Client Onboarding Coordinator – Marketing Agency Experience

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October 10

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Outsourcey

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B2B • eCommerce • IT outsourcing

Outsourcey is a leading remote staffing agency specializing in connecting businesses with skilled offshore talent. They simplify the outsourcing process for companies ranging from startups to Fortune 500 firms, offering flexible staffing solutions without long-term contracts or setup fees. By leveraging a vast network of qualified professionals, Outsourcey helps clients reduce operational costs while improving efficiency and scalability, ensuring that businesses can effectively meet their project demands across various industries.

201 - 500 employees

Founded 2024

🤝 B2B

🛍️ eCommerce

📋 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 Google Ad and Meta. • Familiarity with tracking and analytics tools (Google 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