Client Onboarding Manager

TL;DR

Client Onboarding Manager (Paid Media Onboarding): Own the onboarding process for new Paid Media clients from sales handoff through account build completion with an accent on coordinating deliverables, managing onboarding timelines in Wrike, and ensuring operations receives complete, accurate information. Focus on leading client kickoff and handoff meetings, running the onboarding portal/questionnaire improvements, and coordinating technical paid media conversations when needed to deliver a seamless onboarding experience.

Company

hirify.global is a digital marketing agency focused on home services, providing data-driven paid media strategies and transparent client onboarding and reporting.

What you will do

• Serve as the primary client contact throughout the paid media onboarding process, coordinating outstanding deliverables, approvals, status updates, and launch communications.
• Lead sales-to-operations handoff meetings, document key project details, and communicate required information to the operations team.
• Facilitate client kickoff meetings and coordinate collection of credentials, assets, approvals, and onboarding information needed for the Paid Onboarding Analysis.
• Manage onboarding projects in Wrike, tracking timelines and deliverables through the pre-build phase before transitioning to operations for execution.
• Verify that all required information, assets, and approvals are received before authorizing operations to begin account builds (quality control gatekeeper).
• Maintain and improve the client onboarding portal and questionnaire with the Operations Lead, and coordinate technical paid media expertise when client questions require it.

Requirements

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

Culture & Benefits

• Remote-first culture with flexible work options.
• Quarterly performance-based bonuses.
• Medical, dental, vision, and life insurance; 401(k) matching.
• 6 weeks of paid parental leave; paid vacation and sick time; 11 paid holidays.
• Tuition reimbursement ($2,000 annually), wellness stipend, and monthly data stipend for remote work.
• Leadership and career advancement opportunities plus an Employee Assistance Program.

Hiring process

• Recruiter screens and aligns on role level and experience to determine a competitive base salary within the stated range.
• Interview process includes performance-based bonus eligibility discussion based on role and metrics.