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Added 9 mins ago
R
Administrative Assistant
RBC
Vernon, BC
- Full-time
Added 24 mins ago
VE
Driver Development & Compliance Coordinator
Victor Energy
AB · Edmonton, AB
- Full-time
Hands-on experience with an electronic logging device (ELD) platform; Motive experience is preferred
Added 24 mins ago
T
Business Systems Analyst III
TD
Toronto, ON
- Full-time
Experience working with integrated application environments involving Java APIs, Microsoft Azure, batch processing, and mainframe technologies.
Added 24 mins ago
K
Senior Data Integration Developer, Fabric
KPMG
Toronto, ON · ON · Vaughan, Ontario
- Full-time
The Senior Data Integration Developer (Fabric) designs, builds, and supports secure, scalable data integration solutions for KPMG Canada’s internal clients through the Enterprise Analytics…
Added 24 mins ago
KR
AI Delivery - Oracle Fusion AI
KTek Resourcing
Brampton, ON
- Contract
Design integrations between Oracle Fusion, Microsoft 365, SharePoint, Teams, Azure AI services, and other enterprise platforms.
Added 24 mins ago
S
Quality and Infrastructure, Co-op SmartVu Developer
Survalent
Mississauga, ON
- Internship
Survalent is looking for an innovative and enthusiastic COOP Quality and Infrastructure Developer to join our SmartVu Development team for an eight-month/one year work term starting in…
Added 24 mins ago
VE
Driver Development & Compliance Coordinator
Victor Energy
Calgary, AB
- Full-time
Hands-on experience with an electronic logging device (ELD) platform; Motive experience is preferred
Added 24 mins ago
VE
Driver Development & Compliance Coordinator
Victor Energy
Saskatoon, SK
- Full-time
Hands-on experience with an electronic logging device (ELD) platform; Motive experience is preferred
Added 39 mins ago
M
Senior Administrative Assistant
MNP
Toronto, ON
- Full-time
Client Relationship Management (CRM) – enter, review and maintain opportunities, client account and contact information in CRM platform
Added 1 hour ago
LE
Operations Technician / Administrative Coordinator
Lighthouse Energy Group Inc.
Calgary, AB
- Full-time
…Responsibilities include setting up new projects in our time tracking platform, coordinating internal processes, monitoring general safety compliance, onboarding contract field supervisors,…
Added 1 hour ago
T
DevOps Engineer
TechDoQuest
Canada
- Full-time
…Services team, focused on infrastructure automation, cloud platform management, and CI/CD enablement. This role is ideal for a highly technical engineer with strong expertise in…
Added 1 hour ago
JS
Payments Implementation Specialist - Canada
Jonas Software
Markham, ON · Canada - Markham - Ontario
- Full-time
Jonas Club Software is an industry leading club-first management platform built exclusively for private and member-driven clubs and designed to be the single source of club truth. Used by…
Added 1 hour ago
CB
Onboarding Specialist
Cubeler Business Development Platform
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Proficiency with Microsoft Excel, entire MS Office Suite and data entry
Added 1 hour ago
CG
Executive Administrative Assistant
CLV Group
Ottawa, ON
- Full-time
Our dynamic, integrated real estate platform spans investments, acquisitions, development, asset management, property management and corporate services. That breadth creates opportunities…
Added 1 hour ago
JC
Payments Implementation Specialist - Canada
Jonas Club Software
Markham, ON · Canada - Markham - Ontario
- Full-time
Jonas Club Software is an industry leading club-first management platform built exclusively for private and member-driven clubs and designed to be the single source of club truth. Used by…
Added 1 hour ago
M
Senior Full Stack Engineer
Manulife
Toronto, ON · Waterloo, ON
- Full-time
Microsoft SQL Server, Azure SQL, Azure Cosmos DB or MongoDB, Redis, and database migration tools such as Flyway.
Added 1 hour ago
Technical Advisor, Application Development
National Research Council Canada
Ottawa, ON
…into one enterprise CRM solution. This solution leverages the Microsoft Platform (D365, Microsoft Portals, MS Power BI) with various third-party…
Added 1 hour ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
…services through the implementation of a new digital permitting platform, enhancing efficiency, transparency, and customer service for residents, businesses, and…
Added 1 hour ago
O
Senior Product Manager, Okta Customer Identity
Okta
Toronto, ON
- $146,000 to $200,000 CAD / year
- Full-time
Track the CIAM market and competitive moves from Auth0, Microsoft, and Ping, and use that context to sharpen where the Okta Customer Identity platform should and shouldn't compete.
Added 1 hour ago
MI
Microsoft Dynamics CRM Developer
Maarut Inc
Montreal, QC
- Contract
The client is looking for a senior developer whose main field is Microsoft Dynamics CRM, with command of the CI/CD chain. The role covers the full cycle: requirements analysis, design,…
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Surrey, BC
- Full-time
Added 2 hours ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
Added 2 hours ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset (Chinatown Branch)
TD
Vancouver, BC
- Full-time
Added 2 hours ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Vancouver, BC
- Full-time
Added 2 hours ago
AI Engineer, Platform and Runtime
HS Financial Technologies
Halifax, NS
Our proprietary platform connects data, workflows, and operations across the investment lifecycle, delivering the automation, transparency, and insights clients need to operate efficiently…

Cubeler Business Development Platform

Onboarding Specialist

Greater Montreal Metropolitan Area, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Experience: 1–2 years of experience in a customer success and/or sales assistant related role
Posting language: English
Posted: Nov 2, 2026

Original job description

Please note: This role is based in Montreal, Quebec, and requires on-site presence 5 days per week

Job Description

Reporting to the Director of Strategic Partnerships, the Onboarding Specialist is a professional who guides new and existing members through the initial stages of setting up their account with the Cubeler Business Hub, ensuring they have a smooth and positive experience from sign-up to full adoption of the service.

What You'll Do

Coordinate and facilitate the end-to-end onboarding process for new and existing members
Deliver personalized walk throughs, demos, training sessions tailored to member’s needs
Update Excel spreadsheets and perform accurate data entry to track member information and onboarding progress.
Research and provide SME information on Excel spreadsheet
Maintain detailed and accurate records in eventual CRM and other systems
Helping existing members connect and use the business hub
Monitor member connections by tracking onboarding progress
Serve as the primary point of contact, answering questions and providing guidance
Make outbound calls to registered members to welcome them, introduce the services and benefits of the Business Hub, and verify link connection
Maintain accurate records of onboarding activities
Following up with prospective or inactive members

What You'll Neeed

1–2 years of experience in a customer success and/or sales assistant related role
Extremely comfortable with client outreach (cold calling)
Strong interpersonal and communication skills
Highly organized with excellent attention to detail
Passion for delivering exceptional customer experiences
Ability to manage multiple priorities while staying organized
Proficiency with Microsoft Excel, entire MS Office Suite and data entry
Experience using Zoho CRM would be considered an asset
Must be bilingual French/English (spoken and written)

We offer

Competitive compensation, including stock options
Health benefits
Group RRSP
Paid time off, including vacation and sick days
Open workspace

Tenet Fintech Group Inc. and its subsidiaries are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We thank you for your interest. However, only candidates selected for an interview will be contacted.

About Us

Cubeler Inc. is the creator of the Cubeler® Business Hub, a gated ecosystem for small and medium-sized businesses that offers SMEs no-cost access to leading, AI-powered SME insights, analytics, marketing, networking, and financing solutions. The Cubeler® Business Hub is a first-of-its-kind ecosystem dedicated exclusively to SME entrepreneurs, which provides its members with free access to these benefits:

Access to Capital via a network of multiple lenders and financial institutions (Financial)
The ability to advertise products and services to a targeted audience (Advertising)
Local, national and international networking opportunities (Networking)
Access to a variety of exclusive market intelligence reports (Business Insights)
Rich and diverse content relative to the industries where SMEs operate.

All Cubeler® Business Hub services are offered FREE of charge to members.

The Company, whose head office is located in the heart of Montreal’s tech district, is a pioneer in the utilization of AI, data science and analytics for the betterment of financial services and SMEs. It features a dynamic work environment and is a part of an international conglomerate with offices in several countries, including Canada.

Apply About employer

More about this job

Responsibilities

Coordinate onboarding for new and existing members, including personalized walkthroughs, demonstrations, training, and follow-up. Track member information and onboarding progress, maintain accurate records, make outbound calls, and help members connect to and use the Business Hub.

Requirements

Requires 1–2 years of experience in customer success or a sales assistant role, comfort with client outreach and cold calling, and strong communication, organization, and attention to detail. Candidates must be bilingual in spoken and written French and English and proficient in Excel, Microsoft Office, and data entry; Zoho CRM experience is an asset.

Skills

Customer Onboarding
Customer Success
Cold Calling
Client Outreach
Interpersonal Communication
Written Communication
Organization
Attention to Detail
Customer Experience
Multitasking
Microsoft Excel
Microsoft Office
Data Entry
Zoho CRM
French
English

Benefits

Stock Options
Health Benefits
Group RRSP
Paid Time Off
Vacation Days
Sick Days

Visa sponsorship

Not detected in the job text

Keywords

Customer Onboarding
Customer Success
Sales Assistant
Client Outreach
Cold Calling
Member Engagement
Account Setup
Customer Training
Product Demonstrations
Business Hub
Microsoft Excel
Microsoft Office
Data Entry
Zoho CRM
CRM
Record Keeping
Onboarding Progress Tracking
SME Insights
Business Analytics
Artificial Intelligence
Data Science
Financial Services
Small and Medium-Sized Businesses
French
English

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