Customer Onboarding Manager

About the role

This role guides newly signed customers through their transition to the Smartly platform, aligning setup and execution with sales commitments and client goals. The position works closely with Sales and Customer Success to design and own end-to-end onboarding plans.

Every role in this field shares a few habits: clear communication, structured thinking, and steady follow through. Teams hold regular meetings, review progress, and adjust plans. Success usually depends on how well you work with others, not just how hard you try. Successful professionals in any field share a few habits: they take notes, keep commitments, and communicate in writing. Teams value people who make their work easy to review and build on.

Key facts

What you'll do

Product expertise is built by studying Smartly.io capabilities and translating them into solutions for current and prospective customers.

Account setup is executed to ensure customer partnerships begin successfully and continue effectively with Smartly.io.

Clients are trained on all major features of the Smartly platform to build core user capability and confidence.

The onboarding journey is customized for each customer, resolving gaps and driving adoption using the Smartly toolset.

The onboarding process is owned and coordinated to reduce Customer Success Manager stress and enable smooth collaboration across Smartly.io teams.

Sales promises are qualified and confirmed deliverable with relevant teams so that deals are not considered closed until customers are successfully onboarded.

Requirements

Candidates bring 3-5 years of digital experience, ideally including exposure to paid social (Meta) and programmatic media buying.

Understanding of digital advertising platforms and related tools is demonstrated clearly.

Experience working with Google Sheets and applying advanced features and functions is required.

Proficiency in designing visually persuasive presentations in Google Slides is necessary.

Communication with customers and internal stakeholders is handled effectively and professionally.

Project management skills support detail-oriented, highly organized workstreams.

Complex situations are navigated using a problem-solving mindset.

Independent task prioritization and execution are driven by a self-motivated, proactive approach.

Team collaboration thrives in a fast-paced, cooperative environment.

A Bachelor's degree in a relevant field or equivalent practical experience is expected.

Practical notes

The successful candidate operates in a fast-paced, collaborative team environment.

Typical interview steps

Hiring processes usually combine a screening conversation with one or more interview rounds. Candidates can expect questions about their experience, a scenario or case, and a chance to ask their own questions. Preparation and specific examples from past work carry the most weight. Whatever the role, preparation is visible. Reviewing the company's product, the job description, and your own past work before the conversation is the strongest step.

Good to know

This role focuses on client onboarding in a digital advertising technology environment.

The position relies on platforms such as Google Slides and Google Sheets for core workflows.

General knowledge of Meta and programmatic media buying is common in this field.

Clear communication and project management define effectiveness in driving adoption.

Role success depends on collaboration with Sales, Customer Success, and product teams.

Questions to ask

Useful questions for the interview: what a typical week looks like, how work is assigned, what tools the team uses, and how feedback works. Asking how the role has changed recently and what the team wishes it had known when joining is also reasonable. Questions about the manager's priorities are especially valued.

Career growth

Careers in this field grow through a mix of experience, responsibility, and demonstrated results. Early years build skills; later years build ownership. Many professionals switch focus areas or companies to keep growing. Growth in any career comes from scope, results, and reputation. Take on work that is slightly uncomfortable, and make sure others can see the outcomes.