Client Onboarding & Automation Lead (Vancouver-based)

🔥 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