Client Success & Automation Lead

Now Hiring: Client Success & Automation Lead

Vancouver-Based | Full-Time | Hybrid Remote | $60,000–$80,000 CAD + Performance Bonuses + ESOP

You're not just filling a role. You're stepping into one of the most important seats in a fast-scaling AI company.

SETR is redefining how sales teams scale—with human-sounding AI voice agents that engage leads in real time, overcome objections, and book qualified calls 24/7.

We serve high-performance agencies, coaches, and online businesses who want to stop losing leads and start closing more deals, without growing bloated teams. Our AI agents + automation stack = a salesforce that never sleeps.

We've proven ROI. We're scaling across North America. And now we're ready to level up onboarding and implementation, with you at the helm.

This is not your typical onboarding role. You won't just be checking boxes or handing off tickets.

You'll be leading the charge—designing world-class onboarding experiences, building automations that save clients hours (or days), and turning everything you touch into a repeatable, scalable system.

You'll wear the hats of strategist, systems architect, builder, and team lead. You'll own the entire onboarding and automation pipeline—and build out the department underneath you.

As our Client Onboarding & Automation Lead, you'll:

Own the Client Experience

• Lead onboarding calls and dig deep into clients' goals, stack, and workflows
• Translate client needs into clear, actionable setup plans
• Keep everything organized and on track from signed deal to live launch
• Become the trusted go-to for clients throughout onboarding

Build Seamless Automations

• Set up CRM workflows, lead routing, follow-up sequences, and booking logic
• Use tools like Zapier, n8n, GoHighLevel, and HubSpot to integrate systems
• Create automations that just work—saving clients time and making us look world-class
• QA and test obsessively before going live

Systematize & Scale

• Turn every onboarding into an SOP that can be reused
• Build playbooks, checklists, and templates for repeatable excellence
• Improve our internal onboarding engine so we can scale faster

Help hire, train, and manage future onboarding team members