Onboarding Specialist

Explore Agency is a growth-focused marketing agency helping businesses in home services, legal, and healthcare strengthen their brands, generate more demand, and grow revenue. Our team brings together strategy, design, development, paid media, SEO, and AI to create digital experiences and marketing systems built around measurable business outcomes.

We're looking for an Onboarding Specialist to manage the transition from signed client to active engagement. You'll make sure every new client has a clear, organized, and professional start with Explore Agency by collecting the right information, coordinating access, setting expectations, and preparing our internal teams for a successful launch. This role is ideal for someone who is highly organized, communicates clearly, follows through on details, and knows how to make complex processes feel simple for clients.

What You'll Do

• Own the client onboarding process from signed agreement through internal handoff
• Welcome new clients and clearly communicate what to expect during onboarding
• Schedule and coordinate kickoff meetings
• Collect business information, brand assets, account access, logins, and other required materials
• Guide clients through questionnaires, forms, and onboarding requirements
• Ensure access is properly set up for platforms such as Google Ads, Meta, Google Analytics, Search Console, websites, and other marketing tools
• Review submitted information for completeness and follow up on anything missing
• Organize client files, documentation, credentials, and project information
• Prepare internal teams with the context and materials needed to begin work
• Coordinate onboarding across strategy, paid media, SEO, design, development, and content teams
• Track onboarding progress, deadlines, outstanding items, and next steps
• Keep clients informed throughout the process and proactively address delays or questions
• Document important client goals, priorities, services, audiences, and operational details
• Help improve onboarding templates, processes, documentation, and workflows over time
• Use AI tools to organize information, summarize meetings, prepare documentation, and improve workflow efficiency

What We're Looking For

• 1–3 years of experience in client onboarding, account coordination, customer success, project coordination, or a related role
• Excellent organization and attention to detail
• Strong written and verbal communication skills
• Comfortable communicating directly with clients by email, video call, and phone
• Ability to manage multiple client onboardings at the same time
• Strong follow-up skills and ability to keep projects moving
• Ability to identify missing information before it becomes a problem
• Comfortable working with processes, checklists, documentation, and deadlines
• Ability to communicate technical requirements in a clear and simple way
• Strong problem-solving skills and willingness to take initiative
• Comfortable working in a fast-paced, client-driven environment
• Strong working knowledge of ChatGPT and Claude
• Ability to quickly learn new software, platforms, and internal processes

Nice to Have

• Previous experience at a digital or marketing agency
• Experience onboarding marketing or professional-services clients
• Familiarity with Google Ads, Meta Business Manager, Google Analytics, and Google Search Console
• Familiarity with WordPress or website administration
• Experience with CRM or project management platforms
• Basic understanding of paid media, SEO, websites, and digital marketing
• Experience working with businesses in home services, legal, or healthcare

Why Explore Agency

A strong client relationship starts before any campaign launches or website work begins. At Explore Agency, onboarding sets the foundation for everything that follows. You'll play an important role in making sure our clients feel informed, organized, and confident from the beginning while ensuring our internal teams have everything they need to do their best work. You'll work closely with clients and specialists across strategy, paid media, SEO, design, development, and content, giving you broad exposure to how a growth-focused agency operates. As Explore Agency grows, you'll also have the opportunity to help improve and build the systems that make our onboarding process more efficient, consistent, and scalable.