AI Automation & Onboarding Specialist

Purely Optimal; Vancouver; Hybrid; CAD 12,000 - 38,400; Full time

Benefits offered by this job

Performance bonuses

Growth potential

Flexible working hours

Job summary

A tech-focused company in Metro Vancouver seeks an AI Automation & Onboarding Specialist to bridge the gap between technical implementation and client interaction. The role involves running onboarding calls, implementing complex systems, and ensuring client satisfaction. Ideal candidates will have strong communication skills and technical experience with automation systems. This opportunity promises professional growth and a chance to be part of a cutting-edge team revolutionizing sales automation.

Qualifications

• Experience with CRM integrations and automations is critical.
• Comfortable managing client relationships professionally.
• Ability to articulate concepts clearly to clients.

Responsibilities

• Run onboarding calls to gather client requirements.
• Build automation systems swiftly within 72 hours.
• Provide ongoing support to clients.

Skills

Excellent English communication

Comfortable and professional on video calls

Strong listening skills

Ability to explain technical concepts in simple terms

Tools

n8n

Pipedrive

CRM systems

Job description

1 day ago Be among the first 25 applicants

This range is provided by Purely Optimal. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

CA$60,000.00/yr - CA$90,000.00/yr

About SETR

SETR is a Conversion Intelligence Engine that replaces human setters with emotionally intelligent voice AI and omnichannel follow-up systems. We're not another chatbot or workflow tool, we're revenue infrastructure that books more calls than any human setter ever could.

Our clients come to us because they're done with flaky human setters, missed DMs, slow follow-up, lead decay, and over-complicated tech stacks. SETR solves all of that in one platform.

What makes SETR different

• Voice AI that sounds genuinely human—grounded, persuasive, psychologically calibrated to handle objections like a top 1% setter
• True omnichannel coordination (voice, DM, SMS, email, WhatsApp) that operates from one intelligence layer
• Full-funnel awareness that adapts based on lead source, warmth level, and objection patterns
• Real-time qualification logic that handles price, timing, credibility, and urgency objections in the moment

The Role

We're hiring an AI Automation & Onboarding Specialist to deploy SETR for our clients and become a core team member long-term. This role is 50% client-facing and 50% technical implementation—you need to be equally comfortable running professional Zoom calls with clients and building sophisticated automation systems.

This is not a short-term contract. We're looking for someone who wants to master SETR's platform, grow with the company, and eventually lead our implementation team. Your primary focus: Run client onboarding calls, gather requirements, and launch sophisticated AI-powered conversion systems within 72 hours.

Core 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 dataEnsure system uptime and response accuracy
• Proactively identify and fix funnel leaks before they impact revenue

What You're Building

• 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

• 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

Requirements

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)
• 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

• 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
• Performance Bonuses: $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

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