Onboarding Specialist
Location
United States
Posted
1 day ago
Salary
Not specified
Job Description
Role Description
The Onboarding Specialist is responsible for setting up and launching marketing campaigns for new clients. This role ensures a smooth onboarding experience by gathering client information, coordinating with internal teams, and configuring campaigns accurately so they are ready to go live. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple client onboarding projects at the same time.
What You’ll Do
- Manage the onboarding process for new clients from kickoff through campaign launch.
- Collect and review required onboarding information, assets, and campaign details from clients.
- Set up marketing campaigns within internal systems and platforms according to client specifications.
- Coordinate with internal teams such as marketing, design, and account management to ensure timely campaign setup.
- Ensure campaigns are configured correctly, including audience targeting, messaging, and scheduling.
- Track onboarding progress and provide status updates to internal stakeholders and clients when needed.
- Conduct quality checks before campaigns go live to ensure accuracy and compliance with campaign requirements.
- Maintain organized documentation of onboarding steps, client information, and campaign details.
- Assist in improving onboarding workflows and processes to increase efficiency and consistency.
Qualifications
- 1–3 years of experience in onboarding, campaign coordination, marketing operations, or a similar role.
- Strong organizational and project management skills.
- Excellent attention to detail and ability to manage multiple onboarding tasks simultaneously.
- Strong written and verbal communication skills.
- Experience working with CRM systems, marketing platforms, or campaign management tools is preferred.
- Ability to work in a fast-paced, client-focused environment.
- Experience supporting marketing or lead generation campaigns.
- Familiarity with digital marketing workflows such as email, SMS, or outbound campaigns.
- Experience working with real estate marketing or SaaS platforms is a plus.
Tools You'll Use Daily
- HubSpot (ticketing and CRM)
- GoHighLevel (primary platform for partner accounts)
- Slack
- Screen recording tools (Loom)
Benefits
- Work From Home: Enjoy the flexibility of remote work, enabling you to balance your professional and personal life effectively.
- Generous Paid Time Off: Start with 18 annual paid leaves from your first month, ensuring you have plenty of time to relax and recharge.
- US Holidays Observance: Celebrate important cultural moments with designated US holidays.
- Free HMO Coverage: Access comprehensive healthcare with free HMO coverage.
Hiring Process
- Initial screening call with Flexscale: A brief conversation to walk through your background, experience, and role alignment.
- Interview with the client: Meet key stakeholders to discuss your experience, skills, and how you approach the role.
- Final interview with the client: A deeper conversation focused on long-term fit, expectations, and next steps.
Job Requirements
- 1–3 years of experience in onboarding, campaign coordination, marketing operations, or a similar role.
- Strong organizational and project management skills.
- Excellent attention to detail and ability to manage multiple onboarding tasks simultaneously.
- Strong written and verbal communication skills.
- Experience working with CRM systems, marketing platforms, or campaign management tools is preferred.
- Ability to work in a fast-paced, client-focused environment.
- Experience supporting marketing or lead generation campaigns.
- Familiarity with digital marketing workflows such as email, SMS, or outbound campaigns.
- Experience working with real estate marketing or SaaS platforms is a plus.
- Tools You'll Use Daily
- HubSpot (ticketing and CRM)
- GoHighLevel (primary platform for partner accounts)
- Slack
- Screen recording tools (Loom)
Benefits
- Work From Home: Enjoy the flexibility of remote work, enabling you to balance your professional and personal life effectively.
- Generous Paid Time Off: Start with 18 annual paid leaves from your first month, ensuring you have plenty of time to relax and recharge.
- US Holidays Observance: Celebrate important cultural moments with designated US holidays.
- Free HMO Coverage: Access comprehensive healthcare with free HMO coverage.
- Hiring Process
- Initial screening call with Flexscale: A brief conversation to walk through your background, experience, and role alignment.
- Interview with the client: Meet key stakeholders to discuss your experience, skills, and how you approach the role.
- Final interview with the client: A deeper conversation focused on long-term fit, expectations, and next steps.
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