Onboarding Specialist

Job Summary

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