Granum - Onboarding Specialist

• Serve as the primary point of contact for new clients throughout their first 30-90 days of onboarding: Build strong initial relationships that set the tone for long-term client success and satisfaction. You'll guide new customers through the onboarding process, creating a positive and confident start to their journey with our platform. • Serve as the primary point of contact for new clients throughout their first 30-90 days of onboarding: • Conduct virtual one-on-one training sessions to educate and empower clients on using our platform and services effectively: Deliver personalized, hands-on training that helps clients understand not just how to use the platform, but how to apply it to their specific business needs. These sessions build confidence, drive early product adoption, and lay the foundation for long-term success by showing clients how to achieve real value from day one. • Conduct virtual one-on-one training sessions to educate and empower clients on using our platform and services effectively: • Identify client needs, track progress, and proactively address potential roadblocks to ensure long-term success: Take a consultative approach to problem-solving by anticipating challenges and offering solutions before they become issues. Your proactive support helps reduce churn and boosts customer satisfaction and loyalty. • Identify client needs, track progress, and proactively address potential roadblocks to ensure long-term success: • Maintain accurate client records and documentation across platforms: Ensure all client interactions and milestones are properly documented for cross-functional visibility. Accurate records support a consistent experience across teams and help drive data-informed decisions. • Maintain accurate client records and documentation across platforms: • Does this sound like you? • If you have the following experience, then this is a great role for you: • 3+ Years in a SaaS Environment: Demonstrated experience working within a Software-as-a-Service (SaaS) company, ideally in a customer-facing role. You understand the recurring revenue model, product lifecycle, and the importance of customer retention and satisfaction in a subscription-based business. • 3+ Years in a SaaS Environment: • Exceptional Communication and Interpersonal Skills, with a Client-First Mindset: You're a natural communicator, comfortable leading conversations with new clients and aligning internal teams. You can simplify complex ideas, actively listen, and build trust quickly with diverse customer personas. • Exceptional Communication and Interpersonal Skills, with a Client-First Mindset: • Strong Organizational and Time Management Skills: You excel at managing multiple onboarding projects and timelines simultaneously. You're able to prioritize effectively, stay detail-oriented, and ensure a seamless onboarding experience without sacrificing quality. • Strong Organizational and Time Management Skills: • Experience with CRM/Customer Success Tools (Preferred): Familiarity with tools like Salesforce, ChurnZero, Gainsight, or HubSpot is advantageous. Additional proficiency in Google Workspace and Microsoft Office Suite. You know how to track customer engagement, flag potential churn risks, and keep client records and interactions up to date. Additional knowledge in AI platforms is an added benefit. • Experience with CRM/Customer Success Tools (Preferred): • Ability to Multitask and Succeed in a Fast-Paced, Client-Focused Environment: You thrive under pressure and are adaptable to changing priorities. You're confident navigating ambiguity and can manage shifting client needs while staying solutions-focused. • Ability to Multitask and Succeed in a Fast-Paced, Client-Focused Environment: • Green Industry Knowledge is an Asset: Familiarity with landscaping, arborist, or field service operations — including estimating, scheduling, crew management, and invoicing — meaningfully shortens ramp time and helps you speak your clients' language from day one. • Green Industry Knowledge is an Asset: • French or Spanish Language Proficiency is an Asset • Ability to Travel Within Canada and the U.S.