Senior Manager of Client Onboarding
About The Role
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.
Who Are We?
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 3–6 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!
Office Hours
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.