Onboarding Specialist - Dineline

About Dineline

Dineline is a leading digital marketing agency specializing in helping brick-and-mortar restaurants grow and thrive. Our proprietary technology and services empower restaurants to elevate their presence, engage customers, and drive profitability. From local gems to global brands like IHOP and Subway, we’ve partnered with thousands of restaurants to help them achieve their full potential.

Through our proprietary Dishio software and paid advertising management services, we help restaurants drive consistent revenue growth by optimizing their marketing performance and customer acquisition strategies.

Position Overview

We are looking for an Onboarding Specialist to deliver a clear, professional, and results-driven onboarding experience for every new Dineline client.

You will be the first impression clients have of our team in action. From the moment a client signs, you own the process of setting them up for success, securing account access, guiding integrations, and ensuring a seamless handoff to their Account Manager.

This is a client-facing, detail-oriented role where your ability to stay organized, communicate clearly, and follow through on every task will determine your success.

What you’ll do

Deliver a Professional Onboarding Experience

• • Prepare all onboarding materials and client folders before every call
  • Guide clients through platform and advertising integrations, account access, and system setup with clarity and confidence
  • Ensure clients leave every call fully informed on next steps and what’s expected of them

Secure Account Access & Drive Setup to Completion

• • Verify and collect all necessary client credentials and permissions
  • Proactively resolve access issues to prevent onboarding delays
  • Complete 100% of post-call tasks before marking an onboarding as done
  • Maintain accurate, detailed documentation for a clean Account Manager handoff, noting what’s been received and what’s still outstanding

Own the Client Experience Score

• • Consistently deliver onboardings that earn a 4.5/5 or higher satisfaction score on post-onboarding surveys
  • Proactively address client concerns and follow through on every commitment you make

How Success is Measured

• Client satisfaction score of 4.5 / 5 stars or higher (post-onboarding survey)
• 100% of after-call tasks completed before transitioning clients to Account Management
• Zero onboarding delays caused by missing credentials or incomplete setup
• Clean, accurate documentation in our project management system at all times

Who thrives in this role

You don’t have to be an extrovert, but you do need to be an exceptional communicator. Here’s what we look for:

• People Skills: You listen well, communicate with clarity, and build trust quickly over Slack and Zoom
• Integrity: You follow through on what you say, every time. If you commit to a deadline, you hit it
• Strong Work Ethic: You’re hungry to improve, willing to invest in your craft, and take full ownership of your results
• Emotional Intelligence: You keep a constant pulse on how clients are feeling and proactively ask questions to improve their experience
• Attention to Detail: You don’t push through 98% finished work. You keep systems clean and accurate because you know it matters
• High Standards: You understand you represent Dineline’s first impression and you hold yourself to that standard

Required Skills and Qualifications

• Fluent in English: strong written and spoken communication skills are required
• Experience in a client-facing role (onboarding, account management, customer success, or similar)
• Comfortable leading Zoom calls and managing client relationships remotely
• Proficiency with project management tools (e.g., ClickUp, Hubspot)
• Highly organized with a proven ability to manage multiple clients simultaneously
• Experience in a marketing agency or SaaS environment
• Hands-on experience connecting and troubleshooting Meta (Facebook/Instagram) Ads integrations
• Hands-on experience connecting and troubleshooting Google Ads integrations
• Familiarity with ad account structures, pixel/tag setup, and access permissions

This role is not for you if: 

• You need heavy oversight to complete tasks
• You are uncomfortable working directly with clients via video calls
• You treat documentation and follow-up as optional
• You’re uncomfortable being measured on satisfaction and completion rates

Work expectations & Compensation

• Full-time, 40+ hours per week
  • Eastern Standard Time (EST) hours: 8:00 AM to 5:00 PM, Monday through Friday
  • Available on Slack during EST business hours for client and team communication
  • Attendance at scheduled team meetings Monday through Friday
  • Fully remote, work from anywhere in Latin America
• Time off available with 2 weeks’ advance notice
• Compensation: USD $1,800–$2,500 per month (based on experience)