Client Onboarding Specialist

4 weeks ago

Canada DOE Media Full time

WHO WE ARE

DOE Media is a premier, data-driven firm specializing in global digital advertising and retention marketing. Our expertise lies in crafting sophisticated solutions that drive substantial growth for partners, ranging from dynamic startups to Fortune 500 brands. With a versatile portfolio, we engage with both B2B and B2C partners, including eCommerce, franchises, technology, apps, sports, events, financial services, and retailers. DOE Media has generated over $1 Billion in trackable, profitable online revenues.


Founded by seasoned entrepreneurs with a history of successfully building, scaling, and exiting direct-to-consumer (D2C) businesses, DOE Media is committed to delivering EBITDA-driven growth for our valued partners.


Embracing a culture built on the pillars of Data Over Ego, Partners as the Hero, Cutting Edge Knowledge - We are the Experts, Professionalism, and Work Ethic defines who we are. If your values resonate with ours, we're eager to meet you


WHERE WE ARE GOING

Having propelled ourselves forward with an impressive $250+ million in digital ad spend and a remarkable $750+ million in generated revenue over the past three years, our journey has been nothing short of extraordinary. Yet, we're not hitting the brakes; rather, we're gearing up for an ambitious future Our sights are set on expanding our in-house team and client base sevenfold within the next five years.


As we continue to evolve, this is your golden opportunity to be an integral part of our forward-thinking journey. Join us and be a catalyst for the exciting chapters that lie ahead


WHAT WE’RE LOOKING FOR

We are looking for an experienced an Onboarding Specialist who is detailed oriented, organized, and excited to be apart of a fast growing company. This role will onboard all new clients.


WHAT YOU’LL DO

  • Provide a smooth transition from the time a client sign’s contract to launching full time with our internal team
  • Coordinate with a variety of team members to schedule calls with new clients and internal team members
  • Ensure our onboard process is followed by every member involved
  • Periodically make adjustments to the onboarding process as needed
  • Take ownership of the onboarding process as a key stakeholder in the entire process
  • Provide clear instructions to new clients and internal team members
  • Ensure all information about new clients is provided by the sales team
  • Ensure the accounting department is aware of new clients and accurate billings according to their contract
  • Keep all formal documents and folder organized for all parties
  • Problem solve new client onboarding with respective to provide the right access to their accounts
  • Prompt communication with all internal and external parties to unsure transparency, ownership, and progress.
  • Help build onboarding decks, gather client information, and assist with overall onboarding process for new clients.
  • Stay up-to-date with digital technologies developments, trends, techniques, and tools


The ideal candidate enjoys a client facing role, communicates effectively, performs well under pressure and possesses a high attention to detail.


WHAT YOU’LL BRING TO THE TABLE

  • 2+ years of onboarding experience
  • Experience on Facebook Ads manager, Google AdWords, Google Analytics, and email platforms like mailchimp and Klaviyo
  • Strong communication skills
  • Proficiency in Microsoft Office Suite and Google Drive - must know pivot tables
  • Strong work ethic with an emphasis of winning
  • Demonstrated problem-solving capabilities
  • Professional and respectful demeanor in dealing with internal and external business partners
  • Effective time management
  • Collaborate effectively in a team environment
  • Integrity and optimism, regardless of the situation. Mental fortitude to overcome anything.
  • Excellent grammar and writing skills
  • Willingness to learn more and acquire new skills
  • Ability to multi-task and ensure agile methodology is applied to ensure all work is done in a timely fashion
  • Calendar management experience
  • CRM management experience (preferably hubspot)


WHAT YOU’LL FIND HERE

  • Benefits that matter like time off without limits, healthcare coverage, and more
  • Learning from the best. Collectively, we have years of expertise in ecommerce, digital advertising, and brand optimization
  • A challenge. We’re here to push you. Our goal is to give you experience and connections you won’t forget
  • Access to our leadership, industry experts, and peers that care about you and your development


Job Type: Full-time

Benefits:

  • Health care
  • Dental care
  • Paid time off
  • Vision care

Schedule:

  • Monday to Friday

Work Location: Remote

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