Client Onboarding Specialist

Onboarding SpecialistCustomer SuccessFull TimeRemoteTeam 201-500

Location

United States

Posted

8 days ago

Salary

Not specified

Customer SuccessClient OnboardingDigital MarketingProject ManagementGoogle SuiteCRM Documentation

Job Description

👋 About Olly Olly

Ready to roll up your sleeves and help transform local marketing forever? At Olly Olly, we’re blending technology and real-world expertise to empower businesses across the U.S. like never before.

We believe small businesses are the backbone of our economy. That’s why we’re on a mission to provide them with tools, strategies and insights that help them rank higher, generate high-quality leads, get calls and reviews, and, above all, grow sustainably, without the hassle.

The Olly Olly platform complements our hands-on service perfectly: it’s no-nonsense, easy-to-use software that helps local businesses streamline operations and contact management, drive leads, stabilize cash flow and maximize revenue with minimal effort, so they can reclaim their time to focus on what they do best.

🌎 Our Vision

We aim to be the ultimate all-in-one platform for small business growth, allowing owners to manage every part of their business efficiently and effortlessly.

Our journey began as an agency and we’ve already helped thousands of clients succeed. Now, we’re embracing an exciting new chapter: becoming a SaaS-first company. By combining hard-earned human expertise with AI and automation, we’re creating affordable solutions that give business owners peace of mind while driving measurable success.

🫵 Why We Need You

As a Client Onboarding Specialist, you’ll be the first point of contact for newly onboarded clients at Olly Olly. You’ll manage website building projects for small business clients, collaborating with a close-knit team of creatives, strategists, and tech specialists. Success in this role means laying a strong foundation for the client’s entire journey with us. It’s all about setting them up for long-term success!

🚀 The Impact You’ll Have

Onboarding Management:

  • Coordinate multiple website building projects for clients.
  • Conduct intake calls to understand branding, marketing goals, and unique value propositions.
  • Maintain detailed project documentation in internal systems (notes, status reports, feedback, and approvals).
  • Assign tasks across departments (SEO, Copywriting, Graphic Design, Development).
  • Review websites independently and with clients before launching.
  • Ensure smooth transitions by scheduling go-lives and introducing clients to Account Managers.
  • Drive innovation and service development with cross-functional teams.

Client Relations:

  • Maintain regular client communication via phone and email to ensure timely delivery and manage expectations.
  • Provide best-in-class customer service and gather feedback to improve client experience and satisfaction.

✅ What We Really Need From You

  • 3+ years in a customer success, client onboarding or similar B2B role
  • Familiarity with digital marketing products and services
  • Ability to build and nurture collaborative partnerships with clients and internal teams
  • Strong organizational skills with the ability to handle competing priorities

âž• What Would Be Big Pluses

  • Bachelor’s Degree or equivalent combination of education, training, and experience.
  • Experience with Google Suite (Gmail, Calendar, Sheets, Meet, etc.)

🌟 What You’ll Love About Working at Olly Olly

  • Base salary + monthly bonus based on performance
  • Remote position — applicants must reside in North Carolina.
    • Candidates located within driving distance of our office who are open to occasional in-person collaboration are strongly preferred.
  • Schedule: Monday-Friday, 8AM-5PM EST
  • Medical, Dental, and Vision insurance
  • 401(k) Retirement Plan
  • Growth-oriented culture: Join an inclusive, international and innovative team where your contributions make a tangible difference.

💡 Why Choose Us?

Join us during this pivotal transition as we transform from an agency to a human-centric SaaS provider. Your ideas, strategies and solutions will directly impact the success of small businesses. And our own growth!

Let’s shape the future of small business growth together! Apply now to join a team that’s as committed as they are supportive of each other.

🌈 Diversity and Inclusion at Olly Olly

At Olly Olly, we celebrate differences in background, culture, abilities and perspectives because diversity drives innovation and creativity. Your voice matters here, it really does! And your unique perspective will help us shape the future of small business growth.

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