OnBoarding Specialist

DashClicks was started as a retail agency (Digital Marketing Agency) to provide innovative digital marketing services to businesses worldwide in 2009 in Florida, USA. With our extensive experience and undying commitment to helping other digital marketing agencies grow, we’ve launched our own proprietary software, DashClicks (SaaS platform) in 2018.

DashClicks has emerged as an industry leader in White-label digital marketing services and is one of the most stable and growing IT companies in the world.

We are looking for an Onboarding Specialist to join our team and help new clients to get onboard, adjust well to our work environment. Freshers can also apply for this role.

Responsibilities
- Review and verify available information
- Work directly with clients to collect documents/information in the onboarding process
- Prepare onboarding kits (e.g., general information, instructional videos, contact list, etc.)
- Assign the clients to the internal team as necessary
- Distribute manuals, passwords, and guidelines as needed to the internal team
- Ensure utmost confidentiality while handling the onboardings
- Address new client queries regarding their onboardings
- Introduce team members to clients
- Ensure new clients have the access to technical assistance to properly connect and set up their software
- Welcome new clients upon their onboarding
- Uphold all verification details on the DashClicks dashboard by being diligent in reviewing client details and profiles
- Escalate fraud, suspicious activity, or terms of service violations to the appropriate team
- Adapt to evolving requirements and internal policies and operations


Requirements
- Attention to detail
- Structured thinking
- Clear and concise writing and communication
- Two or more years of experience in a role working through a queue is preferred
- Team spirit
- Strong organizational skills. Being able to manage multiple client cases at once
- Comfortable diving into technical concepts and working with data and spreadsheets
- An ability to handle sensitive and confidential information


Why choose to work with us?
- Competitive base pay and benefits package with exciting growth plans
- Work with professionals across many areas of expertise on a product loved by 30,000+ marketing agencies worldwide
- 9 hrs a day & 5 days a week working
- Grow with a very fast-paced team, driving transformational growth for our brand
- This role is for Philippines Residents only


Employment Type
Contract