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Onboarding Success Manager

Job Description:

We are seeking a highly motivated and detail-oriented SaaS Onboarding Specialist to join our team. As a key member of our client services department, you will lead the onboarding process for new clients, ensuring a seamless transition to our platform. This role requires strong problem-solving skills, excellent communication abilities, and the capacity to manage multiple projects simultaneously.


  • Lead client onboarding by gathering all necessary requirements and ensuring a smooth transition to our platform.

  • Provide initial problem-solving solutions to troubleshoot issues as they arise during the onboarding process.

  • Collaborate with internal teams to understand project scope and setup, ensuring all client needs are met.

  • Guide clients through the onboarding process, from initial setup to full platform utilization in a timely manner.

  • Maintain clear and consistent communication with clients, addressing any questions or concerns promptly.

  • Develop and deliver training sessions to clients to ensure they are fully equipped to use our platform effectively.

  • Monitor client progress and provide ongoing support to ensure successful adoption of the platform.

  • Identify opportunities for process improvements to enhance the overall onboarding experience.


  • 4-5 years of experience in digital media, with a strong understanding of the Martech landscape.

  • Excellent communication skills, both written and verbal, with the ability to convey complex technical concepts to non-technical stakeholders.

  • Must be detail-oriented with the ability to project manage multiple projects simultaneously.

  • Highly motivated self-starter with a willingness to learn and a high degree of curiosity.

  • Experience working on digital media campaigns, either on the agency or client-side, is preferred.

  • General understanding of reporting and analytics, with the ability to interpret data and provide insights.

  • Experience with Ad Platform APIs is a plus.

  • Experience with Multi-Touch Attribution (MTA) or Marketing Mix Modeling (MMM) data is a plus.

  • Bachelor's degree (BA or BS) in a relevant field.

What We Offer:

  • Competitive salary and benefits package.

  • Opportunities for professional growth and development.

  • A collaborative and supportive work environment.

  • The chance to work with cutting-edge technology and innovative solutions in the Martech industry.

If you are passionate about digital media and have a knack for providing exceptional client experiences, we would love to hear from you. Apply today to join our dynamic team!

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