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Purely Optimal · 2 weeks ago

Full-Time AI Automation & Onboarding Specialist

United States

Full-time, Contract

Remote

Entry, Mid Level

$1,000/mo - $2,500/mo

Purely Optimal is a company focused on AI-driven solutions for client conversion. They are seeking an AI Automation & Onboarding Specialist to manage client onboarding and technical implementation of their AI systems, ensuring timely and effective deployment while fostering strong client relationships.

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Responsibilities

Client Onboarding & Communication (Critical)

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

Technical Implementation (72-Hour Launch Cycles)

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

Ongoing System Optimization

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

What You're Building

Every SETR system you deploy includes:

Emotionally intelligent voice AI that handles objections like a top 1% setter

Real-time qualification logic (price, timing, credibility, urgency)

Multi-channel follow-up that's contextual and synchronized across all channels

Full-funnel awareness (knows lead source, warmth level, objection patterns)

Conversion intelligence, not just automation

How To Apply

Please submit:

Your resume/portfolio with examples of automations you've built (especially n8n)

A brief video introduction (2-3 minutes) where you introduce yourself and explain why you're interested in this role - this helps us assess your communication style and on-camera presence

Experience with CRM integrations (especially Pipedrive)

Any background with sales funnels, lead qualification, or voice AI

Why you're interested in joining SETR long-term

How you'd approach a client onboarding call and 72-hour deployment

Your availability to start

IMPORTANT: This role requires excellent English communication and professional video presence. We prioritize candidates who are confident on camera, articulate, and can represent SETR professionally to our clients while also executing technical implementations flawlessly. SETR is scaling rapidly. This role has significant upside for the right person who wants to grow with us and master the future of AI-powered sales systems

Requirements

You're a Great Fit If You Have:

Communication Skills (Critical - Non-Negotiable):

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

Technical Skills (Required):

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

Bonus Skills:

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

Soft Skills:

Think like an owner, not a contractor

Take pride in flawless execution and client success

Can move fast without sacrificing quality

Obsessive attention to detail

Proactive problem-solver

Enjoys working with clients and building relationships

Success Metrics:

Client systems launched within 72 hours (100% on-time rate)

Lead→booking conversion rate improvements

System accuracy (target: <2% error rate)- Client satisfaction and retention scores

Show-up rate improvements

Zero missed leads due to system failures

Professional client communication and relationship quality

We're Looking for Someone Who:

Is comfortable and confident on video calls with professional presentation

Speaks excellent English and communicates clearly

Wants to master SETR's platform and become the go-to expert

Is excited about AI and the future of sales automation

Wants long-term growth with our company, not just another gig

Enjoys the blend of client interaction and technical work

Understands that this is a core team position with serious upside

Is all-in on building their career with us

Work Environment & Requirements

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

Benefits

Compensation & Growth

Base Salary: $1,000-$2,500/month (based on technical depth with n8n, CRMs, AI systems, and client communication skills)

Performance Bonuses:

$50-$200/month for zero-error launches and system reliability

$50-$300/month tied to client retention and performance improvements

Total potential: $1,200-$3,200/month

Growth Path (6-12 months):

Lead Onboarding Specialist

Senior Systems Architect

Client Success Strategist (AI Division)

Director of Client Operations

This is a foundational role. As SETR scales, you could be training other specialists, designing our deployment frameworks, or leading the entire client delivery function

What Makes This Role Unique

You're the face of SETR to our clients—representing cutting-edge AI technology

Balance of client interaction and technical implementation

Every system you build directly impacts client revenue

You'll become an expert in voice AI and conversion intelligence

Direct exposure to sales psychology, AI, and automation at scale

You're building infrastructure that replaces entire human teams

Real opportunity to grow into leadership as we scale

Qualification

N8n automation experienceCRM integration experienceFunnel mappingSales psychology understandingAI prompt engineeringOmnichannel messaging designProfessional video presenceListening skillsProactive problem-solverEnglish communication