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Client Onboarding Specialist | Remote | OTE 1200 - 1500 USD

Key Facts

Remote From: 
Full time
11 - 18K yearly
English

Other Skills

  • Video Conferencing
  • Professionalism
  • Communication
  • Adaptability
  • Multitasking
  • Time Management
  • Customer Service
  • Detail Oriented
  • Emotional Intelligence

Roles & Responsibilities

  • Near-native level English proficiency (spoken, written, and comprehension)
  • Experience with SaaS tools and CRMs, plus a quick learning curve for AI-driven website platforms
  • Strong project management skills with ability to manage multiple client timelines
  • High level of professionalism and emotional intelligence when dealing with high-value customers

Requirements:

  • Customer hand-offs and onboarding roadmap initiation
  • Information gathering of content, images, and brand guidelines
  • Build management to ensure project stays on schedule and aligns with the client's vision
  • Site previews, feedback, and final approval management

Job description

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.

Key Responsibilities

Customer Hand-offs

Take ownership of new accounts immediately after the sale is closed; introduce the onboarding roadmap and set expectations.

Information Gathering

Consult with clients to collect all necessary content, images, and brand guidelines required for their AI website build.

Build Management

Work closely with the technical build team to ensure the project stays on schedule and aligns with the client’s vision.

Site Previews & Feedback

Conduct professional video walkthroughs of the completed website, managing revisions and obtaining final approval.

Financial Closing

Responsible for the final collection of payments and ensuring billing accounts are correctly established.

CRM Hygiene

Maintain detailed, real-time updates in the CRM to ensure the entire team has visibility into the project status.

Compensation & Work Structure

  • Base Pay: $5.50 USD per hour
  • On-Target Earnings (OTE): $1,200 – $1,500 USD per month, inclusive of commissions and performance bonuses
  • Hours: Full-time, 40 hours per week
  • Schedule: US Business Hours (EST/PST). Candidates must be flexible, as schedules may shift based on customer volume
  • Classification: Independent Contractor

Requirements

English Proficiency

Near-native level of spoken, written, and comprehension English. You must be comfortable and articulate on live video calls with US clients.

Technical Aptitude

Experience with SaaS tools, CRMs, and a quick learning curve for AI-driven website platforms.

Project Management Skills

Ability to manage multiple client timelines simultaneously without losing track of details.

Professionalism

High level of emotional intelligence and the ability to handle high-value customers.

Required Equipment

To maintain our standard of professional service, you must have:

  • High-speed, stable internet connection with backup options
  • Professional noise-cancelling headset capable of eliminating background noise during client calls
  • High-definition (1080p) web camera for professional video conferencing
  • Quiet, dedicated home office environment

Benefits

  • Performance-based bonuses and commission opportunities
  • Fully remote work environment
  • Opportunity to join a fast-growing AI-focused company
  • Hands-on experience working directly with US-based business owners
  • Ongoing exposure to SaaS tools, CRM systems, and AI-driven platforms
  • Career growth opportunities as Puulse AI expands
  • Collaborative and supportive team environment
  • Ongoing coaching, onboarding, and process support

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