Onboarding Specialist

• Responsible for full cycle recruitment for broker partners, from creating job descriptions and postings, to attracting, posting, screening, and interviewing
• Utilize creative sourcing methods to attract a broad scope of talent
• Develop and maintain a pipeline of candidates for future hiring needs
• Work closely with the hiring managers to schedule and conduct interviews
• Partner with HR and Hiring Managers to draft, extend, and negotiate competitive offers of employment
• Manage the onboarding process for new team members, inclusive of new hire paperwork, compliance training, and 90-day plans
• Coordinate and deliver first day orientation session that outlines company culture, the mission, and core policies
• Collaborate with third party recruiters where necessary, and partner with insurance industry networks and peer groups
• Represent the company at any job fairs, industry, or networking events
• Maintain recruitment metrics and records to ensure compliance and tracking
• Maintain accurate employee records in applicant tracking systems (ATS) and HRIS, process paperwork, and assist with HR-related administrative tasks
• Conduct post-hire follow-ups to assess employee satisfaction or identify any issues
• Coordinate pre-probationary evaluations with HR and the hiring managers, ensuring that feedback is shared and employees are properly supported during those critical first few months in the role
• Support the HR team with additional tasks as required
• Serve as an ambassador for Collectivfide and our broker partners

Talent Acquisition – Onboarding Specialist

• Managing a dedicated portfolio of customers, guiding them through onboarding, adoption, and ongoing success with Geotab's telematics ecosystem
• Assessing each customer's unique operational needs and delivering tailored onboarding plans and ongoing support to drive product engagement and device activations
• Maintaining detailed records of customer interactions in Salesforce
• Monitoring customer health to identify improvement opportunities
• Processing inbound Add-On order requests
• Working closely with Partner Account Managers and internal teams to escalate complex issues and communicate customer feedback

Customer Onboarding and Success Specialist

• Build strong client relationships by understanding each customer's broader business goals and supporting a seamless experience across the full client lifecycle
• Lead client onboarding sessions, setting clear expectations on process, timelines, roles, and onboarding approach
• Partner with clients on country rollout strategy and sequencing, helping prioritize markets for efficient global expansion
• Provide consultative guidance on global hiring, including country-specific requirements, key considerations, and trade-offs
• Support benefits benchmarking and alignment, helping clients understand statutory versus market practices and make informed decisions
• Act as a product expert, guiding clients through Pebl’s platform and enabling them to confidently manage their global workforce
• Maintain clear visibility into onboarding progress, proactively communicating updates, risks, and next steps
• Collaborate across Sales, Onboarding, Customer Experience, Product, Finance, and other cross-functional teams to deliver a seamless and frictionless onboarding experience
• Support client expansion into new countries and high-volume hiring, ensuring consistency and scalability of onboarding processes
• Champion the customer perspective, synthesizing feedback and partnering with Product and Engineering to continuously improve the client and employee experience
• Contribute to process improvements and standardization efforts to enhance onboarding quality and team efficiency at scale

Senior Customer Onboarding Specialist – HR

• Provide support to participants and employers
• Assess participants’ needs, strengths, and career goals
• Support the integration, retention, and career development of people with disabilities
• Advise employers on reasonable accommodations, universal accessibility, and adapting human resources practices
• Deliver training and workshops related to workplace inclusion and accessibility
• Collaborate in identifying and developing inclusive internship and employment environments

Employment Inclusion and Integration Specialist

• Set up laptops, equipment, user accounts, software access, and permissions for employees, franchisees, and franchisee hires.
• Administer Google Workspace, CRM, LMS, shared drives, email groups, calendars, and other business applications.
• Support onboarding and offboarding processes to ensure access, equipment, and accounts are prepared, updated, or removed on time.
• Maintain accurate access records, setup guides, checklists, and system documentation.
• Provide first-level technical support to employees and franchisees across hardware, software, login, connectivity, and application issues.
• Assist users with Google Workspace, CRM, business systems, and general technology questions.
• Help franchisees with basic CRM customizations and system-related support requests.
• Escalate complex issues to senior IT staff, vendors, developers, or software providers when needed.
• Administer company WordPress websites, including user access, plugins, basic updates, and routine maintenance.
• Coordinate website updates, enhancements, troubleshooting, and maintenance requests with third-party web vendors.
• Maintain inventory of company hardware, accessories, software licenses, and system access.
• Coordinate equipment purchases, repairs, replacements, warranty claims, and deployments.
• Assist with software updates, system configuration, new tool implementation, and workflow improvements.
• Work with external vendors and technology providers to resolve issues and support system reliability.

Systems Onboarding – Tech Support Coordinator

• Own the full onboarding and activation experience from day one through the end of the critical first 120 days, across every Clio product a customer has access to.
• Map the journey in detail: initial setup, first value moment, team adoption, habit formation, and the natural discovery of additional Clio products within their existing subscription.
• Design onboarding paths that reflect how different firm types and roles actually get value from Clio, moving away from a single default flow toward starting points that are appropriate to the customer.
• Define what ‘activated’ means for each Clio product, by customer segment and firm type.
• Build or drive the instrumentation you need to make the 120-day journey visible: cohort analysis, time-to-first-value, milestone completion rates, drop-off points, and feature adoption depth.
• Work closely with customers, the Onboarding and Migration team leads to understand where their current tools fall short: what is manual that should be automated, what is slow that should be fast, what is invisible that should be tracked.

Senior Product Manager, Onboarding and Activation

• Manage the end-to-end onboarding process for new Wagepoint clients, guiding them from account submission through to a successful first payroll run.
• Ensure payroll accounts are configured accurately and in full compliance with Wagepoint policies and government requirements.
• Deliver clear, effective training through calls, emails, and online sessions to help clients confidently navigate Wagepoint’s payroll platform.
• Track, document, and resolve onboarding issues by collaborating with Sales, Risk, and Support teams to keep clients on track.
• Maintain complete and accurate onboarding records, including setup instructions, support notes, and system configurations in internal tools.
• Identify pain points and recurring issues in the onboarding journey and recommend improvements to streamline the process and enhance the client experience.

• Guide new T4 and T5 tier customers through the full MoeGo onboarding process from kickoff to go-live
• Conduct product walkthroughs, training sessions, and Q&A calls to drive early product adoption
• Manage a portfolio of onboarding accounts simultaneously, ensuring timely milestones and customer satisfaction
• Partner with Account Executives to ensure a smooth handoff from sales to onboarding
• Document customer configurations, progress, and outcomes in CRM and project management tools
• Identify and escalate risks or blockers that may impact the customer experience
• Contribute to the continuous improvement of onboarding playbooks, resources, and processes
• Collaborate cross-functionally with Support, Product, and Sales teams to resolve customer issues

Onboarding Specialist jobs in Canada

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