Client Success and Onboarding Specialist
A part time position at Story On Media, Windsor CO, USA
Client Success and Onboarding Specialist
Job Description: This individual will successfully oversee and implement the onboarding process with new Story On production and consulting clients. The Client Success & Onboarding Specialist owns the first 30–45 days of every Story On client relationship. This role combines operational excellence with strategic brand positioning, ensuring each new show launches with clear differentiation, strong creative alignment, and a smooth transition to the production team. This role will begin as a part-time position with Story On.
Responsibilities: Client Intake & Expectations Alignment Show and Brand Discovery Technical Setup & Access Coordination Internal Handoff & Team Enablement Launch Assets Oversight Transition to Ongoing Production
Client Intake & Expectations Alignment Ensure the client clearly understands how our agency works and what success looks like by sending onboarding information Lead the kickoff call and onboarding calls after a contract is signed Translate sales promises from agreement into operational reality Input correct client information into Story On database
Show and Brand Discovery Capture everything from client the production team needs to execute production consistently Translate client vision into a distinct, differentiated show positioning Research comparable podcasts within the client’s industry or niche Identify positioning gaps, content patterns, tone trends, and format structures Analyze competitor strengths and weaknesses Gather and document
- Show mission, audience, and success criteria
- Brand voice, tone, and non-negotiables
- Intros/outros, music, brand assets, and references
- Guide clients and Story On creative team toward cohesive creative decisions
- Ensure launch assets align with premium brand standards
- Craft Podcast Brief for podcast in collaboration with Story On producer and creative team for client approval
Technical Setup & Access Coordination Ensure Story On and client have technical access to all proper accounts and that new accounts are set up as necessary Confirm and assist with setup for recording platform, file delivery workflow, hosting platform, analytics platforms, and YouTube
Internal Handoff & Team Enablement Set the internal team up for success before the first edit begins Create or finalize in collaboration with show Producer:
- Show-specific SOPs
- Editing briefs
- Naming conventions Ensure the show is assigned to an editors and producers with proper capacity Coordinate internal launch calls with producer and editor to discuss client passoff, client expectations, brand nuances, risk areas to watch out for Flag complexity or red-alert items early
Launch Assets Oversight Ensure the first delivery sets the tone for the entire client relationship Work with the Story On creative team or contractors to oversee the creation of or approval of launch assets:
- Trailer episode
- Podcast Brief
- Podcast Brand Guide with approved artwork
- Thumbnail template designs, approvals, and expectations
- Launch calendar and schedule
Transition to Ongoing Production Cleanly hand off the client from onboarding to long-term operations. Confirm:
- Review cadence is understood
- Communication channels are working
- SOPs are complete and accurate Hand the show off to:
- Project Manager, Producer, and Editor
To apply, please fill out the following form: https://6i6fnol1kat.typeform.com/to/apzq0bwG
To apply
To apply, please fill out the following form: https://6i6fnol1kat.typeform.com/to/apzq0bwG
Please mention podnews.net in your application.
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