Client Onboarding & Automation Lead (Vancouver-based)

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

Job summary

A fast-scaling AI company seeks a Client Onboarding & Automation Lead to spearhead client experiences and build efficient systems. This pivotal role involves designing structured onboarding processes, utilizing automation tools, and shaping the company's client interfacing infrastructure, offering a compensation range from CAD 60,000 to CAD 80,000 per year, along with performance bonuses and equity options.

Benefits

Flexible hybrid setup

Quarterly performance bonuses

Equity (ESOP)

Career track progression opportunities

Qualifications

• Experienced in leading client onboarding in SaaS or B2B.
• Proficient in workflow design and automation tools.
• Familiar with client-facing roles and technology integrations.

Responsibilities

• Lead onboarding calls and develop actionable setup plans.
• Build automations to enhance client workflows.
• Create SOPs and playbooks for repeatable processes.

Skills

Client-facing skills

Workflow design

Automation building

CRM knowledge

Tools

Zapier

n8n

GoHighLevel

HubSpot

Slack

Notion

Google Workspace

Job description

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

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.

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.

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
  
• 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
  
• 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

Requirements

• 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
  
• 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)
• 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
• Flexible hybrid setup – in-person work sessions + WFH flexibility
• Career track to Head of Onboarding or Systems Operations