Copy of Onboarding Specialist

Wagepoint
•Remote

About The Position

At Wagepoint, we are seeking a talented Onboarding Specialist to help small businesses feel confident using payroll technology. This role involves guiding new clients through the setup process, ensuring compliance, and setting them up for long-term success with Wagepoint. The Onboarding Specialist will report directly to the Onboarding Team Lead.

Requirements

  • 1+ year of experience processing Canadian payroll or supporting clients in payroll onboarding, support, or implementation.
  • Solid understanding of payroll compliance and taxation basics.
  • Willingness to learn and adapt to changes in payroll legislation, internal processes, and product features.
  • Strong communication skills with the ability to explain payroll concepts clearly.
  • Experience managing KYC/KYB and other compliance documentation.
  • High attention to detail and strong organizational skills.
  • Ability to investigate and resolve onboarding issues independently while knowing when to collaborate or escalate.
  • Comfortable working in a CRM-driven environment (e.g., HubSpot) to track onboarding progress, tasks, and client communication.
  • Familiarity with tools like Google Workspace and video conferencing platforms.
  • Collaborative, self-directed, and adaptable in a fast-paced, remote environment.

Nice To Haves

  • PCP designation or working toward it.
  • Membership in the National Payroll Institute (NPI).
  • Experience with payroll software or HR/payroll platforms.
  • Bilingual in French and English.
  • Experience working in a remote or distributed team environment.

Responsibilities

  • Manage the end-to-end onboarding process for new Wagepoint clients, from account submission to the first successful payroll run.
  • Ensure payroll accounts are configured accurately and in compliance with Wagepoint policies and government requirements.
  • Deliver clear and effective training via calls, emails, and online sessions to help clients navigate Wagepoint’s payroll platform.
  • Track, document, and resolve onboarding issues by collaborating with Sales, Risk, and Support teams.
  • Maintain complete and accurate onboarding records, including setup instructions, support notes, and system configurations.
  • Identify pain points and recurring issues in the onboarding journey and recommend improvements.

Benefits

  • Professional development
  • Career growth opportunities
  • Flexibility
  • Autonomy
  • Recognition as one of Canada's Best Workplaces for Mental Wellness and Inclusion (in 2026)
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