Who we are:
Agility PR Solutions provides today’s communicators with an AI-native environment for media outreach, monitoring, and intelligence. While others are retrofitting legacy systems with AI as an afterthought, we have built intelligence into the very core of our DNA. Our platform is designed to help PR teams discover insights faster, forge deeper media connections, and amplify stories with precision.
Since 2003, Agility has been dedicated to building the industry's most sophisticated engine of insight, empowering communicators with the clarity and confidence to shape the future of their organizations. As one of the fastest-growing companies in the PR tech space, we are consistently recognized on G2 for our ease of use, rapid implementation, and elite customer service.
We are a remote-first global team spanning Canada, the US, the UK, the Philippines, and India. At Agility, we are intentional about helping our people realize their full potential through continuous learning, competitive benefits, and an empowering culture that values innovation at every level.
About the role:
The Onboarding Strategist owns the first 60 days of the mid-market client lifecycle, translating each client’s PR objectives into a structured onboarding plan that drives early adoption and accelerates time-to-value. Acting as the client’s primary point of contact from sales handoff through go-live, this role combines strategic discovery, intentional platform configuration, and tailored training to ensure clients are confident and active on Agility’s solutions before transitioning to ongoing account management.
This is a strategic activation role, not a passive training role. The Onboarding Strategist uncovers the underlying business drivers behind each client’s stated requirements, designs an account configuration that aligns with their reporting and workflow goals, and leads structured onboarding sessions that build platform fluency. They lead configuration thinking, Boolean searches, monitoring frameworks, dashboards, and alerts, partnering with the Support team to execute technical setup and resolve issues efficiently.
At the end of onboarding, the Onboarding Strategist delivers a structured, insight-driven handoff to the Client Success Manager and Account Manager, ensuring continuity of momentum and a clear understanding of client goals, stakeholders, configuration logic, and open risks. Working closely with Support, Product, Engineering, Sales, and Account Management, this role is foundational to the mid-market client experience and to long-term retention.
What you’ll do:
- Lead client discovery and onboarding planning, uncovering underlying business drivers and translating PR objectives into a structured onboarding roadmap with defined milestones and success criteria.
- Drive intentional account configuration, designing Boolean searches, monitoring frameworks, dashboards, alerts, and workflow alignment to support each client’s reporting and operational goals.
- Partner with the Support team on technical setup and configuration execution, leading the configuration thinking while leveraging Support to deliver against agreed timelines.
- Deliver structured onboarding sessions and tailored, role-based training grounded in real PR workflows, ensuring users are confident and active on the platform.
- Accelerate time-to-value by monitoring early engagement signals, proactively identifying and mitigating onboarding risks, and maintaining responsiveness to preserve momentum.
- Own a clean, structured handoff to the CSM and Account Manager at the end of onboarding, including documented workflows, value achieved, key stakeholders, configuration logic, and open risks.
- Maintain accurate Salesforce records of onboarding milestones, key decisions, stakeholder dynamics, and configuration rationale.
- Collaborate cross-functionally with Support, Product, Engineering, Sales, Marketing, and Account Management to remove blockers and escalate emerging concerns.
- Surface patterns and client feedback to inform onboarding playbooks, configuration best practices, and product enhancements.
Decision-making authority (ownership vs. escalation)
Owns:
- The end-to-end mid-market onboarding experience from sales handoff through transition to the CSM and Account Manager.
- Configuration strategy and design decisions across Boolean searches, monitoring frameworks, dashboards, and alerts.
- Onboarding plan, milestone definition, and pace, including raising the flag when momentum is at risk.
- Quality and completeness of the handoff to downstream teams.
Escalates:
- Systemic configuration issues, product limitations, or technical blockers requiring Engineering or Product intervention.
- At-risk onboardings or stakeholder dynamics likely to affect retention, to the Director, Customer Experience.
- Cross-departmental challenges requiring executive or product-level intervention.
What you bring:
- Post-secondary diploma or degree in Public Relations, Communications, Media, Marketing, or a related field.
- 2–3 years of experience in client-facing SaaS roles (Onboarding, Implementation, or Customer Success), with demonstrated ownership of activation or adoption outcomes.
- Strong technical aptitude with proven ability to design and configure platform setups against business requirements; experience with Boolean queries is a strong asset.
- Excellent verbal and written communication skills, with experience leading discovery conversations and training sessions for both day-to-day users and senior stakeholders.
- High emotional intelligence and listening skills, with the ability to build trust quickly.
- Strong business acumen and the ability to translate diverse client goals into structured onboarding plans.
- Proven experience delivering virtual trainings, product walkthroughs, and onboarding sessions.
- Highly organized, detail-oriented, and comfortable managing multiple onboarding engagements simultaneously.
- Strong CRM discipline (Salesforce preferred) and a high standard for documentation.
- Knowledge of PR workflows, media monitoring, or measurement tools is an asset.
Growth path:
Onboarding Strategists may progress to Senior Onboarding Strategist, Client Success Manager, or Onboarding Team Lead roles by:
- Consistently delivering on time-to-value, activation, and client satisfaction targets.
- Demonstrating advanced configuration expertise and ownership of complex onboardings.
- Leading process improvements that strengthen onboarding playbooks, scalability, or client outcomes.
- Mentoring peers and contributing to team training, best-practice development, and knowledge sharing.
Why you'll love it here:
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Fully remote work environment
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Collaborative culture – and key tools enabling it
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Competitive compensation package
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Private Health Plan
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Pension Plan
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Group Income Protection
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Life Assurance
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Employee Assistance Program (EAP)
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Career Development & Progression opportunities
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Paid Holiday and Sick days
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Flex Fridays in Summer, Week off between Christmas and New Years'
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No Internal Meetings Fridays
AI Usage
We use technology to make hiring smarter, faster, and more personal, never less human. Artificial intelligence (AI) tools help us manage applications efficiently and highlight qualifications that align with each role, allowing our recruiters to focus more on meaningful conversations with candidates.
AI does not make hiring decisions at Agility. Every decision is made by people, our hiring managers and recruitment professionals, who are trained to apply sound judgment and equitable practices at every stage.
We believe technology exists to amplify human insight, not replace it. That belief shapes how we build relationships, tell stories, and grow our teams.
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 [email protected] 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!
