Client Onboarding Manager, Paid Media

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main client liaison during the paid media onboarding journey, ensuring a seamless, organized, and responsive onboarding experience.

• Lead meetings to transition from sales to operations, documenting essential project details and conveying all necessary information to the operations team.

• Conduct client kickoff meetings and oversee the collection of all necessary credentials, assets, approvals, and onboarding information required for the Paid Onboarding Analysis.

• Oversee onboarding projects in Wrike, monitoring timelines, deliverables, and client communications throughout the pre-build phase before handing off projects to the operations team for execution.

• Confirm that all essential information, assets, and approvals have been obtained prior to permitting the operations team to initiate account builds, acting as the quality control gatekeeper for project readiness.

• Continue to be the primary client contact throughout the onboarding process, managing outstanding deliverables, approvals, status updates, and launch communications.

• Sustain and enhance the client onboarding portal and questionnaire in collaboration with the Operations Lead to ensure efficient and accurate information collection.

• Identify when client inquiries or discussions necessitate technical paid media expertise and promptly involve the operations team, ensuring clients receive the right level of support while maintaining ownership of the overall onboarding process.

• Additional responsibilities as assigned by management.

⛳️ Requirements

• Over 2 years of experience in project management, account management, client success, or a similar client-facing coordination role, ideally within a digital marketing agency.

• Familiarity with paid media platforms, such as Google Ads, Local Services Ads, and Meta Ads.

• Proficient in using project management software (i.e., Wrike) and CRM platforms (i.e., Salesforce).

• Exceptional written and verbal communication skills, including the ability to confidently lead client meetings, clearly explain onboarding requirements and processes, and manage client relationships.

• Strong organizational and time management skills, with the capability to prioritize and coordinate multiple projects concurrently in a fast-paced environment.

• Experience in managing client onboarding, implementation, or project transitions in an agency setting (Preferred).

• Knowledge of Google Ads Manager and Meta Business Manager, specifically regarding user access, permissions, and administrative functions (Preferred).

• PMP certification or a similar project management credential is advantageous (Preferred).

🏝️ Benefits

• Remote-first culture with flexible work options.

• Performance-based bonuses to recognize excellence.

• Medical, Dental, Vision, and Life Insurance.

• 401(k) matching to assist with future planning.

• Six weeks of paid parental leave for new parents.

• $2,000 annual tuition reimbursement for continued education.

• Wellness stipend to promote your health and fitness.

• Monthly data stipend to support your remote work setup.

• Paid vacation and sick leave to maintain work-life balance.

• Eleven paid holidays to enjoy throughout the year.

• Paid days for a Cause to contribute to your community.

• Paid birthday holiday to celebrate your special day.

• Comprehensive Employee Assistance Program for personal support.

• Opportunities for leadership and career advancement.

• Anniversary rewards to acknowledge milestones.

• Inclusion, Diversity, Equity & Access (IDEA) Committee.

• Awesome team merchandise!