Onboarding Project Manager

Position: Onboarding Project Manager - Marketing

Department: Client Delivery

Reports to: Operations Director

Role

The Onboarding Project Manager - Marketing is responsible for overseeing the onboarding, coordination, and launch of client marketing funnels and paid advertising campaigns for our Scale clients.

This role ensures that each client strategy moves efficiently from planning to execution by coordinating all required assets, managing team collaboration, and maintaining clear communication with clients throughout the onboarding and launch process.

The Onboarding Project Manager acts as the central project manager for client marketing builds — ensuring all components of the funnel and advertising strategy are completed on time, approved by the client, and launched with excellence.

Responsibilities

Client Onboarding & Project Management

➔ Manage and oversee the onboarding process for new clients to ensure a seamless and professional experience
➔ Take the approved client strategy and convert it into clear project plans and tasks for execution using Asana
➔ Create and manage all onboarding and build tasks in Asana so the team has clear direction and deadlines
➔ Coordinate all moving parts required to build and launch a client’s funnel and ads
➔ Maintain organization across multiple clients and projects simultaneously while ensuring deadlines are met
➔ Identify opportunities to streamline and improve onboarding and launch processes

Funnel & Asset Coordination

Task out all required funnel components to the appropriate team members including:

◆ Funnel copy
◆ Funnel design
◆ Funnel tech build
◆ Email automation
◆ Ad copy and ad creative

Ensure all funnel elements align with the client’s strategy and offer positioning
➔ Bring together all completed assets and confirm readiness for launch
➔ Review deliverables before client submission to ensure quality and clarity

Team Collaboration

Coordinate and manage the execution of projects across the following team members:

◆ Copywriter
◆ Graphic Designer
◆ Funnel Tech / Builder
◆ Ads Manager

• Ensure each team member has clear expectations, timelines, and deliverables


• Proactively follow up on deadlines and keep projects moving forward


• Communicate updates and blockers quickly so solutions can be implemented

Client Communication

• Serve as the primary point of contact during the onboarding and build phase


• Manage client communication related to project progress, deliverables, and approvals


• Present completed assets to clients for review and approval


• Gather feedback and coordinate revisions with the team when necessary


• Ensure the client experience is organized, efficient, and positive

Launch Coordination

• Confirm all funnel and advertising assets are completed, approved, and ready for launch


• Coordinate with the ads manager to ensure campaigns are launched successfully


• Ensure all funnel tracking, links, and automations are functioning correctly prior to launch


• Move clients from onboarding to active campaign management as efficiently as possible without sacrificing strategy depth or quality

• Client funnels and advertising campaigns are launched quickly and efficiently after onboarding


• All required assets are coordinated and completed on time by the team


• Clients experience a seamless, professional onboarding and launch process


• Communication between the client and internal team is clear, proactive, and organized


• Team members have clear direction and deadlines for every project task


• No deadlines or deliverables fall through the cracks


• Multiple client projects can run simultaneously without loss of organization or quality


• Funnels and ads are launched only after meeting quality standards and client approval


• Processes for onboarding and launching clients continually improve and become more efficient
  
  

• 2+ years of experience in digital marketing, project management, or marketing coordination


• Solid understanding of marketing funnels, online offers, and paid advertising systems


• No struggles with being inside a high pressure, high performance environment


• Ability to see how all pieces of a funnel fit together from strategy to execution


• Strong project management and organizational skills


• Experience managing multiple projects or clients simultaneously


• Ability to coordinate and delegate tasks to multiple team members


• Strong attention to detail and commitment to quality


• Excellent written and verbal communication skills


• Proactive problem-solving mindset and ability to move projects forward independently


• Experience with project management software (Asana preferred)


• A passion for organization, systems, and improving operational efficiency


• Ability to maintain urgency and move projects forward quickly without sacrificing quality


• A collaborative mindset and ability to work effectively across teams