Onboarding Specialist | Enterprise

July 11

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Logo of Paystone


We make merchant life easier. Payment Processing | Gift Card Programs | Customer Loyalty Programs

51 - 200

💰 Venture Round on 2021-07


• Coordinate a warm client handoff from sales to onboarding • Lead the onboarding process for new enterprise clients • Establish onboarding project goals, deliverables, required resources, timelines and budgets in close collaboration with new clients • Conduct comprehensive training sessions for clients, demonstrating key features and best practices to drive product adoption and client success • Manage timelines, deliverables, and client expectations throughout the onboarding process until launch and hand-off to our Account Management and Support teams • Resolve issues and solve problems through the course of the project • Stay up to date on the latest Gift and Loyalty industry trends


• University degree or college diploma in Marketing, IT or a related field • 3 years or more of client-facing onboarding experience, preferably in the Saas industry, loyalty an asset • Proven track record of managing enterprise-level client projects and delivering successful onboarding experiences • Excellent leadership, communication and problem-solving abilities • Project management courses or certification (CAPM or PMP) an asset


• Compensation (fixed and variable) tied to market data (we use Mercer) • We reward for contribution • Everyone gets equity • Flexible Time-off • We’re committed to career development • Work from home

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