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Digital Onboarding Specialist

Remote, USA Full-time Posted 2026-06-06

Job Description:

  • Leads new clients through the digital onboarding process
  • Conducts training sessions to empower clients in utilizing our digital marketing tools and client dashboard effectively
  • Specializes in setting up clients on our digital advertising products, ensuring configurations align with their unique business objectives
  • Manages the follow-up process with clients and publishers to obtain the necessary account permissions before the campaign start date
  • Provides early reporting to clients, offering insights and recommendations for optimizing their digital advertising efforts
  • Provides support for the team when permissions cannot be given to shift the client to a different product
  • Act as the point of contact via call, text, or video for client inquiries, concerns, and escalations during the onboarding phase.

Requirements:

  • Excellent communication and interpersonal skills with the ability to communicate technical concepts to non-technical clients.
  • Familiarity with digital marketing reporting tools and experience conducting reporting calls.
  • Analytical mindset with the ability to interpret data, draw conclusions, and make data-driven recommendations.
  • Exceptional organizational and time-management skills to handle multiple clients and priorities effectively.
  • Proactive problem-solving skills with a strong commitment to client satisfaction.
  • Proven experience in a customer-facing role, preferably in digital marketing or at a digital agency.
  • Previous digital account manager experience with the Meta platform.
  • DSP experience
  • Experience with Google Ads and Google My Business.

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