Client Onboarding Specialist - Remote

Overview

As a Client Onboarding Specialist at SETR, you will own the client onboarding process from start to finish, ensuring an elite experience for each client while coordinating and implementing backend systems effectively.

In Short

• Own the client onboarding process and ensure a seamless experience.
• Coordinate backend systems and manage onboarding tasks.
• Work closely with the founding team and clients.
• Help configure AI tone logic and CRM integrations.
• Set up automations using tools like Zapier and Calendly.
• Lead onboarding calls and follow up with clients.
• Build and refine onboarding SOPs and playbooks.
• Train future onboarding assistants as the team scales.
• Proactively suggest system improvements.
• Opportunity for leadership growth within the company.

Requirements

• Detail-oriented and structured in approach.
• Experience in client onboarding, operations, or project management.
• Tech-savvy with knowledge of CRMs and automation tools.
• Excellent communication skills.
• Ability to work calmly under pressure.
• Desire for professional growth and development.
• Bonus for experience in startups or SaaS environments.

Benefits

• 13th-month bonus after probation.
• Paid holidays as applicable.
• Performance bonuses.
• Promotion track into management.
• Long-term role with significant growth potential.