Customer Onboarding Manager

Smartly; New York (NY); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

PTO & Holidays

Healthcare & Mental Health

401K & Equity

Wellness & Learning

Volunteer Time Off

Donations Matching

Job summary

Smartly.io is seeking an enthusiastic and detail-oriented Customer Onboarding Manager to join our Onboarding team. You will guide newly-signed customers through onboarding, ensuring a seamless transition to the Smartly platform.

You'll train clients on the platform, demonstrate reporting views, set up automations with feeds, tailor journeys, and coordinate with Sales and Customer Success to deliver on all promises.

Qualifications

• 3–5 years digital experience with exposure to paid social and programmatic media buying.
• Strong understanding of digital advertising platforms and tools.
• Experience using Google Sheets and its advanced features.
• Proficiency in creating presentations with Google Slides.
• Excellent communication and interpersonal skills.
• Detail-oriented and highly organized with strong project management.
• Problem-solving mindset and ability to work independently.
• Bachelor's degree in a relevant field or equivalent experience.

Responsibilities

• Be a subject matter expert on Smartly.io's products and services and communicate solutions to customers.
• Collaborate with Sales and Customer Success to deliver tailored solutions within the platform.
• Own the technical execution of the onboarding plan for new accounts.
• Train clients on all key aspects of Smartly’s platform.
• Showcase reporting views to provide visibility into campaign performance.
• Demonstrate how feeds create automations and streamline workflows.
• Tailor the onboarding journey to each customer and drive product adoption.
• Organize and manage the onboarding process and coordinate with cross-functional teams.
• Ensure promises are deliverable and communicate progress through decks via Google Slides.

Skills

Google Sheets proficiency

Google Slides proficiency

Strong communication

Project management

Self-motivated

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 dynamic Onboarding team. As a Customer Onboarding Manager, you will play a crucial role in assisting newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the Smartly platform.

What you’ll do...

• 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.

Key Tasks

• 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.

We’re looking for someone who...

• Has 3-5 years digital experience, ideally with exposure to both paid social (Meta) and programmatic media buying.
• 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.
• Bachelor's degree in a relevant field or equivalent practical experience.

What We Offer You...

• Five weeks paid time off (PTO), 11 company paid holidays, unlimited sick days.
• Generous healthcare packages & mental health benefits.
• 401K plus matching & equity grants for all new Smartlies.
• Wellness benefit & learning reimbursement opportunities.
• Volunteer time off days & company donation matching opportunities.
• And so much more...

Salary in USD: $75,000 - $100,000.