Role overview

Remote, Coast to Coast

Peloton Technologies is a fully remote company — there's no office to relocate for, no expectation of “a few days a week.” Our team is spread across Canada, and we've built our tools, meetings, and culture around that. Wherever in Canada you call home, that's where you'll work.

About Peloton Technologies

At Peloton Technologies, we're transforming the payments landscape for small businesses and enterprises alike. Our platform helps business owners manage payments, optimize cash flow, and streamline operations — from seamless point-of-sale transactions to enterprise payment solutions. By building smarter, more connected payments infrastructure, we make it easier for businesses to thrive.
Founded in 2010 on Vancouver Island, Peloton has grown into a national brand with a team working remotely across Canada. Our culture is grounded in five core values — Teamwork, Respect, Trust, Innovation, and Passion — that shape how we collaborate and make decisions.

Role Overview

The Client Activation Specialist is responsible for ensuring a seamless experience for new clients, from first engagement to first transaction. This role combines client onboarding, training, and support with management of inbound client prospects for Bill Pay by Card, POS and other products, helping drive adoption and early revenue. This role reports to the Director of Client Activation and Revenue Operations and is focused on delivering fast, efficient, and high-quality activation for new clients, while supporting simple sales conversions.

Key Responsibilities

Client Onboarding & Activation

Own the end-to-end onboarding process for new clients, actively guiding them through registration, platform setup, and first transaction
Manage all required submissions to third parties (e.g., KYC/AML checks) and ensure timely completion
Support the Risk and Compliance team with Know Your Client (KYC) and Anti-Money Laundering (AML) procedures and review flagged items
Account setup including product unpacking, configuration & shipping, managing shipments of equipment, as necessary, and affiliated client communication
Proactively monitor client progress through the onboarding workflow, identifying and removing any blockers
Keep Sales and internal teams informed on client status, escalations, and any delays
Conduct demos and training sessions to ensure clients understand and can effectively use the products
Participate in the development of client proposals, as needed
Track activation metrics, including time-to-first transaction, adoption rates, and completion of required regulatory or operational steps

Inbound Client Prospect Conversion

Manage inbound leads for all Peloton products and services, qualifying and converting them into active clients
Maintain high responsiveness to inbound inquiries, ensuring a positive client experience
Collaborate with Sales for any leads that are complex or high-value, ensuring smooth handoffs
Track and report conversion metrics to the Manager, including lead volume, conversion rates, and revenue impact

Client Support & Relationship Management

Provide first-line support for new clients, addressing questions or issues related to setup and platform use
Serve as the primary contact during the activation period, building trust and confidence
Escalate any issues that require cross-functional support or intervention

Process Improvement & Feedback

Suggest improvements to onboarding and lead conversion processes
Use the CRM to track client progress, document interactions, and manage inbound client prospects and activation effectively
Share client feedback and insights with Product, Sales, and Operations teams
Contribute to best practices for training, activation, and inbound lead management

Perform other duties as assigned, consistent with the scope of the role.

Who You Are

Hands-on, client-focused, and proactive problem solver
Comfortable managing multiple priorities, including training, onboarding, and lead conversion
Strong communicator with excellent interpersonal skills
Able to work closely with internal teams (Sales, Product, Operations) to ensure a smooth client experience
Excited to contribute to both operational and commercial outcomes
Able to work Monday to Friday during business hours in the Eastern Time Zone (typically 9:00 a.m. – 5:00 p.m.), with some flexibility

Qualifications and Experience

2–5 years in client success, onboarding, sales support, or related roles
Bilingual in English and French (spoken and written) required
Experience handling inbound leads and closing smaller deals is highly desirable
Familiarity with CRM systems and sales/activation workflows
Experience in payments, fintech, or B2B SaaS is preferred

Total Rewards

As an early-stage company, Peloton employees are also Peloton owners — you'll earn stock in the company through our Employee Stock Ownership Plan (ESOP).
Peloton is a fully remote workplace. You'll work from wherever you're based in Canada, with all the equipment you need provided and dedicated support from the team. We come together in person through regional hubs for townhalls and events.
This position offers a competitive benefits plan designed to support you and your family, including extended health care, dental, counselling services, and life insurance.
The annual salary range for this position is determined via job-related knowledge, skills, experience, market demand, and internal equity. This role offers a base salary of $55,000 – $75,000, plus variable compensation.