Client Onboarding Specialist

Puulse Marketing

Client Implementation & Onboarding Specialist managing post-sale customer journeys for Puulse AI. Engaging US-based business owners through the onboarding process with clarity and exceptional service.

Posted 5/10/2026full-timeRemote • 🇨🇴 ColombiaMid-LevelSenior💰 $6 per hourWebsite

About the role

Key responsibilities & impact

Take ownership of new accounts immediately after the sale is closed; introduce the onboarding roadmap and set expectations.
Consult with clients to collect all necessary content, images, and brand guidelines required for their AI website build.
Work closely with the technical build team to ensure the project stays on schedule and aligns with the client’s vision.
Conduct professional video walkthroughs of the completed website, managing revisions and obtaining final approval.
Responsible for the final collection of payments and ensuring billing accounts are correctly established.
Maintain detailed, real-time updates in the CRM to ensure the entire team has visibility into the project status.

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaSCRMAI-driven website platformsproject management

Soft Skills

English proficiencyemotional intelligenceprofessionalismcommunicationdetail-oriented