Client Onboarding Coordinator

Job Summary

A company is looking for a Client Onboarding Coordinator to streamline the onboarding process for new clients.

Key Responsibilities

• Enter new client information and set up accounts in company systems
• Review sales calls, take detailed notes, and organize project assets
• Communicate with internal teams to ensure a smooth transition for clients

Required Qualifications

• Experience in client onboarding, account setup, or client success roles
• Proficiency in using CRM systems and related software
• General understanding of digital marketing
• Ability to work independently and collaboratively
• Dental experience is preferred