Client Onboarding Project Manager

Summary

Join MyAdvice as a Product Client Advocate (Client Onboarding Project Manager) and own the setup, training, and launch of our product suite for new and existing clients. You'll be the cornerstone of a seamless onboarding experience, ensuring timely implementation and product adoption. As a skilled project manager, you'll coordinate cross-functional teams, manage multiple client engagements, and proactively meet deadlines. Your deep product knowledge will make you a subject matter expert for both internal teams and clients. You'll thrive in a fast-paced environment, communicate effectively with diverse stakeholders, and maintain the highest standards. Building strong relationships and driving efficiency are key to ensuring a fantastic onboarding experience.

Requirements

• Flawless use of the English language, both written and spoken
• Strong project management skills, including the ability to manage multiple complex projects simultaneously
• Exceptional organizational, time management, and prioritization abilities
• Excellent written and verbal communication skills, with the ability to tailor messaging for technical and non-technical audiences
• Proven ability to collaborate effectively with cross-functional teams, including design, development, and customer success
• Ability to provide client training, instruction, and demonstrations
• Proactive problem-solving skills and the ability to adapt to shifting priorities
• Bachelor’s degree or equivalent professional experience
• 3+ years in a client-facing, project management, or product adoption role
• Proven experience managing the setup and implementation of digital products and services

Responsibilities

• Oversee multiple client onboarding projects simultaneously, managing timelines, resources, and milestones to ensure successful delivery
• Develop and maintain detailed project plans, including scope, objectives, deliverables, and deadlines
• Communicate progress and status updates to both clients and internal stakeholders throughout the onboarding lifecycle
• Become a subject matter expert on the entire MyAdvice product and feature suite, including website buildouts, proprietary platform integration, and dynamic data functionality
• Educate clients on product features, demonstrating how they interconnect to meet business objectives
• Translate technical requirements into actionable instructions for design and development teams, ensuring accurate implementation
• Guide new clients through the onboarding process with clear communication, training, and resources
• Conduct detailed account walkthroughs, emphasizing the value and functionality of each product feature
• Collaborate with internal teams to resolve technical challenges and ensure a smooth transition from onboarding to ongoing account management
• Gather client feedback to identify opportunities for improving onboarding workflows and documentation
• Contribute ideas and recommend tactical improvements to enhance the overall product setup and onboarding experience
• Serve as the primary point of contact for clients during setup and implementation
• Document and communicate all notable client interactions, configurations, and anomalies to the Customer Success Manager post-launch

Preferred Qualifications

• Professional project management experience, including the use of project management tools
• Familiarity with web technologies, including HTML, WordPress, and Google Workspace tools
• Experience in digital marketing platforms such as Google Analytics, Google Ads, and Google My Business
• Degree in Marketing, Advertising, or related education

Benefits

High speed internet connection to facilitate a remote working environment