Onboarding Administrative Assistant

Role Overview

We’re seeking a detail-oriented and proactive Administrative Assistant to help streamline the onboarding process for new clients. This role is focused on ensuring all clients are onboarded into our internal systems, collecting all necessary documentation, client research, and disseminating communication to appropriate internal teams to orchestrate a smooth transition into the company. 

Roles and Responsibilities

System Setup and Data Entry

- 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.

Documentation and Communication

- 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

Key Skills and Competencies

– 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.

This role is crucial for ensuring a seamless onboarding experience for our clients and setting the foundation for their successful engagement with our services.