
Onboarding & Marketing Support Specialist - For Pooling
3 days ago
Job Description – Onboarding & Marketing Support Specialist
Position Overview
The Onboarding & Marketing Support Specialist plays a role supporting both client onboarding and marketing operations. This position ensures smooth intake processes, asset collection, and accurate reporting while also coordinating marketing-related tasks to support Customer Success and Advanced Solutions teams.
Key Responsibilities
- Onboarding Support
- Collect, organize, and validate assets for new client onboarding.
- Track onboarding progress, ensuring deadlines are met and issues are escalated.
- Coordinate with clients and internal teams for intake accuracy and readiness.
- Marketing Support
- Manage inbound client reporting requests and coordinate trafficking.
- Prepare reporting decks and maintain reporting schedules.
- Assist with data pulls, SEO audits, and campaign-related reporting.
- Provide administrative support for marketing initiatives.
Qualifications
- Experience in client onboarding, project coordination, or marketing support.
- Strong organizational skills with attention to detail.
- Excellent English communication and stakeholder management.
- Proficiency in CRM tools (Zoho, HubSpot, Salesforce, etc.).
- Strong reporting and presentation skills (Excel/Sheets, PowerPoint/Slides).
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