Customer Onboarding Manager

Smartly is seeking an enthusiastic and detail-oriented Customer Onboarding Specialist to join our dynamic Onboarding team. As a Customer Onboarding Specialist, 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.

• Be a subject matter expert on Smartly'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.
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• Set up campaign drafts for new customers to familiarize them with our tool, ensuring a smooth and efficient campaign setup process.
• Set up reporting views to provide customers with clear visibility into their campaign performance and key metrics.
• Utilize 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, alleviating pressure from Customer Success Managers (CSMs) and collaborating with cross-functional teams at Smartly as needed.
• Collaborate with relevant teams to qualify each case and ensure all sales commitments are 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, training sessions, and account strategies to customers.

• A Bachelor's degree in a relevant field 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.

• Five weeks paid time off (PTO), 11 company paid holidays, unlimited sick days
• Generous healthcare packages & mental health benefits
• Monthly wellness benefit and learning reimbursement opportunities 
• 401K plus matching & equity grants for all new Smartlies
• Volunteer time off days & company donation matching opportunities 
• Choice of computer (MAC or PC)
• And so much more…

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

The base pay range for this position is as mentioned below per year, plus annual 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 insurance, retirement savings benefits, parental leave, 5 weeks vacation, unlimited sick days, life insurance and disability benefits. To learn more visit https://www.smartly.io/careers#our-benefits. This information is provided in accordance with applicable law. Base pay information is based on market location.  Salary in USD : $75,000 - $95,000

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