Client Onboarding Coordinator

Job Description

JOB DETAILS

REQUIREMENTS

– Experience in client onboarding, account setup, or client success roles

• Excellent communication, comprehension, and note taking skills.
• Proficiency in using CRM systems, Teamwork, Ticketing systems, Virtual Meetings and other related software.
• General understanding of digital marketing.
• Ability to work independently and as part of a team
• Dental Experience preferred

RESPONSIBILITIES

• Enter new client information in the company database.
• Set up client accounts in Company Softwares.
• Oversee client page in CRM and update with all add-ons and relevant details.
• Note-take on client calls.
• Provide clear and detailed notes for creative teams to execute.
• Review sales calls, take notes with timestamps.
• Capture intricate details and convey all information to the team.
• Track all documents, requirements, and project assets, keeping them organized and easily accessible.
• Join client meetings as needed

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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