Onboarding Specialist

Join Optix as an Onboarding Specialist, where you'll be the first point of contact for new clients, guiding them through the onboarding process onto the Optix platform. You'll run onboarding calls, keep clients on track to hit their milestones, and help refine the AI tools that support our team. This is an entry-level position with a clear path for career progression in Customer Success.

• Facilitate onboarding calls for new clients, guiding them through platform setup and early best practices.
• Track and drive completion of onboarding and product adoption milestones, ensuring clients are on track to hit their goals.
• Serve as the primary relationship owner for a portfolio of clients, driving retention, adoption, and account health.
• AI-savvy: genuinely comfortable working alongside AI tools and providing feedback to help improve them
• Eligible to work in Canada
• 1+ years of experience in a customer support, success, or client-facing service role at a technology company
• Available for some early morning and late afternoon client-facing hours
• Organized and detail-oriented, able to track multiple clients’ progress against milestones at once
• Comfortable leading structured calls and presentations with clients, 1:1 and in groups
• Professional written and verbal English proficiency — clear, concise, empathetic, and typo-free
• Previous experience in a B2B SaaS environment or the coworking/flex space industry
• Familiarity with customer success tools (e.g., Intercom, HubSpot)
• Experience creating help content, videos, or training materials
• We welcome applicants from all walks of life. Even if you don’t feel you meet every requirement listed, we would still love to hear why you think you would be an awesome addition to our team, and we encourage you to apply