Client Onboarding Specialist
Olly Olly
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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About the role
- Coordinate multiple website building projects for clients
- Conduct intake calls to understand branding, marketing goals, and unique value propositions
- Maintain detailed project documentation in internal systems (notes, status reports, feedback, and approvals)
- Assign tasks across departments (SEO, Copywriting, Graphic Design, Development)
- Review websites independently and with clients before launching
- Ensure smooth transitions by scheduling go-lives and introducing clients to Account Managers
- Maintain regular client communication via phone and email to ensure timely delivery and manage expectations
- Provide best-in-class customer service and gather feedback to improve client experience and satisfaction
Requirements
- 3+ years in a customer success, client onboarding or similar B2B role
- Familiarity with digital marketing products and services
- Ability to build and nurture collaborative partnerships with clients and internal teams
- Strong organizational skills with the ability to handle competing priorities
- Bachelor’s Degree or equivalent combination of education, training, and experience (big plus)
- Experience with Google Suite (Gmail, Calendar, Sheets, Meet, etc.) (big plus)
Benefits
- Base salary + monthly bonus based on performance
- Medical, Dental, and Vision insurance
- 401(k) Retirement Plan
- Growth-oriented culture: Join an inclusive, international and innovative team where your contributions make a tangible difference.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer serviceclient communicationorganizational skillscollaborative partnershipsproject coordinationtask assignmentfeedback gatheringtime management
Certifications
Bachelor’s Degree