Client Onboarding Expert

1 week ago

Sydney, New South Wales, Australia dotdigital Full time
About the Role

We are seeking a highly skilled Client Onboarding Expert to join our team at Dotdigital. As a key member of our Professional Services team, you will be responsible for ensuring seamless client onboarding and becoming a product expert and trusted advisor throughout the process.

Key Responsibilities:

  • Collaborate with the Professional Services team, Sales, and Customer Success to ensure a smooth client onboarding experience.
  • Oversee the entire client onboarding process, including data uploads, working with creative assets, segmenting client data, and analyzing performance metrics.
  • Adopt a client-first approach, maintaining clear communication with clients via email, phone, and in-person, offering expert guidance on Dotdigital's products, services, and custom integrations.
  • Manage project schedules, coordinating internal resources to meet deadlines while ensuring alignment with client expectations and project goals.
  • Utilize project management tools like Asana and Microsoft Dynamics CRM to accurately document and track client interactions and project progress.
  • Create and deliver comprehensive written materials, guides, and ongoing support to enhance customer understanding and effective usage of Dotdigital's offerings.

About You

  • Preferably 1-2 years of experience in a client-facing role in a digital environment.
  • Preferably 1-2 years of project management experience.
  • Experience working in a digital or email marketing role.
  • Experience working with international brands and stakeholders.
  • Experience with project management tools would be advantageous.
  • Ability to work to tight deadlines with changing priorities.
  • Ability to manage multiple projects simultaneously.
  • Fantastic attention to detail – especially when working under time pressure.
  • Proactive and confident, and able to build credible relationships with clients and their agencies.
  • Be an expert Excel and PowerPoint user.
  • Strong oral and written communication skills.
  • Knowledge and experience of using database / database management systems – with MS Access experience desirable.

Interview Process

We will be conducting a series of interviews to assess your skills and experience. The process will include:

  • 15-minute screening call with our People Success Partner.
  • First-round interview with our hiring manager.
  • Second-round interview with a presentation to our leadership team.

Some of Our Global Benefits

  • Parental leave.
  • Extended Paid Sick leave.
  • Dotdigital day.
  • Wellbeing reward.
  • Wellbeing Days.
  • Loyalty reward.

DEI Commitment

We are an equal opportunities employer and are committed to equality in all our practices. If you have any additional requirements or adjustments to assist your application, please don't hesitate to contact us.

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