As a Client Implementation & Onboarding Specialist at Puulse AI, you are the critical link between the Sales hand-off and the final website launch. You will manage the entire post-sale customer journey: from gathering business requirements and branding assets to presenting site previews and securing final payment.
We are looking for a high-energy, project-minded professional who can lead US-based business owners through a technical process with clarity, authority, and exceptional service.
Take ownership of new accounts immediately after the sale is closed; introduce the onboarding roadmap and set expectations.
Consult with clients to collect all necessary content, images, and brand guidelines required for their AI website build.
Work closely with the technical build team to ensure the project stays on schedule and aligns with the client’s vision.
Conduct professional video walkthroughs of the completed website, managing revisions and obtaining final approval.
Responsible for the final collection of payments and ensuring billing accounts are correctly established.
Maintain detailed, real-time updates in the CRM to ensure the entire team has visibility into the project status.
Requirements
Near-native level of spoken, written, and comprehension English. You must be comfortable and articulate on live video calls with US clients.
Experience with SaaS tools, CRMs, and a quick learning curve for AI-driven website platforms.
Ability to manage multiple client timelines simultaneously without losing track of details.
High level of emotional intelligence and the ability to handle high-value customers.
To maintain our standard of professional service, you must have:
Benefits

EFI Global

Spring Fertility

Beal Bank

BMO Harris Bank

Global Elite Careers

Puulse Marketing

Puulse Marketing

Puulse Marketing