Client Success and Onboarding Specialist

Client Success And Account Coordinator

Advantage Design Group is a digital media and software company that builds interactive online orientation experiences for students and employees. We help colleges, universities, and companies guide people through important life transitions using video, storytelling, and our proprietary orientation platform.

Our core values are Client Focus, Optimization, Relationships, and Excellence. You will join a close-knit team that collaborates across creative, development, video production, and client services.

As a Client Success and Account Coordinator, you are the day-to-day contact for a group of clients after their orientation sites launch. Your focus is outreach, communication, and coordination so clients see strong engagement and feel supported.

Client Outreach and Account Care Serve as the main contact for an assigned list of clients Call and email to check in before key intake dates Confirm timelines, answer questions, and keep tasks on track Capture notes and next steps from each interaction in our systems Monitor basic usage reports and flag risks or opportunities

Product Guidance and Proposals Learn our orientation platform and common use cases Recommend features and options that fit each client's goals and budget Help prepare proposals, renewals, and change requests using templates Follow up on outstanding items with polite reminders and clear next steps

Onboarding and Training Welcome new clients after launch and introduce yourself as their main contact Schedule and lead short online training sessions for new admins and staff Walk clients through how to log in, update content, and publish changes Show clients how to view and export key reports so they can track logins and completions

Working With the Team Coordinate with project managers, sales, designers, developers, and video producers Use tools such as our content management system, Dynamics, Function Point, SharePoint, Zendesk, and our custom orientation platform

Required One to two years experience in a customer-facing role such as inside sales, customer service, account coordination, or client services Comfortable making outbound calls and sending professional emails each day Very comfortable using web-based software and learning new systems Strong written communication with a clear, concise, and friendly style Confident verbal communication on phone and video calls Organized and detail-aware, able to track many small commitments and always close the loop A service mindset that matches our value of Client Focus and an interest in building long-term relationships

Nice To Have Experience with a content management system such as WordPress, Umbraco, or Drupal Familiarity with basic web concepts and simple HTML Experience working with a ticketing or CRM tool such as Zendesk or Dynamics Exposure to higher education, HR, or onboarding software

You describe yourself as client focused, tech savvy, comfortable with daily outreach and follow up, a natural coordinator, proactive and calm under pressure, and interested in growing in client success, account management, or project management.

You will receive a competitive entry-level salary and benefits including group health and dental insurance, 401k with company matching, paid vacation and holidays, and profit sharing opportunities. Our large Jacksonville office offers a friendly culture with the option for a hybrid schedule after onboarding, gym membership, flex time, and a break room with snacks, tea, and coffee.

In this role, you will build skills in client communication, light sales support, proposal coordination, and software-driven client success. Over time, strong performers may grow into more advanced client success, account management, or project management roles depending on interest and business needs.