Client Onboarding Specialist | Remote | OTE 1200 - 1500 USD at Puulse Marketing

, , Costa Rica -

Full Time

Start Date

Immediate

Expiry Date

08 Aug, 26

Salary

1500.0

Posted On

10 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Project Management, CRM Management, Customer Relationship Management, SaaS, AI Platforms, Business Requirement Gathering, Financial Closing, Video Conferencing, English Proficiency, Emotional Intelligence, Technical Aptitude

Industry

Marketing Services

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 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 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 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

Responsibilities

Manage the post-sale customer journey from gathering business requirements to final website launch. Coordinate between clients and the technical build team to ensure project alignment and secure final payments.