Client Onboarding Specialist

Digital Success Media is an Advertising and Business Development Agency in Tampa, FL. We are professional, agile, and innovative. We are responsible for business development and building cohesive branding strategies that help our clients stand out and succeed in their industries.

• Modern office setting
• Growth opportunities
• Casual work attire
• On-the-job training
• Safe work environment
• Lively atmosphere
• Work from home opportunities once fully trained

We are seeking a highly organized, client-focused Fulfillment & Scheduling Coordinator to join our dynamic team.

This position serves as a primary operational point of contact for clients and internal teams, ensuring smooth scheduling, accurate documentation, and timely follow-through across all accounts.

This role requires strong communication skills, attention to detail, and a high level of ownership. The ideal candidate is proactive, solutions-oriented, and comfortable working in a fast-paced environment where accuracy matters.

• Act as a liaison between clients and internal teams to support scheduling, compliance calls, and onboarding processes.
• Schedule and reschedule client calls accurately, ensuring correct AM assignments, time zones, and confirmations.
• Assist clients with screen sharing setup and basic technical troubleshooting prior to scheduled calls.
• Follow up with clients to ensure all required documents and proposals are reviewed and signed in a timely manner.
• Monitor compliance call scheduling to ensure all calls are booked within required time frames.
• Maintain accurate and up-to-date CRM records, tagging contacts and logging call outcomes appropriately.
• Prepare daily calendar overviews and confirm required documentation is in place before meetings.
• Upload and organize client documents and ensure signed documents are properly stored.
• Send appointment confirmations, reminders, and missed-call follow-ups.
• Identify process gaps and proactively flag issues before they impact clients.
• Support Director of Fulfillment & Campaign Managers with administrative tasks as needed.

• Strong interpersonal and communication skills.
• Excellent organizational and time management abilities.
• High attention to detail and accuracy.
• Proactive problem-solver with strong follow-up habits.
• Customer service experience required.
• Ability to remain calm and professional in high-pressure situations.
• Comfortable using CRM systems, Slack, Google Workspace, and remote support tools.
• Ability to manage multiple priorities while maintaining accuracy.

$15-20 per hour

If you are detail-oriented, proactive, and take pride in keeping systems organized and running smoothly, we would love to hear from you.

Please submit your resume to