MyAdvice

MyAdvice's Onboarding Specialist will set up customers for immediate success within our digital marketing platform by facilitating the implementation process for new accounts.. As an Onboarding Specialist, you will educate new clients, help solve technical problems and ensure smooth adoption of our products and services.. Successfully transfer your customer relationships to a customer success manager after onboarding.. Web savvy with a general knowledge of HTML, Wordpress, GSuite Products, Google Adwords, Google My Business, and Google Analytics. MyAdvice’s six-stage Pyramid of Success provides a proven step-by-step plan for how and when to implement growth-oriented marketing tactics for greatest impact, including website design and maintenance, local directories, client reviews, social media, search engine optimization (SEO) and paid advertising.

client onboarding specialist

Job Description Job Description Position Summary
MyAdvice's Onboarding Specialist will set up customers for immediate success within our digital marketing platform by facilitating the implementation process for new accounts. As an Onboarding Specialist, you will educate new clients, help solve technical problems and ensure smooth adoption of our products and services. MyAdvice prioritizes delivering an amazing client experience where this role is responsible for getting them off to a great start.
The ideal candidate is high energy, experienced with web-based technologies, passionate about helping clients, and excels with communication via phone, video and email. Successful candidates will have the ability to quickly learn new technologies and communicate those concepts to customers with varying degrees of technical expertise. A collaborative approach is key as this role is expected to contribute ideas and initiate tactical improvements to the overall onboarding process.
*This position can be remote, hybrid or in-office depending on candidate preference and location. MyAdvice has offices in Melville, New York and Lehi, Utah.
Essential Duties
Be a MyAdvice expert to successfully onboard client in their new services and product suite
Provide detailed account walkthroughs and assist many new customers with implementation
Clearly communicate account setup requirements and expectations
Encourage product adoption for new clients
Leverage feedback for continuous improvement to the onboarding process
Juggle multiple account management projects at a time while maintaining sharp attention to detail
Develop a deep understanding of customers' business and operational objectives
Listen carefully to clients and ask clarifying questions to ensure proper use of MyAdvice's tools
Own and manage customer relationships from the point of sale through successful implementation.
Respond to internal staff and client emails, chats, and calls regarding implementation
Complete video and phone calls to ensure that customers are supported during the onboarding process
Successfully transfer your customer relationships to a customer success manager after onboarding.
Required Skills
Exceptional organizational, time management and priorizatation skills
Demonstrated excellent written and verbal communication abilities
Pleasant, straightforward phone and video correspondence
The ability to shift priorities quickly when necessary
Strategic decision maker to tailor implementation per client needs
Driven and highly motivated to ensure customer success
Comfortable with a fast-paced environment
Preferred Qualifications
1+ years in a client-facing product adoption role
Degree in Marketing, Advertising, or related education
Web savvy with a general knowledge of HTML, Wordpress, GSuite Products, Google Adwords, Google My Business, and Google Analytics
Professional project management experience
Experience providing instruction, demonstrations or teaching clients
High speed internet connection to facilitate a remote working environment
Legally authorized to work in the United States
Position Details
Base Salary: $40k-$50k depending on experience
Bonuses for Performance, Positive Google Reviews and Client Referrals ($2k-$4k average)
Position Type: Full-time, Exempt
Location: Remote, hybrid or in-office in Melville, NY or Lehi, UT per employee preference
Schedule: Monday-Friday (no nights or weekends); Typical business hours based on your time zone For example: 8am-5pm or 9am-6pm including a 0-60 minutes for a lunch break per employee preference and manager’s approval
During training (typically the first 2 months), you'll be required to match your manager's schedule of 8am-5pm EST, after which you can adopt your preferred, approved schedule. Travel: May require occasional local or national travel (less than 5% of the time, if at all ).
Physical Requirements: Prolonged periods sitting at a desk and working on a computer (90% at desk, 10% of time walking); Ability to lift up to 30 lbs and use typical office equipment (computers, keyboards, printer, etc.)
Benefits Package
Employer Contributed Plans: Medical, Vision, Life and AD+D Insurances
Voluntary Plans: Dental, Critical Illness, Accident and Pet Insurances
Unlimited Paid Time Off + 12 Paid Holidays
Remote-first Company, Flexible Schedules + Early Out Fridays!
401(k) Plan with 50% Company Match (up to 6%)
Employee Assistance Program (mental health services, financial/legal consultations and more!)
Tuition Reimbursement Program (up to $1,800 annually) and Executive Mentorship Program
Leadership Training Program: Learn the basics of how to lead a team! Available to all employees.
Ongoing Personalized Coaching and Career Development
Casual Dress and Fun Work Environment (games, coffee, snacks, etc.)
Perks at Work Employee Discount Program, Core Value "Pay It Forward" Initiative, Project Fantastic (client collab) and more!
MyAdvice
MyAdvice empowers business owners and professionals to increase their revenue by attracting and retaining more clients through digital marketing. The SaaS-based platform enables hands-on control and visibility into performance of online marketing activities, backed by 20+ years of best practices and expertise on how to maximize those efforts. MyAdvice’s six-stage Pyramid of Success provides a proven step-by-step plan for how and when to implement growth-oriented marketing tactics for greatest impact, including website design and maintenance, local directories, client reviews, social media, search engine optimization (SEO) and paid advertising. Learn more at myadvice.com.
We are committed to diversity and inclusion as we understand and value its importance to our success. Our team thrives upon our employee's unique experiences to propel creative solutions, so we aspire to continue building upon our diverse team to include groups that are traditionally underrepresented. We strongly encourage people of all backgrounds to apply.
MyAdvice is a performance based and data driven company that has experienced tremendous growth within the last year, so we're excited for the opportunity to introduce new talent. MyAdvice’s progressive values include transparency, teamwork, relentless effort and intellectual honesty in order to bring about the success of our clients. We encourage continuous education, career development and work/life balance while thriving in a casual and collaborative work environment. With MyAdvice you will be a valued and integral member whom we will continually invest.
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