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Onboarding Manager at Intiveo

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
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Offer summary

Qualifications:

3+ years in project or client account management, Experience in SaaS environment, Strong communication and presentation skills, Tech-savvy with experience in Salesforce.

Key responsabilities:

  • Ensure smooth onboarding process for clients
  • Teach clients to use the Patient Experience Tool

Intiveo logo
Intiveo SME https://www.intiveo.com/
51 - 200 Employees
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Job description

Onboarding Manager

Intiveo is on the rise, and we're searching for an Onboarding Manager to deliver an awesome experience to our clients.

An ideal candidate for this role has a proven background in SaaS and thrives in a fast-paced environment. They combine a customer-centric mindset with the ability to distill complex concepts into clear, actionable steps. They excel at project management, juggling multiple onboarding initiatives and keeping stakeholders aligned. Their strong communication and collaboration skills enable them to work effectively with teams across Sales, Customer Success, Product, and Support. They leverage data-driven insights to track performance, identify trends, and continuously refine strategies. Their process-oriented approach ensures streamlined workflows that scale with the business. By staying empathetic and adaptable, they tailor solutions to diverse customers, fostering trust and loyalty from the first interaction. Above all, they embrace ownership, value feedback, and maintain a growth mindset—remaining curious about new technologies and best practices to create exceptional onboarding experiences.

Who Are We
Intiveo is a leading cloud-based patient engagement platform used by 15,000 practitioners to communicate with over 18 million patients. Our goal is to continuously improve patient care by understanding communication needs, behaviors, and preferences – resulting in successful treatment outcomes.

✨What You'll Do

  • Make sure clients have a smooth onboarding process and understand the value of Intiveo
  • Help clients see how Intiveo fits into their overall business strategy
  • Teach clients the best ways to use our Patient Experience Tool.
  • Setup clients for success in improving their clinics efficiency and Patient Journey
  • Find ways to improve the onboarding process for clients so we can grow and keep more accounts
  • Handle ticket escalations and OKRs when needed.


    ✨Who You Are

    • You have experience working with clients, ideally in a SaaS company.
    • You have at least 3 years of project or client account management experience (Customer Success is a plus)
    • You're great at managing your time, staying organized, and solving problems
    • You're not afraid to speak up and share your ideas
    • Experience with Salesforce
    • You're detail-oriented
    • You're an excellent communicator, both written and verbal, and you have great presentation skills
    • You're tech-savvy and willing to learn new software

    ✨Bonus Points

    • You're bilingual (French/English)
    • Experience using a Customer Experience tool (Totango, ChurnZero or Gainsights etc)
    How Success is Measured
    • Time to Value (how quickly clients see the value in our product)
    • Days in Onboarding (how long the onboarding process takes)
    • Generating Advocates (how many clients become promoters of Intiveo)



    How We Give Back to Our Employees:

    • Generous vacation time
    • Wellness Fund
    • RRSP matching
    • ESOP (employee stock ownership program)
    • Annual retreat
    • Plus, your birthday off! (Who wants to work on their birthday?)
    • And more

    More About Intiveo
    We are a fun, collaborative, and hard-working team of innovative minds who genuinely enjoy spending time together. At Intiveo, our values are Authenticity, Collaboration and Continuous Development. We embrace diversity and encourage you to share your voice. We want you to think outside the box, present new ideas, and be willing to fail. Our employees are empowered daily to see how their work helps Intiveo achieve our goal of becoming North America’s #1 patient care service provider.

    Want to see more? Check out our Culture Book here!

    Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Collaboration
    • Communication
    • Time Management
    • Presentations
    • Problem Solving

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