Onboarding Specialist

TotallyAwesome

4d•Remote

About The Position

The Onboarding Specialist is responsible for delivering a structured, repeatable, and high-impact onboarding experience that enables customers to quickly understand, activate, and gain value from the SQREEM platform. This role ensures that every customer moves from first login → first insight → first campaign as quickly and effectively as possible.

Requirements

2–5 years in onboarding, implementation, or programmatic media
Strong understanding of media workflows (DSPs, PMPs, targeting)
Excellent communicator and trainer
Highly organized and process-driven
Comfortable working in fast-paced, high-growth environments

Responsibilities

Execute High-Impact Customer Onboarding
Lead customers through a structured onboarding process: Platform walkthrough and training Persona and audience creation Campaign setup and PMP activation Ensure every customer reaches time-to-value quickly.
Operationalize the Two-Phase Onboarding Model
Deliver onboarding in two key phases: Phase 1: Intelligence Train users on audience discovery and persona building Ensure customers understand insights and outputs Phase 2: Activation Guide users through campaign setup and PMP deal creation Ensure successful activation within their DSP
Standardize and Scale Onboarding Workflows
Build repeatable processes including: Onboarding playbooks Training decks and walkthroughs Recorded tutorials and resources The goal is to make onboarding consistent, scalable, and efficient.
Reduce Time to First Campaign
Own the metric of: Time from onboarding start → first live campaign Identify friction points and continuously improve the onboarding experience.
Collaborate with Customer Success
Ensure smooth transition from onboarding → ongoing success by: Documenting account setup and goals Highlighting risks or opportunities Aligning on next steps for growth