Customer Onboarding Specialist deploying MEDFAR’s cloud EMR for Ontario clinics. Training staff, managing implementations, and improving digital healthcare processes.
About the role
- Onboarding Manager guiding roofing businesses from setup to confident use of Roofr’s CRM platform. Delivering training, driving adoption, and ensuring successful Customer Success handoffs.
Responsibilities
- Own the full onboarding journey for net-new Roofr customers, from Account Setup and training through handoff to the Customer Success Manager
- Manage multiple concurrent onboardings in a high-volume environment using 1:1 sessions and group-based training
- Guide customers through Roofr according to their workflows, goals, and technical experience
- Drive customers to graduation milestones where they are live, self-sufficient, and ready for handoff
- Work with the Account Setup Team to configure Roofr for each customer's needs and support adoption
- Deliver live training sessions and group webinars
- Partner with Sales, Account Management, Retention, Product, and Customer Success to surface friction, close gaps, and ensure clean handoffs
- Contribute to the scalable improvement of Roofr's onboarding playbook
- Help customers prioritize, build good habits, and achieve long-term success with Roofr
Requirements
- Fluent in Spanish (written and spoken)
- 2+ years of experience in customer onboarding, customer success, or enablement within an SMB, B2B, or SaaS environment
- Experience working in a fast-paced, high-growth startup environment
- Strong communication and presentation skills across live calls, video meetings, email, and webinars
- Ability to build rapport quickly and adapt approach based on customer goals, maturity, and engagement level
- Proven ability to manage customer needs while making thoughtful, outcome-driven recommendations
- Comfort demonstrating product value and guiding customers toward broader adoption and better business outcomes
- High ownership mentality with ability to work autonomously, manage competing priorities, and follow through consistently
- Exceptional organization, time management, and attention to detail
- Customer advocacy, results orientation, adaptability, continuous improvement, and comfort learning new tools quickly
Benefits
- 1st week of employment is mandatory PTO
- 1 Friday off per month
- Company-wide paid shutdown for the week between Christmas and New Year's
- Flexible time off
- 80% employer-paid benefits in the U.S. and 100% employer-paid premiums for Extended Healthcare and Dental in Canada
- RRSP/401k match
- Generous Parental Leave policy
- Annual company retreat with team-building activities
- Learning and development opportunities
- Home office setup stipend
- Internet and phone allowance
- Remote-first culture
- Weekly Friday paydays
- Equity opportunity mentioned in the company overview
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Customer onboarding coordinator helping Canadian dental practices adopt ClearDent’s practice management and patient engagement software. Managing implementation, training, go - live readiness and customer success follow - up.
Bilingual Onboarding Manager guiding Canadian roofing businesses from setup to confident use of Roofr’s CRM. Delivering scalable training and driving customer adoption.
Onboarding Specialist guiding Canadian small businesses through payroll setup, compliance, training, and first payroll runs. Improving onboarding for Wagepoint’s payroll software customers.
Client Onboarding Lead guiding cloud accounting onboarding for Canadian small and mid - sized businesses. Improving workflows, systems, reporting, and client retention for a fully remote accounting firm.
Enablement specialist owning onboarding and continuous learning programs for Tailscale, which delivers secure networking software. Partnering with revenue leaders to improve ramp, skills, and performance.
Enablement specialist owning onboarding and continuous learning programs for Tailscale’s secure networking software teams. Measuring ramp and competency outcomes while partnering across revenue functions.
Managing onboarding professionals for Bloomerang’s nonprofit fundraising and engagement platform. Improving implementation quality, customer outcomes, team performance, and onboarding processes.
Product Manager driving onboarding, adoption, and product - led growth for Ashby’s recruiting platform. Defining customer journeys, growth metrics, transactional email, and product - qualified leads.
Onboarding Specialist guiding new hires through documentation, tools, and HR processes. Supporting a seamless remote onboarding experience and improving operational efficiency.