Onboarding Success Manager

Our Company:

At impact.com we are passionate about our people, our technology, and are obsessed with customer success. Working together enables us to grow rapidly, win, and serve the largest brands in the world. We use cutting edge technology to solve real-world problems for our clients and continue to pull ahead of the pack as the leading SaaS platform for businesses to automate their partnerships and grow their revenue like never before. We have an entrepreneurial spirit and a culture where ambition and curiosity is rewarded. If you are looking to join a team where your opinion is valued, your contributions are noticed, and enjoy working with fun and talented people from all over the world, then this is the place for you!

impact.com, the world’s leading partnership management platform, is transforming the way businesses manage and optimize all types of partnerships—including traditional rewards affiliates, influencers, commerce content publishers, B2B, and more. The company’s powerful, purpose-built platform makes it easy for businesses to create, manage, and scale an ecosystem of partnerships with the brands and communities that customers trust to make purchases, get information, and entertain themselves at home, at work, or on the go. To learn more about how impact.com’s technology platform and partnerships marketplace is driving revenue growth for global enterprise brands such as Walmart, Uber, Shopify, Lenovo, L’Oreal and Fanatics visit www.impact.com.

Your Role at impact.com:

Why this role is exciting? They say first impressions go a long way, right? Be part of the team that gets to set the stage for our customers’ first interactions with Impact.com! Our Onboarding team is customer and partnership obsessed and is focused on ensuring all customers have a delightful experience joining Impact.com. As the Associate Onboarding Success Manager, you will be responsible for or owning the client relationship during onboarding, answering client questions, taking any requested Zoom calls and leading any specialized training on basic platform adoption. Their goal is to ensure the client is set up for success by understanding the specific client’s business and advising on best practices and key features that align with their goals, needs, and integration.

This role operates during U.S. business hours, which translates to 1:00 PM – 9:00 PM SAST. Candidates should be comfortable working within this time frame.

What You'll Do:

• Responsible for a portfolio of new accounts including launching, following a defined onboarding process, and ensuring metrics are accurate across all clients. As an Onboarding Success Managers should always know the current status of an account in their book of business.
• The Onboarding Success Manager is responsible for building a relationship with the client that results in a happy customer and allows for a smooth transition to success. This person is focused on customer happiness, timely launch against billing start date, program success, and partnership growth.
• Listen to all client goals and requirements and ensure the setup is tailored to meet these.
• Ensure all required stakeholders are included in discussions necessary to ensure respective setup items are agreed upon and confirmed.
• Continuously drive projects forward and ensure any blockers are surfaced and triaged immediately to
  keep project timelines on track.
• Any delays or risks to the project timeline are communicated and adjusted accordingly.
• Track activity and update client records in various tools including SFDC, Operator, Jira and other software we may be using.
• Provide direct support including training via email, Zoom, chat and in-app tools to advertisers throughout the onboarding phase (sales handoff through time to first value)
• Act as the client champion during Onboarding and proactively project manage both internal and external teams to client launch
• Ensure critical client account and business information is captured and documented to ensure a smooth transition to Success
• Other Duties:
• Review, improve and provide feedback on the help documentation and process
• Continually enhance your knowledge of technical setups and technology.
• Act as client-facing project manager
• Check that each client has a complete "final review" before going live
• Use reports to proactively reach out to clients in onboarding
• Escalate issues to managers as needed.
• Share best practices
• Adhere to policies that are defined as part of SOC compliance
• Continually educating on industry knowledge
• Offsite travel may be required to client offices or other Impact locations

What You Have: