Client Onboarding Coordinator – Marketing Agency Experience
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. Requirements:• 2 plus years of experience in Digital Marketing with an emphasis on Onboarding and Account Setup in bolthires Ad and Meta. • Familiarity with tracking and analytics tools (bolthires 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 Apply tot his job