About the role
About the Role
As an Onboarding Specialist at NowBookit, you will play a vital role in ensuring new merchants are successfully set up and ready to use our booking and business management system. You will guide merchants through every step of the onboarding process — from initial system setup to live deployment — ensuring they have a smooth, supportive, and confident experience.
You’ll serve as the main point of contact during the onboarding phase, configuring the system to each merchant’s specific needs, providing training and best-practice guidance, and ensuring a seamless transition to a live operational environment.
Key Responsibilities
Merchant Setup & Configuration
- Configure and customize the Now Book It system for new merchants based on their business requirements.
- Walk merchants through the setup process, ensuring all features, integrations, and settings are correctly implemented.
- Troubleshoot configuration issues and ensure data integrity prior to go-live.
Training & Education
- Conduct one-on-one and group training sessions to teach merchants how to effectively use the Now Book It platform.
- Train users on managing their bookings, making changes, and leveraging key system features.
- Develop a clear understanding of each merchant’s goals to tailor training and recommendations.
Project Management
- Manage multiple onboarding projects simultaneously, tracking progress, milestones, and completion timelines.
- Coordinate with internal teams (support, product, and sales) to resolve any issues or escalations during onboarding.
- Maintain accurate records of onboarding activities and merchant configurations.
Merchant Experience & Go-Live
- Serve as the primary point of contact during the onboarding period, ensuring a positive and seamless experience.
- Prepare merchants for go-live, validating that all components are correctly configured and functional.
- Provide post-onboarding support to ensure merchants are confident using the system independently.
Skills & Qualifications
Required:
- Strong Hospitality Experience (Duty Manager and above).
- Strong communication and presentation skills, both verbal and written.
- Exceptional organizational and time management abilities.
- Ability to explain complex technical concepts in simple, user-friendly terms.
- Tech-savvy with a good understanding of web-based platforms and system setup processes.
- Proactive problem solver with a customer-first mindset.
Preferred:
- Experience with booking system implementation.
- Familiarity with CRM tools and customer lifecycle processes.
- Background in customer success, client services, or software implementation.
What Success Looks Like
- Merchants are fully onboarded, confident, and ready to use the Now Book It system within the expected timeframe.
- High merchant satisfaction during and after onboarding.
- Efficient onboarding workflows that contribute to reduced time-to-value.
- Clear documentation and communication across all onboarding projects.
About Valsoft Corporation
As a leading player in vertical market software (VMS), Valsoft combines industry expertise with a unique buy-and-hold investment philosophy, managing a growing portfolio of companies that benefit from decentralized leadership and operational autonomy. We actively support our businesses, guiding them in their growth and evolution into market leaders.
Headquartered in Montreal with a global presence, Valsoft is committed to building a legacy of excellence by prioritizing sustainable growth and operational efficiency. Our long-term vision, driven by entrepreneurial spirit and disciplined execution, ensures we create lasting value for our portfolio companies, their customers, and the industries they serve. For more information, visit valsoftcorp.com.
En tant qu'acteur de premier plan dans le domaine des logiciels pour marchés verticaux (LMV), Valsoft allie expertise sectorielle et une philosophie d'investissement unique axée sur l'acquisition et la conservation. Nous gérons un portefeuille croissant d'entreprises qui bénéficient d'un leadership décentralisé et d'une autonomie opérationnelle. Nous soutenons activement nos entreprises en les accompagnant dans leur croissance et leur évolution en leaders de leur secteur.
Basée à Montréal et présente à l'échelle mondiale, Valsoft s'engage à bâtir un héritage d'excellence en priorisant la croissance durable et l'efficacité opérationnelle. Notre vision à long terme, portée par un esprit entrepreneurial et une exécution rigoureuse, nous permet de créer une valeur durable pour nos entreprises, leurs clients et les industries qu'elles desservent. Pour plus d'informations, visitez valsoftcorp.com.
About the role
About the Role
As an Onboarding Specialist at NowBookit, you will play a vital role in ensuring new merchants are successfully set up and ready to use our booking and business management system. You will guide merchants through every step of the onboarding process — from initial system setup to live deployment — ensuring they have a smooth, supportive, and confident experience.
You’ll serve as the main point of contact during the onboarding phase, configuring the system to each merchant’s specific needs, providing training and best-practice guidance, and ensuring a seamless transition to a live operational environment.
Key Responsibilities
Merchant Setup & Configuration
- Configure and customize the Now Book It system for new merchants based on their business requirements.
- Walk merchants through the setup process, ensuring all features, integrations, and settings are correctly implemented.
- Troubleshoot configuration issues and ensure data integrity prior to go-live.
Training & Education
- Conduct one-on-one and group training sessions to teach merchants how to effectively use the Now Book It platform.
- Train users on managing their bookings, making changes, and leveraging key system features.
- Develop a clear understanding of each merchant’s goals to tailor training and recommendations.
Project Management
- Manage multiple onboarding projects simultaneously, tracking progress, milestones, and completion timelines.
- Coordinate with internal teams (support, product, and sales) to resolve any issues or escalations during onboarding.
- Maintain accurate records of onboarding activities and merchant configurations.
Merchant Experience & Go-Live
- Serve as the primary point of contact during the onboarding period, ensuring a positive and seamless experience.
- Prepare merchants for go-live, validating that all components are correctly configured and functional.
- Provide post-onboarding support to ensure merchants are confident using the system independently.
Skills & Qualifications
Required:
- Strong Hospitality Experience (Duty Manager and above).
- Strong communication and presentation skills, both verbal and written.
- Exceptional organizational and time management abilities.
- Ability to explain complex technical concepts in simple, user-friendly terms.
- Tech-savvy with a good understanding of web-based platforms and system setup processes.
- Proactive problem solver with a customer-first mindset.
Preferred:
- Experience with booking system implementation.
- Familiarity with CRM tools and customer lifecycle processes.
- Background in customer success, client services, or software implementation.
What Success Looks Like
- Merchants are fully onboarded, confident, and ready to use the Now Book It system within the expected timeframe.
- High merchant satisfaction during and after onboarding.
- Efficient onboarding workflows that contribute to reduced time-to-value.
- Clear documentation and communication across all onboarding projects.
About Valsoft Corporation
As a leading player in vertical market software (VMS), Valsoft combines industry expertise with a unique buy-and-hold investment philosophy, managing a growing portfolio of companies that benefit from decentralized leadership and operational autonomy. We actively support our businesses, guiding them in their growth and evolution into market leaders.
Headquartered in Montreal with a global presence, Valsoft is committed to building a legacy of excellence by prioritizing sustainable growth and operational efficiency. Our long-term vision, driven by entrepreneurial spirit and disciplined execution, ensures we create lasting value for our portfolio companies, their customers, and the industries they serve. For more information, visit valsoftcorp.com.
En tant qu'acteur de premier plan dans le domaine des logiciels pour marchés verticaux (LMV), Valsoft allie expertise sectorielle et une philosophie d'investissement unique axée sur l'acquisition et la conservation. Nous gérons un portefeuille croissant d'entreprises qui bénéficient d'un leadership décentralisé et d'une autonomie opérationnelle. Nous soutenons activement nos entreprises en les accompagnant dans leur croissance et leur évolution en leaders de leur secteur.
Basée à Montréal et présente à l'échelle mondiale, Valsoft s'engage à bâtir un héritage d'excellence en priorisant la croissance durable et l'efficacité opérationnelle. Notre vision à long terme, portée par un esprit entrepreneurial et une exécution rigoureuse, nous permet de créer une valeur durable pour nos entreprises, leurs clients et les industries qu'elles desservent. Pour plus d'informations, visitez valsoftcorp.com.