Location: Mississauga, Ontario – Onsite
Type: Full-Time
Compensation: Up to $45000/year
About Us:
Union365 is a leader in providing innovative CRM solutions designed to empower Unions with tools for streamlined communication, data management, and member relationship enhancement. We pride ourselves on delivering exceptional customer experiences and seamless product adoption for our clients.
We are looking for a Client Onboarding and Support Specialist to guide new clients through a smooth onboarding process and provide ongoing assistance, ensuring they maximize the value of our CRM platform.
What You’ll Do:
- Client Onboarding:
- Manage the end-to-end onboarding process, including initial setup, data extraction from legacy systems, and data import into our CRM.
- Collaborate with clients to identify and sanitize data, ensuring accuracy and consistency.
- Configure the CRM platform to align with client-specific workflows and requirements.
- Customer Support:
- Serve as the first point of contact for client inquiries, troubleshooting issues, and providing timely resolutions.
- Educate clients on best practices and features of the CRM to ensure full utilization.
- Identify opportunities for additional support services and upgrades to enhance client success.
- Client Relationship Management:
- Build and maintain strong relationships with clients, acting as their advocate within the company.
- Conduct regular check-ins to assess client satisfaction and identify areas for improvement.
- Documentation and Training:
- Develop and deliver training materials, guides, and webinars to empower clients with self-service options.
- Document client interactions and common issues to improve processes and knowledge sharing across teams.
What We’re Looking For:
- Technical Skills:
- Experience with CRM platforms (e.g., Salesforce, HubSpot, or similar) and familiarity with data import/export processes.
- Proficiency in data manipulation tools such as Excel, Google Sheets, or SQL.
- Ability to work with APIs or basic knowledge of data integration platforms is a plus.
- Advanced knowledge of Excel is a MUST
- Customer-Centric Approach:
- Excellent communication and interpersonal skills to explain technical concepts to non-technical audiences.
- Proven experience in a customer-facing role, ideally in onboarding, support, or implementation.
- Problem-Solving Abilities:
- Strong analytical skills to troubleshoot client issues and propose effective solutions.
- Attention to detail to ensure data integrity during migrations and imports.
- Organizational Skills:
- Ability to manage multiple clients and projects simultaneously while meeting deadlines.
- Experience working in a fast-paced environment with competing priorities.
What We Offer:
- Attractive starting salary
- Extensive growth opportunities within a rapidly scaling company.
- A collaborative and inclusive work environment.
- Comprehensive training and resources to help you succeed.
How to Apply: Interested candidates are encouraged to submit their resume and a brief cover letter highlighting their relevant experience.
