Customer Onboarding Lead - Drive Platform Adoption

Smartly Limited; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Smartly.io is seeking an enthusiastic and detail-oriented Customer Onboarding Manager to join our Onboarding team. You will assist our newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the Smartly platform, collaborating with Sales and Customer Success to deliver tailored onboarding plans.

You will train clients, showcase reporting views, use feeds for automations, tailor onboarding journeys, and coordinate across teams to ensure successful

Qualifications

• Bachelor's degree or equivalent practical experience.
• 3-5 years digital experience ideally in a Social Media role.
• Strong understanding of digital advertising platforms and tools.
• Experience working with Google Sheets, utilizing its features and functions effectively.
• Proficiency in creating visually appealing and impactful presentations using Google Slides.
• Excellent communication and interpersonal skills, with the ability to effectively engage with customers and internal stakeholders.
• Detail-oriented and highly organized, with strong project management skills.
• Problem-solving mindset and ability to navigate complex situations.
• Self-motivated and proactive, with the ability to work independently and prioritize tasks.
• Ability to thrive in a fast-paced and collaborative team environment.

Responsibilities

• Be a subject matter expert on Smartly.io's products and services, understanding the platform's capabilities and effectively communicating and implementing solutions for potential and new customer needs.
• Work closely with Sales and Customer Success teams to deliver tailored solutions within the Smartly platform, enabling our Tier 1-3 key customers to achieve their business objectives.
• Take ownership of the technical execution of the onboarding plan, ensuring that customer accounts are set up for a successful and ongoing partnership with Smartly.io.
• Training clients on all key aspects of Smartly’s platform.
• Showcase how to set up reporting views to provide customers with clear visibility into their campaign performance and key metrics.
• Show how to use feeds to create automations and streamline customer workflows, optimizing efficiency and effectiveness.
• Tailor the onboarding journey to each customer, understanding their specific challenges and finding solutions within the Smartly tool to drive product adoption and address any gaps.
• Take ownership of organizing and managing the onboarding process, relieving stressors from Customer Success Managers (CSMs) and collaborating with cross-functional teams at Smartly.io as needed.
• Collaborate with relevant teams to qualify each case and ensure that all sales promises can be successfully delivered, fostering a culture where a deal is not considered closed until the customer is successfully onboarded.
• Create visually appealing and effective decks using Google Slides to communicate onboarding plans, campaign strategies, and performance insights to customers.

Skills

Digital advertising knowledge

Communication skills

Project management

Self-motivation

Collaboration

Detail-oriented

Education

Bachelor's degree or equivalent

Tools

Google Sheets

Google Slides

Job description

Smartly.io is seeking an enthusiastic and detail-oriented Customer Onboarding Manager to join our Onboarding team. You will assist our newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the Smartly platform, collaborating with Sales and Customer Success to deliver tailored onboarding plans.

You will train clients, showcase reporting views, use feeds for automations, tailor onboarding journeys, and coordinate across teams to ensure successful