Advantage Design Group · 1 day ago
Client Success and Onboarding Specialist
Jacksonville, FL
Full-time
Hybrid
Entry Level
$50K/yr - $60K/yr
1+ years expAdvantage Design Group is a trusted partner for orientation directors and HR professionals, and they are seeking a Client Success and Onboarding Specialist. In this role, you will build relationships with higher education and corporate clients, guiding them to maximize their digital orientation platforms and ensuring their success through proactive support and expert advice.
Information TechnologySaaSSoftware
Responsibilities
Serve as the primary contact for orientation directors, student affairs staff, and HR professionals in your client portfolio
Make proactive check-in calls and emails to strengthen relationships and understand their evolving needs
Capture detailed notes and action items from conversations in our CRM system
Monitor platform usage reports to identify opportunities or address concerns before they become issues
Become an expert on our orientation platform and understand the unique needs of both higher education and corporate onboarding
Recommend features, enhancements, and strategies tailored to each institution's or company's specific goals and budget
Help orientation directors plan for new student cohorts and assist HR teams with employee onboarding campaigns
Support proposal development, renewals, and change requests using proven templates
Welcome new orientation directors and HR teams after their platform launches, setting the foundation for a strong partnership
Lead high-level introduction online training sessions that empower university staff and HR professionals to confidently manage their platforms
Qualification
Required
1-2 years in a customer-facing role (inside sales, customer service, account coordination, or client services)
Comfort working with professional clients – you'll be partnering with directors, managers, and administrators daily
Natural ease with outbound communication – you genuinely enjoy making calls and writing professional emails daily
Tech-savvy mindset – you pick up web-based software quickly and help others do the same
Excellent written communication – clear, concise, professional, and friendly
Strong verbal presence – confident and personable on phone and video calls
Exceptional organization – you manage multiple client needs simultaneously and always follow through
Service-first mentality – you're genuinely invested in helping busy professionals succeed
Preferred
Experience or familiarity with higher education (student affairs, admissions, orientation programs)
Background in HR, employee onboarding, or corporate training
Experience with content management systems (WordPress, Umbraco, Drupal)
Familiarity with basic web concepts or simple HTML
Hands-on experience with CRM or ticketing tools like Dynamics, Salesforce, or Zendesk
Benefits
Comprehensive health and dental insurance
401(k) with company matching
Generous paid vacation and holidays
Profit-sharing opportunities
Hybrid work flexibility after your onboarding period (professional office in Jacksonville)
Flextime options that respect your work-life balance
Friendly, drama-free environment where collaboration thrives
Close-knit company of 50, Client Success team of 6 where your contributions truly matter
Professional development support – we invest in your growth
Office perks: gym membership, well-stocked break room with snacks, coffee, and tea
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
Company data provided by crunchbase