AI Automation & Onboarding Specialist

Purely Optimal Inc.

12d•$1,000 - $2,500•Remote

About The Position

SETR is a Conversion Intelligence Engine that replaces human setters with emotionally intelligent voice AI and omnichannel follow-up systems. We're not another chatbot or workflow tool, we're revenue infrastructure that books more calls than any human setter ever could. Our clients come to us because they're done with flaky human setters, missed DMs, slow follow-up, lead decay, and over-complicated tech stacks. SETR solves all of that in one platform. What makes SETR different: Voice AI that sounds genuinely human—grounded, persuasive, psychologically calibrated to handle objections like a top 1% setter True omnichannel coordination (voice, DM, SMS, email, WhatsApp) that operates from one intelligence layer Full-funnel awareness that adapts based on lead source, warmth level, and objection patterns Real-time qualification logic that handles price, timing, credibility, and urgency objections in the moment We're hiring an AI Automation & Onboarding Specialist to deploy SETR for our clients and become a core team member long-term. This role is 50% client-facing and 50% technical implementation—you need to be equally comfortable running professional Zoom calls with clients and building sophisticated automation systems. This is not a short-term contract. We're looking for someone who wants to master SETR's platform, grow with the company, and eventually lead our implementation team. Your primary focus: Run client onboarding calls, gather requirements, and launch sophisticated AI-powered conversion systems within 72 hours.

Requirements

Excellent English communication (written and verbal)
Comfortable and professional on video calls
Presentable appearance for client-facing Zoom meetings
Ability to explain technical concepts in simple, clear language
Strong listening skills and ability to ask good discovery questions
Professional, friendly, and confident communication style
Comfortable building rapport with clients quickly
n8n automation experience (most of SETR's logic runs through n8n)
CRM integration experience (Pipedrive strongly preferred)
Funnel mapping and customer journey design
Sales psychology understanding (objection handling, qualification frameworks)
AI prompt engineering (Claude, GPT)
Omnichannel messaging workflow design
Must be comfortable on camera for daily client calls
Professional home office setup (good lighting, clean background, reliable internet)
Availability during business hours for scheduled client onboarding calls
Responsive communication via Slack/email
Ownership mentality and self-directed work style

Nice To Haves

Experience with voice AI or conversational AI platforms
Background in coaching, agency, or SaaS client onboarding
Understanding of paid traffic funnels and lead generation
GoHighLevel or HubSpot expertise
Previous work in sales operations or revenue ops
Client success or account management experience

Responsibilities

Run professional video calls with clients to gather requirements and build relationships
Present yourself professionally on camera (good lighting, clean background, professional appearance)
Communicate clearly and confidently in English (this is non-negotiable)
Ask the right questions to understand client offers, brand voice, objections, and funnel structure
Explain technical concepts in simple terms clients can understand
Build trust and confidence during the onboarding process
Provide ongoing support and communicate system optimizations
Handle client questions with patience and professionalism
Configure SETR's voice AI with proper tone, flow, and objection intelligence
Build qualification and disqualification logic based on client criteria
Map funnels and lead sources to appropriate workflows
Set up omnichannel follow-up sequences (voice → SMS → email → DM → WhatsApp)
Integrate with client CRMs (Pipedrive, GoHighLevel, HubSpot)
Configure calendar routing and booking logic
Run comprehensive QA before handoff
Deliver complete, working system within 72 hours
Monitor lead→booking conversion rates for each client
Troubleshoot channel accuracy and CRM syncing issues
Improve qualification logic based on performance data
Ensure system uptime and response accuracy
Proactively identify and fix funnel leaks before they impact revenue