Advanced Onboarding Consultant (Senior Project Management)

A full-service technology agency that utilizes its independent brands to form a comprehensive all-in-one digital software solution regarding business management and marketing services, for SMBs and enterprise franchises.

As a pivotal member of strategic digital initiatives at the agency, my team operated at the forefront of the agency’s innovative efforts, translating complex client needs into highly tailored solutions.

As the primary contact between the clients and internal teams, I oversaw the development of intricate projects, enhanced designs, and multifaceted marketing strategies at initial phases to lay the groundwork for successful partnerships.

This involved establishing goals and expectations while understanding and connecting the client’s vision in relation to design realization.

These details were then expertly collaborated with designers as they began the creation of digital assets such as captivating logos, harmonious color palettes, and initial site frameworks.

Over the ensuing weeks, a series of meetings with the client encompassed training, product updates, site previews, refinement sessions, and escalation discussions if enhanced challenges emerged.

A large role in these meetings was helping clients through the intricacies of the comprehensive suite of internal applications. Demystifying the intricate CRM systems and equipping clients with the confidence to engage and innovate.

This period of time was synchronous with the facilitation of digital assets, marketing strategies, comprehensive research, and any additional pre-launch requirements

This period was used as a testament to personal commitment to ensure every touchpoint led to client satisfaction.

In recognition of unique opportunities each client presented, I leveraged my expertise to propose and implement larger-scale design and marketing packages, driving additional value when it aligned with client objectives.

As final stages approached, I engaged in comprehensive quality assurance checks to ensure our designers’ creations aligned seamlessly with client aspirations.

This encompassed adding design elements, layouts, visual components, and overall interaction to create intuitive, user-friendly interface to enhance experience. Occasionally, adjustments to frontend requirements were needed to bring the UI design to life, enhancing functionality and responsiveness.

After successful completion, the polished website and additional assets were presented to clients, enabling them to transition to their marketing success phase.