Onboarding specialist – Job Vacancy

Bernt Muurling | Mar 18, 2024


We are seeking a friendly and organized Onboarding Specialist to join our marketing and advertising team. As an Onboarding Specialist, you will play a vital role in ensuring smooth and efficient onboarding processes for new clients. You will work closely with the sales and account management teams to deliver an exceptional onboarding experience to our clients, helping them navigate our services and drive success.


  • Assist clients in understanding our services, processes, and platform features during the onboarding process.
  • Develop and maintain onboarding materials such as user guides, FAQs, and tutorials to ensure clarity and ease of use for clients.
  • Coordinate with internal departments to ensure timely and accurate delivery of client requests and solutions.
  • Conduct product training sessions for clients, ensuring their understanding and adoption of our services.
  • Identify opportunities to improve the onboarding process, making recommendations for streamlining and enhancing the client experience.
  • Build and maintain strong relationships with clients, ensuring their ongoing satisfaction and loyalty.
  • Monitor and track clients’ onboarding progress, proactively addressing any obstacles or challenges that may arise.


  • Bachelor’s degree in marketing, business, or a related field.
  • Proven experience in customer service or account management within the marketing and advertising industry.
  • Exceptional communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Strong organizational and multitasking abilities, with a keen attention to detail.
  • Proficiency in using CRM software and other related tools.
  • Knowledge of advertising and digital marketing best practices.
  • Demonstrated problem-solving skills and the ability to work well under pressure.
  • Self-motivated and proactive mindset, with the ability to work independently as well as collaboratively in a team environment.

Contact us on hello@clickpatrol.com for more information.

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