Marketing Technical Onboarding Manager

📋 Description

• • Guide new clients through the end-to-end technical onboarding process for Meta and Google advertising accounts, ensuring complete and accurate setup of Meta Business Suite, Facebook Pages, Instagram Profiles, and Google Business Profiles.
• • Provide step-by-step, client-facing support via email, phone calls, and screen-sharing sessions to resolve technical hurdles during account connection, verification, and permission configuration.
• • Assist clients in configuring two-factor authentication, phone number verification, and payment method setup within Meta Business Manager to ensure account compliance and security.
• • Facilitate proper role and access sharing within Meta Business Manager to enable seamless collaboration between clients and their marketing teams.
• • Support clients in claiming, verifying, and optimizing their Google Business Profile, including accuracy of business information, photo uploads, review encouragement, and local SEO enhancements.
• • Collaborate with Client Success Managers to troubleshoot and resolve issues related to online store configuration, including product listings, payment gateway integrations, inventory management, and checkout functionality.
• • Deliver personalized marketing strategy presentations based on standardized SOPs, highlighting quick wins and outlining Moxie’s service offerings tailored to each client’s business stage.
• • Answer basic client inquiries about Moxie’s marketing programs, campaign expectations, and optimization best practices using current knowledge of Meta and Google platform updates.
• • Maintain meticulous documentation of all client interactions, onboarding progress, issue resolutions, and technical configurations for internal reporting and team alignment.
• • Use onboarding data to inform and improve marketing strategy personalization efforts across teams, ensuring consistent and scalable client experiences.
• • Stay current with evolving features, policies, and requirements within Meta Ads Manager, Instagram, and Google Business Profile to provide accurate, timely guidance to clients.
• • Identify recurring technical issues and feedback from clients to contribute recommendations for improving onboarding workflows and support materials.
• • Work independently within a remote-first environment, managing multiple concurrent client onboarding tracks while maintaining high standards of client satisfaction and attention to detail.
• • Utilize CRM, project management, and screen-sharing tools to track progress, manage tasks, and deliver seamless client support experiences.
• • Adapt quickly to internal tools, marketing platforms, and procedural changes while becoming a trusted expert on Moxie’s proprietary systems and service delivery model.
• • Ensure all client setups comply with platform policies and internal compliance standards to prevent account suspensions or service disruptions.
• • Proactively anticipate client questions and preempt common onboarding bottlenecks through clear communication and proactive guidance.
• • Represent Moxie as the primary technical point of contact during the critical first weeks of client engagement, building trust and confidence in the brand’s support capabilities.