Onboarding Specialist

Join to apply for the Onboarding Specialist role at Dotdigital . The Company: Dotdigital is a thriving global community of passionate, dedicated professionals, committed to the collective success of the organization and its clients. Our core principles of innovation, teamwork, and client‑focused solutions drive us to approach challenges with a growth mindset and take ownership of our work. The Product: Dotdigital is an all‑in‑one customer experience and data platform (CXDP) that empowers marketing teams to exceed customer expectations with highly personalized cross‑channel journeys. About the Role Collaborate with the Professional Services team, Sales, and Customer Success to ensure seamless client onboarding, becoming a product expert and trusted advisor throughout the process. Oversee the entire client onboarding process, including data uploads, creative asset collaboration, client data segmentation, and performance metric analysis, ensuring a seamless transition from sales to the Customer Success Manager. Adopt a client‑first approach, maintaining clear communication with clients via email, phone, and in‑person, offering expert guidance on Dotdigital’s products and services. Manage project schedules, coordinating internal resources to meet deadlines while ensuring alignment with client expectations and project goals, and serve as the primary point of contact for any escalations during onboarding. Utilize project management tools like Monday.com 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 3+ years experience in a client‑facing role in a digital environment, ideally onboarding clients or similar. Experience working in a multi‑channel digital role such as email, SMS, and WhatsApp. Project Management experience and familiarity with a project management tool is preferable. Experience working with international brands and stakeholders. 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 in Excel and PowerPoint. Strong oral and written communication skills. Experience in script writing / debugging would be an advantage. Interview Process • 15‑minute Screening Call with People Success Manager • 1st Round Interview with Hiring Manager and Team member • 2nd Round Interview with Hiring Manager and Director Of PS & Operations Some of Our Global Benefits Parental leave Extended Paid Sick leave Loyalty reward DEI commitment As an equal opportunities employer we are committed to equality in all its practices with regard to race, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. If you have any additional requirements or adjustments to assist an application then please don’t hesitate to contact us and advise us how we can best support you. Legal statement No agencies/recruiters please. We are only accepting applications directly from the applicants. If you are a recruiter, please refrain from reaching out to our staff about this position. Anything contrary will be treated as unsolicited approach under the applicable data protection law. Referrals increase your chances of interviewing at Dotdigital by 2x. #J-18808-Ljbffr