Client Onboarding

1 week ago

Vancouver, Canada Purely Optimal Inc. Full time

**ABOUT SETR**

SETR is building the future of lead generation and appointment setting.

In a world where human sales teams are stretched thin and follow-ups get missed, we built a smarter way: emotionally intelligent AI voice agents that engage leads within 60 seconds, handle objections, and book sales calls—24/7.

Our platform helps high-performing coaches, agencies, and online entrepreneurs scale their businesses without hiring big sales teams. Clients save time, reduce costs, and close more deals—all powered by our automation.

We’re based in Vancouver but working with clients across North America.
This is your chance to join early, help build the infrastructure, and play a critical role in our growth.

**WHY SETR IS DIFFERENT**
- We’re not a chatbot company. Our AI truly sounds human and adapts to real-world conversations.
- We’ve already proven ROI with clients across multiple industries.
- Our platform plugs directly into existing CRMs and sales flows. We’re not here to move slow—we’re blitzscaling with clarity, urgency, and systems.

Our vision: to become the global leader in AI-powered outbound infrastructure.
We're building something big—and you could help shape it from the inside.

**THE ROLE - CLIENT ONBOARDING & IMPLEMENTATION LEAD**

We’re looking for a detail-driven, organized, client-facing operator who’s excited to lead the onboarding experience from end to end.

This isn’t a passive role—we’re looking for someone who thrives in a fast-moving startup environment and is eager to step into more responsibility over time.

**RESPONSIBILITIES**

**Client Onboarding & Coordination**
- Prepare for and co-host onboarding calls with clients
- Collect assets: CRM logins, calendar links, lead sources, tone documents, etc.
- Ensure setup milestones are tracked, organized, and on time Be the main point of contact for clients during onboarding (Slack & Zoom)
- ️ **System Setup & QA**
- Help configure AI scripts, lead flows, CRM tagging, and follow-up logic
- QA new systems before launching live (accuracy, clarity, tone, etc.)
- Coordinate with developers, media, and product leads to launch campaigns Refine and maintain internal SOPs and process documents

**Process Ownership & Team Growth**
- Improve the onboarding experience with feedback and iteration
- Build internal documentation, guides, and templates
- Train and manage future onboarding assistants or coordinators
- Eventually own onboarding delivery from A to Z

**Requirements**:

- Based in Vancouver (remote-friendly, but local is key for in-person syncs)
- 1-3 years of experience in client success, onboarding, project coordination, operations, or implementation roles
- A strong communicator who can keep things moving across multiple clients and teams
- Tech-savvy—comfortable with tools like CRMs (e.g. GoHighLevel, HubSpot), Slack, Notion, Zapier, Google Workspace
- Process-driven, detail-obsessed, and not afraid to take initiative
- Bonus if you’ve worked in a SaaS, agency, startup, or high-ticket B2B environment

TOOLS YOU’LL USE
- Slack
- Notion
- Google Workspace
- GoHighLevel or HubSpot
- Zapier
- Calendly
- Loom
- Our proprietary AI voice tech (training provided)

**Benefits**
- Quarterly performance bonuses
- 3 weeks paid vacation + paid holidays
- Flexible work hours (core hours PST)
- Hybrid/remote flexibility with in-person working sessions
- Long-term growth path to operations lead or team manager

  • Client Onboarding Manager

    3 days ago

    Vancouver, British Columbia, Canada VRIFY Full time

    VRIFY is positioned at the forefront of the mining industry's transformation, leveraging cutting-edge AI to revolutionize mineral exploration. With a focus on AI exploration targeting, VRIFY is expanding its capabilities by synthesizing vast amounts of geological information. This integration enhances the precision and efficiency of exploration strategies,...

  • Client Onboarding Analyst

    1 week ago

    Vancouver, Canada Citi Full time

    The Client Onboarding Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

  • Client Onboarding Specialist

    3 days ago

    Vancouver, Canada Bench Accounting Full time

    **What's Bench? Check us out in** Medium, Betakit, Financial Post, our Instagram, and our Life at Bench Blog. - We acknowledge that Bench is founded on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh _(Squamish), and Səl̓ílwətaʔ/Selilwitulh...

  • Analyst, Client onboarding

    2 weeks ago

    Vancouver, British Columbia, Canada CIBC Full time $60,000 - $90,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Client Onboarding Specialist

    1 week ago

    remote Vancouver, British Columbia, Canada . full-time . November , MyFO Full time $50,000 - $70,000 per year

    We're looking for a Client Onboarding Specialist to join our Client Success team in providing a white-glove onboarding experience and proactive support to set clients up for success with MyFO. The right candidate brings a proven track record of success, excellent relationship-building skills, and strong financial knowledge. As a trusted MyFO product expert,...

  • Client Onboarding

    2 weeks ago

    Vancouver, Canada Purely Optimal Inc. Full time

    **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...

  • Analyst, Client Onboarding

    1 week ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Analyst, Client Onboarding

    5 days ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Onboarding Manager

    1 week ago

    Vancouver, Canada Intiveo Full time

    Onboarding Manager As an Onboarding Experience Manager at Intiveo, you’ll be the first impression and trusted guide for our new clients. You are the first trusted partner clients work with after signing, guiding them from the initial kickoff through full adoption of our Patient Engagement platform. You’ll translate big goals into actionable steps,...

  • Onboarding Manager

    1 week ago

    Vancouver, Canada Intiveo Full time

    Onboarding Manager As an Onboarding Experience Manager at Intiveo, you’ll be the first impression and trusted guide for our new clients. You are the first trusted partner clients work with after signing, guiding them from the initial kickoff through full adoption of our Patient Engagement platform. You’ll translate big goals into actionable steps, build...