Compulse
Client Onboarding Specialist
- Compensation
- Not disclosed
- Location
- Hunt Valley, MD, United States
- Work setup
- Hybrid
- Seniority
- Not specified
- Employment
- Full time
- Experience
- 2+ years
- Category
- Customer success
- Posted
Skills
Must have
- 2-3 years of client onboarding, digital marketing, ad agency, and/or technical system experience required.
- 0-2 years of dealership experience preferred, not required.
- Excellent written and verbal communication skills, both concisely and professionally.
- Comfortability in speaking with internal and external partners, and in some cases with remote video software.
- Organizational skills, attention to detail, and a sense of urgency are a must.
- Be coachable, solution-oriented, and inclined to ask questions.
- Ability to adapt to ongoing change in a tech-driven environment.
- Ability to multi-task successfully in a fast-paced, hybrid (in-person and remote) environment.
- Ability to use intuition and critical thinking to anticipate the needs of team members within your immediate department and outside of the department.
- Must have a strong working knowledge of MS Office Suite, including Outlook, Word, Excel and PowerPoint.
- Ability and willingness to self-manage an individualized book of business with a minimal amount of micro-management.
- Embrace change and anticipate/adapt to it, while also offering cooperative problem-solving and assistance to other team members.
- Understanding that your professionalism and timely task completion have drastic implications on client retention.
- Operative.One, AOS and/or JIRA experience is a plus.
Full description
Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD!Responsibilities Include:NOTE: This is not a Human Resources position. This is a position on the Drive Auto Onboarding Team.
- Support internal and external stakeholders during the onboarding of new client partnerships with our signature white glove service.
- Provide regular progress updates with internal and external stakeholders throughout the onboarding process.
- Direct engagement with internal and external stakeholders, to include but not limited to leading calls/trainings and facilitation of support needs.
- Follow standard operating procedures for trafficking orders and setting up new data platforms, including thorough content auditing and timely order handling within SLA limits.
- Coordinate and collaborate with internal fulfillment teams to meet benchmarks and ensure deadlines are met.
- Learn and understand our proprietary technology and comfortably train an internal or external client on how to use such technology.
- Monitor multiple ticketing queues throughout the day, while co-mingling other onboarding-related tasks and responsibilities.
- Conduct a brief performance analysis for your portfolio of clients each month.
- Provide ongoing support to internal and external clients in various time zones for your assigned portfolio of clients throughout the lifetime of the client partnership.
- Become a subject matter expert on day-to-day processes within 6 months and, if appointed, able to train new hires.
- Assist other team members on work assignments when they are using PTO (paid time off).
- Cross-Train with other designated trafficking/coordinator roles for business needs.
- Maintain record-keeping entries in a variety of online databases.
- Complete any mandatory trainings that are assigned from leadership or security/IT.
- Other unplanned duties and projects as assigned.
Requirements:
- 2-3 years of client onboarding, digital marketing, ad agency, and/or technical system experience required.
- 0-2 years of dealership experience preferred, not required.
- Excellent written and verbal communication skills, both concisely and professionally.
- Comfortability in speaking with internal and external partners, and in some cases with remote video software.
- Organizational skills, attention to detail, and a sense of urgency are a must.
- Be coachable, solution-oriented, and inclined to ask questions.
- Ability to adapt to ongoing change in a tech-driven environment.
- Ability to multi-task successfully in a fast-paced, hybrid (in-person and remote) environment.
- Ability to use intuition and critical thinking to anticipate the needs of team members within your immediate department and outside of the department.