Voice AI Onboarding & Integrations Specialist (Fully Remote, Project-Based)

SMA PH NewCo, Inc.; Quezon City; Remote; PHP 711,000 - 852,000; Full time

Benefits offered by this job

HMO

13th‑month pay

Work-from-home setup

Government-mandated benefits

Job summary

SMA PH NewCo, Inc. is hiring an Onboarding & Platform Specialist to lead end-to-end onboarding for agency and reseller partners onto our white-label Voice AI platform. You’ll conduct kickoff calls, capture use cases, and drive go-live readiness with branding, DNS, and account setup.

You will deploy templates, test integrations, and train partners through live sessions and SOPs, while tracking progress and blockers in our project management system. This is a work-from-home role in the Philippines.

Qualifications

• 2+ years in client onboarding, implementation, solutions, or customer success roles at a SaaS company, agency, or Voice AI company.
• Hands-on experience with Voice AI and automation platforms such as Vapi, Retell AI, Synthflow, GoHighLevel, or similar.
• Experience with GoHighLevel agency/sub-account setup, SaaS Mode, snapshots, and rebilling is 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.
• Experience configuring CRM platforms (HubSpot, Salesforce, Zoho, Pipedrive, or GHL).
• Familiarity with Zapier, Make, or n8n. Working knowledge of A2P 10DLC and Twilio is a plus.
• Basic DNS, domains knowledge; basic JavaScript or Python is a plus for simple scripts.

Responsibilities

• Own end-to-end onboarding of new agency and reseller partners onto the 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, branded logins, logos, colors, sub-accounts, roles, and permissions.
• Deploy and customize Voice AI templates and snapshots for each partner and clients.
• Connect Voice AI agents to CRMs and tools via REST APIs and native integrations; test data flows.
• Build integrations in Zapier, Make, or n8n when needed; hand complex API work to Solutions Engineer.
• Provision numbers and complete A2P 10DLC registration; manage Trust Hub profiles and rejections.
• Set up rebilling, pricing plans, and usage limits; run test calls and go-live checklists.
• Train partners through live sessions, walkthroughs, SOPs, and help-center articles.
• Track progress, deadlines, and blockers in project management tool or CRM; escalate platform bugs as needed.
• Monitor onboarding metrics and collect partner feedback for improvements; ensure privacy and TCPA compliance.

Skills

Client onboarding

Solutions architecting

Project management

Training & enablement

Communication

Independent work

Tools

Vapi

Retell AI

Synthflow

GoHighLevel

HubSpot

Salesforce

Zoho

Pipedrive

Zapier

Make

n8n

Twilio

DNS

APIs (REST, JSON, OAuth)

Postman

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. clientsin 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?Join us—apply today!

Qualifications

Portfolio required. Share examples of client onboarding 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 partners’ 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