Customer Onboarding Specialist Customer Onboarding Specialist

About the role

Are you ready to move your career forward? At Foundever, you will find our call center jobs surprising. We believe in memorable associate experiences. Here, you can improve your quality of life and grow your career. We believe that small moments can have a big impact on our work experiences, customers, teams, and friends. By creating positive moments for each other, we make a difference and improve our associate experience.

Join Foundever as a Customer Onboarding Specialist to provide meaningful experiences and knowledge to customers through hands-on walkthroughs, demonstrations, and setup of QuickBooks Online.

Benefits

• $19.35/hour
• 100% paid training
• Benefits including medical, dental, vision, and life insurance
• Retirement plan with company match
• Employee Assistance Program (EAP)
• Employee discounts
• Referral bonuses
• Experienced leadership
• Employee-focused culture
• Work/Life balance
• Career development opportunities

Responsibilities

• Conduct structured onboarding sessions (two 45-min sessions, one optional 30-min session), advanced feature sessions, and new strategic engagements within the first 60 days to drive product proficiency
• Facilitate QuickBooks setup, review dashboards, and walk customers through core workflows (e.g., managing expenses/income) to build confidence and ensure adoption
• Correct SKU setup and ensure alignment with customer product goals
• Proactively guide customers to self-serve resources and the QuickBooks Digital Assistant for ongoing product support beyond onboarding

Qualifications

• Recent working knowledge of QuickBooks Online required
• Proven experience in the customer service industry, preferably with involvement of an advisory role
• Active listening and clear explanations to instill customer confidence
• Supportive and solution-oriented mindset, especially for customers who may find learning new systems challenging
• Rapidly develop proficiency with QBO functionality for accurate setup and demonstration
• Ability to teach and assign tasks to promote practice and mastery
• Highly organized to manage multiple customer engagements in strict timeframes
• Strong initiative for scheduling, follow-up, and ensuring program outcomes
• Ability to learn new products and quickly adapt to new features/updates
• Experience with or interest in basic financial concepts related to bookkeeping/payroll/Accounting 101

Location Requirements

• This position is hybrid, with 2 days at home and 3 days in office at The Well: 8 Spadina Ave, Suite 1900, Toronto, ON M5V 0S8
• A hardwired connection with an internet Speed of 10.0 Mbps download speed and 5.0 Mbps upload speed is required in your work at home space, which must also be quiet and distraction-free

About Foundever

Foundever® is a global leader in the customer experience (CX) industry. With 170,000 associates across the globe, we’re the team behind the best experiences for 750+ of the world’s leading brands, from Fortune 500 companies to local startups. We know every action taken, no matter how small, has a significant impact. Our employees savor the small moments and celebrate the big wins with our clients and with each other. Supporting +9 million customer conversations every day in +60 languages across 45 countries, Foundever combines innovative thinking and digital solutions – including self-service, artificial intelligence (AI), and data-driven analytics – with the expertise and empathy of our employees to Create Connection. Value Conversation.

Get to know us at www.foundever.com and connect with us on Facebook, LinkedIn and Twitter.

EEO

Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination.

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