Onboarding Specialist

• 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.

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