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Client Onboarding Specialist

Why SalesApe?

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. While the tech industry has compounded its growth with computing power, these businesses have been technically starved.

With AI agents and our natural language interface technology, we’re unlocking huge productivity gains for our clients. It’s deeply rewarding to see firsthand the transformation in small businesses as they embrace their agent—not just as a tool, but as a trusted, hard-working member of their team. The emotional bond our clients feel toward their agent is undeniable—they often tell us their ‘Ape’ has become part of the family. Our vision is to become the ‘ brain’ of a business spinning out agent worker, freeing up time and simplifying operations, to ensure humans spend more time in real-life interaction.

If you’re ready for intense, high-energy, meaningful work, come make a real impact with us at SalesApe


Founder Elevator Pitch on our Mission and Purpose:

As we started building with large language models and AI-powered natural language interfaces, I had an aha moment. It hit me just how significant this inflection point is: compute—the raw power of computers—is now accessible to people who don’t use computers."

"And when I thought about that, I realized the closest invention humanity has seen to this shift was electricity. When electricity arrived, it didn’t just light up homes—it transformed industries, democratized wealth, and empowered everyone, from factory owners to farmers, to grow and thrive. Today, with AI, we have the opportunity to do the same for the real economy."

"For the last two decades, the tech industry has had an incredible advantage. Computers have been like co-pilots for us, quietly amplifying our productivity and enabling us to grow faster than ever before. But 95% of businesses—builders, plumbers, and real estate agents—have been technically starved. These businesses make up 50% of GDP, five times larger than the entire tech industry, but they’ve never had access to the tools they need to compete."

"This is the inequality we’re solving. APE AI is democratizing technology, bringing the power of compute to businesses that have been left behind. And what’s so rewarding is that we’re not just helping faceless corporations—we’re empowering real people. Small business owners who pour their hearts into their work. People whose success directly impacts their families, their communities, and society at large. It’s deeply rewarding to see firsthand the transformation in small businesses as they embrace their agent—not just as a tool, but as a trusted, hard-working member of their team."

"For me, this mission is personal. I’ve spent my career building companies that encourage people to connect in real life, to be physically active, and to engage with their communities. This isn’t just about productivity—it’s about health, happiness, and thriving societies. Humans weren’t built to spend their lives staring at screens. We’re wired to interact, to move, to be part of the real world. And what excites me is that Ape AI is helping to make this possible—empowering businesses that create real-world value to thrive at the same pace as the tech giants."

"This isn’t just about technology. It’s about fairness. It’s about giving the power of compute to the people who need it most, so they can grow, thrive, and make a difference. That’s our mission, and it’s something we can all be proud of.

Client Onboarding Specialist:

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.

Responsibilities:

  • 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

Preferred Working Style & Skills:

  • 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

Technical Competencies:

  • 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

If you’re excited about enabling clients to achieve smooth AI deployments and enjoy providing hands-on technical support, we’d love to hear from you. Apply now to help us deliver exceptional, frictionless setup experiences for our clients.

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Onboarding Specialist, SalesAPE.ai

Join SalesApe as a Client Onboarding Specialist and become an essential part of our mission to democratize technology for small to medium-sized businesses across LATAM! At SalesApe, we're pioneering transformative AI solutions aimed at industries that have historically been technically underserved, and we need you to help bridge the gap. As a Client Onboarding Specialist, you will work closely with clients to assist them in configuring their technical environments to ensure seamless integration with our innovative AI tools. Your proactive approach will be key as you guide clients through tasks like domain management, CRM setup, and email configurations. You'll not only take direct tech setup calls but will also document processes and provide critical feedback to continually improve our services. This role is more than just checking off tasks—it's about empowering our clients and helping them embrace technology as a vital part of their business. You'll find it incredibly rewarding to witness the transformations that occur as our clients thrive with their new systems. If you’re passionate about technology and enjoy helping others, SalesApe is where you can make a meaningful impact. We’re looking for a detail-oriented self-starter who loves problem-solving and possesses great communication skills. By joining our vibrant team, you’ll not only be part of a revolutionary movement but also contribute to ensuring our clients have their systems perfectly set up, so they can focus on what they do best—running their businesses. Let's change the world together at SalesApe. We can't wait to have you on board!

Frequently Asked Questions (FAQs) for Client Onboarding Specialist Role at SalesAPE.ai
What are the responsibilities of a Client Onboarding Specialist at SalesApe?

As a Client Onboarding Specialist at SalesApe, your responsibilities will include assisting clients with domain management tasks, setting up email addresses, configuring CRMs, and ensuring all technical setups are in order for a seamless integration with AI solutions. You'll engage directly with clients, clarifying requirements and taking setup calls to guide them through the process.

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What technical skills are required for the Client Onboarding Specialist position at SalesApe?

To be successful as a Client Onboarding Specialist at SalesApe, familiarity with DNS records, CRM platforms (like Salesforce and HubSpot), email systems, and webhooks is essential. Previous experience in technical support or client-facing roles, along with a basic understanding of code such as HTML or JavaScript, is a plus to help in resolving technical challenges effectively.

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How does the Client Onboarding Specialist role contribute to SalesApe's mission?

The Client Onboarding Specialist plays a pivotal role in SalesApe's mission by ensuring that clients are adequately set up for integration with our AI solutions. By facilitating this setup and helping clients understand the technology, you directly contribute to transforming their businesses and driving the democratization of technology for underserved sectors.

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What kind of working environment can a Client Onboarding Specialist expect at SalesApe?

At SalesApe, you can expect a dynamic and high-energy working environment where collaboration and innovation thrive. Our culture encourages self-starters who are detail-oriented and enjoy problem-solving. You'll work closely with other teams, such as Solutions Executives and Customer Success Managers, ensuring a seamless onboarding experience for our clients.

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What are the growth opportunities for a Client Onboarding Specialist at SalesApe?

SalesApe is committed to personal and professional development, providing countless opportunities for growth within the company. As a Client Onboarding Specialist, your expertise will pave the way for exciting possibilities in areas such as customer success management, project management, or even technical roles, as you become more familiar with our AI solutions.

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Common Interview Questions for Client Onboarding Specialist
How would you handle a situation where a client is confused about the technical setup?

When faced with a confused client, it's vital to remain calm and patient. Start by actively listening to their concerns and asking clarifying questions to understand the specific points of confusion. Use clear, simple language to explain the technical concepts, and guide them step-by-step through the process. Effective communication is key to alleviating their anxieties and ensuring a smooth onboarding experience.

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Can you describe your experience with CRM platforms like Salesforce or HubSpot?

I have hands-on experience with CRM platforms such as Salesforce and HubSpot. I’ve worked on user management, setting up roles and permissions, and customizing fields to align with business needs. I am comfortable navigating these systems and can efficiently train clients how to leverage the features for their benefit.

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What do you consider when managing multiple onboarding tasks simultaneously?

Effective prioritization is crucial when managing multiple onboarding tasks. I start by assessing the urgency and complexity of each task and creating a detailed schedule. Communication is also vital—keeping clients informed about deadlines and progress helps manage their expectations and maintain trust throughout the onboarding process.

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How do you ensure accuracy when documenting client setup processes?

To ensure accuracy in documentation, I follow a systematic approach: I take thorough notes during setup calls, confirming details with clients before finalizing any documents. I also make it a practice to regularly review and update documentation, incorporating feedback received during onboarding to maintain its relevance and accuracy.

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What strategies would you use to improve the client onboarding experience?

Improving the client onboarding experience can be achieved by soliciting feedback from clients after each setup phase and implementing their suggestions. Additionally, providing resource materials such as setup guides or video tutorials could empower clients to navigate self-service options effectively. Finally, continuous training on emerging technologies ensures the team stays knowledgeable and responsive to client needs.

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How do you stay updated with the latest technology trends in AI?

I stay updated with the latest trends in AI by subscribing to industry newsletters, engaging with online forums, attending webinars, and participating in relevant courses. This allows me to keep a pulse on advancements and better understand how they can be integrated into our solutions.

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How would you handle a situation where you don't know the answer to a client's question?

In situations where I don't know the answer, I believe it’s essential to be transparent with the client. I would let them know I’ll find the information and follow up promptly. This not only shows integrity but also reinforces the importance of providing accurate information for effective onboarding.

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What do you think is the key to successful client relationships in technical support?

The key to successful client relationships in technical support is building trust through clear communication, actively listening to their needs, and providing timely solutions. Being empathetic and understanding their challenges ensures clients feel valued and supported throughout their journey with us.

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How would you coordinate with other teams to ensure a smooth onboarding process?

I would maintain open channels of communication with other teams, such as Solutions Executives and Customer Success Managers, to align on client progress and any potential challenges. Regular check-ins and collaborative planning are essential to ensure that all pre-integration tasks are completed efficiently and effectively.

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Why do you want to work as a Client Onboarding Specialist at SalesApe?

I am passionate about technology and its potential to transform businesses. Working as a Client Onboarding Specialist at SalesApe excites me because I would have the opportunity to empower small businesses by helping them adopt innovative AI solutions. Being part of a mission that aims to democratize technology resonates deeply with my values.

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