Client Onboarding Specialist

Olly Olly
Charlotte, NC Full Time
POSTED ON 10/21/2024 CLOSED ON 10/29/2024

What are the responsibilities and job description for the Client Onboarding Specialist position at Olly Olly?

About Olly Olly

Hi, we’re Olly Olly. We’re a small-ish, but mighty team of digital marketing strategists, creative visionaries, graphic designers, developers, copywriters, and client experience specialists who solve problems — and we do it creatively. Our mission is to rid small businesses of sub-standard marketing help and provide "guaranteed happiness" to all our clients.


Founded in 2018, we knew we needed to do more. More for small businesses, and more for the changes that were happening all over the world. That’s when Olly Olly was born. We get how easy it is to get trapped in the whack-a-mole game of digital marketing — constantly popping your head up and engaging in the online world only to have to retreat back to focusing that energy on other parts of running a business. It’s time to come out from hiding and doing it all on your own.


About The Team

Our Client Onboarding Specialists enjoy laying the groundwork for projects by understanding each and every nuance. They are naturally organized people who keep cool as a cucumber under pressure. Master communicators, they are passionate about planning, leadership, and helping a shared vision come to life


About The Role

You’re someone who makes sure things get done. You find fulfillment in successfully executing a project and moving on to the next challenge!


Our Client Onboarding Specialists are the very first contact our newly onboarded clients have with Olly Olly. They manage a range of website building projects for small business clients. They work with an intimate cross-functional team of creatives, strategists, and techies. Client Onboarding Specialists who succeed at Olly Olly understand that they are building the foundation for the rest of our client’s journey with us, and that foundation has to be strong!


You're excited about this opportunity because you will…

Onboarding Management 

Coordinate simultaneous website building projects for clients

  • Conduct intake calls with clients, to understand their branding, online marketing goals and unique value propositions
  • Maintain thorough project documentation in internal systems such as: notes, status reports, feedback, and approvals.
  • Assign tasks to complete the website building with all internal departments (SEO, Copywriting, Graphic Design, Development)
  • Conduct website reviews independently and along with client prior to websites going live
  • Ensure a smooth transition by scheduling website go-lives, and introducing clients to Account Managers
  • Drive innovation, business planning and development of firm services with functional leads and cross-functional partners.

Client Relations

  • Maintain regular client communications through phone and email, to ensure websites are delivered on schedule, proper client expectations are established, and standards of quality are met, ensuring client satisfaction.
  • Improve overall client experience by providing best in class customer service & gathering constructive feedback.


We're excited about you because you bring…

  • At least 3 years in a customer success role, or something similar
  • Experience and/or familiarity with digital marketing products and services
  • Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
  • Experience with Google Suite products (Gmail, Calendar, Sheets, Meet, etc.) preferred


These competencies will make you fit right in...

  • Relationship-Building | Ability to build and nurture collaborative partnerships with clients and internal teams.
  • Problem Solving | Ability to research possible solutions to solve a problem or situation.
  • Time Management | Strong organizational skills and ability to handle competing priorities
  • Communication | Excellent written & verbal communication
  • Critical Thinking | Strategic, inquisitive and highly analytical
  • Goal Oriented | Self-starter with a strong work ethic and resourceful spirit


What We Offer

  • $50,000 salary bonus based on performance
  • Work from Home (Hiring remotely for the following states only: AZ, NC, SC, TX)
  • Work/life balance with a set, Monday-Friday 8AM-5PM schedule
  • Medical, Dental, and Vision Insurance
  • 401(k) Retirement Plan
  • Mental Health & Wellness plans
  • An inclusive, tight-knit, exciting start-up environment offering accelerated career & personal growth


Olly’all Are Welcome

At Olly Olly, we embrace and celebrate our differences. We believe that diverse backgrounds, cultures, abilities, experiences, thoughts and perspectives lead to more creative problem-solving, better outcomes and ultimately a stronger organization. Olly Olly is proud to be an equitable opportunity employer, therefore employment is based solely on an individual’s merit and qualifications directly related to their professional competence. We do not discriminate against any applicant or employee because of race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, mental or physical disability, age, genetic information, military or veteran status, marital status, pregnancy or related conditions, or any other basis protected by law or local ordinance.

Salary : $50,000

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