Puulse Marketing
ClientOnboardingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Onboarding Specialist at Puulse Marketing. Skills: Client onboarding, Project management, Customer service. Manage the entire post-sale customer journey. Gather business requirements and branding assets”
What You'll Achieve.
Final website launch; Securing final payment; Ensuring billing accounts are correctly established; Maintaining detailed, real-time updates in the CRM
Industry & Context.
Must have high-speed, stable internet connection with backup options, Must have a professional noise-cancelling headset capable of eliminating background noise during client calls, Must have a high-definition (1080p) web camera for professional video conferencing, Must have a quiet, dedicated home office environment, Candidates must be flexible, as schedules may shift based on customer volume
What They're Looking For.
Must Have
Near-native level of spoken, written, and comprehension English, Comfortable and articulate on live video calls with US clients, Experience with SaaS tools, Experience with CRMs, Quick learning curve for AI-driven website platforms, Ability to manage multiple client timelines simultaneously without losing track of details, High level of emotional intelligence, Ability to handle high-value customers, 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
What You'll Do.
Manage the entire post-sale customer journey
Gather business requirements and branding assets
Present site previews
Lead US-based business owners through a technical process
Take ownership of new accounts immediately after sale
Introduce onboarding roadmap and set expectations
Consult with clients to collect all necessary content
Work closely with the technical build team to ensure project stays on schedule and aligns with client's vision
Conduct professional video walkthroughs of the completed website
Manage revisions and obtain final approval
Responsible for the final collection of payments
Ensure billing accounts are correctly established
real-time updates in the CRM
How You'll Work.
Team & Collaboration
Work closely with the technical build team to ensure the project stays on schedule and aligns with the client’s vision; Ensure the entire team has visibility into the project status via CRM updates
Communication Scope
Near-native level of spoken, written, and comprehension English; Comfortable and articulate on live video calls with US clients
Process & Methodology
Ability to manage multiple client timelines simultaneously without losing track of details
Full Job 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 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 **Requirements** ### 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 lea
Applying for this Client Onboarding Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
ANONYMOUS · UNFILTERED
What do employees actually say about Puulse Marketing?
Real rants from real employees. Read before you apply.