Note: The job is a remote job and is open to candidates in USA. Purely Optimal is a company focused on AI-driven solutions for client conversion. They are seeking an AI Automation & Onboarding Specialist to manage client onboarding and technical implementation of their AI systems, ensuring timely and effective deployment while fostering strong client relationships.
Responsibilities
- Client Onboarding & Communication (Critical)
- Run professional video calls with clients to gather requirements and build relationships
- Present yourself professionally on camera (good lighting, clean background, professional appearance)
- Communicate clearly and confidently in English (this is non-negotiable)
- Ask the right questions to understand client offers, brand voice, objections, and funnel structure
- Explain technical concepts in simple terms clients can understand
- Build trust and confidence during the onboarding process
- Provide ongoing support and communicate system optimizations
- Handle client questions with patience and professionalism
- Technical Implementation (72-Hour Launch Cycles)
- Configure SETR's voice AI with proper tone, flow, and objection intelligence
- Build qualification and disqualification logic based on client criteria
- Map funnels and lead sources to appropriate workflows
- Set up omnichannel follow-up sequences (voice → SMS → email → DM → WhatsApp)
- Integrate with client CRMs (Pipedrive, GoHighLevel, HubSpot)
- Configure calendar routing and booking logic
- Run comprehensive QA before handoff
- Deliver complete, working system within 72 hours
- Ongoing System Optimization
- Monitor lead→booking conversion rates for each client
- Troubleshoot channel accuracy and CRM syncing issues
- Improve qualification logic based on performance data
- Ensure system uptime and response accuracy
- Proactively identify and fix funnel leaks before they impact revenue
- What You're Building
- Every SETR system you deploy includes:
- Emotionally intelligent voice AI that handles objections like a top 1% setter
- Real-time qualification logic (price, timing, credibility, urgency)
- Multi-channel follow-up that's contextual and synchronized across all channels
- Full-funnel awareness (knows lead source, warmth level, objection patterns)
- Conversion intelligence, not just automation
- How To Apply
- Please submit:
- Your resume/portfolio with examples of automations you've built (especially n8n)
- A brief video introduction (2-3 minutes) where you introduce yourself and explain why you're interested in this role - this helps us assess your communication style and on-camera presence
- Experience with CRM integrations (especially Pipedrive)
- Any background with sales funnels, lead qualification, or voice AI
- Why you're interested in joining SETR long-term
- How you'd approach a client onboarding call and 72-hour deployment
- Your availability to start
- IMPORTANT: This role requires excellent English communication and professional video presence. We prioritize candidates who are confident on camera, articulate, and can represent SETR professionally to our clients while also executing technical implementations flawlessly. SETR is scaling rapidly. This role has significant upside for the right person who wants to grow with us and master the future of AI-powered sales systems
- Requirements
- You're a Great Fit If You Have:
- Communication Skills (Critical - Non-Negotiable):
- Excellent English communication (written and verbal)
- Comfortable and professional on video calls
- Presentable appearance for client-facing Zoom meetings
- Ability to explain technical concepts in simple, clear language
- Strong listening skills and ability to ask good discovery questions
- Professional, friendly, and confident communication style
- Comfortable building rapport with clients quickly
- Technical Skills (Required):
- N8n automation experience (most of SETR's logic runs through n8n)
- CRM integration experience (Pipedrive strongly preferred)
- Funnel mapping and customer journey design
- Sales psychology understanding (objection handling, qualification frameworks)
- AI prompt engineering (Claude, GPT)
- Omnichannel messaging workflow design
- Bonus Skills:
- Experience with voice AI or conversational AI platforms
- Background in coaching, agency, or SaaS client onboarding
- Understanding of paid traffic funnels and lead generation
- GoHighLevel or HubSpot expertise
- Previous work in sales operations or revenue ops
- Client success or account management experience
- Soft Skills:
- Think like an owner, not a contractor
- Take pride in flawless execution and client success
- Can move fast without sacrificing quality
- Obsessive attention to detail
- Proactive problem-solver
- Enjoys working with clients and building relationships
- Success Metrics:
- Client systems launched within 72 hours (100% on-time rate)
- Lead→booking conversion rate improvements
- System accuracy (target: <2% error rate)- Client satisfaction and retention scores
- Show-up rate improvements
- Zero missed leads due to system failures
- Professional client communication and relationship quality
- We're Looking for Someone Who:
- Is comfortable and confident on video calls with professional presentation
- Speaks excellent English and communicates clearly
- Wants to master SETR's platform and become the go-to expert
- Is excited about AI and the future of sales automation
- Wants long-term growth with our company, not just another gig
- Enjoys the blend of client interaction and technical work
- Understands that this is a core team position with serious upside
- Is all-in on building their career with us
- Work Environment & Requirements
- Must be comfortable on camera for daily client calls
- Professional home office setup (good lighting, clean background, reliable internet)
- Availability during business hours for scheduled client onboarding calls
- Responsive communication via Slack/email
- Ownership mentality and self-directed work style
- Benefits
- Compensation & Growth
- Base Salary: $1,000-$2,500/month (based on technical depth with n8n, CRMs, AI systems, and client communication skills)
- Performance Bonuses:
- $50-$200/month for zero-error launches and system reliability
- $50-$300/month tied to client retention and performance improvements
- Total potential: $1,200-$3,200/month
- Growth Path (6-12 months):
- Lead Onboarding Specialist
- Senior Systems Architect
- Client Success Strategist (AI Division)
- Director of Client Operations
- This is a foundational role. As SETR scales, you could be training other specialists, designing our deployment frameworks, or leading the entire client delivery function
- What Makes This Role Unique
- You're the face of SETR to our clients—representing cutting-edge AI technology
- Balance of client interaction and technical implementation
- Every system you build directly impacts client revenue
- You'll become an expert in voice AI and conversion intelligence
- Direct exposure to sales psychology, AI, and automation at scale
- You're building infrastructure that replaces entire human teams
- Real opportunity to grow into leadership as we scale
Skills
- Excellent English communication (written and verbal)
- Comfortable and professional on video calls
- Presentable appearance for client-facing Zoom meetings
- Ability to explain technical concepts in simple, clear language
- Strong listening skills and ability to ask good discovery questions
- Professional, friendly, and confident communication style
- Comfortable building rapport with clients quickly
- N8n automation experience (most of SETR's logic runs through n8n)
- CRM integration experience (Pipedrive strongly preferred)
- Funnel mapping and customer journey design
- Sales psychology understanding (objection handling, qualification frameworks)
- AI prompt engineering (Claude, GPT)
- Omnichannel messaging workflow design
- Must be comfortable on camera for daily client calls
- Professional home office setup (good lighting, clean background, reliable internet)
- Availability during business hours for scheduled client onboarding calls
- Responsive communication via Slack/email
- Ownership mentality and self-directed work style
- Experience with voice AI or conversational AI platforms
- Background in coaching, agency, or SaaS client onboarding
- Understanding of paid traffic funnels and lead generation
- GoHighLevel or HubSpot expertise
- Previous work in sales operations or revenue ops
- Client success or account management experience
Benefits
- $50-$200/month for zero-error launches and system reliability
- $50-$300/month tied to client retention and performance improvements
Company Overview
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