Onboarding Experience Manager

As an Onboarding Experience Manager at Intiveo, you’ll be the first impression and trusted guide for our new clients. You are the first trusted partner clients work with after signing, guiding them from the initial kickoff through full adoption of our Patient Engagement platform.

You’ll translate big goals into actionable steps, build strong relationships, and show clients how Intiveo can elevate their workflow, efficiency, and overall patient journey. Your focus is to reduce “time to value,” ensure a seamless transition into the platform, and equip clients with the workflows, knowledge, and confidence they need to achieve their business goals. Success in this role means delivering best-in-class onboarding, driving early product adoption, and building strong client advocacy from day one.

• →3+ years’ experience in onboarding, implementation, project management, customer success, or a related client facing SaaS role
• →Exceptionally organized and proactive, with a talent for managing competing priorities and solving problems creatively
• →A proactive problem-solver who can anticipate needs, address potential risks early, and adapts confidently even when things feel a bit unclear
• →Confident communicator with strong verbal, written, and presentation skills—comfortable and enthusiastic presenting on Zoom or in front of a group
• →Tech-savvy and quick to learn new tools
• →Comfortable speaking up, sharing ideas, and actively contributing to continuous improvement.
• →Detail-oriented with a strong commitment to quality and delivering consistent, repeatable outcomes.

• Experience with dental/medical practices, patient experience platforms, or practice management software
• Familiarity with Customer Experience tools (Totango, Zendesk, Salesforce, etc.)
• A strong understanding of customer journey design or process optimization
• Experience in customer service, especially in roles that required strong communication and problem-solving

✨How Success is Measured

• Time to Value - How quickly clients recognize meaningful value from Intiveo
• Days in Onboarding - Completion of onboarding milestones within expected timelines
• Onboarding Completion Rate - Percentage of clients completing onboarding and achieving defined success outcomes
• Adoption Metrics - Early usage and adoption of core features by go-live
• Client Advocacy - Indicators like Google Reviews, testimonials, or referrals
• Process Compliance - Accuracy and consistency in documentation, setup, and transitions

• 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 Stewardship, 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 engagement platform.

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