Onboarding Specialist

Job Overview:
As an Onboarding Specialist, you will play a critical role in setting up new clients on various software platforms, creating automations, and ensuring a seamless onboarding process. Your work will lay the foundation for our team to effectively manage and optimize client accounts.

What you will do:
- Manage comprehensive client onboarding across multiple digital platforms
- Set up and configure client accounts on the following platforms:
- Google Suite (Analytics, Search Console, Google Ads, Drive)
- Social Media Platforms (Facebook, Twitter, LinkedIn, Instagram)
- Project Management: ClickUp
- Website Platform: WordPress
- Manage accounts in Agency Analytics, BrightLocal, and Local Falcon
- Create and implement automation processes to enhance onboarding efficiency
- Develop standardized onboarding procedures from client intake forms
- Ensure consistent account setup and configuration for smooth team handoff

How you’ll do it:
Embody our core values: Excellence, Fun, Creativity, Empathy, Transparency and Relationships
Curiosity – Ask really good questions of clients that drive creative solutions. You are compelled by the desire to learn more, ask more, and find new solutions for your partners that haven’t been previously thought of.
Work Ethic – Come to work to achieve. Use your time wisely to create opportunities, and understand that success results from hard work and diligence.
Intelligence – You can quickly learn and retain new information, processes, and abilities.
Coachability – Seek out and implement coaching on personal performance in order to improve. React calmly to criticism and are open to new ideas and changes in the process.
Self-motivation / Drive – You are driven to exceed minimum standards by your personal “why.”
Resilience and Perseverance – This isn’t your first rodeo. You weather your roles’ inevitable ups and downs with grace, professionalism, grit, and determination.

Our ideal candidate will be or have:
- Proven experience in client onboarding or account management within a digital marketing context.
- Proficiency with Google Suite and social media platforms.
- Familiarity with the software listed above is essential; specific knowledge of Agency Analytics, BrightLocal, and Local Falcon is a plus.
- Strong attention to d??etail.
- Strong organizational skills with the ability to manage multiple client setups simultaneously.
- Please put a * next to your name when applying to ensure you read this whole post.
- Excellent communication skills, capable of simplifying complex topics for clients.
- A proactive approach to problem-solving and client engagement.
- Willing to work during US Mountain Time hours.

Technical Requirements:
Demonstrated experience with:
- Google Analytics
- Google Search Console
- Google Ads
- Google Drive
- Local Service Ads
- Social Media Account Management
- ClickUp
- WordPress
- Agency Analytics
- BrightLocal
- Local Falcon

How to Apply:
Please submit your resume and briefly explain your experience with digital marketing tools and onboarding processes.