Marketing Onboarding Specialist

About the position

The Marketing Onboarding Specialist connects clients and the marketing team to ensure smooth project execution and strong engagement. This role manages communications, leads onboarding, and drives adoption of CCM’s marketing solutions. Using tools like Salesforce and ClickUp, this role collects project details, provides updates, and resolves issues, while promoting CCM’s marketing services and building trust. The Marketing Onboarding Specialist navigates multiple client touchpoints and delivers exceptional service to new clients.

Responsibilities

• Travel to CCM branches to equip staff with the necessary marketing tools, knowledge, and training to drive adoption and operational excellence across the organization.
• Gather all necessary details, specs, etc. for marketing projects and campaigns from clients to assist project teams; manage flow of information between clients and project teams.
• Use Salesforce and ClickUp to manage projects and assignments.
• Foster positive partnerships with clients by providing regular updates and progress reports and resolving client issues and complaints.
• Lead onboarding orientation calls for branches and corporate individuals.
• Follow CCM’s Roadmap for onboarding journeys to accelerate the engagement of new hires.
• Encourage new hires to engage with CCM’s automated and custom marketing solutions and platforms to support revenue growth and profitability.
• Stay up to date with marketing’s offerings and present new products and services to members to gain more adoption.
• Assist clients in expressing their needs to project teams to ensure positive outcomes.
• Conduct onsite marketing trainings at CCM branches to actively drive awareness and increase adoption of marketing offerings.
• Interact and communicate across a variety of stakeholder groups including technical subject matter experts, C-suite, branch, and business VPs.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Marketing, Communications, related field, or equivalent combination of education and experience.
• 5+ years’ experience in leading marketing initiatives.
• Experience as an Account Manager, preferably with an agency.
• Experience in annual marketing planning for sales organizations.
• Cross-Functional marketing background with knowledge base across core digital and OOH marketing channels.
• Knowledge of integrated marketing strategies and tactics and how they come together to provide measurable results.
• Excellent communication and customer service skills.
• Excellent negotiation and presentation skills to gain consensus.
• Excellent project management and problem resolution skills.
• Proficient in Adobe and Microsoft Office Suite.
• Available to travel up to 25%.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401K
• Company-provided short-term disability
• Employee assistance program
• Wellness program