Client Onboarding & Implementation Lead

Purely Optimal Inc.; Vancouver; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A growing tech startup in Vancouver seeks a detail-driven Client Onboarding & Implementation Lead. This hands-on role involves coordinating client onboarding, configuring AI systems, and improving internal processes. Ideal candidates are organized, communicative, and have a tech-savvy background, ready to thrive in a fast-paced environment.

Benefits

Quarterly performance bonuses

3 weeks paid vacation

Flexible work hours

Remote flexibility

Growth path to operations lead

Qualifications

• 1-3 years of experience in client success or project coordination.
• Strong communicator and detail-oriented.
• Comfortable with CRM tools.

Responsibilities

• Lead onboarding calls and organize assets for setup.
• Configure AI scripts and ensure system QA.
• Improve onboarding processes and own delivery.

Skills

Client Success

Project Coordination

Communication

Tech-savvy

Detail-oriented

Tools

Slack

Notion

Google Workspace

GoHighLevel

Zapier

Job description

ABOUT SETR

SETR is building the future of lead generation and appointment setting.

In a world where human sales teams are stretched thin and follow-ups get missed, we built a smarter way: emotionally intelligent AI voice agents that engage leads within 60 seconds, handle objections, and book sales calls—24/7.

Our platform helps high-performing coaches, agencies, and online entrepreneurs scale their businesses without hiring big sales teams. Clients save time, reduce costs, and close more deals—all powered by our automation.

We’re based in Vancouver but working with clients across North America.
This is your chance to join early, help build the infrastructure, and play a critical role in our growth.

WHY SETR IS DIFFERENT

• We’re not a chatbot company. Our AI truly sounds human and adapts to real-world conversations.
• We’ve already proven ROI with clients across multiple industries.
• Our platform plugs directly into existing CRMs and sales flows.
• We’re not here to move slow—we’re blitzscaling with clarity, urgency, and systems.
  

Our vision: to become the global leader in AI-powered outbound infrastructure.
We're building something big—and you could help shape it from the inside.

THE ROLE – CLIENT ONBOARDING & IMPLEMENTATION LEAD

We’re looking for a detail-driven, organized, client-facing operator who’s excited to lead the onboarding experience from end to end.

This isn’t a passive role—we’re looking for someone who thrives in a fast-moving startup environment and is eager to step into more responsibility over time.

RESPONSIBILITIES

Client Onboarding & Coordination

• Prepare for and co-host onboarding calls with clients
• Collect assets: CRM logins, calendar links, lead sources, tone documents, etc.
• Ensure setup milestones are tracked, organized, and on time
• Be the main point of contact for clients during onboarding (Slack & Zoom)
  

️ System Setup & QA

• Help configure AI scripts, lead flows, CRM tagging, and follow-up logic
• QA new systems before launching live (accuracy, clarity, tone, etc.)
• Coordinate with developers, media, and product leads to launch campaigns
• Refine and maintain internal SOPs and process documents
  

Process Ownership & Team Growth

• Improve the onboarding experience with feedback and iteration
• Build internal documentation, guides, and templates
• Train and manage future onboarding assistants or coordinators
• Eventually own onboarding delivery from A to Z

• Based in Vancouver (remote-friendly, but local is key for in-person syncs)
• 1–3 years of experience in client success, onboarding, project coordination, operations, or implementation roles
• A strong communicator who can keep things moving across multiple clients and teams
• Tech-savvy—comfortable with tools like CRMs (e.g. GoHighLevel, HubSpot), Slack, Notion, Zapier, Google Workspace
• Process-driven, detail-obsessed, and not afraid to take initiative
• Bonus if you’ve worked in a SaaS, agency, startup, or high-ticket B2B environment

TOOLS YOU’LL USE

• Slack
• Notion
• Google Workspace
• GoHighLevel or HubSpot
• Zapier
• Calendly
• Loom
• Our proprietary AI voice tech (training provided)

• Quarterly performance bonuses
• 3 weeks paid vacation + paid holidays
• Flexible work hours (core hours PST)
• Hybrid/remote flexibility with in-person working sessions
• Long-term growth path to operations lead or team manager