Talent.com
Senior Manager of Client Onboarding
Senior Manager of Client OnboardingOptimal • Austin, TX, US
serp_jobs.error_messages.no_longer_accepting
Senior Manager of Client Onboarding

Senior Manager of Client Onboarding

Optimal • Austin, TX, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Manager Of Client Onboarding

We're looking for a Senior Manager of Client Onboarding to help bridge the gap between sales and long-term account success for our digital marketing clients. This role will play a critical part in the first 3 months of client onboarding, supporting cross-functional teams to ensure strategic alignment, strong client communication, and smooth internal processes. This is a mid-level, hybrid position best suited for someone with 5+ years of hands-on experience managing paid media advertising campaigns who thrives at the intersection of client service, digital strategy, and operations.

Optimal is a performance marketing agency on a mission, bringing together the best data, technology, and people to achieve our clients' marketing goals. Brand, campaign, or cause : we maximize performance at every moment. We are not only digital media strategists we're award-winning industry leaders, with deep knowledge spanning all things digital : from advertising and paid media, to marketing and communications, to audience data and analytics, we deliver for our clients. Everyone at Optimal has the opportunity to learn, grow, and progress. Through our proprietary training programs, we provide our team members with the personal and professional development they need to achieve advancement at any stage in their careers. We're always looking for exceptional people to join our team. If this sounds like you, please apply!

Essential Functions, Duties, and Responsibilities :

  • Client Onboarding Support (During New Account's First 36 Months)

Own the facilitation of account access and create the onboarding timeline for each new client

  • Coordinate kick-off calls and internal touchpoints across account, strategy, and analytics teams
  • Set and manage expectations for deliverables and timelines Collaborate with teams on onboarding decks, data needs, and early strategy
  • Client Services & Internal Communication
  • Serve as the voice of the client during onboarding to ensure expectations are clearly communicated and met

  • Flag misalignment early and work cross-functionally to resolve issues
  • Deliver internal onboarding scorecards for leadership tracking account health, onboarding progress, and client sentiment
  • Analytics & Performance Tracking
  • Support conversion tracking audits and ensure foundational tracking is in place (via pixels, tags, UTM strategy, etc.)

  • Coordinate with analytics team and / or ad platforms to submit tickets, QA data, and track resolutions
  • Outline key KPIs and reporting structures that align with client goals Help define "success" for each client early in the relationship
  • Ensure the account team is aligned on benchmarks, KPIs, and how performance will be measured
  • Support reporting team in structuring early Power BI or automated dashboards (no technical BI skills required)
  • Minimum Qualifications & Skill Requirements :

  • 5+ years of hands-on experience in paid media marketing, with direct management of ad campaign setup, performance analysis, and the operational workflows.
  • 3+ years of experience in a client-facing role. Strong grasp of performance marketing KPIs (ROAS, CPA, CAC, etc.)
  • Proficiency in working cross-functionally with account managers, data analysts, and platform specialists.
  • Deep understanding of Google Ads, Meta, Bing, and LinkedIn Ads; programmatic experience is a plus (DV360, StackAdapt, etc.)
  • Familiarity with common client CRMs (HubSpot, Salesforce) and offline conversion tracking flows
  • Excellent communication, organization, and project management skills
  • Proactive, resourceful, and solutions-oriented you anticipate roadblocks and find a way forward
  • Experience with conversion tracking and CRM integrations also a plus.
  • Optimal is proud to offer the following :

  • $80,000 - $90,000 annually depending upon factors including, but not limited to, experience, skill level, education and location.
  • Open leave (paid time off)
  • Paid Leave for new parents
  • Health insurance (including dental and vision)
  • Flex Spending Plan
  • Employee Assistance Program
  • 401K with company matching
  • Student Loan Repayment Program
  • Professional development opportunities
  • Rewards and recognition programs
  • And so much more!
  • This role is based out of our Austin office. Our Austin team works on a hybrid basis, with three days per week working in the office and two days per week working from home. Work hours are consistently 9 : 00 A.M. to 5 : 00 P.M., Monday - Friday, with the expectation that evening and weekend work will be required as necessary.

    Please visit our Notice to Applicants and Employees to learn about our information practices in the job application and employment context.

    serp_jobs.job_alerts.create_a_job

    Senior Client Manager • Austin, TX, US

    Job_description.internal_linking.related_jobs
    Client Strategy Manager-BCM

    Client Strategy Manager-BCM

    Texas Staffing • Austin, TX, US
    serp_jobs.job_card.full_time
    At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Senior Product Delivery Manager

    Senior Product Delivery Manager

    Visa • Austin, TX, United States
    serp_jobs.job_card.permanent
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Provider Business Operations Senior Manager

    Provider Business Operations Senior Manager

    Texas Staffing • Austin, TX, US
    serp_jobs.job_card.full_time
    Corporate Technology Strategy Consulting.At PwC, our people in Corporate Technology Strategy consulting specialize in providing consulting services on optimizing operational efficiency and effectiv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Client Success Manager

    Client Success Manager

    Austin Staffing • Austin, TX, US
    serp_jobs.job_card.full_time
    Job Title : Client Success Manager Location : Remote Classification : Full Time Reports To : VP of Financial Wellness Compensation : $75,000-$80,000 plus 10% yearly discretionary bonus Scheduled Hours : ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Consulting Manager, VCA Managed Services - Technology

    Client Consulting Manager, VCA Managed Services - Technology

    Visa • Austin, TX, United States
    serp_jobs.job_card.full_time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manager - Global Loyalty Content Operations & Analytics

    Manager - Global Loyalty Content Operations & Analytics

    Visa • Austin, TX, United States
    serp_jobs.job_card.full_time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Manager

    Sr. Manager

    Visa • Austin, TX, United States
    serp_jobs.job_card.full_time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Onboarding Manager, Sales Development

    Onboarding Manager, Sales Development

    Procore • Austin, TX, United States
    serp_jobs.job_card.full_time
    Company DescriptionJob Description.Onboarding Manager, Sales Development.Procore's Public Sector Sales Development department. In this role, you'll design, implement, and optimize the onboarding exp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. BizDev Manager, Amazon Pharmacy

    Sr. BizDev Manager, Amazon Pharmacy

    Amazon.com Inc • Austin, TX, United States
    serp_jobs.job_card.full_time
    About Us : At Amazon Pharmacy, we believe that by removing and reducing the barriers that prevent people from taking their medications, we can help customers conveniently get the medications they ne...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Hospital Clinician Onboarding and Success Manager

    Hospital Clinician Onboarding and Success Manager

    ESO • Austin, TX, United States
    serp_jobs.job_card.full_time
    This role is a hybrid onboarding specialist and customer success manager specifically supporting Trauma Registry customers. Working alongside the Onboarding team, the Hospital Clinician Onboarding a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Executive, GTS

    Client Executive, GTS

    Gartner • Austin, TX, United States
    serp_jobs.job_card.full_time
    This Client Executive role is responsible for setting strategy for major regional accounts which are of substantial strategic and revenue generating importance. This position is typically focused on...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Manager, Service Cloud & Certina Application Development Engineering

    Senior Manager, Service Cloud & Certina Application Development Engineering

    Procore • Austin, TX, United States
    serp_jobs.job_card.full_time
    Company DescriptionJob Description.Senior Manager, Application Development Engineering.Service Cloud and Certinia to join Procore's journey to revolutionize a historically underserved industry.As a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Product Manager, Core Banking

    Senior Product Manager, Core Banking

    Visa • Austin, TX, United States
    serp_jobs.job_card.full_time
    Founded by experienced entrepreneurs and engineers in 2016, Pismo is a technology company that provides a comprehensive processing platform for banking, card issuing and financial market infrastruc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Manager, Enterprise Transformation

    Manager, Enterprise Transformation

    Visa • Austin, TX, United States
    serp_jobs.job_card.full_time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Manager, Data Center Construction

    Senior Manager, Data Center Construction

    Austin Staffing • Austin, TX, US
    serp_jobs.job_card.full_time
    Data Center Infrastructure Construction Team Role.The Data Center Infrastructure Construction team at Oracle Cloud Infrastructure is a dynamic group of professionals dedicated to delivering state-o...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Client Success Manager

    Senior Client Success Manager

    Aoka • Austin, TX, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Aoka is a third-party municipal services provider supporting federal, state, and local governments with code compliance, inspections, and consulting services. We specialize in delivering efficient s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Senior Portfolio Manager, Amazon Leo Ground Infrastructure

    Senior Portfolio Manager, Amazon Leo Ground Infrastructure

    Amazon • Austin, TX, United States
    serp_jobs.job_card.permanent
    Amazon Leo is Amazon's low Earth orbit satellite broadband network.Its mission is to deliver fast, reliable internet to customers and communities around the world, and we've designed the system wit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Engagement Manager

    Client Engagement Manager

    Austin Staffing • Austin, TX, US
    serp_jobs.job_card.full_time
    The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted