Onboarding Assistant
Apply NowLocation:
Spokane, WA, US
Company:
Firegang Dental Marketing is a digital marketing company specializing in services for dentists, with over 10 years of experience.
Summary:
The Onboarding Admin supports the onboarding process for new clients, managing administrative tasks and ensuring smooth communication. Candidates should possess strong organizational skills and be proficient in CRM systems.
Job Description:
Role Overview
The Onboarding Admin supports the onboarding process for new clients by ensuring all administrative tasks are completed accurately and efficiently. This role involves setting up new clients in various systems, coordinating necessary documentation, and facilitating smooth communication between clients and internal teams.
Roles and Responsibilities
System Setup and Data Entry
- Enter new client information in company database.
- Set up client accounts in Company Softwares.
- Oversee client page in CRM and update with all add-ons and relevant details.
- Follow up to obtain all intake forms and offer to set appointments for completion over the phone.
Documentation and Communication
- Review sales calls, take notes with timestamps.
- Enter notes into the database.
- Join client meetings as needed
Key Skills and Competencies
- Strong organizational skills and attention to detail.
- Excellent communication and follow-up abilities.
- Proficiency in using CRM systems, Teamwork, and other related software.
- Ability to work independently and as part of a team.
- Experience with client onboarding and administrative tasks is a plus.
This role is crucial for ensuring a seamless onboarding experience for our clients and setting the foundation for their successful engagement with our services.
