Onboarding Specialist guiding Canadian small businesses through payroll setup, compliance, training, and first payroll runs. Improving onboarding for Wagepoint’s payroll software customers.
About the role
- Onboarding Specialist guiding salons through setup, training, and adoption of Phorest’s beauty-industry software across the USA and Canada. Managing customer portfolios from kickoff to go-live.
Responsibilities
- Own a portfolio of up to approximately 20 onboarding salons each month, managing the full onboarding journey from kickoff to go-live
- Help salon owners understand and realize the value of Phorest, from core setup to advanced features
- Design and deliver tailored onboarding plans, including Phorest Academy education, instructor-led training, and strategic guidance
- Drive product adoption across PhorestPay, Online Store, and Online Reputation
- Partner with Sales to ensure a smooth transition from purchase to launch
- Lead “Graduation” conversations showcasing Phorest’s impact before customers transition to the Grow team
- Forecast the monthly pipeline with the Team Lead and ensure accounts go live within agreed timelines
- Act as a trusted advisor and escalation point, solving customer challenges with practical, action-oriented solutions
Requirements
- 3–5 years of experience in a client-facing role such as onboarding, customer success, training, or similar
- Experience in the salon, beauty, or wellness industry, or with scheduling/software platforms, is a strong advantage
- Highly organized and able to manage multiple customers and priorities
- Customer-centric approach and genuine interest in helping businesses succeed
- Ability to ask thoughtful questions, uncover needs, and navigate complex customer requirements
- Proactive, responsive, and clear professional communication
- Strong empathy, resilience, and emotional intelligence
- Ownership and solution-focused approach
- Motivated by goals and exceeding expectations
Benefits
- Fully employer-paid Medical, Dental, Life, AD&D, Short Term Disability, and EAP benefits
- Wellness perks
- Optional 401(k)
- Optional upgraded insurance options
- In-house Learning and Development/Business coach
- Online learning resources including LinkedIn Learning
- Regular social events
- Employee Resource Groups, clubs, societies, or groups
- Flexible work arrangements
- Opportunities for skill enhancement, career advancement, and attending industry events like ShipitCon
- Collaborative, diverse, and inclusive team environment
- Mentorship and continuous learning
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
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