Client Onboarding & Automation Lead (Vancouver-based)

Purely Optimal Inc. • Vancouver, Metro Vancouver Regional District • 10h ago

🔥 NOW HIRING: Client Onboarding & Automation Lead
📍 Vancouver-Based | Full-Time | Hybrid Remote | $60,000–$80,000 CAD + Performance Bonuses + ESOP
💼 You’re not just filling a role. You’re stepping into one of the most important seats in a fast-scaling AI company.
🚀 ABOUT SETR
SETR is redefining how sales teams scale—with human-sounding AI voice agents that engage leads in real time, overcome objections, and book qualified calls 24/7.
We serve high-performance agencies, coaches, and online businesses who want to stop losing leads and start closing more deals, without growing bloated teams. Our AI agents + automation stack = a salesforce that never sleeps.
We’ve proven ROI. We’re scaling across North America. And now we’re ready to level up onboarding and implementation, with you at the helm.
💡 WHY THIS ROLE MATTERS
This is not your typical onboarding role. You won’t just be checking boxes or handing off tickets.
You’ll be leading the charge—designing world-class onboarding experiences, building automations that save clients hours (or days), and turning everything you touch into a repeatable, scalable system.
You’ll wear the hats of strategist, systems architect, builder, and team lead. You’ll own the entire onboarding and automation pipeline—and build out the department underneath you.
💼 YOUR MISSION
As our Client Onboarding & Automation Lead, you’ll:
✅ Own the Client Experience
Lead onboarding calls and dig deep into clients’ goals, stack, and workflows
Translate client needs into clear, actionable setup plans
Keep everything organized and on track from signed deal to live launch
Become the trusted go-to for clients throughout onboarding
⚙️ Build Seamless Automations
Set up CRM workflows, lead routing, follow-up sequences, and booking logic
Use tools like Zapier, n8n, GoHighLevel, and HubSpot to integrate systems
Create automations that just work—saving clients time and making us look world-class
QA and test obsessively before going live
📈 Systematize & Scale
Turn every onboarding into an SOP that can be reused
Build playbooks, checklists, and templates for repeatable excellence
Improve our internal onboarding engine so we can scale faster
Help hire, train, and manage future onboarding team members
🧠 WHO YOU ARE
You’ve led client onboarding or implementation in SaaS, agency, or B2B environments
You’ve built real automations in tools like Zapier, n8n, or GHL
You think in workflows, edge cases, and systems—not chaos
You’re client-facing, confident on Zoom, and obsessed with clarity
You take pride in shipping things that just work
You want to lead a team, not just follow a checklist
Bonus: You’ve touched CRM integrations, webhooks, APIs, or AI tools
🧰 STACK YOU’LL BE USING
Zapier & n8n
GoHighLevel & HubSpot
Slack, Notion, Google Workspace
Calendly, Loom
Our proprietary AI voice tech (we’ll train you)
Bonus tools: Figma, ClickUp, Postmark, Segment (if you’ve got range)
🧨 WHY YOU’LL LOVE THIS ROLE
You’ll own your lane and have the freedom to build
You’ll ship real things fast and see immediate impact
You’ll work directly with leadership, not get buried under layers
You’ll shape the company’s infrastructure and client experience
You’ll help businesses scale using tools and systems you build
This is a key role in a company that's scaling fast and playing for a global category win.
$60,000 – $80,000 CAD/year base
Quarterly performance bonuses tied to onboarding success and client activation
Equity (ESOP) – earn ownership as you grow
3 weeks paid vacation + holidays
Flexible hybrid setup – in-person work sessions + WFH flexibility
Career track to Head of Onboarding or Systems Operations