Onboarding Specialist
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Work location
- Location: Montreal, QC (hybrid, 3 days per week in the office)
- Experience
- 2–3 years of experience in corporate role
- Posting language
- English
- Posted
Original job description
Location: Montreal, QC (hybrid, 3 days per week in the office)
Job type: Permanent, full-time
Languages: English and French (spoken and written)
About Kompas
Kompas is a Montreal-based Proptech startup building modern property management and accounting software for real estate owners and operators. Our platform helps landlords and property managers streamline leasing, maintenance, and accounting operations, all in one place.
Today, Kompas supports real estate operators representing more than 20,000 residential units and 10 million square feet of commercial space across three provinces. Our growing team of more than 25 people is focused on solving real problems for real estate professionals with powerful, easy-to-use software.
About the role
As a Customer Onboarding Specialist, you’ll guide new Kompas customers as they move from their existing property management and accounting software onto our all-in-one platform. You’ll be their main point of contact throughout the transition, helping them understand what to expect and keeping their onboarding on track from kickoff to go-live.
What you’ll do
You’ll own the onboarding experience for your clients.
- Manage your onboarding projects from kickoff to go-live, keeping timelines, milestones, and deliverables on track across several clients at once.
- Understand how each client is organized (accounting, leasing, operations) so migration and training fit their team.
- Lead data migration from old systems to Kompas
- Plan and deliver client training of Kompas
- Stay on as the main contact for 60 days after go-live, and continue to support the account as needed.
What we’re looking for
· We’re looking for someone organized and hands-on who is comfortable with data and enjoys working directly with clients.
- 2–3 years of experience in corporate role
- Fluent in English and French, both spoken and written
- Advanced Excel skills, with comfort cleaning and reshaping large data files
- Project management skills, with the ability to juggle several client timelines at once
- Confidence leading training sessions and presenting to groups with different levels of technical comfort
- Excellent communication and interpersonal skills, strong problem-solving, and close attention to detail
- Comfortable working in a fast-paced startup environment
Nice to have:
- Experience in bookkeeping or accounting, through education or work experience
- Interest in real estate, property management, or SaaS
What we offer
- Competitive salary including health and dental benefits
- RRSP matching
- Health and wellbeing, and professional development reimbursements
- Hybrid, flexible work schedule
- Supportive, close-knit team with direct access to leadership
- A role where your work directly shapes the customer experience and supports our growth
More about this job
Responsibilities
Manage multiple client onboarding projects from kickoff through go-live, coordinating timelines, milestones, data migration, and training. Serve as the primary client contact during onboarding and for 60 days after go-live, providing ongoing support as needed.
Requirements
Candidates should have 2–3 years of corporate experience, fluency in spoken and written English and French, and advanced Excel skills for cleaning and reshaping large data files. They should be organized, comfortable managing multiple project timelines, confident leading training and presentations, and effective communicators and problem-solvers; bookkeeping or accounting experience is a plus.
Skills
- Client Onboarding
- Project Management
- Data Migration
- Advanced Excel
- Data Cleaning
- Data Reshaping
- Client Training
- Presentation Skills
- English Communication
- French Communication
- Problem-Solving
- Attention to Detail
- Accounting
- Customer Support
- Interpersonal Skills
Benefits
- Health and Dental Benefits
- RRSP Matching
- Health and Wellbeing Reimbursements
- Professional Development Reimbursements
- Flexible Work Schedule
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Software
- Management & Leadership
- Finance & Accounting
Keywords
- Customer Onboarding
- Property Management
- Proptech
- SaaS
- Accounting Software
- Data Migration
- Microsoft Excel
- Data Cleaning
- Data Reshaping
- Project Management
- Client Training
- Leasing
- Operations
- Bookkeeping
- Customer Support
- Go-Live
- Real Estate