Client Onboarding Specialist | Remote | OTE 1200 - 1500 USD

Posted 7 Days Ago
Be an Early Applicant
6 Locations
Remote
1K-2K Hourly
Entry level
AdTech • Marketing Tech
The Role
Manage the customer journey from post-sale to final website launch, involving information gathering, build management, and payment collection, ensuring a smooth onboarding experience.
Summary Generated by Built In

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 ResponsibilitiesCustomer 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

RequirementsEnglish 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

Skills Required

  • Near-native English proficiency
  • Experience with SaaS tools and CRMs
  • Project management skills
  • High-speed internet connection and professional equipment
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The Company
Charlotte, North Carolina
134 Employees

What We Do

We are Puulse Marketing, a premier marketing and sales agency. Puulse stands on decades of success, meeting modern growth strategies. Comprised of over 300+ dedicated professionals worldwide, we embody the pinnacle of expertise and creativity in our field. Experience-driven. Results-focused. Say goodbye to headaches, hello to profit growth. Let's elevate your business

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