Client Onboarding Strategist

Draper, UT (On-site)

Salary Not AvailableSenior Level5+ years expFull time

Posted 5 months ago

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Job Summary

Role focuses on guiding early client engagement from onboarding to discovery and strategic alignment. It drives initial media plans, KPIs, testing, and smooth handoffs to account management, while collaborating across Paid Media, SEO, Creative, Analytics, and Client Success. The requirements emphasize agency performance marketing experience and client-facing strategy setting, with benefits highlighting senior ownership and cross-functional impact.

Job Description

Responsibilities

  • Own new client onboarding and discovery, leading kickoff conversations and early strategic alignment.
  • Develop the initial media plan and activation strategy across Finch service channels.
  • Define early KPIs, testing plans, and optimization priorities for the first phase of execution.
  • Ensure activation and launch readiness, including platform setup context, measurement assumptions, and priorities.
  • Drive a clean, structured handoff to the assigned Account Manager with full strategic context and documentation.

Requirements

  • 5+ years of experience working in a performance marketing agency environment.
  • Experience leading new client onboarding and discovery in a client-facing role.
  • Experience designing initial marketing or media strategies based on client business context.
  • Strong working knowledge of performance marketing platforms (Meta, Google Ads, DSP, SEO fundamentals).
  • Ability to define KPIs, testing plans, and early optimization priorities.
  • Experience advising clients and setting strategic direction early in the relationship.

Benefits

  • Play a critical role at the most sensitive point of the client lifecycle.
  • Operate in a senior, high-trust role with real strategic ownership.
  • Work cross-functionally with Paid Media, SEO, Creative, Analytics, and Client Success teams.
  • Join a global, distributed team that values clarity, ownership, and quality execution.
Finch logo

Finch

4.5 Glassdoor

The world is moving toward more standardized, open, and interconnected data systems. However, employment infrastructure remains complex, closed, and fragmented. Our mission is to democratize access to the infrastructure that underpins the employment sector and unlock much-needed innovations and create tremendous economic activities for both employers and employees.Finch is a Series B company with $62 Million+ in total funding and is backed by Menlo Ventures, General Catalyst, QED, Intuit Ventures, and Y Combinator.

Founded in 2020
San Francisco, California, USA
145 employees (8 in marketing)
83% recommend to a friend
100% CEO approval

Traffic Signals

Monthly Visitors
45.6K
Monthly Google Ads Budget
$129.9K
Traffic Source Mix
Search
23.7%
Direct
64.6%
Referral
9.9%
Social
1%
Paid
0.7%

Headcount Trend

Current headcount: ~145

Marketing Team

Marketing Team Size
7 (5% of company)
Median Career Experience
14 years
Median Tenure
2.3 years
Marketing Roles Posted (Last 30 Days)
1

Funding

Total Funding
$62.1M
Last Raise
$3.5M
Series Unknown, 3 years ago

Funding History

  • Jun 2023
    Series Unknown • $3.5M
  • Feb 2023
    Series B • $40M
  • Jun 2022
    Series A • $15M