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Onboarding Specialist
Location
United States
Posted
87 days ago
Salary
0
Seniority
Mid Level
Job Description
Onboarding Specialist
Flexscale
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. 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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