[Hiring] Client Onboarding & Tech Implementation Lead @Purely Optimal Inc.

Purely Optimal Inc.; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Purely Optimal Inc. is looking for a Client Onboarding & Tech Implementation Lead to manage and enhance the onboarding experience for clients. This role involves preparing for onboarding calls, implementing backend systems, and eventually leading the onboarding department. Ideal candidates are detail-oriented, tech-savvy, and eager to grow within a dynamic startup environment, working directly with the founding team.

Benefits

13th-month bonus (after probation)

Performance bonuses

Paid holidays (if applicable)

Promotion track into management

Long-term role with massive growth potential

Qualifications

• Detail-obsessed operator with experience in client onboarding.
• Tech-savvy individual familiar with CRMs and automation tools.
• Proactive communicator who thrives under pressure.

Responsibilities

• Lead onboarding calls and organize client assets.
• Configure AI integrations and set up automations.
• Refine onboarding procedures and train future assistants.

Skills

Communication

Detail-oriented

Tech-savvy

Project management

Education

Experience in client onboarding or project management

Tools

Slack

Notion

Google Workspace

Zapier

GoHighLevel

Job description

Jun 15, 2025 - Purely Optimal Inc. is hiring a remote Client Onboarding & Tech Implementation Lead. Location: Philippines.

ABOUT SETR – WE’RE BUILDING THE FUTURE OF SALES

At SETR, we believe the way businesses generate leads and book sales calls is broken. Cold outreach? Burnt-out setters? Missed follow-ups? Ghosted leads? It's outdated and inefficient.

We're here to change that forever.

SETR replaces traditional human setters with emotionally intelligent AI voice agents that:

• Respond to leads instantly (within 60 seconds)
• Handle objections with conversational nuance
• Book sales calls automatically 24/7
• Sound human with natural tone and custom brand personality

We serve high-performing coaches, agencies, consultants, and online entrepreneurs who want one thing: more booked, qualified sales calls without the headache of building an outbound team.

We’ve built a product that delivers on that promise and our early results speak for themselves. Clients are saving thousands in labor, getting higher show-up rates, and closing more deals. We're growing fast, and the opportunity ahead of us is massive.

This isn’t just another VA job.
This is your chance to get in early with a category-defining startup that’s changing the rules of the game.

WHY SETR IS DIFFERENT
Most “AI” solutions are glorified chatbots. Ours actually works.

• Built by real operators with deep experience in sales, tech, and growth
• Engineered with custom logic to understand tone, context, and timing
• Already generating ROI for clients across multiple industries
• Easy to implement, easy to scale
  
  

SETR isn’t just a tool. It’s becoming the new standard for how businesses automate conversations, qualify leads, and book calls without the overhead.

We’re going to become the industry leader in AI-powered sales infrastructure.
And you could be one of the first 10 people on the team who helped build it.

ABOUT THIS ROLE – OWN CLIENT ONBOARDING FROM END TO END

We’re looking for a smart, detail-obsessed, tech-savvy operator who can:
→ Make every client feel like they’ve joined something elite
→ Coordinate and implement backend systems with precision
→ Grow into a leadership role over time

You’ll work directly with our founding team and clients. You’ll be the operational heartbeat of our onboarding and setup experience.

WHAT YOU’LL DO

Client Onboarding

• Prepare for and shadow onboarding calls (eventually lead them)
• Collect all assets: calendar links, CRMs, funnel pages, tone-of-voice docs
• Keep onboarding tasks organized in our internal dashboard
• Follow up with clients, support via Slack, and ensure timelines are met

️ Tech Implementation

• Help configure AI tone logic, CRM integrations, and tagging flows
• Set up automations with tools like Zapier, GoHighLevel, Calendly, etc.
• QA systems before launch to ensure no issues or bugs
• Coordinate with the CTO and media team to align on timing and deliverables

Ownership & Leadership

• Build and refine onboarding SOPs and playbooks
• Proactively suggest system improvements or process upgrades
• Train future onboarding assistants as we scale

Eventually, take full ownership of the onboarding department

Requirements

• Someone who thrives on structure, systems, and getting things done right
• Experienced in client onboarding, operations, tech VA work, or project management
• Tech-savvy abd you know your way around CRMs, Notion, Google Sheets, Slack, Zapier
• An excellent communicator—clear, professional, proactive
• Calm under pressure and detail-obsessed (you don’t let anything fall through the cracks)
• Hungry for growth—this isn’t a “clock in, clock out” role
• Bonus if you’ve worked in a startup, software, SaaS, agency, or high-ticket offer environment.

TOOLS WE USE

• Slack
• Notion
• Google Workspace
• GoHighLevel
• Zapier
• Calendly
• Loom
• Custom AI tools (we’ll train you)

Benefits

• 13th-month bonus (after probation)
• Paid PH holidays (if applicable)
• Performance bonuses
• Promotion track into management
• Long-term role with massive growth potential