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Job Description
- Manage client onboarding from start to finish, ensuring implementation is well-organized and aligned with client expectations.
- Serve as an advisor to clients, utilizing 2060 Digital resources, best practices, and tools.
- Efficiently manage and oversee multiple client onboarding projects concurrently.
- Develop agendas, manage and lead external client meetings, such as kick-offs, and participate in reporting sessions.
- Collaborate with clients to ensure proper access and connectivity across their website and advertising platforms--such as Google, Meta, and others--to support accurate tracking, reporting, and campaign execution.
- Own the creative request process by coordinating with clients and internal production teams to ensure timely delivery of all necessary assets.
- Set clear expectations with the client regarding creative deadlines, approval timelines, and potential impact on campaign launch dates.
- Collaborate with the Digital Brand Strategist (DBS) to ensure all creative assets align with the overall campaign strategy and objectives.
- Keep stakeholders informed with clear, timely progress updates.
- Identify and recommend process improvements and resource enhancements tailored to client needs, supporting continuous optimization efforts.
- Liaison with internal teams to present feedback or improvements to internal processes related to onboarding and escalate any issues preventing successful implementations.
- Collaborate with team members to gather data and deliver high-quality, accurate, and insightful reports
- Support ongoing efforts to optimize the customer experience and foster successful interactions throughout onboarding and across the entire client lifecycle.
- Lead client retention efforts by providing exceptional service that ensures client satisfaction and nurtures lasting partnerships.
- Provide flexible support across the entire Customer Success Management team as needed to ensure seamless coverage and maintain operational continuity.
- Perform additional duties as assigned.