Customer Success Onboarding Specialist – Agency

Canopy Connect

Onboarding Specialist helping insurance agencies adopt Canopy Connect’s secure customer data infrastructure. Delivering demos, training, and consultative implementation support to grow agency sales.

Posted 8/20/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $65,366 - $77,979 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in implementing sales enablement software and delivering effective training to diverse client groups. Proven ability to consult with clients from various technical backgrounds and facilitate their success with the product.

Highest-signal resume keywords

Sales Enablement Software ImplementationSoftware Demo DeliveryOnline Training FacilitationClient ConsultationHigh-Volume Training Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales Enablement SoftwareSoftware TrainingClient ConsultationTechnical Background AdaptabilityCRM PlatformsAMS PlatformsRaters

Soft Skills

CommunicationInterpersonal SkillsAdaptability

Industry Keywords

Professional ServicesInsuranceWealth PlanningAccounting

About the role

Key responsibilities & impact

Ensure Canopy Connect’s agency customers are successful with the product
Help clients grow their businesses by selling more premium with less effort
Implement sales enablement software for agency customers
Deliver software demos and training in a high-volume environment
Deliver online training to groups of up to 50 people
Consult with clients from varied technical backgrounds

Requirements

What you’ll need

2 years of experience implementing sales enablement software in professional service companies (e.g. insurance, wealth planning, accounting etc.)
Demonstrated ability to work with clients from a variety of technical backgrounds
Experience delivering software demos and training in a high volume environment
Experience delivering online training to groups of up to 50 people
Ability to learn different platforms quickly (e.g. CRM, AMS, Raters)
Authorized to work in the United States or Canada

Benefits

Comp & perks

Company-sponsored health, dental and vision insurance for employees and dependents
Generous equity grants
Unlimited paid time off
Fully distributed remote team
$1,000 home office stipend
Friday lunch reimbursement
401K with a 3.5% match