Client Onboarding & Automation Lead
Top Benefits
About the role
🔥 NOW HIRING: Client Onboarding & Automation Lead
📍 Vancouver-Based | Full-Time | Hybrid Remote | $60,000–$80,000 CAD + Performance Bonuses + ESOP
💼 You’re not just filling a role. You’re stepping into one of the most important seats in a fast-scaling AI company.
🚀 ABOUT SETR
SETR is redefining how sales teams scale—with human-sounding AI voice agents that engage leads in real time, overcome objections, and book qualified calls 24/7.
We serve high-performance agencies, coaches, and online businesses who want to stop losing leads and start closing more deals, without growing bloated teams. Our AI agents + automation stack = a salesforce that never sleeps.
We’ve proven ROI. We’re scaling across North America. And now we’re ready to level up onboarding and implementation, with you at the helm.
💡 WHY THIS ROLE MATTERS
This is not your typical onboarding role. You won’t just be checking boxes or handing off tickets.
You’ll be leading the charge—designing world-class onboarding experiences, building automations that save clients hours (or days), and turning everything you touch into a repeatable, scalable system.
You’ll wear the hats of strategist, systems architect, builder, and team lead. You’ll own the entire onboarding and automation pipeline—and build out the department underneath you.
💼 YOUR MISSION
As our Client Onboarding & Automation Lead, you’ll:
✅ Own the Client Experience
- Lead onboarding calls and dig deep into clients’ goals, stack, and workflows
- Translate client needs into clear, actionable setup plans
- Keep everything organized and on track from signed deal to live launch
- Become the trusted go-to for clients throughout onboarding
⚙️ Build Seamless Automations
- Set up CRM workflows, lead routing, follow-up sequences, and booking logic
- Use tools like Zapier, n8n, GoHighLevel, and HubSpot to integrate systems
- Create automations that just work—saving clients time and making us look world-class
- QA and test obsessively before going live
📈 Systematize & Scale
- Turn every onboarding into an SOP that can be reused
- Build playbooks, checklists, and templates for repeatable excellence
- Improve our internal onboarding engine so we can scale faster
Help hire, train, and manage future onboarding team members
Requirements
### 🧠 WHO YOU ARE
- You’ve led client onboarding or implementation in SaaS, agency, or B2B environments
- You’ve built real automations in tools like Zapier, n8n, or GHL
- You think in workflows, edge cases, and systems—not chaos
- You’re client-facing, confident on Zoom, and obsessed with clarity
- You take pride in shipping things that just work
- You want to lead a team, not just follow a checklist
- Bonus: You’ve touched CRM integrations, webhooks, APIs, or AI tools
🧰 STACK YOU’LL BE USING
- Zapier & n8n
- GoHighLevel & HubSpot
- Slack, Notion, Google Workspace
- Calendly, Loom
- Our proprietary AI voice tech (we’ll train you)
- Bonus tools: Figma, ClickUp, Postmark, Segment (if you’ve got range)
🧨 WHY YOU’LL LOVE THIS ROLE
- You’ll own your lane and have the freedom to build
- You’ll ship real things fast and see immediate impact
- You’ll work directly with leadership, not get buried under layers
- You’ll shape the company’s infrastructure and client experience
- You’ll help businesses scale using tools and systems you build
This is a key role in a company that's scaling fast and playing for a global category win.
Benefits
* $60,000 – $80,000 CAD/year base
- Quarterly performance bonuses tied to onboarding success and client activation
- Equity (ESOP) – earn ownership as you grow
- 3 weeks paid vacation + holidays
- Flexible hybrid setup – in-person work sessions + WFH flexibility
- Career track to Head of Onboarding or Systems Operations
Client Onboarding & Automation Lead
Top Benefits
About the role
🔥 NOW HIRING: Client Onboarding & Automation Lead
📍 Vancouver-Based | Full-Time | Hybrid Remote | $60,000–$80,000 CAD + Performance Bonuses + ESOP
💼 You’re not just filling a role. You’re stepping into one of the most important seats in a fast-scaling AI company.
🚀 ABOUT SETR
SETR is redefining how sales teams scale—with human-sounding AI voice agents that engage leads in real time, overcome objections, and book qualified calls 24/7.
We serve high-performance agencies, coaches, and online businesses who want to stop losing leads and start closing more deals, without growing bloated teams. Our AI agents + automation stack = a salesforce that never sleeps.
We’ve proven ROI. We’re scaling across North America. And now we’re ready to level up onboarding and implementation, with you at the helm.
💡 WHY THIS ROLE MATTERS
This is not your typical onboarding role. You won’t just be checking boxes or handing off tickets.
You’ll be leading the charge—designing world-class onboarding experiences, building automations that save clients hours (or days), and turning everything you touch into a repeatable, scalable system.
You’ll wear the hats of strategist, systems architect, builder, and team lead. You’ll own the entire onboarding and automation pipeline—and build out the department underneath you.
💼 YOUR MISSION
As our Client Onboarding & Automation Lead, you’ll:
✅ Own the Client Experience
- Lead onboarding calls and dig deep into clients’ goals, stack, and workflows
- Translate client needs into clear, actionable setup plans
- Keep everything organized and on track from signed deal to live launch
- Become the trusted go-to for clients throughout onboarding
⚙️ Build Seamless Automations
- Set up CRM workflows, lead routing, follow-up sequences, and booking logic
- Use tools like Zapier, n8n, GoHighLevel, and HubSpot to integrate systems
- Create automations that just work—saving clients time and making us look world-class
- QA and test obsessively before going live
📈 Systematize & Scale
- Turn every onboarding into an SOP that can be reused
- Build playbooks, checklists, and templates for repeatable excellence
- Improve our internal onboarding engine so we can scale faster
Help hire, train, and manage future onboarding team members
Requirements
### 🧠 WHO YOU ARE
- You’ve led client onboarding or implementation in SaaS, agency, or B2B environments
- You’ve built real automations in tools like Zapier, n8n, or GHL
- You think in workflows, edge cases, and systems—not chaos
- You’re client-facing, confident on Zoom, and obsessed with clarity
- You take pride in shipping things that just work
- You want to lead a team, not just follow a checklist
- Bonus: You’ve touched CRM integrations, webhooks, APIs, or AI tools
🧰 STACK YOU’LL BE USING
- Zapier & n8n
- GoHighLevel & HubSpot
- Slack, Notion, Google Workspace
- Calendly, Loom
- Our proprietary AI voice tech (we’ll train you)
- Bonus tools: Figma, ClickUp, Postmark, Segment (if you’ve got range)
🧨 WHY YOU’LL LOVE THIS ROLE
- You’ll own your lane and have the freedom to build
- You’ll ship real things fast and see immediate impact
- You’ll work directly with leadership, not get buried under layers
- You’ll shape the company’s infrastructure and client experience
- You’ll help businesses scale using tools and systems you build
This is a key role in a company that's scaling fast and playing for a global category win.
Benefits
* $60,000 – $80,000 CAD/year base
- Quarterly performance bonuses tied to onboarding success and client activation
- Equity (ESOP) – earn ownership as you grow
- 3 weeks paid vacation + holidays
- Flexible hybrid setup – in-person work sessions + WFH flexibility
- Career track to Head of Onboarding or Systems Operations