[Hiring] Client Onboarding Specialist @Salesape Ai
Mar 28, 2025 - Salesape Ai is hiring a remote Client Onboarding Specialist. 💸 Salary: unspecified. 📍Location: USA.
Role Description
We are looking for a proactive and detail-oriented individual to help our clients get set up on their side before our integration experts begin their work. As a Client Onboarding Specialist, you’ll assist clients in configuring key technical setups such as domain management, CRM user configuration, email setup, and more, ensuring that their systems are ready for integration with our AI solutions.
This role will involve directly supporting clients by completing technical tasks, guiding them through the setup process, and taking tech setup calls to confirm their workflows. You'll play a key role in ensuring our clients’ tech environments are properly configured, allowing the integration team to seamlessly move forward with the solution.
- Assist clients with domain management tasks, including adding CNAME records
- Set up email addresses with forwarding
- Add users to CRMs and configure necessary user roles
- Add custom fields to domains to match client needs
- Configure webhooks from custom forms to ensure seamless data flow
- Take tech setup calls with clients to confirm their flow maps and action items before the integration process starts
- Work closely with the Solutions Executive and Customer Success Managers to ensure all pre-integration setup tasks are completed before solution configuration begins
- Document setup processes and ensure that all steps are followed accurately and efficiently
- Communicate with clients to clarify setup requirements and assist them in making the necessary changes
- Provide detailed feedback on any technical challenges or issues encountered during setup
Qualifications
- Detail-oriented and organized, with a strong ability to manage multiple tasks
- A self-starter who enjoys problem-solving and working closely with clients
- Excellent communication skills, both verbal and written
- Ability to take initiative and work independently while collaborating with other teams
- Comfortable handling technical calls and explaining complex concepts in a clear, friendly manner
- A passion for the evolving world of AI and how it can support business growth
Requirements
- Familiarity with DNS records, particularly CNAME
- Experience with CRM platforms and user management (Salesforce, HubSpot, etc.)
- Knowledge of email systems, including setting up forwarding
- Experience with webhooks, APIs, and data integration
- Ability to read and understand basic code (HTML, JavaScript, or similar) is a plus
- Previous experience in a technical support or client-facing role is a plus
Company Description
Join SalesApe, one of the fastest-growing AI companies, recognised as a leader in cutting-edge AI technology and backed by over $20 million from top VCs. We’re at the dawn of a powerful evolution, set to transform society with our tech. Our mission? To tackle inequality by empowering a huge market of non-tech SMBs—93% of all businesses, think construction, automotive, real estate, and more.
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Mar 28, 2025
|
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
