Onboarding Specialist

A company is looking for an Onboarding Specialist to deliver a professional onboarding experience for new clients.

Key Responsibilities

Prepare onboarding materials and guide clients through platform integrations and account setup

Secure necessary client credentials and maintain accurate documentation for a smooth handoff to Account Managers

Achieve high client satisfaction scores and address any concerns proactively

Required Qualifications

Experience in a client-facing role such as onboarding or account management

Proficiency with project management tools like ClickUp or Hubspot

Hands-on experience with Meta and Google Ads integrations

Highly organized and capable of managing multiple clients simultaneously

Familiarity with ad account structures and access permissions