moxie - Marketing Technical Onboarding Manager
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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. • Ability to manage multiple client onboarding processes while maintaining a high level of customer satisfaction. • ATTENTION TO DETAIL • 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. • Experience working with small to medium-sized businesses on Meta and Google advertising campaigns. • Familiarity with additional digital marketing platforms and tools. • Previous experience in a client support or customer service role within a marketing agency.
Responsibilities
• CLIENT ONBOARDING SUPPORT • 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. • GOOGLE BUSINESS PROFILE SETUP & OPTIMIZATION • 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. • ONLINE STORE CONFIGURATION • 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. • MARKETING STRATEGY PRESENTATION • Follow SOPs to research and personalize marketing strategy presentations that highlight quick wins and provide an overview of our services. • MARKETING PROGRAM KNOWLEDGE • 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. • DOCUMENTATION & REPORTING • 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. • WE’RE LOOKING FOR
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