Virtual Assistant - Client Onboarding & Tech Implementation Lead

Purely Optimal Inc.; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Purely Optimal Inc. is seeking a Client Onboarding Operator to manage client onboarding from start to finish. The ideal candidate will be detail-oriented and tech-savvy, responsible for coordinating backend systems, ensuring client satisfaction, and leading onboarding initiatives in a fast-paced startup environment. This role offers significant growth potential as part of a cutting-edge sales automation team.

Benefits

13th-month bonus (after probation)

Paid PH holidays (if applicable)

Performance bonuses

Promotion track into management

Long-term role with massive growth potential

Qualifications

• Experienced in client onboarding, operations, or project management.
• Tech-savvy with knowledge of CRMs and workflow automation tools.
• Excellent communication skills; calm under pressure.

Responsibilities

• Prepare for and possibly lead onboarding calls; keep tasks organized.
• Help configure AI tone logic and CRM integrations.
• Build onboarding SOPs and proactive system improvements.

Skills

Client Onboarding

Project Management

Technical Skills

Communication

Attention to Detail

Tools

CRM

Slack

Google Sheets

Zapier

Calendly

Job description

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 It's outdated and inefficient.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

• 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)
  

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