Position: Technical Onboarding Specialist
Location: Toronto, ON (Hybrid Remote)
Salary: $25 to $30 per hour
Job Type: 12-month contract with a potential for full-time conversion
Posting Type: Open Vacancy
Our client is seeking an Technical Onboarding Specialist to join their Business Operations team. This role plays a key part in ensuring a smooth and consistent onboarding experience for new and existing members, while supporting internal teams through accurate documentation, strong communication, and effective CRM administration.
About the Role:
In this position, you will coordinate end-to-end onboarding activities, including documentation review, connectivity setup, internal communications, code management, API integrations, and overall process tracking. You’ll act as a primary point of contact for member inquiries and work closely with technical support, relationship management, and project teams to ensure each onboarding request is completed accurately and on time. This role also includes ongoing administration of the CRM platform (Salesforce), such as report creation, user management, and troubleshooting.
What You’ll Do:
- Review onboarding documentation for completeness and follow up as needed.
- Support internal and external stakeholders with clear, timely communication.
- Manage member inquiries and ensure timely responses.
- Maintain and update internal records related to onboarding status and approvals.
- Oversee code registry processes and ensure compliance with required guidelines.
- Participate in kickoff meetings and collaborate with technical and business teams as needed.
- Escalate any issues or legal matters to senior management promptly.
- Create and update reports, dashboards, and fields to support onboarding workflows.
- Manage user access and licenses, including onboarding and offboarding employees.
- Troubleshoot technical issues with the CRM in collaboration with support teams.
- Contribute to ongoing improvements and optimization of CRM processes.
- Provide subject-matter input related to onboarding and CRM activities for internal initiatives.
- Support project teams by preparing reports and tracking progress through dashboards.
What You Bring:
- Post-secondary education preferred; equivalent experience considered.
- Experience in onboarding, customer support, or operations within a technical or financial environment.
- Strong communication skills and comfort engaging with internal and external stakeholders.
- Exceptional attention to detail, accuracy, and documentation discipline.
- Ability to multitask and manage competing priorities in a process-driven environment.
- Strong analytical and problem-solving skills.
- Proactive and curious, with a desire to understand processes and improve workflows.
- Experience with Salesforce (reports, dashboards, user admin) and API based products required or strongly preferred.
Please send your resume in Word format to Arriane Liangcungco at arriane.liangcungco@quantum.ca.
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