Client Onboarding Specialist
Job Description
Toast is recruiting on behalf of this company for a Client Onboarding Specialist to join a growing Client Success team supporting clients using a modern wealth management platform. This role is ideal for someone who combines strong client relationship skills with a detail-oriented mindset, particularly around financial data. The company provides a secure, centralized platform for family offices and high-net-worth clients—streamlining their workflows and empowering them to manage and protect their wealth with confidence.
In this role, you’ll deliver a high-touch onboarding experience, building trust and clarity from day one. You’ll be a product expert, a process navigator, and a client advocate—ensuring that new users get the most value from the platform as quickly and smoothly as possible.
Responsibilities
Guide new clients through the onboarding journey with a high standard of care and professionalism.
Implement structured onboarding plans that align with client goals and ensure long-term success.
Foster client engagement and satisfaction, proactively addressing questions and removing barriers to adoption.
Collaborate with sales, support, and success teams to ensure smooth handoffs and a unified client experience.
Become a subject matter expert on the product, with the ability to explain workflows and guide users toward key outcomes.
Track onboarding progress, flag potential risks early, and support retention efforts through effective communication.
Requirements
- 1–3 years of experience in SaaS onboarding, implementation, or customer success.
- Demonstrated ability to manage multiple client relationships and competing priorities.
- Strong attention to detail—especially when working with numbers and financial information.
- Excellent communication skills and a proactive, client-focused mindset.
- Preferred: background in accounting, finance, wealth management, or financial services.
- Comfortable working in a remote, fast-paced, and evolving environment.
Benefits
- Remote flexibility: Work from anywhere in Canada with support from a Vancouver-based team.
- Client impact: Help shape the financial experience for family offices using transformative tech.
- Supportive culture: Join a team that values empathy, precision, and continuous learning.
- Professional growth: Opportunities to build your expertise in customer success and the financial tech space.
Toast's Process
1. Application Review
Submit your application, including your resume and cover letter, through our online portal. Our team will carefully review your qualifications and experiences. We take pride in responding promptly, so if your application aligns with our current opportunities, you’ll hear back from us with next steps. Your journey with Toast begins here, and we’re excited to see what you bring to the table!
2. Vetting Call
If your application is successful, we’ll schedule a vetting call with a member of the Toast team. This 30-45 minute informal conversation is designed for us to get to know you better and assess your skills. Be prepared to discuss your past projects, the challenges you’ve tackled, and the impact you’ve made. This is your chance to shine and show us why you’re a great fit for the roles we offer.
3. Profile Creation
Once you’ve impressed us in the vetting call, we’ll create an unbiased profile that highlights your experience while minimizing common biases. Instead, we focus on your skills, industry experience, and the impact you’ve made. This way, your profile reflects your true potential and accomplishments.
4. Client Submission
After crafting your unbiased profile, we submit it to our trusted clients. We work closely with these clients to ensure they understand the value you bring. Throughout their interview process, we remain by your side, providing support and guidance. Our goal is to help you navigate the hiring process smoothly and confidently, ensuring you have the best chance to secure a role that fits your skills and aspirations.