Customer Onboarding Specialist deploying MEDFAR’s cloud EMR for Ontario clinics. Training staff, managing implementations, and improving digital healthcare processes.
About the role
- Bilingual Onboarding Manager guiding Canadian roofing businesses from setup to confident use of Roofr’s CRM. Delivering scalable training and driving customer adoption.
Responsibilities
- Own the full onboarding journey for net-new Roofr customers, from Account Setup and training through handoff to Customer Success Manager
- Manage multiple concurrent onboardings in a high-volume environment
- Deliver dedicated 1:1 sessions, scalable group-based training, live training sessions, and group webinars
- Guide customers through Roofr according to their workflows, goals, and technical experience
- Drive customers to graduation as live, self-sufficient users ready for handoff
- Work with the Account Setup Team to configure Roofr to customer needs
- Partner with Sales, Account Management, Retention, Product, and Customer Success to surface friction, close gaps, and ensure clean handoffs
- Contribute to and continuously improve Roofr’s scalable 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 your 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 the ability to work autonomously, manage competing priorities, and follow through consistently
- Exceptional organization, time management, and attention to detail
- Customer advocacy
- Results-oriented approach
- Adaptability to different customer types
- Continuous improvement mindset
- Tech-savvy and comfortable 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 Years
- Flexible time off
- 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
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Degree requirement
No Education Requirement
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