Onboarding Strategist

Company Overview

Agility PR Solutions provides today’s communicators with powerful and intuitive media outreach, monitoring, and measurement solutions. For almost twenty years, Agility has helped clients from across industries and continents discover relevant journalists and influencers, make meaningful connections with the media, amplify their stories, monitor media coverage and social conversations, and report on the impact of their public relations activities. Agility is one of the fastest-growing companies in the PR tech space and it’s recognized by users on G2 for ease of use, quick implementation, and outstanding customer service.

We are a remote-first company, with colleagues based across vibrant cities in Canada, the US, the UK, the Philippines, and India. We are intentional in helping our teams realize their full potential, and continue to invest in their learning and development, career progression, offering competitive pay and benefits, enabling leadership and work environment.

About the Role

Agility powers the daily workflows of modern PR teams. What happens in a customer’s first 60 days determines whether we become embedded in that workflow or just another tool.

We’re looking for an Onboarding Strategist to own that critical window. You will guide mid-market and small business customers from sales handoff through successful platform adoption, translating PR objectives into structured onboarding plans, configuring workflows, and leading all onboarding sessions.

For the first 60 days, you are the customer’s primary point of contact at Agility, responsible for helping them gain traction quickly and integrate the platform into their daily work. At the end of onboarding, you will transition the account to an Account Manager with clear documentation and momentum in place.

This is not a passive training role. It is a strategic activation role.

What you’ll do

Understand & Plan

You will quickly understand each customer’s communications priorities, reporting needs, and internal workflows. From there, you will design a structured onboarding roadmap with clear milestones and defined success indicators, ensuring the setup aligns with the outcomes that matter most to them. To accomplish this, you will:

• Uncover underlying business drivers beyond surface-level requirements.
• Define onboarding milestones, ownership, and measurable success criteria.
• Design account configurations that directly support reporting, monitoring, and workflow goals.

Configure with Intention

You will configure and refine account structures to align with each client’s workflows and reporting needs. This includes:

• Advanced Boolean searches
• Monitoring frameworks
• Dashboards and reporting structures
• Alerts and workflow alignment

You will collaborate closely with Product Support to execute configurations and resolve technical issues efficiently. While you will partner cross-functionally, you are expected to lead configuration thinking and clearly explain trade-offs, guiding clients toward effective and scalable solutions.

Accelerate Time-to-Value

Your focus is helping customers see meaningful impact quickly and complete onboarding within 60 days. You will:

• Deliver first value within 7 business days of account handover
• Lead structured onboarding calls and working sessions
• Provide tailored, role-based training grounded in real PR workflows
• Monitor engagement and early adoption signals
• Proactively identify and mitigate onboarding risks
• Engage internal stakeholders to remove blockers and escalate emerging concerns
• Maintain responsiveness to preserve momentum throughout onboarding

Momentum during onboarding is your responsibility.

Own the Transition

You will maintain clear, thorough documentation in Salesforce, capturing onboarding milestones, key decisions, stakeholder dynamics, risks, and configuration logic.

At the end of onboarding, you will deliver a structured, insight-driven handoff to the Account Manager, including:

• Current workflows
• Value achieved
• Key stakeholders
• Open risks and recommended next steps

Collaborate & Elevate

• Partner cross-functionally with Support, Product, Engineering, Marketing, Sales, and Account Management
• Surface patterns and client feedback to improve onboarding playbooks and processes
• Develop subject matter expertise in the Agility platform within your first 3–6 months
• Confidently introduce new features and enhancements to clients and internally, when relevant
• Stay current on PR industry trends, media landscape shifts, and evolving newsroom and communications workflows

What You'll Bring

• Post-secondary diploma or degree in Public Relations, Communications, Media, Journalism, or a related field (preferred).
• 3+ years of experience in client-facing SaaS roles (Onboarding, Implementation or Customer Success) with a demonstrated ownership of activation outcomes
• Executive presence with excellent verbal and written communication skills, including experience leading senior stakeholder conversations.
• High emotional intelligence and listening skills, with the ability to build trust quickly.
• Strong business acumen and the ability to understand diverse client goals and operating environments.
• Proven experience delivering virtual trainings, product walkthroughs, and onboarding sessions.
• Strong problem-solving skills and experience troubleshooting configuration issues in collaboration with cross-functional teams, including distributed or overseas support.
• Ability to manage multiple priorities with strong organization and time management.
• Strong CRM discipline and documentation standards (Salesforce preferred).
• Comfort with productivity tools (Google Workspace or Microsoft Office) and basic reporting analysis.
• Interest in or passion for media, news, and current affairs.
• Experience building complex Boolean queries is a strong asset.
• Fluency in English required; French or Spanish is an asset.

Why You'll Love It Here

• Fully remote work environment 
• Collaborative culture – and key tools enabling it 
• Health, Dental benefits 
• Pension
• Employee Assistance Program (EAP) 
• Career Development & Progression opportunities  
• Paid Vacation and Sick days 
• Flex Fridays in Summer, Week off between Christmas and New Years' 
• No Internal Meetings Fridays 

At Agility, we strive every day to build a more inclusive work environment and introduce tools that enable it. We strongly encourage applications from all people regardless of race, religion, gender, age, disability status or sexual orientation.

Even if you find yourself not checking all the boxes of our listed requirements but you are excited about this opportunity, we'd love to hear from you anyway. Our Talent Acquisition team will review your application for this role, and other potential role matches open now or in the future.

If, at any stage of the application process, you require accommodation owing to disability or a medical need, please let us know at careers@agilitypr.com for us to make appropriate arrangements.

Thank you for your time in reviewing this opportunity, and we hope to hear from you should you find this the right fit!