Client Onboarding Specialist | Remote | OTE 1200 - 1500 USD
Indexed description
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
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
- 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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