Advantage Design Group · 1 month ago
Client Success and Onboarding Specialist
Jacksonville, FL
Full-time
Hybrid
Entry Level
1+ years expAdvantage Design Group is a digital media and software company that builds interactive online orientation experiences for students and employees. The Client Success and Onboarding Specialist will be the day-to-day contact for clients post-launch, focusing on outreach, communication, and coordination to ensure client engagement and support.
Information TechnologySaaSSoftware
Responsibilities
Serve as the main contact for an assigned list of clients
Call and email to check in before key intake dates
Confirm timelines, answer questions and keep tasks on track
Capture notes and next steps from each interaction in our systems
Monitor basic usage reports and flag risks or opportunities
Learn our orientation platform and common use cases
Recommend features and options that fit each client’s goals and budget
Help prepare proposals, renewals and change requests using templates
Follow up on outstanding items with polite reminders and clear next steps
Welcome new clients after launch and introduce yourself as their main contact
Schedule and lead short online training sessions for new admins and staff
Walk clients through how to log in, update content and publish changes
Show clients how to view and export key reports so they can track logins and completions
Coordinate with project managers, sales, designers, developers and video producers
Use tools such as our content management system, Dynamics, Function Point, SharePoint, Zendesk and our custom orientation platform
Qualification
Required
One to two years experience in a customer facing role such as inside sales, customer service, account coordination or client services
Comfortable making outbound calls and sending professional emails each day
Very comfortable using web based software and learning new systems
Strong written communication with a clear, concise and friendly style
Confident verbal communication on phone and video calls
Organized and detail aware, able to track many small commitments and always close the loop
A service mindset that matches our value of Client Focus and an interest in building long term relationships
Preferred
Experience with a content management system such as WordPress, Umbraco or Drupal
Familiarity with basic web concepts and simple HTML
Experience working with a ticketing or CRM tool such as Zendesk or Dynamics
Exposure to higher education, HR or onboarding software
Benefits
Group health and dental insurance
401k with company matching
Paid vacation and holidays
Profit sharing opportunities
Gym membership
Flex time
A break room with snacks, tea and coffee
Company
Advantage Design Group
Advantage Design Group is a multimedia design and software development firm that provides video, web apps, and SaaS services.
11-50 employees
Funding
Current Stage
Early StageRecent News
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