Onboarding Specialist

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What’s Bench? Check us out in Medium, Betakit, Financial Post, Perkins + Will, our Instagram, and our Blog.

We acknowledge that Bench headquarters is located on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh(Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses.

Our mission is to make a profound difference in the quality of life of one million people. From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Because understanding your finances should be three things: simple, effortless, and affordable.

We’re growing fast, and we’re looking for exceptional people to join us on this incredible journey. Check out our culture guide to learn more about what it’s like to work at Bench and read more about our business here!

What does the Onboarding Team look like?

The Onboarding Team is laser focused on client experience and focuses their attention on setting clients up for a successful relationship with Bench. As a member of this team, you’ll play a key role in working with our current clients as they prepare for Tax Season by ensuring their accounts are properly optimized and setting clear expectations that will allow for seamless bookkeeping moving forward. This will be a new initiative at Bench and we’re looking for scrappy individuals who can build the track as they ride it!

What you’ll get up to:

• Own a portfolio of clients and work with them to optimize their accounts and set them up for a successful tax season.
• Contribute to value driven initiatives for Bench and small business clientele
• Communicate directly with entrepreneurs to better understand their business needs and listen to their feedback.
• Organize internal stakeholders to provide solutions for client issues.
• Grow your tech skills by managing your workflow using software tools like SalesForce, SalesLoft, RingCentral, Google Sheets, and the Bench App.
• Help identify opportunities for growth & innovation in Operations and beyond!
  
  

What you’ll need:

• At least 1 year prior experience in Customer Success or Customer Service, preferably at a SAAS company.
• Client-first Mentality: The best reps on our team go the extra mile for our clients and will take the extra time to ensure that the client’s needs are addressed properly. This means digging deep into client issues and providing clear solutions that will positively impact the client’s experience.
• Communication: You’ll quarterback a hefty portion of the client relationship so clear and concise communication (verbal and written) makes sure we’re efficiently passing messages between clients and internal stakeholders.
• Organization: Members are responsible for self-organizing and tracking the whereabouts of every client in their current portfolio, at all times. The ability to organize your workflow, create efficiencies, and prioritize work allows reps to widen their impact across our client base. Multi-tasking and time management lead to strong results on the team!
• You’re currently enrolled in a co-op program through your school.
  
  

It could be an even better fit if you are:

• Agile: You’ll be supporting process iterations with respect to the onboarding team and, as a result, will need to adapt to new situations, workflows, and client problems. Fast learners who can pivot quickly and people who have experience working in fast-paced environments are a major plus!
• A Creative Problem Solver: We’re always dealing with the next problem and we love having creative thinkers who challenge the status quo. Candidates who’ve helped build systems from scratch will have a major impact.
• Resilient: We are looking for team members who are able to experience the highs and lows of being a part a startup. Not every workflow is a success, and your willingness to fail is a major piece of how we continue to progress. Candidates should always have their end goals in mind, and be comfortable working in an environment where targets are challenging.
• Experienced using CRM tools such as Salesforce, Jira, and Slack
  
  

The extra details:

• At Bench we share information freely and openly whenever possible. The salary for this role is $50,500 per year, depending on experience,
• In addition,we offer an extended benefits package that includes paid vacation, unlimited paid flex days, stock options {if applicable}, and full health, dental, and vision.
• You’ll get unlimited access to Inkblot Therapy, our virtual counselling service to support mental wellbeing, and Bravely, our confidential, on-demand, 1:1 professional coaching service.
• Bench has a number of Affinity Groups - groups of people who have shared identities and experiences! The purpose of these groups is to support underrepresented Benchmates and amplify their voices.
• Our HQ is in downtown Vancouver BC, where we offer hybrid and remote working opportunities. This full-time position also has the flexibility to work remotely from anywhere else in BC, as well as Alberta, Ontario, New Brunswick, and Nova Scotia.
• Whether working remote or hybrid, we’ll set you up with everything you need to work from home, from day one.
  
  

Everyone has their own unique talents. Even if you don’t meet 100% of the qualifications outlined above, tell us why you’d be a great fit for this role in your application.

We believe that unchecked biases disproportionately impact the most marginalized people in society—including but not limited to BIPOC, LGBTQ2S+ people, immigrants, and people with disabilities. We strongly encourage applications from people with these identities or other marginalized communities because we believe that without you, we are all less. At Bench, we don’t stand for tokenism. We stand for representation.