Job Description

The Client Onboarding Specialist’s primary responsibility is to deliver a Best-in-Class onboarding experience to new and existing client partners. The successful candidate leads, coordinates and strategizes to meet client goals and timelines. An Onboarding Specialist ensures all clients are set up for success and works in tandem with the Client Success Team (CST), Director of Sales and the Technical Support lead to communicate, collect and implement the required onboarding information and data for a successful launch. This individual is a “go getter,” skilled in data analysis, project management, and problem solving with outstanding communication skills. The Onboarding Specialist is committed to getting the best results for our clients, ultimately ensuring an outstanding Force Marketing client experience from DAY ONE.

What You’ll Do:

• Collection all required onboarding items from clients
• Initial set-up of all onboarding related items (ex: GA4, GTMs, code placement, platform access, etc)
• Outbound client communication and follow up, as required for an on time launch
• Communicating updates, including completions and roadblocks, for an on time launch
• Collaborate with Onboarding Manager and associated stakeholders for process improvements and automation opportunities
• Intake internal and external client issues and inquiries, resolving promptly and for improvements on a go-forward basis.
• Manages configurations and set ups of client products and solutions in relevant platform and applications.
• Maintain a high-level of process quality and consistency, as well as an excellent relationship building with the client.
• Perform a variety of client-facing tasks such as validating and approving access, verifying and ensuring up-to-date client information, along with program requests, inquiries and issues.
• Responsibly received, transmit and handle consumer and customer data per company data handling agreements, work procedures and policies.
• Review and follow data privacy practices, and company policies and guidelines.
• Additional duties as assigned.

What You Bring:

• Bachelor’s degree with 2+ years of experience, or equivalent combination of education and/or experience.
• 1+ years in customer-service oriented role
• Experienced in GA, Google Ads, Meta, Salesforce, Jira and Atlassian Confluence a plus.
• Understands and sees value in client success activities: onboarding, training, engagement, revenue expansion, and support.
• Innovative in process and technology – always looking for new and improved ways of doing things.
• Excellent organization, project management, and time management skills.
• Superior communication and presentation skills – orally and in writing – with varying levels of audiences.

Job Tags

Similar Jobs