Description

Location: Montreal, QC (12-month Contract)

About Us:

Join our fast-growing, enthusiastic team of young go-getters in a highly successful finance business. Where our passion is driven by a common purpose—to disrupt and change the $76 billion-dollar asset-based lending industry.

For over 30 years, EconoLease has led North America in restaurant equipment financing. Through leasing, renting, business loans, 0% financing and payment processing, we work with more than 3,000 restaurant owners each year, helping them achieve their goals throughout Canada, the U.S., and Australia.

With our new digital platforms, owners and operators can now apply online, confirm their pricing terms, sign their contracts, and view previous leases.

This role isn’t about being one spoke in a big wheel. It’s an opportunity to be a major part of a tight sales team. We’re looking for drive, passion, motivation, and enthusiasm. Never satisfied with the status-quo, EconoLease has made dynamic shifts in the lending space already with an ambitious and calculated path ahead to render the legacy parts of our business obsolete. This is a growth opportunity for our company and for the right candidate – will that be you?

Summary:

The Client Onboarding Coordinator plays a critical role in delivering a smooth, professional, and positive onboarding experience for new Payments and Point-of-Sale (POS) clients.

As the first point of contact following signup, this foundational role ensures customers feel informed, supported, and confident in their solution before transitioning to ongoing support teams, laying the groundwork for long-term client success.

Key Responsibilities:

Client Onboarding & Welcome

  • Conduct welcome calls with new clients following signup
  • Review and confirm purchased hardware, software, and services for accuracy
  • Guide clients through onboarding steps and next actions in a clear, friendly manner

Verification & Compliance

  • Complete Know Your Customer (KYC) requirements, including:
  • Verifying business information, ownership, and address
  • Confirming business type and operating details
  • Ensure all onboarding documentation and client profiles are accurate and complete

Training & Setup Coordination

  • Schedule POS (Clover) training sessions with internal teams
  • Answer basic questions related to POS hardware and software
  • Make minor updates to client files to ensure accuracy

Communication & Follow-Up

  • Send recap emails after onboarding calls outlining:
  • What was reviewed
  • Next steps
  • Training details
  • Maintain clear and organized records in internal systems

Internal Coordination

  • Identify issues that fall outside onboarding scope and escalate appropriately
  • Refer operational or account-related requests (e.g., shipping, banking changes, funding inquiries, ongoing support) to:
  • Client Services
  • Sales Support Coordinator

Qualifications/Experience:

  • Entry-level or junior professional experience in a customer-facing role
  • Experience in payments, fintech, SaaS, or POS environments is an asset
  • Experience working with onboarding workflows or client documentation is an asset

Other Requirements:

  • Strong verbal and written communication skills
  • High attention to detail with strong organizational abilities
  • Comfort with basic technical concepts related to hardware and software
  • Ability to follow defined processes and escalate appropriately

What we offer:

  • 12-month contract
  • Casual dress
  • Corporate fitness program
  • Comprehensive benefits package
  • Competitive compensation package with a discretionary bonus
  • Social company gatherings
  • A fun and enriching work environment geared towards personal and professional growth

At EconoLease, diversity is a cornerstone of innovation and success. We are committed to fostering an inclusive environment where individuals from all backgrounds, experiences, and perspectives are valued, supported and empowered. Embracing our differences enriches our workplace culture and enhances our ability to serve our diverse clients and communities. Together, we strive to create a space where everyone can thrive and contribute to their fullest potential.

If this sounds like a role that interests you, we would love to hear from you!

To learn more, please check out our website.