Onboarding Specialist (Contract)

Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.  United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team. Ready to be part of the action? Onboarding Specialist is a master at increasing product adoption and enabling customers' success through in-depth product understanding. They greet new customers in onboarding calls, often with a Client Service Manager present, and offer product tours, assist in setup, testing, and aid in implementation. Onboarding is a crucial point in the customer journey. In many cases, it determines whether a customer stays or leaves. The Business Development / Client Onboarding Specialist is, therefore, a vital part of the Business Development & Strategic Client Engagement team. A Client Onboarding and Testing Specialist ensures smooth integration of new clients into a platform, product, or service by managing onboarding, training, and system testing. The role involves client engagement, technical validation, and process optimization. He/she will work closely with the Strategy and Innovations team and the Head of Client Success, to ensure awareness of the full suite of products and services offered and a seamless onboarding experience for all clients. This role is hybrid (50%/week in the office) - based in Toronto, ON. Key Responsibilities: Coordinating and scheduling internal and external meetings related to onboarding client prospects. Client Relationship Management – Serve as the main point of contact during onboarding. Guiding Clients Through Onboarding Processes – Ensure a seamless transition by assisting with system setup and configuration. Training & Documentation – Conduct walkthroughs, workshops, and knowledge-sharing sessions to educate clients on workflows. Account Setup & Configuration – Work closely with internal teams to ensure smooth client activation. Customization & Requirements Gathering – Understand client-specific needs and tailor onboarding processes accordingly. Issue Resolution & Escalation – Troubleshoot onboarding challenges and coordinate with internal teams for solutions. Pre-Trade & Post-Implementation Testing – Validate system performance, trade workflows, and integration points. UAT (User Acceptance Testing) Coordination – Work with clients to execute test cases and provide feedback. Data & System Validation – Ensure accurate setup,…