage the Tailscale LMS to keep new-hire materials current and accessible
• Explore and pilot AI-driven learning tools, such as an AI tutor for asynchronous onboarding
• Collaborate across Sales, Customer Engineering, Support, Customer Success, Marketing, and Product