Full-Time Client Onboarding & Tech Implementation Lead

Purely Optimal Inc. is hiring a remote Full-Time Client Onboarding & Tech Implementation Lead. The career level for this job opening is Entry Level and is accepting Philippines based applicants remotely. Read complete job description before applying.

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Purely Optimal Inc.

Job Title

Client Onboarding & Tech Implementation Lead

Posted

Career Level

Full-Time

Career Level

Entry Level

Locations Accepted

Philippines

Job Details

ABOUT SETR – WE’RE BUILDING THE FUTURE OF SALES

At SETR, we believe the way businesses generate leads and book sales calls is broken. Cold outreach? Burnt-out setters? Missed follow-ups? Ghosted leads? It's outdated and inefficient.

We're here to change that forever. SETR replaces traditional human setters with emotionally intelligent AI voice agents that:

  • Respond to leads instantly (within 60 seconds)
  • Handle objections with conversational nuance
  • Book sales calls automatically 24/7
  • Sound human with natural tone and custom brand personality

We serve high-performing coaches, agencies, consultants, and online entrepreneurs who want one thing: more booked, qualified sales calls without the headache of building an outbound team. We’ve built a product that delivers on that promise and our early results speak for themselves. Clients are saving thousands in labor, getting higher show-up rates, and closing more deals. We're growing fast, and the opportunity ahead of us is massive.

This isn’t just another VA job. This is your chance to get in early with a category-defining startup that’s changing the rules of the game.

💡WHY SETR IS DIFFERENT

Most “AI” solutions are glorified chatbots. Ours actually works. Built by real operators with deep experience in sales, tech, and growth. Engineered with custom logic to understand tone, context, and timing. Already generating ROI for clients across multiple industries. Easy to implement, easy to scale.

SETR isn’t just a tool. It’s becoming the new standard for how businesses automate conversations, qualify leads, and book calls without the overhead.

We’re going to become the industry leader in AI-powered sales infrastructure. And you could be one of the first 10 people on the team who helped build it.

🎯 ABOUT THIS ROLE – OWN CLIENT ONBOARDING FROM END TO END

We’re looking for a smart, detail-obsessed, tech-savvy operator who can:

  • Make every client feel like they’ve joined something elite
  • Coordinate and implement backend systems with precision
  • Grow into a leadership role over time

You’ll work directly with our founding team and clients. You’ll be the operational heartbeat of our onboarding and setup experience.

🎯 WHAT YOU’LL DO

🛠 Client Onboarding

  • Prepare for and shadow onboarding calls (eventually lead them)
  • Collect all assets: calendar links, CRMs, funnel pages, tone-of-voice docs
  • Keep onboarding tasks organized in our internal dashboard
  • Follow up with clients, support via Slack, and ensure timelines are met

⚙️ Tech Implementation

  • Help configure AI tone logic, CRM integrations, and tagging flows
  • Set up automations with tools like Zapier, GoHighLevel, Calendly, etc.
  • QA systems before launch to ensure no issues or bugs
  • Coordinate with the CTO and media team to align on timing and deliverables

📈 Ownership & Leadership

  • Build and refine onboarding SOPs and playbooks
  • Proactively suggest system improvements or process upgrades
  • Train future onboarding assistants as we scale
  • Eventually, take full ownership of the onboarding department

Requirements

Someone who thrives on structure, systems, and getting things done right. Experienced in client onboarding, operations, tech VA work, or project management. Tech-savvy and you know your way around CRMs, Notion, Google Sheets, Slack, Zapier. An excellent communicator—clear, professional, proactive. Calm under pressure and detail-obsessed (you don’t let anything fall through the cracks). Hungry for growth—this isn’t a “clock in, clock out” role.

Bonus if you’ve worked in a startup, software, SaaS, agency, or high-ticket offer environment.

TOOLS WE USE

  • Slack
  • Notion
  • Google Workspace
  • GoHighLevel
  • Zapier
  • Calendly
  • Loom
  • Custom AI tools (we’ll train you)

Benefits

  • 13th-month bonus (after probation)
  • Paid PH holidays (if applicable)
  • Performance bonuses
  • Promotion track into management
  • Long-term role with massive growth potential

FAQs

What is the last date for applying to the job?

The deadline to apply for Full-Time Client Onboarding & Tech Implementation Lead at Purely Optimal Inc. is 15th of July 2025 . We consider jobs older than one month to have expired.

Which countries are accepted for this remote job?

This job accepts [ Philippines ] applicants. .

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