Responsibilities

• Serve as the primary client contact throughout the paid media onboarding process, ensuring a positive, organized, and responsive onboarding experience.
• Lead internal sales-to-operations handoff meetings, documenting key project details and communicating all required information to the operations team.
• Facilitate client kickoff meetings and coordinate the collection of all required credentials, assets, approvals, and onboarding information needed to complete the Paid Onboarding Analysis.
• Manage onboarding projects in Wrike, tracking timelines, deliverables, and client communications through the pre-build phase before transitioning projects to the operations team for execution.
• Verify that all required information, assets, and approvals have been received before authorizing the operations team to begin account builds, serving as the quality control gatekeeper for project readiness.
• Remain the primary client point of contact throughout onboarding, coordinating outstanding deliverables, approvals, status updates, and launch communications.
• Maintain and continuously improve the client onboarding portal and questionnaire in partnership with the Operations Lead to ensure efficient and accurate information gathering.
• Recognize when client questions or discussions require technical paid media expertise and coordinate timely involvement from the operations team, ensuring clients receive the appropriate level of support while maintaining ownership of the overall onboarding process.
• Additional job duties as assigned by management

Requirements

• 2+ years of experience in project management, account management, client success, or a similar client-facing coordination role, preferably within a digital marketing agency.
• Working knowledge of paid media platforms, including Google Ads, Local Services Ads, and Meta Ads
• Experience using project management software (i.e., Wrike) and CRM platforms (i.e., Salesforce)
• Excellent written and verbal communication skills, including the ability to confidently lead client meetings, confidently explaining onboarding requirements and process, and manage client relationships
• Strong organizational and time management skills with the ability to prioritize and coordinate multiple projects simultaneously in a fast-paced environment

Preferred

• Experience managing client onboarding, implementation, or project transitions in an agency environment
• Familiarity with Google Ads Manager and Meta Business Manager, particularly user access, permissions, and administrative functions
• PMP certification or similar project management credential is a plus

Benefits

• Remote-first culture with flexible work options
• Performance based bonuses to reward excellence
• Medical, Dental, Vision, and Life Insurance
• 401(k) matching to help you plan for your future
• 6 weeks of paid parental leave for new parents
• $2,000 annual tuition reimbursement for continued education
• Wellness stipend to support your health and fitness
• Monthly data stipend to support your remote work environment
• Paid vacation and sick time off for work-life balance
• 11 paid holidays to enjoy throughout the year