Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Customer Onboarding Manager

$75k - $100k

Smartly

Customer Onboarding Manager

New York, New York, United States

Smartly.io is seeking an enthusiastic and detail-oriented Customer Onboarding Manager to join our dynamic Onboarding team. As a Customer Onboarding Manager, you will play a crucial role in assisting our newly-signed customers with the onboarding process, ensuring a seamless and successful transition to the Smartly platform. Your responsibilities will involve working closely with Sales and Customer Success teams to deliver optimal onboarding plans and solutions tailored to our key customers.

What You'll Do...
  • Be a subject matter expert on Smartly.io's products and services, understanding the platform's capabilities and effectively communicating and implementing solutions for potential and new customer needs.
  • Work closely with Sales and Customer Success teams to deliver tailored solutions within the Smartly platform, enabling our Tier 1-3 key customers to achieve their business objectives.
  • Take ownership of the technical execution of the onboarding plan, ensuring that customer accounts are set up for a successful and ongoing partnership with Smartly.io.

Key Tasks:

  • Training clients on all key aspects of Smartly's platform.
  • Showcase how to set up reporting views to provide customers with clear visibility into their campaign performance and key metrics.
  • Show how to use feeds to create automations and streamline customer workflows, optimizing efficiency and effectiveness.
  • Tailor the onboarding journey to each customer, understanding their specific challenges and finding solutions within the Smartly tool to drive product adoption and address any gaps.
  • Take ownership of organizing and managing the onboarding process, relieving stressors from Customer Success Managers (CSMs) and collaborating with cross-functional teams at Smartly.io as needed.
  • Collaborate with relevant teams to qualify each case and ensure that all sales promises can be successfully delivered, fostering a culture where a deal is not considered closed until the customer is successfully onboarded.
  • Create visually appealing and effective decks using Google Slides to communicate onboarding plans, campaign strategies, and performance insights to customers.
We're Looking For Someone Who...
  • Has 3-5 years digital experience ideally ideally with exposure to both paid social (Meta) and programmatic media buying
  • Strong understanding of digital advertising platforms and tools.
  • Experience working with Google Sheets, utilizing its features and functions effectively.
  • Proficiency in creating visually appealing and impactful presentations using Google Slides.
  • Excellent communication and interpersonal skills, with the ability to effectively engage with customers and internal stakeholders.
  • Detail-oriented and highly organized, with strong project management skills.
  • Problem-solving mindset and ability to navigate complex situations.
  • Self-motivated and proactive, with the ability to work independently and prioritize tasks.
  • Ability to thrive in a fast-paced and collaborative team environment.
  • Bachelor's degree in a relevant field or equivalent practical experience.

Join our team and contribute to the success of our clients as they embark on their Smartly.io journey. Help shape the onboarding experience and play a vital role in accelerating our customers' time-to-value and long-term partnership.

What We Offer You...
  • Five weeks paid time off (PTO), 11 company paid holidays, unlimited sick days
  • Generous healthcare packages & mental health benefits
  • 401K plus matching & equity grants for all new Smartlies
  • Wellness benefit & learning reimbursement opportunities
  • Volunteer time off days & company donation matching opportunities
  • And so much more…

Smartly is committed to being the best place to work for growth-minded individuals to thrive - explore more in our Culture Handbook! The base pay range for this position is as mentioned below per year, plus an annual performance bonus. We take into consideration an individual's background, expertise, and experience in determining final salary. In addition to annual salary, Smartly's total rewards provide employees with stock options, medical/dental/vision insurances, retirement savings benefits, parental leave, 5 weeks vacation, unlimited sick days, life insurance, and disability benefits. This information is provided in accordance with applicable law. Base pay information is based on market location. Salary in USD: $75,000 - $100,000

About Smartly

Smartly is the AI-powered advertising technology company transforming ad experiences for brands and their consumers. Our comprehensive advertising platform seamlessly integrates the capabilities of media, creative, and intelligence to power more than 800 billion impressions and generate more than 300 billion creatives annually, delivering tangible business outcomes for brands and advertisers.

Smartly is the only company in the industry recognized as a Leader in The Forrester Wave: Creative Advertising Technologies with PwC validating the results it delivers for brands. We manage creative and media for 700+ brands worldwide and $6B in ad spend across the largest media platforms, including Facebook, Google, Instagram, Pinterest, Snap, and TikTok. Our end-to-end technology, unmatched access to media platforms and exceptional customer service help Fortune 500 brands to reach and engage consumers and learn what performs best.Smartly is a multinational and diverse team of 750+ Smartlies from 60+ nationalities, working in 13 countries. Together, we want to create and maintain an inclusive environment where everyone feels respected and heard. Our Diversity, Equity & Inclusion approach is at the heart of it.

Visit Smartly to learn more. The processing of your information is described in our Candidate Privacy Notice.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Customer Onboarding Manager in New York, NY vacancy
  • A healthcare technology company is looking for a Customer Success Manager to join their remote team. The role involves supporting clients, executing onboarding workflows, and delivering training sessions. The ideal candidate will have a Bachelor’s degree, 1-3 years in... 
    Suggested
    Remote job
    Flexible hours

    OpenLoop Health

    New York, NY
    17 hours ago
  • A telehealth support company is seeking a Customer Success Manager to join their remote team. The role involves supporting clients by ensuring positive experiences through effective onboarding and ongoing account support. Ideal candidates will have a Bachelor’s degree... 
    Suggested
    Remote job
    Flexible hours

    OpenLoop

    New York, NY
    17 hours ago
  • Anrok in New York City seeks an onboarding specialist to guide clients through implementing our tax automation platform. You will coordinate...  ...and technical issues and configure platform settings for each customer's needs, ensuring correct setup. You will educate customers on... 
    Suggested

    Anrok

    New York, NY
    4 days ago
  • ABConsulting BK NYC LLC is seeking a Customer Success Manager in Brooklyn, NY to deliver a white-glove onboarding experience for new clients. You will be the primary post-sale contact, ensuring customers are onboarded successfully and building strong relationships from... 
    Suggested

    ABConsulting BK NYC LLC

    New York, NY
    17 hours ago
  • $90k - $110k

     ...considering Progyny!Progyny is looking for a motivated Senior Client Onboarding Manager to lead internal and external stakeholders throughout our...  ...management skills including leadership, communication, customer management, project managementPlease note: Progyny is unable... 
    Suggested
    Hourly pay
    Full time
    Summer work
    Work at office
    Flexible hours
    3 days per week

    Progyny

    New York, NY
    2 days ago
  • A forward-thinking tech company in New York is looking for a Customer Success Manager to lead onboarding and engagement efforts with their innovative platform. Your role will encompass designing and executing strategies to enhance customer retention, cultivating strong... 

    Sendblue

    New York, NY
    17 hours ago
  • $35.58 - $43.27 per hour

     ...Customer Onboarding Manager New York, New York Apply Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup... 
    Hourly pay
    Casual work
    Work at office
    Local area

    Justworks

    New York, NY
    4 days ago
  • A dynamic tech company in the United States is seeking a Customer Success Manager to enhance customer relationships. This role involves leading onboarding for strategic accounts and developing a deep understanding of customer objectives. The ideal candidate has over 4 years... 
    Remote job

    Renterra

    New York, NY
    17 hours ago
  • Cambio is seeking a Customer Success Lead to build and head our best-in-class CS program for enterprise real estate...  ...processes to maximize customer value. You will lead onboarding, establish data quality standards, manage sustainability reporting integrations (GRESB, TCFD,... 

    Stanford Climate Ventures

    New York, NY
    2 days ago
  •  ...a boutique specialty commercial bank with a digital-first approach, focused on modern businesses. The Client Care Manager supports clients from onboarding through their journey, ensuring a positive experience and seamless service at all times. Responsibilities include... 

    Piermont Bank

    New York, NY
    4 days ago
  • $100k - $125k

    Metaview Global Limited seeks an Engagement Manager to transform SMB hiring workflows with AI. You will drive customer adoption, retention, and long-term impact using data-driven insights. This role involves onboarding, supporting users, and enhancing product adoption... 
    Remote work

    Metaview Global Limited

    New York, NY
    4 days ago
  • $90k

     ...Connecteam is: Connecteam is the leading platform for managing deskless teams, trusted by over 80,000 businesses worldwide...  ...operate with greater efficiency. About The Role The Onboarding Manager guides new customers who come from a partnership, through the implementation... 
    Worldwide
    Shift work
    Day shift

    Connecteam

    New York, NY
    17 hours ago
  • TEEMA Solutions Group is seeking a Customer Onboarding Manager based in New York, NY. This role is critical for shaping the first experience of Warp customers with the product, overseeing the entire customer journey from contract to graduation. The ideal candidate will... 
    Contract work

    TEEMA Solutions Group

    New York, NY
    2 days ago
  • $175k - $205k

     ...Customer Onboarding Manager McLean, Virginia; Mountain View, California, United States Company Overview ID.me is the next-generation digital identity wallet that simplifies how individuals securely prove their identity online. Consumers can verify their identity... 
    Full time
    Temporary work
    Work at office
    Remote work
    Flexible hours

    ID.me

    New York, NY
    1 day ago
  • $65k - $75k

    Intermediate Client Onboarding Manager - Mid-Market Retirement Apply locations Work From Home, USA time type Full time posted on Posted 22...  ...conversion of existing plans from other providers. Provide customized service and communications throughout the installation process... 
    Full time
    Contract work
    Work at office
    Remote work
    Work from home

    Transamerica Corporation

    New York, NY
    17 hours ago
  •  ...efficiently learn about, research, purchase, and manage alternative investments as well as...  ...materials; creation and pricing of custom structured products; electronic order entry...  ...About the role Luma is seeking a Client Onboarding Manager with deep knowledge of the... 
    Home office

    Luma Financial Technologies, LLC

    New York, NY
    2 days ago
  • FF Inc. is hiring a Customer Support Associate in Brooklyn, NY. This full-time role focuses...  ...with FF Inc. You will handle onboarding, setup, inquiries, and issue resolution...  ...to grow into Customer Success, Account Management, or senior support roles #J-18808-Ljbffr... 
    Full time

    FF Inc

    New York, NY
    4 days ago
  • Managing Director- DRESSOURCE | Global Garment Sourcing | Scalable, Sustainable, Ethical Production Location: USA / Canada / Mexico...  ...are strengthening our client-facing leadership with a Client Onboarding & Account Manager based in North America . This is a high-impact... 

    DRESSOURCE

    New York, NY
    17 hours ago
  • A global garment sourcing company is looking for a Managing Director to oversee client onboarding and account management across the USA, Canada, and Mexico. This role involves leading client communication and operational excellence while managing timelines and performance... 

    DRESSOURCE

    New York, NY
    17 hours ago
  •  ...computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.Take onboarding, for example. With Rippling, you can hire...  ...onboarding experiences that equip our customer-facing teams with the knowledge, skills, and... 
    Work at office
    Shift work
    3 days per week

    Rippling

    New York, NY
    17 hours ago
  • Wealth Inc. is seeking a Strategic Accounts Onboarding Manager to lead onboarding for our highest-value enterprise clients, including RIAs and broker-dealers. This dual role entails both providing a white-glove onboarding experience and developing the infrastructure and... 
    Flexible hours

    Wealth Inc.

    New York, NY
    17 hours ago
  •  ...Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings. For...  ...preferred) Position Summary: This program leader will evolve our customer engagement marketing strategic plan. They will empower our customers... 
    Work at office
    Remote work

    PointClickCare

    New York, NY
    1 day ago
  • $90k - $115k

     ...Visa Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton...  ...:Responsibilities:Ordering, Scheduling, and Coordination: Manage installations and ensure site readiness for all new and... 
    Work at office
    Home office
    Afternoon shift

    Nestlé

    New York, NY
    3 days ago
  • $88.4k - $132.6k

     ...WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert...  ...Advisors (SWA) of Citi Personal Wealth Management. They will provide on-site (and...  ...achieve excellent internal and external customer service.Recommends improvements for investment... 
    Full time
    Work at office
    Immediate start
    Remote work

    Citigroup

    New York, NY
    17 hours ago
  • Citi's Head of Account Opening & Client Service Operations leads end-to-end global functions across Client Onboarding and CSO, partnering with Wealth Business leadership to deliver consistent, compliant, high‑quality client outcomes. The role drives transformation, standardizes... 

    Citi

    New York, NY
    1 day ago
  • $85k - $135k

     ...investment banking, securities, wealth management and investment management services. With...  ...strategy with an emphasis on messaging, onboarding, cross-selling, activation and servicing...  ...16 Insider Reporting & Client-specific custom processes (e.g. custom reports, scripts,... 
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    3 days ago
  •  ...and we're looking for a Client Success Manager with deep roots in the real estate industry...  ...In this role, you'll be responsible for onboarding, driving adoption, monitoring usage, and...  ...scalable, automated playbooks for SMB customers.Act as the voice of the client to Product... 
    Full time
    Contract work
    Local area

    Intapp

    New York, NY
    3 days ago
  • $25k

     ...ticketing industry. As a Client Success Manager at SeatGeek, you’ll be an essential partner...  ...efforts, including forecasting, onboarding, and scaling client success operationsWhat...  ...+ years in a client-facing role such as customer success, account management, consulting,... 
    Work at office
    Local area
    Work from home
    Home office

    SeatGeek

    New York, NY
    3 days ago
  • $80k - $140k

     ...Fortune 500 retail brands on Amazon's marketplace. As a Senior Customer Success Manager, you'll create vendor strategies that directly impact...  ...and hiring process, including support for the interview or onboarding process, please visit for more information. If the country... 
    Work at office
    Local area
    Flexible hours

    Amazon

    New York, NY
    4 days ago
  • $119.5k - $179.3k

     ...hard work pay off, for our people, our customers, and the world around us. As a Fortune 5...  ...0 company and a leading AI platform for managing people, money, and agents, we’re shaping...  ...Accelerate Adoption: Facilitate smooth onboarding and quick integration of our solution.-... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Home office
    Flexible hours

    Workday

    New York, NY
    17 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Customer Onboarding Manager. Be the first to apply!