Customer Onboarding Manager

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

Benefits offered by this job

Five weeks PTO

11 company holidays

Healthcare packages

401K + equity

Wellness reimbursement

Volunteer time off

And more

Job summary

Smartly.io is seeking an enthusiastic Customer Onboarding Manager to join our Onboarding team. You will help new customers onboard to the Smartly platform, coordinating with Sales and Customer Success to tailor onboarding plans and ensure a smooth transition.

You will become a subject-matter expert, train clients, and own the onboarding process end-to-end. With 3–5 years in digital advertising and strong presentation skills, you will drive product adoption, deliver compelling decks, and

Qualifications

• 3-5 years digital experience ideally with exposure to both paid social 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.
• Bachelor's degree in a relevant field or equivalent practical experience.

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

Google Sheets

Google Slides

Communication

Project management

Detail-oriented

Education

Bachelor's degree

Job description

Smartly.io is seeking an enthusiastic and detail-oriented Customer Onboarding Manager to join our Onboarding team. As a Customer Onboarding Manager, you will play a crucial role in assisting our newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the Smartly platform. Your responsibilities will involve working closely with Sales and Customer Success teams to deliver optimal onboarding plans and solutions tailored to our key customers.

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.

Join our team and contribute to the success of our clients as they embark on their Smartly.io journey. Help shape the onboarding experience and play a vital role in accelerating our customers' time-to-value and long-term partnership.

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…

Smartly is committed to being the best place to work for growth-minded individuals to thrive - explore more in our Culture Handbook. The base pay range for this position is as mentioned below per year, plus an annual performance bonus. We take into consideration an individual’s background, expertise, and experience in determining final salary. In addition to annual salary, Smartly’s total rewards provide employees with stock options, medical/dental/vision insurances, retirement savings benefits, parental leave, 5 weeks vacation, unlimited sick days, life insurance, and disability benefits. This information is provided in accordance with applicable law. Base pay information is based on market location.

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

About Smartly

Smartly is the AI-powered advertising technology company transforming ad experiences for brands and their consumers. Our comprehensive advertising platform seamlessly integrates the capabilities of media, creative, and intelligence to power more than 800 billion impressions and generate more than 300 billion creatives annually, delivering tangible business outcomes for brands and advertisers.

Smartly is the only company in the industry recognized as a Leader in The Forrester Wave: Creative Advertising Technologies with PwC validating the results it delivers for brands. We manage creative and media for 700+ brands worldwide and $6B in ad spend across the largest media platforms, including Facebook, Google, Instagram, Pinterest, Snap, and TikTok. Our end-to-end technology, unmatched access to media platforms and exceptional customer service help Fortune 500 brands to reach and engage consumers and learn what performs best. Smartly is a multinational and diverse team of 750+ Smartlies from 60+ nationalities, working in 13 countries. Together, we want to create and maintain an inclusive environment where everyone feels respected and heard. Our Diversity, Equity & Inclusion approach is at the heart of it.

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