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Client Onboarding Coordinator – Marketing Agency Experience
Onboarding SpecialistCustomer SuccessFull TimeRemoteTeam 201-500Since 2024H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
152 days ago
Salary
Not specified
Bachelor Degree2 yrs expEnglish
Job Description
• Provides support across paid media, organic media and client services with client onboarding, and account creation.
• Pre- Onboarding Support: Sending the contract, ensuring the contract is signed, gathering W9’s, ensuring it matches the property name/property address.
• Onboarding Supporting: Filling out the onboarding sheet, entering the tasks, entering into Salesforce, creating the folders in Drive, creating an internal budget sheet, organizing assets, creating PMC specific emails
• Onboarding Support: Managing client communication to gather items, assets, logins, follow up, task submission, sharing preview links, cross-dept communication on onboarding status.
• Onboarding Support: GTM creation, GA4 permission set up, GSC verification, GBP, Facebook setup.
• Onboarding Support: Obtaining access to social media profiles including 2 factor authentication and connecting social profiles, sync Instagram with Facebook Business Page on Meta Business Suite.
• Post Launch Support: Complete Salesforce service mappings, audit Salesforce property accuracy, audit property dashboards, assign client access, provide PMC integration instructions
• Actively participate in department meetings and brainstorming sessions, contributing insights and solutions to enhance operational efficiencies.
• Stay up-to-date with trends, best practices, and platform algorithm changes across both the multifamily and digital marketing industry.
Job Requirements
- 2 plus years of experience in Digital Marketing with an emphasis on Onboarding and Account Setup in Google Ad and Meta.
- Familiarity with tracking and analytics tools (Google Analytics, GTM, Salesforce, etc.).
- Strong organizational skills and attention to detail.
- Ability to work cross-functionally and manage multiple priorities.
- Problem-solving mindset with a focus on process optimization.
- Excellent communication and collaboration skills.
- Self-motivated and eager to learn in a fast-paced environment.
Benefits
- Paid for 5 days while working only 4 days a week
- Career growth and learning opportunities
- Additional perks from the client
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