Client Onboarding Strategist

Finch

📍 Draper, Utah, United States

Full-time Business Operations Specialists

Job Description

Overview

We are looking for a Client Onboarding Strategist (Performance Marketing) to own the most critical phase of the client lifecycle: onboarding, discovery, and early activation. This role exists to reduce the operational and strategic load currently placed on Client Success Managers by centralizing onboarding ownership in a senior, highly capable profile.

In this role, you will lead deep discovery with new clients, design the initial activation and media strategy, define early KPIs and testing priorities, and guide clients through their first phase of execution before handing the account off to long-term ownership. This is not an execution-only or relationship-only role — it requires strong judgment, platform fluency, and the ability to translate business context into clear marketing direction.

The ideal candidate has significant experience in a performance marketing agency environment, understands how multiple channels work ...

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