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Onboarding

About the job

Manage client onboarding from start to finish, ensuring implementation is well-organized and aligned with client expectations.

Serve as an advisor to clients, utilizing 2060 Digital resources, best practices, and tools.

Efficiently manage and oversee multiple client onboarding projects concurrently.

Develop agendas, manage and lead external client meetings, such as kick-offs, and participate in reporting sessions.

Collaborate with clients to ensure proper access and connectivity across their website and advertising platforms--such as Google, Meta, and others--to support accurate tracking, reporting, and campaign execution.

Own the creative request process by coordinating with clients and internal production teams to ensure timely delivery of all necessary assets.

Set clear expectations with the client regarding creative deadlines, approval timelines, and potential impact on campaign launch dates.

Collaborate with the Digital Brand Strategist (DBS) to ensure all creative assets align with the overall campaign strategy and objectives.

Keep stakeholders informed with clear, timely progress updates.

Identify and recommend process improvements and resource enhancements tailored to client needs, supporting continuous optimization efforts.

Liaison with internal teams to present feedback or improvements to internal processes related to onboarding and escalate any issues preventing successful implementations.

Collaborate with team members to gather data and deliver high-quality, accurate, and insightful reports

Support ongoing efforts to optimize the customer experience and foster successful interactions throughout onboarding and across the entire client lifecycle.

Lead client retention efforts by providing exceptional service that ensures client satisfaction and nurtures lasting partnerships.

Provide flexible support across the entire Customer Success Management team as needed to ensure seamless coverage and maintain operational continuity.

Perform additional duties as assigned.