Customer Onboarding Manager

🏢 Smartlyio · 📍 New York, New York, United States 💰 $75,000 - $100,000 / yr
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Position Summary & Responsibilities

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 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 ideally with exposure to both paid social (Meta) and programmatic media buying
  • Strong understanding
🎯 Candidate Preparation Guide For Smartlyio Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Interviews heavily weigh high-velocity execution, data-driven optimization, and a relentless customer-centric growth mindset.

📋 Preparation Priorities (Key Areas to Clarify):
  • 1. Slow decision-making or analysis paralysis
  • 2. Failure to take personal ownership of past campaign or product failures
  • 3. Resistance to rapid experimentation and continuous iterative feedback
✨ Recommended Role Alignment Hook:

I combine rigorous data analysis with relentless execution to scale high-performing digital marketing solutions without breaking momentum.

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