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Full-Time AI Automation & Onboarding Specialist

1 month, 3 weeks ago
Canada
Full-time
Mid Level
Customer Success
Artificial Intelligence and Machine Learning
GPT HubSpot
Apply Now
Purely Optimal

Purely Optimal

Purely Optimal specializes in premium holistic health supplements crafted from pure, natural ingredients designed to enhance energy, vitality, and overall well-being for individuals and families seeking to lead healthier, longer, and happier lives.

Pharmaceuticals
1-10
Founded 2018
View All Jobs 3

Description

  • Run professional video onboarding calls to gather client requirements, build relationships, and guide onboarding.
  • Ask discovery questions to understand client offers, brand voice, objections, funnel structure, and qualification criteria.
  • Explain technical concepts in simple terms, build client trust, and provide ongoing support and system optimizations.
  • Configure SETR’s voice AI (tone, flow, objection-handling) and implement real-time qualification/disqualification logic.
  • Map funnels and lead sources to workflows and set up omnichannel follow-up sequences (voice → SMS → email → DM → WhatsApp).
  • Integrate systems with client CRMs (Pipedrive, GoHighLevel, HubSpot) and configure calendar routing and booking logic.
  • Run comprehensive QA and deliver a complete, working system to the client within 72 hours.
  • Monitor lead→booking conversion rates, troubleshoot CRM syncing and channel accuracy issues, and improve qualification logic based on performance data.
  • Proactively identify and fix funnel leaks, ensure system uptime and response accuracy, and maintain client satisfaction and retention.

Requirements

  • Excellent English communication (written and verbal) and professional on-camera presence for client calls (non-negotiable).
  • Professional home office setup with good lighting, clean background, reliable internet, and availability during business hours for scheduled client calls.
  • n8n automation experience (most SETR logic runs through n8n).
  • CRM integration experience with Pipedrive strongly preferred; familiarity with GoHighLevel or HubSpot is a plus.
  • Experience with funnel mapping, customer journey design, and sales psychology (objection handling, qualification frameworks).
  • AI prompt engineering experience (Claude, GPT) and omnichannel messaging workflow design.
  • Proactive, owner-like mindset with obsessive attention to detail, ability to move fast without sacrificing quality, and strong client-facing professionalism.
  • Bonus/optional: experience with voice or conversational AI platforms, background in coaching/agency/SaaS onboarding, paid traffic and lead generation knowledge, or prior sales operations/revenue ops or client success experience.

Benefits

  • Base salary range $1,000–$2,500 per month (depends on technical depth and communication skills).
  • Performance bonuses: $50–$200/month for zero-error launches and system reliability, plus $50–$300/month tied to client retention and performance improvements.
  • Total potential compensation of approximately $1,200–$3,200 per month including bonuses.
  • Clear growth path with roles such as Lead Onboarding Specialist, Senior Systems Architect, Client Success Strategist (AI Division), and Director of Client Operations (6–12 months progression possible).
  • Significant upside and opportunity to grow into leadership, train other specialists, and design deployment frameworks as the company scales.
  • Direct exposure to cutting-edge voice AI, conversion intelligence, sales psychology, and large-scale automation systems.

Interested in this position?

Apply directly on the company website

Apply Now

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