Client Onboarding & Automation Lead

Purely Optimal Inc.; Vancouver; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A fast-scaling AI company is looking for a Client Onboarding & Automation Lead to revolutionize how they onboard clients. This full-time role involves leading the onboarding experience, building automations, and scaling processes to enhance client success. The ideal candidate has experience in SaaS or B2B environments, is adept with tools like Zapier, and thrives in a dynamic team setting with a hybrid working model.

Benefits

Quarterly performance bonuses

Equity (ESOP)

3 weeks paid vacation

Flexible work setup

Career progression opportunities

Qualifications

• Experience in client onboarding or implementation in SaaS or B2B environments.
• Proficient in building automations using tools like Zapier or n8n.
• Strong communication skills and client-facing experience.

Responsibilities

• Lead onboarding calls and develop actionable setup plans.
• Create scalable onboarding systems and automations.
• Manage future onboarding team members.

Skills

Client Onboarding

Automation

Workflow Management

Systems Thinking

CRM Integrations

Tools

Zapier

n8n

GoHighLevel

HubSpot

Slack

Google Workspace

Job description

NOW HIRING: Client Onboarding & Automation Lead

Vancouver-Based | Full-Time | Hybrid Remote | $60,000–$80,000 CAD + Performance Bonuses + ESOP

You’re not just filling a role. You’re stepping into one of the most important seats in a fast-scaling AI company.

ABOUT SETR

SETR is redefining how sales teams scale—with human-sounding AI voice agents that engage leads in real time, overcome objections, and book qualified calls 24/7.

We serve high-performance agencies, coaches, and online businesses who want to stop losing leads and start closing more deals, without growing bloated teams. Our AI agents + automation stack = a salesforce that never sleeps.

We’ve proven ROI. We’re scaling across North America. And now we’re ready to level up onboarding and implementation, with you at the helm.

WHY THIS ROLE MATTERS

This is not your typical onboarding role. You won’t just be checking boxes or handing off tickets.

You’ll be leading the charge—designing world-class onboarding experiences, building automations that save clients hours (or days), and turning everything you touch into a repeatable, scalable system.

You’ll wear the hats of strategist, systems architect, builder, and team lead. You’ll own the entire onboarding and automation pipeline—and build out the department underneath you.

YOUR MISSION

As our Client Onboarding & Automation Lead, you’ll:

Own the Client Experience

• Lead onboarding calls and dig deep into clients’ goals, stack, and workflows
• Translate client needs into clear, actionable setup plans
• Keep everything organized and on track from signed deal to live launch
• Become the trusted go-to for clients throughout onboarding
  

️ Build Seamless Automations

• Set up CRM workflows, lead routing, follow-up sequences, and booking logic
• Use tools like Zapier, n8n, GoHighLevel, and HubSpot to integrate systems
• Create automations that just work—saving clients time and making us look world-class
• QA and test obsessively before going live
  

Systematize & Scale

• Turn every onboarding into an SOP that can be reused
• Build playbooks, checklists, and templates for repeatable excellence
• Improve our internal onboarding engine so we can scale faster
  

Help hire, train, and manage future onboarding team members

WHO YOU ARE

• You’ve led client onboarding or implementation in SaaS, agency, or B2B environments
• You’ve built real automations in tools like Zapier, n8n, or GHL
• You think in workflows, edge cases, and systems—not chaos
• You’re client-facing, confident on Zoom, and obsessed with clarity
• You take pride in shipping things that just work
• You want to lead a team, not just follow a checklist
• Bonus: You’ve touched CRM integrations, webhooks, APIs, or AI tools
  

STACK YOU’LL BE USING

• Zapier & n8n
• GoHighLevel & HubSpot
• Slack, Notion, Google Workspace
• Calendly, Loom
• Our proprietary AI voice tech (we’ll train you)
• Bonus tools: Figma, ClickUp, Postmark, Segment (if you’ve got range)

WHY YOU’LL LOVE THIS ROLE

• You’ll own your lane and have the freedom to build
• You’ll ship real things fast and see immediate impact
• You’ll work directly with leadership, not get buried under layers
• You’ll shape the company’s infrastructure and client experience
• You’ll help businesses scale using tools and systems you build
  

This is a key role in a company that's scaling fast and playing for a global category win.

• $60,000 – $80,000 CAD/year base
• Quarterly performance bonuses tied to onboarding success and client activation
• Equity (ESOP) – earn ownership as you grow
• 3 weeks paid vacation + holidays
• Flexible hybrid setup – in-person work sessions + WFH flexibility
• Career track to Head of Onboarding or Systems Operations