Onboarding Specialist – Digital Marketing Agency

$40K - $50K/yr

Remote

Full-time

Exact compensation may vary based on skills, experience, and industry knowledge.

About the Job

The Onboarding Specialist is responsible for guiding new clients through the first 6–8 weeks of their journey. This includes managing the transition from the sales cycle, coordinating project setup, collecting assets, and ensuring timely delivery of all onboarding milestones. You’ll be the detail-oriented project manager behind the scenes, making sure nothing slips through the cracks while creating a great first impression for our clients.

Apply Now!

What You’ll Do:

Serve as the main point of contact for clients during their onboarding phase.
Manage the transition from sales handoff to kick-off call through launch.
Coordinate onboarding tasks across multiple departments (website creation, software setup, review integration, social media campaigns, etc.).
Collect and organize client assets, ensuring everything is in place for campaign setup and launch.
Maintain and update onboarding task lists, timelines, and client notes.
Coordinate irregular or step-program onboarding requirements.
Ensure faster launches and seamless delivery for a better first impression.
Support both client-facing communication and behind-the-scenes organization during onboarding.

About Us

At My Dental Agency, we pride ourselves on delivering premium marketing experiences for our clients. The Onboarding Specialist plays a vital role in ensuring new clients experience a smooth transition from sales to launch, setting the tone for long-term success.

What You Bring:

Highly organized and detail-oriented: you can manage multiple moving parts without losing track.
Strong multitasker: able to juggle several client onboardings and campaign setups at once
Exceptional customer service skills: you know how to make clients feel supported, heard, and valued throughout the onboarding process.
Excellent written and verbal communication skills.
Experience in project management or onboarding processes is a plus.
Comfortable with digital tools, project management systems, and process coordination.
A proactive problem solver who anticipates needs before they arise.

Why You’ll Love It Here:

Top Company to Work For: We were named one of Tampa Bay’s Top Companies to work for two years in a row, and we take pride in creating a great workplace.
Family-Oriented: We understand the importance of work-life balance and treat our team like family.
Positive Environment: We foster a positive, supportive atmosphere where everyone is encouraged to do their best.
Team Support: Our team is all about collaboration and helping each other succeed.