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Virtual Assistant - Client Onboarding & Tech Implementation Lead

Purely Optimal Inc. No location specified Full-time
$40,000
per year

Job Description

ABOUT SETR – WE’RE BUILDING THE FUTURE OF SALES


At SETR, we believe the way businesses generate leads and book sales calls is broken. Cold outreach? Burnt-out setters? Missed follow-ups? Ghosted leads? It's outdated and inefficient.

We're here to change that forever.

SETR replaces traditional human setters with emotionally intelligent AI voice agents that:

  • Respond to leads instantly (within 60 seconds)
  • Handle objections with conversational nuance
  • Book sales calls automatically 24/7
  • Sound human with natural tone and custom brand personality

We serve high-performing coaches, agencies, consultants, and online entrepreneurs who want one thing: more booked, qualified sales calls without the headache of building an outbound team.

We’ve built a product that delivers on that promise and our early results speak for themselves. Clients are saving thousands in labor, getting higher show-up rates, and closing more deals. We're growing fast, and the opportunity ahead of us is massive.

This isn’t just another VA job.
This is your chance to get in early with a category-defining startup that’s changing the rules of the game.

💡WHY SETR IS DIFFERENT
Most “AI” solutions are glorified chatbots. Ours actually works.

  • Built by real operators with deep experience in sales, tech, and growth
  • Engineered with custom logic to understand tone, context, and timing
  • Already generating ROI for clients across multiple industries
  • Easy to implement, easy to scale

SETR isn’t just a tool. It’s becoming the new standard for how businesses automate conversations, qualify leads, and book calls without the overhead.

We’re going to become the industry leader in AI-powered sales infrastructure.
And you could be one of the first 10 people on the team who helped build it.

🎯 ABOUT THIS ROLE – OWN CLIENT ONBOARDING FROM END TO END

We’re looking for a smart, detail-obsessed, tech-savvy operator who can:
→ Make every client feel like they’ve joined something elite
→ Coordinate and implement backend systems with precision
→ Grow into a leadership role over time

You’ll work directly with our founding team and clients. You’ll be the operational heartbeat of our onboarding and setup experience.

🎯 WHAT YOU’LL DO

🛠 Client Onboarding

  • Prepare for and shadow onboarding calls (eventually lead them)
  • Collect all assets: calendar links, CRMs, funnel pages, tone-of-voice docs
  • Keep onboarding tasks organized in our internal dashboard
  • Follow up with clients, support via Slack, and ensure timelines are met

⚙️ Tech Implementation

  • Help configure AI tone logic, CRM integrations, and tagging flows
  • Set up automations with tools like Zapier, GoHighLevel, Calendly, etc.
  • QA systems before launch to ensure no issues or bugs
  • Coordinate with the CTO and media team to align on timing and deliverables

📈 Ownership & Leadership

  • Build and refine onboarding SOPs and playbooks
  • Proactively suggest system improvements or process upgrades
  • Train future onboarding assistants as we scale

Eventually, take full ownership of the onboarding department

  • Someone who thrives on structure, systems, and getting things done right
  • Experienced in client onboarding, operations, tech VA work, or project management
  • Tech-savvy abd you know your way around CRMs, Notion, Google Sheets, Slack, Zapier
  • An excellent communicator—clear, professional, proactive
  • Calm under pressure and detail-obsessed (you don’t let anything fall through the cracks)
  • Hungry for growth—this isn’t a “clock in, clock out” role
  • Bonus if you’ve worked in a startup, software, SaaS, agency, or high-ticket offer environment.

TOOLS WE USE

  • Slack
  • Notion
  • Google Workspace
  • GoHighLevel
  • Zapier
  • Calendly
  • Loom
  • Custom AI tools (we’ll train you)
  • 13th-month bonus (after probation)
  • Paid PH holidays (if applicable)
  • Performance bonuses
  • Promotion track into management
  • Long-term role with massive growth potential

Company Information

Location: Vancouver, British Columbia, Canada

Type: Hybrid