Onboarding Specialist
Core
Oversee the entire client onboarding process for a customer experience and data platform, ensuring seamless transition from sales to Customer Success by managing data uploads, segmentation, and performance analysis.
Role type
Client-facing onboarding specialist
Builds
Client onboarding workflows and data integration for marketing teams
Domain
Marketing technology / Customer Experience Platforms
Deliverable
client delivery
Required skills
Client onboarding, multi-channel marketing (email, SMS, WhatsApp), project management, data segmentation, stakeholder management, Excel, PowerPoint
Preferred skills
Script writing, debugging, Monday.com, Microsoft Dynamics CRM
Responsibilities
Collaborate with Professional Services and Sales to ensure seamless client onboarding; Oversee data uploads and client data segmentation; Manage project schedules and coordinate internal resources; Serve as primary point of contact for escalations; Create and deliver comprehensive written guides and support materials.
