Voice AI Onboarding And Integrations Specialist

SMA Support Services; Quezon City; Hybrid; PHP 711,000 - 852,000; Full time

Benefits offered by this job

Work from home

HMO

13th month pay

Onboarding bonuses

Job summary

SMA Support Services in the Philippines is seeking an onboarding specialist to lead end-to-end onboarding for agency and reseller partners on our white-label Voice AI platform. You will capture use cases, branding, and CRM needs, then set up accounts and deploy agent templates for multiple clients.

The role requires strong CRM integration skills, project management, and the ability to create repeatable templates and checklists. Remote-friendly, salary discussions follow performance.

Qualifications

• 2+ years in client onboarding, implementation, solutions, or customer success in SaaS/agency/Voice AI.
• Hands-on with Voice AI platforms like Vapi, Retell AI, Synthflow, GoHighLevel.
• Experience with GoHighLevel agency/sub-account setup, SaaS Mode, snapshots, and rebilling preferred.
• Experience connecting platforms to CRMs via REST APIs, webhooks, JSON, API keys, OAuth; read API docs and test calls.
• Familiarity with CRM tools: HubSpot, Salesforce, Zoho, Pipedrive, or GoHighLevel.
• Familiarity with Zapier, Make, or n8n.
• Working knowledge of A2P 10DLC registration and Twilio or telephony.
• Basic DNS/custome domains understanding (CNAME/TXT).
• Basic JavaScript or Python for simple scripts and webhooks.
• Excellent communication and training; explain tech setups to non-technical owners.
• Strong project management; manage multiple onboardings and hit go-live dates.

Responsibilities

• Own end-to-end onboarding of new agency/ reseller partners onto our white-label Voice AI platform from kickoff to go-live.
• Run kickoff and discovery calls to capture use cases, scripts, branding, CRM, calendars, and success metrics.
• Set up partner accounts and branding: custom domains, DNS records, logins, logos, themes, sub-accounts, roles, permissions.
• Deploy and customize agent templates and snapshots on Voice AI platforms for each partner and client.
• Connect Voice AI agents to partner CRMs and tools via REST APIs, webhooks, and native integrations.
• Map and test data flows so contacts, outcomes, transcripts, and bookings sync to CRMs.
• Build integrations in Zapier, Make, or n8n; escalate complex API work to engineers.
• Provision phone numbers and complete A2P 10DLC registrations including Twilio profiles.
• Set up rebilling, pricing plans, and usage limits (Stripe, per-minute markups, wallets).
• Run test calls and go-live checklist: agent quality, transfers, CRM sync, calendar booking, A2P, billing.
• Train partners via live sessions, recordings, SOPs, and help-center articles.
• Act as main point of contact; track progress and blockers in PM tool/CRM.
• Troubleshoot onboarding issues and elevate bugs to engineering/vendors.
• Track onboarding metrics: time-to-go-live, activation, first-30-day usage, support tickets, satisfaction.

Skills

Onboarding experience

CRM integrations

Training delivery

Project coordination

Tools

GoHighLevel

HubSpot

Salesforce

Zoho

Pipedrive

Zapier

Make

n8n

Twilio

Job description

Job Description:

Build your career with SMA Support Services!

We are a dynamic Business Process Outsourcing (BPO) company connecting talent with top-tier U.S. clients in construction and roofing.

We invest in your success: Every new team member receives comprehensive, paid training to ensure you’re fully equipped and confident before supporting our clients.

Ready to grow your career in a supportive, international environment?

Qualifications

Portfolio required. Share examples of client onboardings you led, CRM integrations or automations you built, and SOPs or training materials you wrote (screenshots, docs, or Loom walkthroughs).

• 2+ years in client onboarding, implementation, solutions, or customer success roles at a SaaS company, agency, or Voice AI company.
• Hands-on experience with Vapi, Retell AI, Synthflow, GoHighLevel, or similar Voice AI and automation platforms.
• Experience with GoHighLevel agency/sub-account setup, SaaS Mode, snapshots, and rebilling is highly preferred.
• Experience connecting platforms to CRMs using REST APIs, webhooks, JSON, API keys, and OAuth; able to read API docs and test calls in Postman or similar.
• Experience configuring HubSpot, Salesforce, Zoho, Pipedrive, or GHL (custom fields, pipelines, workflows).
• Familiarity with Zapier, Make, or n8n.
• Working knowledge of A2P 10DLC registration and Twilio or similar telephony (number provisioning, Trust Hub).
• Basic understanding of DNS and custom domains (CNAME and TXT records).
• Basic JavaScript or Python is a plus for simple scripts and webhook handling.
• Excellent communication and training skills; able to explain technical setups to non-technical agency owners.
• Strong project management skills; able to run many onboardings at once and hit go-live dates.
• Strong documentation skills; writes clear SOPs and checklists.
• Strong troubleshooting and problem-solving skills.
• Ability to work independently and turn repeated setups into templates and checklists.

Primary Task

• Own end-to-end onboarding of new agency and reseller partners onto our white-label Voice AI platform, from kickoff call to go-live.
• Run kickoff and discovery calls to capture each partner's use cases, call scripts, branding, CRM, calendars, and success metrics.
• Set up partner accounts and branding: custom domains, DNS records, branded logins, logos, color themes, sub-accounts, user roles, and permissions.
• Deploy and customize Voice AI agent templates and snapshots (prompts, voices, flows, workflows) on platforms such as Vapi, Retell AI, Synthflow, and GoHighLevel (GHL) for each partner and their clients.
• Connect Voice AI agents to partner CRMs and tools through REST APIs, webhooks, and native integrations with GHL, HubSpot, Salesforce, Zoho, Pipedrive, and calendars (Google Calendar, Calendly, Cal.com).
• Map and test data flows so contacts, call outcomes, dispositions, transcripts, summaries, tags, and appointments sync correctly into each CRM.
• Build integrations in Zapier, Make, or n8n when no native integration exists, and hand complex custom API work to the Voice AI Solutions Engineer.
• Provision phone numbers and complete A2P 10DLC registration for partner clients, including Twilio Trust Hub profiles, Brand and Campaign submissions, and fixing rejections.
• Set up rebilling, pricing plans, and usage limits (e.g., Stripe, per-minute markups, credit wallets) for each partner.
• Run test calls and a go-live checklist before launch: agent quality, transfers, CRM sync, calendar booking, A2P status, and billing.
• Train partners to use, sell, and support the platform through live sessions, recorded walkthroughs, SOPs, and help-center articles.
• Act as the partner's main point of contact during onboarding; track progress, deadlines, and blockers in our project management tool or CRM.
• Troubleshoot onboarding issues across branding, domains, CRM integrations, webhooks, phone numbers, A2P, and billing, and elevate platform bugs to engineering or vendors.
• Track onboarding metrics such as time to go-live, activation rate, first-30-day usage, support tickets per partner, and partner satisfaction.
• Collect partner feedback and recommend improvements to templates, onboarding steps, documentation, and the platform.
• Follow data privacy, access control, call-consent, call-recording, and TCPA requirements across all partner accounts.

Offer

• Project-based employment
• Work-from-home setup
• Salary offer is at 70,000 gross
• Pay begins on day 1 of training
• Government-mandated benefits, 13th-month pay
• HMO
• Based on performance, the employee may be absorbed to a regular position and will be entitled to benefits such as:
  • Memorial Plan, and other benefits
  • Paid Leaves
  • Attendance and performance-based incentives