Openings >> Director of Onboarding
Director of Onboarding
Title:Director of Onboarding
Department:Client Services
Location:Headquarters - Santa Clara, CA

Director of Onboarding   

  • Are you passionate about visual design, customer journey, digital marketing and user experience?  

  • Do you want to work in creative and tech-driven atmosphere where you see your ideas shaping into tangible products & services that help businesses in creating robust digital presence and deliver robust returns?  

  • Do you have experience working with multiple teams including sales, design, programming, SEO, paid, analytics to ensure timely delivery of projects meeting highest quality standards?  

If your answer is yes, then you are the right candidate for Milestone. 


Milestone is an award-winning digital marketing company, providing state of the art software and services for businesses around the globe. Milestone is looking for an experienced, results-driven executive to lead and manage onboarding of our clients on various software and services. This position is based in our headquarters in Santa Clara, CA.  


 The ideal candidate will be working with various team to deploy a robust onboarding process.  Candidate should have experience managing several projects, planning out capacity based on project requirements, and leading the formulation of omnichannel strategy for clients working across various team.  Candidate should have leadership experience and should be familiar with the entire digital space, such as websites, software, SEO, social, etc.  Candidate should have customer centric mindset and the ability to operate on strategic and tactical levels and juggle numerous projects and timelines.  


Key Responsibilities 

In Milestone, every client engagement is defined by our genuine passion to fuse creativity, technology and business acumen. Selected individual will be leading Customer Success team, project manager responsible for onboarding customers projects. Some of the key responsibilities include:  


  • Client management and Project Management – Director will be interacting with client and CS team in planning, scheduling and delivery of all the projects.  

Will be responsible for ensuring customer goals and objectives are clearly understood across various teams. Responsible to communicate project status with diverse group of stakeholders, manage risks, and maintain development schedule.  


  • Budgeting and Forecasting – Working with Sales team to budget different resources needed to accomplish incoming project. Assist in defining project scope with the ability and flexibility to realistically scale efforts according to clients' financial considerations. 

Ensure SLAs, SOWs are clearly understood and adhere to by various teams working on the projects.   


Team leadership 

  • Lead by example to cultivate and maintain Milestone culture and best practices. 

  • Build and manage a team of highly motivated employees that deliver short-term, highly focused projects  



  • Extensive experience in onboarding clients on websites, software and various services 

  • Solid understanding of Digital Marketing including content, local, social, seo etc  

  • Fast learner and able to handle multiple tasks with changing priorities.  

  • Bachelor’s Degree or equivalent work experience 

  • Strong experience managing multiple website projects in a fast-paced environment, under tight deadlines 

  • 8+ years of experience managing software and web development projects 

  • Training and coaching experience  

  • Detail-oriented, organized, enthusiastic, passionate, creative 

  • Excellent verbal and written communication skills 

  • Prior digital agency experience a plus 

  • Extensive experience in onboarding clients on websites, software and various services  

  • Fast learner and able to handle multiple tasks with changing priorities. 

    Director of Onboarding   

About Milestone:

Milestone is a premier provider of Digital Marketing Software and Services with over 250 employees and 4 locations world-wide. Our customers include some of world’s premium brands such as US Bank, Marriott, Hyatt and TrueValue, who use Milestone products to improve the experience of their consumers and increase search visibility for their branches and locations across the Google, Bing, Yelp, Maps, and the rest of the internet ecosystem. Our leadership team has decades of experience in the world of digital marketing and enterprise software and services, and are frequently featured as premier speakers at global conferences like SMX. With over 500 awards and 2,000+ customers, Milestone is recognized for its achievements by both our peers and by industry experts. Learn more about Milestone at Services offered by Milestone include the following:

Milestone’s Digital Marketing Cloud Solution

Milestone Software Platform Solutions

    • Milestone CMS™ - Website Development
    • Milestone Local™ - Local Listings and Events Management Software
    • Milestone Social™ - Social Media Management Software
    • Milestone Reviews™ - Reputation Management Software
    • Milestone Analytics™ - Digital Marketing and Analytics Software
    • Milestone Insights™ - Digital Audit and Competitive Analysis Software

Milestone Services

    • Website design - creative design and content
    • Technical SEO including schema deployment on 3rd party CMS sites
    • Social content marketing
    • Paid marketing and Omnichannel Campaigns

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