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Onboarding Manager

Affinity
Location not specified
Full Time
Posted February 19, 2026
CA$88k - CA$110k
Not Specified
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Job Description

The Onboarding Manager is responsible for ensuring customer success during the onboarding process by managing product implementation, providing training, facilitating data migrations, and advising on best practices across various sectors to foster long-term partnerships with clients.

Key Responsibilities

  • Oversee customer accounts post-sale and prior to transition to Customer Success Managers
  • Provide onboarding templates, best practices, and training for customers
  • Manage product implementation and configurations for multiple customer engagements
  • Drive product strategy during onboarding to ensure long-term success
  • Facilitate customer data migrations from other CRMs and tools to Affinity
  • Present product features, integrations, and upgrade opportunities to customers
  • Advise customers on best practices and industry-specific use cases
  • Update customers on new features relevant to their workflows
  • Collaborate with the product team to relay feedback and suggest improvements

Requirements

  • You have 2 years work experience in customer-facing SaaS Account Management, Implementation, Technical Support, Consulting, Workflow Management and or Project Management.
  • You understand customer needs points and are able to prioritize accordingly.
  • You have magician-like qualities in your use of Excel to conduct data clean-up and raw data structure analysis.
  • You are able to manage your time across multiple customers and projects to meet aggressive timelines.
  • You are able to manage expectations and complexity and are comfortable with navigating grey areas to solve customer problems.
  • You excel at both written and live customer communication.
  • You are able to engage a group of people to get a team excited about our technology by providing interactive and engaging product education.
  • You have the ability to work cross-functionally.
  • You are comfortable with ambiguity and fast-paced startup environment.

Benefits & Perks

Compensation/salary range: 88,000.00 - 110,000.00 CAD Base
Health Care coverage and flexible personal sick days
Annual budget for education and comprehensive Learning & Development program
Reimbursement for transportation, home internet, meals, and wellness memberships
Virtual team building and socials

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