Marketing Technical Onboarding Manager
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Job Description
Marketing Technical Onboarding Manager at Moxie guiding clients through Meta and Google advertising account setups and optimizing their profiles to ensure successful onboarding.
Responsibilities:
- Ensure new clients successfully complete all required onboarding steps, including necessary forms, integrations, and technical setups to run Meta ads and optimize their Google Business Profile.
- Provide clear, step-by-step guidance and support to ensure clients are set up for success.
- Simplify complex processes through email communication and one-on-one calls to create a seamless onboarding experience.
- Walk clients through connecting their Facebook Page, Instagram Profile, and Meta Business Suite.
- Guide clients in setting up two-factor authentication (2FA), phone number verification, and payment methods.
- Facilitate permission and role sharing within Meta Business Manager.
- Troubleshoot common setup issues through screen-sharing sessions or direct intervention.
- Guide clients through setting up or claiming their Google Business Profile.
- Assist with profile verification, including phone, email, and business verification processes.
- Help optimize business profiles by ensuring accurate business information, adding photos, and encouraging customer reviews.
- Provide recommendations to improve local SEO and search visibility using Google Business Profile tools.
- Partner with Client Success Managers to support clients in configuring their online stores, including product listings, payment gateway integrations, and store readiness.
- Troubleshoot issues related to inventory management, checkout processes, and product visibility to ensure optimal store performance.
- Follow SOPs to research and personalize marketing strategy presentations that highlight quick wins and provide an overview of our services.
- Address basic client questions about our marketing programs, expectations, and campaign optimization strategies.
- Stay updated on changes in Meta advertising tools, Google Business Profile, and related platforms to provide accurate and timely support.
- Share client feedback and insights to help improve onboarding and support processes.
- Maintain detailed documentation of client interactions, onboarding progress, and issue resolution.
- Execute processes that utilize onboarding data to support other teams in personalizing marketing strategies.
Requirements:
- 2+ years of experience in a digital marketing agency or similar environment, with a focus on onboarding clients for Meta (Facebook and Instagram) ad setups and Google Business Profile optimization.
- Proficiency in Meta Business Suite, Facebook Ads Manager, Instagram Profile management, Meta Business Manager, and Google Business Profile setup/optimization.
- Strong technical understanding of account integrations, permission management, and business verification processes.
- Excellent written and verbal communication skills, with the ability to explain complex technical concepts in a simple and approachable manner.
- Comfortable conducting client-facing calls, screen shares, and written support.
- Strong analytical and troubleshooting abilities with a calm, solution-oriented approach.
- Highly detail-oriented, ensuring accuracy throughout every stage of onboarding and account setup.
- Ability to quickly adapt to new tools, technologies, and marketing strategies while becoming an expert in Moxie’s marketing programs.
- Comfortable working with various software tools and platforms; experience with CRMs, project management tools, and screen-sharing software is a plus.
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