Onboarding Specialist
Onboarding Specialist
About Us
The Company: Dotdigital is a thriving global community of passionate, dedicated professionals, committed to the collective success of the organization and its clients. Our core principles of innovation, teamwork, and client-focused solutions drive us to approach challenges with a growth mindset and take ownership of our work. At Dotdigital, collaboration and curiosity pave the way for meaningful connections and learning opportunities with diverse peers. Our work environment encourages knowledge sharing, fosters exploration, and cherishes creative ideas. Combined, these guide us towards a shared vision in which brands around the world exceed customer expectations through the adoption of responsible marketing practices.
The Product: Dotdigital is an all-in-one customer experience and data platform (CXDP) that empowers marketing teams to exceed customer expectations with highly personalized cross-channel journeys. With Dotdigital, marketers can seamlessly unify, enrich, and segment customer data. Breaking down data silos, Dotdigital streamlines decision-making and paves the way for marketing creativity that delivers customer engagement at scale. With powerful AI capabilities, Dotdigital makes it easy to automate deeply personalized experiences across web, email, SMS, WhatsApp, chat, push, social, ads, and more.
About the Role
- Collaborate with the Professional Services team, Sales, and Customer Success to ensure seamless client onboarding, becoming a product expert and trusted advisor throughout the process.
- Oversee the entire client onboarding process, including data uploads, working with creative assets, segmenting client data and analyzing performance metrics, ensuring a seamless transition from the sales handover to the Customer Success Manger account manager transition.
- Adopts a Client-first approach, maintaining clear communication with clients via email, phone, and in-person, offering expert guidance on Dotdigital's products, services, and custom integrations, including API.
- Manage project schedules, coordinating internal resources to meet deadlines while ensuring alignment with client expectations and project goals, and serving as the primary point of contact for any escalations during onboarding.
- Utilize project management tools like Monday.com and Microsoft Dynamics CRM to accurately document and track client interactions and project progress.
- Create and deliver comprehensive written materials, guides, and ongoing support to enhance customer understanding and effective usage of Dotdigital's offerings.
About You
- Preferably 1-2 years experience in a client facing role in a digital environment
- Preferably 1-2 years’ project management experience
- Experience working in a digital or email marketing role
- Experience working with international brands and stakeholders
- Experiences with project management tool would be advantageous
- 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
- Be an expert Excel and PowerPoint user
- Strong oral and written communication skills
- Knowledge and experience of using database / database management systems – with MS Access experience desirable
Interview Process
- 15min Screening Call with People Success Partner
- 1st Round Interview with Hiring Manger & a short presentation
- 2nd Round Interview with Leadership
Some of Our Global Benefits
- Parental leave
- Extended Paid Sick leave
- Dotdigital day
- Wellbeing reward
- Wellbeing Days
- Loyalty reward
DEI commitment
As an equal opportunities employer we are committed to equality in all its practices with regard to race, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, or sexual orientation. If you have any additional requirements or adjustments to assist an application then please don't hesitate to contact us and advise us how we can best support you.
Legal statement
No agencies/recruiters please. We are only accepting applications directly from the applicants. If you are a recruiter, please refrain from reaching out to our staff about this position. Anything contrary will be treated as unsolicited approach under the applicable data protection law.
Workplace & Culture
It all started in a pub in Croydon, UK – we even have the original tables and stools in our London Bridge HQ. Today, we’re a growing global business with 350+ employees and counting. So if you’re interested in becoming part of the dotfamily there may be an opportunity for you.
About Dotdigital
Building tools to help marketers connect with their customers
For over 20 years Dotdigital has been working with brands to improve their marketing and engagement. Our platform has continued to innovate to meet the demands of the data-driven world whose brands and consumers expect seamless, relevant, instantaneous connections wherever they are, whenever.
Dotdigital’s 400+ employees serve mid-market and enterprise companies around the world and across industries. We aspire to inspire responsible marketing and are committed to sustainability, privacy & security. Dotdigital is proud to be the world’s first carbon neutral, ISO14001, ISO 27701 & ISO27001 certified marketing automation platform.
Onboarding Specialist
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