Smartly · 2 months ago
Customer Onboarding Manager
Smartly is an AI-powered advertising technology company transforming ad experiences for brands and their consumers. The Customer Onboarding Manager will play a crucial role in assisting newly-signed customers with the onboarding process, ensuring a seamless transition to the Smartly platform while collaborating closely with Sales and Customer Success teams.
Ad TargetingAdvertisingAdvertising PlatformsE-CommerceSocial Media Advertising
Responsibilities
Be a subject matter expert on Smartly'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
Set up campaign drafts and reports for new customers to familiarize them with our tool, ensuring a smooth and efficient campaign setup process
Utilize 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, alleviating pressure from Customer Success Managers (CSMs) and collaborating with cross-functional teams at Smartly as needed
Collaborate with relevant teams to qualify each case and ensure all sales commitments are 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, training sessions, and account strategies to customers
Qualification
Required
3+ years of experience within digital performance media
Good understanding of digital marketing ecosystem; ideally with experience in social (Meta, Pinterest, Snapchat, TikTok) & Programmatic/Google Advertising platforms
Proficiency in creating visually appealing and impactful presentations with ability to present to all levels within an organization
Excellent communication and interpersonal skills, with the ability to effectively engage with customers and internal stakeholders
Are able to explain complex concepts clearly and translate data into insights
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
Have the ability to work in the local Smartly office (New York, NY) at least 3 days a week (more if you prefer)
Are able and willing to travel for customer onboarding & training sessions across North America as required
Company
Smartly
Smartly is the AI-powered advertising technology company transforming ad experiences for brands and their consumers.
Funding
Current Stage
Late StageTotal Funding
$22.8MKey Investors
Highland EuropeLifeline Ventures
2019-12-18Acquired
2019-11-29Series Unknown
2017-09-19Secondary Market· $20M
Recent News
2025-11-19
Business Wire
2025-11-18
2025-11-05
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