Client Onboarding Specialist

Ready to find your perfect job fit?Welcome to HomeBuddy, where making a home awesome is like seeing a vision come to life! We are on a mission to create a friendly and trusted platform to connect homeowners with the right contractors across the US.What started as a small idea has become a fast-growing home improvement platform focusing on lead quality and long-term partnerships based on trust and mutual success. We are a product-first company with a long-term outlook - our platform consistently and positively evolves based on data insights and the most up-to-date tools.This job is for you ifYou would like to work in a positive atmosphere where teamwork and trust in your colleagues are primary values. You succeed in an environment that values initiative and sharing feedback and where your suggestions and efforts are recognized and appreciatedYou are used to taking responsibility for solving difficult tasks and are directly involved in how your efforts impact the final resultThe role involves a mix of strategy, communication, and problem-solving, keeping your work varied and engagingThis role is full-time and offers home working flexibility anywhere in Canada. Your future tasks will includeServe as the primary point of contact for new clients, guiding them through the onboarding process and ensuring a seamless transition from sales to account management by providing a white-glove experience to prevent early confusionEducate, train, and guide new clients so they feel confident and knowledgeable about the processBe comfortable presenting to and educating clients on our product capabilitiesCollaborate with Sales and Account Management teams to ensure campaigns are set up properly, expectations are clear, and a smooth handoff is made with all the groundwork in placeUtilize various tools and software to manage records, documents, and data related to client onboarding, ensuring efficient organization and easy access for relevant teamsDevelop and maintain an onboarding roadmap and plan for each client, outlining key milestones, tasks, and timelines to ensure a smooth and efficient onboarding processProvide ongoing support to clients during the onboarding process, addressing any questions, concerns, or technical issues that may ariseContinuously evaluate and improve the onboarding process, identifying opportunities to streamline workflows, enhance client satisfaction, and drive efficiencyYou're going to need this to be successful in this role1-3 years experience in a client-facing role, preferably in client onboarding, account management, or a similar customer-facing roleExceptional communication skills, both written and verbal, with the ability to effectively convey complex conceptsIt's nice if you also have Familiarity with digital marketing and advertising fundamentalsExperience in the home improvement industry is a plusExperience using CRM tools for client management and reportingWhy choose HomeBuddyBase Salary range between $50,000 - $55,000 CAD / Year with a quarterly bonus based of KPIs. Enjoy the freedom to work from anywhere without being tied to one place - while ensuring you are available to our team during the agreed working hoursAchieve a harmonious work-life balance with a flexible schedule tailored to your local needs, along with paid vacation, sick leave, and local holidaysEmpower yourself with work equipment of your choice partially paid for by HomeBuddy and up-to-date apps and tools to maximize your productivityFeel valued and appreciated with an industry-leading compensation packageGet recognized and rewarded for both outstanding individual efforts leading to extraordinary results and our team success. Enhance your well-being with our allowance program covering fitness activities and mental health programsLearn and expand your knowledge by both working on complex tasks and using paid training opportunities, including courses, events, and conferencesIf this sounds like you, we should talk!By sending us your application you agree that Siren Group AG (known as HomeBuddy) will process your personal data to participate in this recruitment process. If you want to know more about how Siren Group AG processes your personal data please click here.