via Rippling
$Not specified
The Onboarding Administrative Assistant is responsible for streamlining the onboarding process for new clients by entering client information into internal systems and ensuring all necessary documentation is collected. This role also involves communication with internal teams to facilitate a smooth transition for clients.
Candidates should have experience in client onboarding or related roles, along with excellent communication and note-taking skills. Proficiency in CRM systems and a general understanding of digital marketing are also important.
Role Overview We’re seeking a detail-oriented and proactive Administrative Assistant to help streamline the onboarding process for new clients. This role is focused on ensuring all clients are onboarded into our internal systems, collecting all necessary documentation, client research, and disseminating communication to appropriate internal teams to orchestrate a smooth transition into the company. Roles and Responsibilities System Setup and Data Entry - Enter new client information in the company database. - Set up client accounts in Company Softwares. - Oversee client page in CRM and update with all add-ons and relevant details. - Note-take on client calls. - Provide clear and detailed notes for creative teams to execute. Documentation and Communication - Review sales calls, take notes with timestamps. - Capture intricate details and convey all information to the team. -Track all documents, requirements, and project assets, keeping them organized and easily accessible. - Join client meetings as needed Key Skills and Competencies – Experience in client onboarding, account setup, or client success roles - Excellent communication, comprehension, and note taking skills. - Proficiency in using CRM systems, Teamwork, Ticketing systems, Virtual Meetings and other related software. - General understanding of digital marketing. - Ability to work independently and as part of a team. This role is crucial for ensuring a seamless onboarding experience for our clients and setting the foundation for their successful engagement with our services.
This job posting was last updated on 12/9/2025