Client Success and Onboarding Specialist

Client Success & Onboarding Specialist

Imagine partnering with orientation directors at top universities and HR leaders at innovative companies, helping them create exceptional digital experiences that welcome thousands of new students and employees each year.

At Advantage, you'll be the trusted advisor to higher education and corporate professionals who rely on our orientation platforms. You'll build lasting relationships, guide them toward success, and become an integral part of their team's accomplishments.

As our Client Success & Onboarding Specialist, you'll be the dedicated partner for orientation directors, student affairs professionals, and HR teams across colleges, universities, and businesses nationwide. Your proactive outreach and expert guidance will help them maximize their digital orientation platforms and achieve their goals.

These busy professionals count on you to understand their challenges, recommend smart solutions, and ensure they feel supported every step of the way. Your work directly impacts client satisfaction, retention, and the success of their orientation programs.

Building Relationships with Education & HR Professionals

• Serve as the primary contact for orientation directors, student affairs staff, and HR professionals in your client portfolio
• Make proactive check-in calls and emails to strengthen relationships and understand their evolving needs
• Capture detailed notes and action items from conversations in our CRM system
• Monitor platform usage reports to identify opportunities or address concerns before they become issues

Guiding Higher Ed & Business Clients to Success

• Become an expert on our orientation platform and understand the unique needs of both higher education and corporate onboarding
• Recommend features, enhancements, and strategies tailored to each institution's or company's specific goals and budget
• Help orientation directors plan for new student cohorts and assist HR teams with employee onboarding campaigns
• Support proposal development, renewals, and change requests using proven templates

Onboarding & Training New Partners

• Welcome new orientation directors and HR teams after their platform launches, setting the foundation for a strong partnership
• Lead high-level introduction online training sessions that empower university staff and HR professionals to confidently manage their platforms

What You'll Bring to the Team

Required Experience & Skills

• 1-2 years in a customer-facing role (inside sales, customer service, account coordination, or client services)
• Comfort working with professional clients you'll be partnering with directors, managers, and administrators daily
• Natural ease with outbound communication you genuinely enjoy making calls and writing professional emails daily
• Tech-savvy mindset you pick up web-based software quickly and help others do the same
• Excellent written communication clear, concise, professional, and friendly
• Strong verbal presence confident and personable on phone and video calls
• Exceptional organization you manage multiple client needs simultaneously and always follow through
• Service-first mentality you're genuinely invested in helping busy professionals succeed

Bonus Points For

• Experience or familiarity with higher education (student affairs, admissions, orientation programs)
• Background in HR, employee onboarding, or corporate training
• Experience with content management systems (WordPress, Umbraco, Drupal)
• Familiarity with basic web concepts or simple HTML
• Hands-on experience with CRM or ticketing tools like Dynamics, Salesforce, or Zendesk

You'll Thrive Here If You're...

• Client-obsessed you genuinely care about helping orientation directors and HR professionals succeed
• Naturally proactive you anticipate needs and reach out before clients have to ask
• A problem-solver you find solutions for busy professionals who need things to just work
• Collaborative teamwork energizes you, and you enjoy being part of clients' success stories
• Calm under pressure you handle competing priorities with grace during busy orientation seasons
• Curious about education & business you're interested in learning how colleges and companies welcome new members
• Growth-minded you want to build a career in client success, sales, technical support, account management, or project management

What We Offer

Competitive Compensation & Benefits

• Competitive salary with annual review opportunities
• Comprehensive health and dental insurance
• 401(k) with company matching
• Generous paid vacation and holidays
• Profit-sharing opportunities

A Culture You'll Love

• Hybrid work flexibility after your onboarding period (professional office in Jacksonville)
• Flextime options that respect your work-life balance
• Friendly, drama-free environment where collaboration thrives
• Close-knit company of 50, Client Success team of 6 where your contributions truly matter
• Professional development support we invest in your growth
• Office perks: gym membership, well-stocked break room with snacks, coffee, and tea

Your Growth Path

This role isn't just a jobit's a launchpad. You'll develop expertise in:

• Building strategic relationships with higher education and business professionals
• Understanding the unique needs of university orientation programs and corporate HR onboarding
• Consultative sales support and proposal development
• Technical platform knowledge and troubleshooting
• Software-driven client success methodologies in a B2B SaaS environment

Strong performers have clear pathways to advance into diverse roles based on their interests and strengths, including: senior client success, account management, sales, technical support, or project management positions as our company continues its growth trajectory.

About Advantage Design Group

Advantage has been the trusted partner for orientation directors at 400+ colleges and universities, and HR professionals at innovative companies across the US and Canada. We create interactive, video-driven platforms that transform how organizations welcome new students and employees.

We're not just growing, we're making a real impact. Our platforms help orientation professionals and HR teams create engaging, accessible digital experiences that guide thousands of people through critical life transitions.

Our Mission: Bridging essential life transitions through effective digital experiences.

Our Core Values:

• Client Focus We deeply understand and deliver on the needs of orientation directors and HR professionals
• Optimization We continuously improve and innovate
• Relationships We build lasting partnerships with education and business leaders
• Excellence We deliver outstanding results every time

Ready to Make an Impact?

If you're excited about partnering with orientation directors and HR professionals, love helping busy professionals succeed with technology, and want to be part of a passionate team making a difference in education and business, we'd love to hear from you!

Advantage Design Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.