Strategic Onboarding & Adoption Lead

Clutch Canada

New York (NY)

On-site

USD 75,000 - 100,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

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.