Onboarding Specialist

Dotdigital

. Collaborate with the Professional Services team, Sales, and Customer Success to ensure seamless client onboarding .

Posted 11/3/2026full-timeSydney • AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding processes, project management, and effective communication while utilizing tools like Monday.com and Microsoft Dynamics CRM to enhance customer engagement and satisfaction.

Highest-signal resume keywords

Client Onboarding ExperienceProject Management SkillsExpert Excel UserStrong Communication SkillsMulti-Channel Digital Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingProject ManagementData AnalysisPerformance Metrics AnalysisScript WritingDebuggingExcelPowerPoint

Soft Skills

Attention to DetailProactive Relationship BuildingAbility to Manage Multiple ProjectsConfidence Under Pressure

Tools & Technologies

Monday.comMicrosoft Dynamics CRM

Industry Keywords

Digital EnvironmentMulti-ChannelEmailSMSWhatsAppInternational BrandsStakeholder Management

About the role

Key responsibilities & impact

Collaborate with the Professional Services team, Sales, and Customer Success to ensure seamless client onboarding
Become a product expert and trusted advisor throughout the onboarding process
Oversee the entire client onboarding process, including data uploads, working with creative assets, segmenting client data, and analysing performance metrics
Ensure a seamless transition from sales to the Customer Success Manager
Maintain clear communication with clients via email, phone, and in-person, offering expert guidance on Dotdigital's products and services
Manage project schedules and coordinate internal resources to meet deadlines while aligning with client expectations and project goals
Serve as the primary point of contact for escalations during onboarding
Use Monday.com and Microsoft Dynamics CRM to document and track client interactions and project progress
Create and deliver written materials, guides, and ongoing support to enhance customer understanding and effective usage of Dotdigital's offerings

Requirements

What you’ll need

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 working 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
Expert Excel and PowerPoint user
Strong oral and written communication skills
Experience in script writing / debugging would be an advantage

Benefits

Comp & perks

Parental leave
Extended Paid Sick leave
Dotdigital Day
Wellbeing Reward
Wellbeing Days
Loyalty reward