RevenueWell

Onboarding Specialist

• Serve as the main point of contact for clients throughout the onboarding process.
• Conduct thorough client consultations to understand their website needs, goals, and brand identity.
• Collect and organize all necessary information, including content, images, branding materials, and technical specifications.
• Proficiency in using website builders, content management systems (CMS)—particularly WordPress.
• Collaborate closely with the design and development teams to relay client requirements.
• Coordinate project schedules and milestones, ensuring timely completion of tasks.
• Perform quality assurance checks to ensure that the website meets client specifications.
• Provide training and support to clients on how to manage and update their website content.
• Maintain accurate and detailed documentation of client interactions, requirements, and project progress.

Onboarding Specialist, Website