Onboarding Specialist: Orchestrate Seamless Client Onboarding

Dotdigital; Sydney; On-site; AUD 70,000 - 80,000; Full time

Benefits offered by this job

Parental leave

Extended Paid Sick leave

Loyalty reward

Job summary

A global digital marketing firm in Sydney is seeking an Onboarding Specialist to enhance client experience through seamless onboarding processes. This role entails collaborating with various teams, managing client relationships and project schedules, and utilizing management tools. The ideal candidate has over 3 years of client-facing experience, preferably in a digital environment. Candidates should exhibit strong attention to detail and excellent communication skills, with a proactive approach to client interactions.

Qualifications

• 3+ years experience in a client facing role in a digital environment ideally onboarding clients or similar.
• Experience working in a multi-channel digital role such as email, SMS, and WhatsApp.
• Fantastic attention to detail – especially when working under time pressure.
• Strong oral and written communication skills.

Responsibilities

• Collaborate with the Professional Services team, Sales, and Customer Success to ensure seamless client onboarding.
• Oversee the entire client onboarding process, ensuring a seamless transition from sales to the Customer Success Manager.
• Manage project schedules, coordinating internal resources to meet deadlines.
• Utilise project management tools to document and track client interactions.

Skills

Client-facing experience

Project Management

Attention to detail

Communication skills

Excel

PowerPoint

Tools

Monday.com

Microsoft Dynamics CRM

Job description

A global digital marketing firm in Sydney is seeking an Onboarding Specialist to enhance client experience through seamless onboarding processes. This role entails collaborating with various teams, managing client relationships and project schedules, and utilizing management tools. The ideal candidate has over 3 years of client-facing experience, preferably in a digital environment. Candidates should exhibit strong attention to detail and excellent communication skills, with a proactive approach to client interactions.