Client Onboarding Liaison
Flex Dental Solutions
Senior Managed Onboarding Manager
Pacvue
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $120,000 per year
Job Level
Senior
About the role
- Serve as the primary onboarding contact for strategic clients.
- Translate client needs into structured onboarding plans with clear objectives, timelines, and success criteria.
- Run end to end program of onboarding: discovery, scoping, kickoff, training, execution, and handoff.
- Architect account setups, including campaign organization, tagging strategy, rule logic, dayparting models, budget pacing, and reporting needs.
- Apply expertise across Search, DSP, and AMC to deliver best-in-class setups.
- Provide tailored guidance on optimization strategies and performance tracking.
- Ensure clients understand how to win with Pacvue.
- Collaborate across time zones, including with our Shanghai support team, to ensure high-quality execution.
- Coordinate with Sales, Account Management, Product, and Customer Success to align expectations and deliver results.
- Proactively navigate cross-functional blockers without dropping deliverables.
- Handle client escalations and provide professional, clear stakeholder updates.
- Travel to China up to twice annually for collaboration and training, with light client travel as needed.
- Create playbooks, templates, and documentation to streamline future onboardings.
- Identify gaps, refine processes, and recommend enhancements to increase efficiency and effectiveness.
- Provide feedback to the product team to address recurring onboarding friction.
Requirements
- 5+ years of experience in eCommerce account management, account strategy, consulting, sales, or digital marketing.
- Proven track record of delivering measurable, long-term results for high-value clients.
- Deep understanding of retail media best practices (Search, DSP), and how retail media, sales, and operations intersect.
- Strong command of digital advertising KPIs and data storytelling.
- Skilled at analyzing complex datasets, identifying key metrics, and providing actionable insights.
- Ability to quickly learn and master Pacvue’s products, features, and applications in client environments.
- Exceptional project management skills; able to plan and execute despite ambiguity.
- Impeccable organizational ability to manage multiple complex projects and deliverables simultaneously.
- Proven success in managing onboarding sessions efficiently, meeting deadlines, and ensuring timely client responses.
- A proactive approach to streamlining processes and workflows.
- Exceptional written and verbal communication skills, able to explain complex concepts clearly and consistently.
- Excellent presentation skills and ability to influence stakeholders at all levels.
- Demonstrated ability to build strong, trust-based client relationships.
- Thrive in dynamic, high-pressure environments, quickly adapting and executing.
- Strong troubleshooting skills with the ability to provide real-time solutions to clients.
Benefits
- Flexible Paid Time Off
- Paid Holidays and Floating Holidays
- Medical, Dental, Vision, FSA/HSA, Life Insurance and Pet Insurance
- 401k with Employer Match
- Remote Work Options and Flexibility
- Take up to 2 Days of Paid Time Off to Volunteer with a 501c Organization
- Paid Parental Leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
eCommerce account managementaccount strategydigital marketingdata analysisdigital advertising KPIsoptimization strategiesperformance trackingproject managementprocess improvementdata storytelling
Soft skills
communication skillsorganizational abilityproblem-solvingclient relationship managementadaptabilitypresentation skillscollaborationproactive approachtime managementstakeholder influence
