Client Onboarding & Automation Lead - Remote

Overview

As a Client Onboarding & Automation Lead, you will play a crucial role in designing and implementing onboarding experiences for clients in a fast-scaling AI company.

In Short

• Lead onboarding calls and understand client goals.
• Translate client needs into actionable setup plans.
• Manage the onboarding process from deal signing to launch.
• Create seamless automations using various tools.
• Build CRM workflows and lead routing systems.
• Systematize onboarding processes into reusable SOPs.
• Develop playbooks and checklists for repeatable excellence.
• Help hire and train future onboarding team members.
• Improve internal onboarding processes for scaling.
• Ensure quality assurance and testing before going live.

Requirements

• Experience in client onboarding and automation.
• Proficiency with tools like Zapier, n8n, GoHighLevel, and HubSpot.
• Strong project management skills.
• Ability to lead and manage a team.
• Excellent communication skills.
• Strategic thinking and problem-solving abilities.
• Detail-oriented with a focus on quality assurance.
• Ability to work in a fast-paced environment.
• Experience in creating SOPs and training materials.
• Understanding of sales processes and client needs.

Benefits

• Competitive salary with performance bonuses.
• Employee Stock Ownership Plan (ESOP).
• Opportunity to shape the onboarding experience.
• Work in a fast-scaling AI company.
• Collaborate with high-performance teams.
• Flexible work environment with hybrid remote options.
• Professional growth and development opportunities.
• Dynamic and innovative company culture.
• Impactful role in client success.
• Access to cutting-edge technology and tools.