Client Onboarding Specialist

Olly Olly • Charlotte, NC

7d • Remote

About The Position

As a Client Onboarding Specialist , you’ll be the first point of contact for newly onboarded clients at Olly Olly. You’ll manage website building projects for small business clients, collaborating with a close-knit team of creatives, strategists, and tech specialists. Success in this role means laying a strong foundation for the client’s entire journey with us. It’s all about setting them up for long-term success!

Requirements

• 3+ years in a customer success, client onboarding or similar B2B role
• Familiarity with digital marketing products and services
• Ability to build and nurture collaborative partnerships with clients and internal teams
• Strong organizational skills with the ability to handle competing priorities

Nice To Haves

• Bachelor’s Degree or equivalent combination of education, training, and experience.
• Experience with Google Suite (Gmail, Calendar, Sheets, Meet, etc.)

Responsibilities

• Onboarding Management: Coordinate multiple website building projects for clients.
• Conduct intake calls to understand branding, marketing goals, and unique value propositions.
• Maintain detailed project documentation in internal systems (notes, status reports, feedback, and approvals).
• Assign tasks across departments (SEO, Copywriting, Graphic Design, Development).
• Review websites independently and with clients before launching.
• Ensure smooth transitions by scheduling go-lives and introducing clients to Account Managers.
• Drive innovation and service development with cross-functional teams.
• Client Relations: Maintain regular client communication via phone and email to ensure timely delivery and manage expectations.
• Provide best-in-class customer service and gather feedback to improve client experience and satisfaction.

Benefits

• Base salary + bonus based on performance
• Remote position — applicants must reside in Texas, Arizona, or North Carolina
• Training hours: 8AM–5PM CST; regular work schedule: 8AM–5PM (local time)
• Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan
• Mental Health & Wellness plans
• Growth-oriented culture: Join an inclusive, international and innovative team where your contributions make a tangible difference.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees