Client Success and Onboarding Specialist
Share
Job Location:
Jacksonville, FL - USA
Yearly Salary:
$ 45 - 60
Posted on:
5 days ago
Vacancies:
1 Vacancy
Job Summary
About Advantage Design Group
Advantage Design Group is a digital media and software company that builds interactive online orientation experiences for students and employees. We help colleges universities and companies guide people through important life transitions using video storytelling and our proprietary orientation platform.
Our core values are Client Focus Optimization Relationships and Excellence. You will join a close knit team that collaborates across creative development video production and client services.
About This Role
As a Client Success and Account Coordinator you are the day to day contact for a group of clients after their orientation sites launch. Your focus is outreach communication and coordination so clients see strong engagement and feel supported.
What You Will Do
Client Outreach and Account Care
Serve as the main contact for an assigned list of clients
Call and email to check in before key intake dates
Confirm timelines answer questions and keep tasks on track
Capture notes and next steps from each interaction in our systems
Monitor basic usage reports and flag risks or opportunities
Product Guidance and Proposals
Learn our orientation platform and common use cases
Recommend features and options that fit each clients goals and budget
Help prepare proposals renewals and change requests using templates
Follow up on outstanding items with polite reminders and clear next steps
Onboarding and Training
Welcome new clients after launch and introduce yourself as their main contact
Schedule and lead short online training sessions for new admins and staff
Walk clients through how to log in update content and publish changes
Show clients how to view and export key reports so they can track logins and completions
Working With the Team
Coordinate with project managers sales designers developers and video producers
Use tools such as our content management system Dynamics Function Point SharePoint Zendesk and our custom orientation platform
What You Bring
Required
One to two years experience in a customer facing role such as inside sales customer service account coordination or client services
Comfortable making outbound calls and sending professional emails each day
Very comfortable using web based software and learning new systems
Strong written communication with a clear concise and friendly style
Confident verbal communication on phone and video calls
Organized and detail aware able to track many small commitments and always close the loop
A service mindset that matches our value of Client Focus and an interest in building long term relationships
Nice To Have
Experience with a content management system such as WordPress Umbraco or Drupal
Familiarity with basic web concepts and simple HTML
Experience working with a ticketing or CRM tool such as Zendesk or Dynamics
Exposure to higher education HR or onboarding software
How You Show Up
You describe yourself as client focused tech savvy comfortable with daily outreach and follow up a natural coordinator proactive and calm under pressure and interested in growing in client success account management or project management.
What You Gain
You will receive a competitive entry level salary and benefits including group health and dental insurance 401k with company matching paid vacation and holidays and profit sharing opportunities. Our large Jacksonville office offers a friendly culture with the option for a hybrid schedule after onboarding gym membership flex time and a break room with snacks tea and coffee.
Growth Path
In this role you will build skills in client communication light sales support proposal coordination and software driven client success. Over time strong performers may grow into more advanced client success account management or project management roles depending on interest and business needs.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Imagine ThisYou’re traveling across the country, visiting dynamic college campuses, and capturing moments that define life transitions. With every video, you’re helping institutions welcome students and staff into their communities, building confidence, connection, and engagement. Adv ... View more
