Client Onboarding Specialist

at  Provident Energy Management Inc

Provident Energy Management Inc. is a leading Energy Services Company (ESCO) in the Greater Toronto Area that specializes in the multi-residential market, with an emphasis on high rise condominiums. Since 1985, we have supported our clients’ energy savings and sustainability objectives through our provision of state-of-the-art building automation and sub-metering services.
Provident’s 100+ person team includes engineers, certified energy managers, and building systems engineering technologists among other disciplines. We are focused on providing our team with professional development and growth opportunities along with challenging work and a supportive environment.
We are proud of our diversity and positive work culture where team members support each other. We have regular company and team-building events. We offer a competitive compensation and benefits package including a Health Spending Account, Group RRSP and Flex Days.

REQUIREMENTS

• Bachelor’s degree in business, marketing, or a similar discipline.
• 3+ years of experience working in a training, onboarding, implementation, or client-focused role. Experience in the utility industry or a highly regulated environment is preferred.
• Ability to prioritize tasks and manage multiple projects simultaneously.
• Excellent verbal and written communication skills.
• Ability to manage and deliver projects in a timely manner.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and project management software.
• Technical aptitude to understand complex energy solutions and translate them into easily understandable training materials.
• Strong interpersonal skills with the ability to collaborate effectively with cross-functional teams and clients.
• Customer-centric approach with a focus on delivering high-quality service and building long-term relationships.
• Highly organized and detail-oriented.
• Self-starter with the ability to work independently and in a team environment.
• Ability to adapt to a fast-paced and evolving environment.

ROLE

The Client Onboarding Specialist will play a key role in overseeing the deployment of client projects and will be responsible for managing end-to-end onboarding for new clients. As the Client Onboarding Specialist, you will work closely with the sales and client management team to oversee account setup and implementation, offering product demos/tours and ensuring alignment with stated customer goals and values.

RESPONSIBILITIES

Essential Duties and Responsibilities include, but are not limited to the following:

• Oversee and manage the customer onboarding process throughout the organization.
• Find solutions to optimize the customer onboarding process and collaborate with the team to implement them.
• Manage, assign, and conduct onboarding meetings, product tours, company presentations, and product demos.
• Understand customer context, oversee goals, and provide product information to best serve those goals.
• Educate customers and work with the team to optimize their process for the quickest path to success.
• Collaborate with the team and create a process to identify and eliminate roadblocks in the way of customers’ goals.
• Improve product adoption and customer retention and help foster positive customer relationships that create a loyal customer base.
• Provide materials to help customers learn best practices to better achieve their desired outcomes.
• Provide feedback and insights on client experiences to improve future implementations and training programs.
• All other duties as assigned to meet Company objectives.