Apply on Employer Site

Outsourcey · 1 month ago

Client Onboarding Coordinator (Marketing Agency experience)

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Outsourcey is a company focused on revolutionizing global talent expansion by connecting businesses with dedicated teams in the Philippines. The Client Onboarding Coordinator will provide support in client onboarding and account setup, ensuring smooth transitions and effective communication across departments.

ConsultingEmploymentOutsourcingRecruiting

Responsibilities

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