Voice AI Onboarding & Integrations Specialist

Qualifications

Portfolio required. Share examples of client onboardings you led, CRM integrations or automations you built, and SOPs or training materials you wrote (screenshots, docs, or Loom walkthroughs).

- 2+ years in client onboarding, implementation, solutions, or customer success roles at a SaaS company, agency, or Voice AI company.
- Hands-on experience with Vapi, Retell AI, Synthflow, GoHighLevel, or similar Voice AI and automation platforms .
- Experience with GoHighLevel agency/sub-account setup, SaaS Mode, snapshots, and rebilling is highly preferred.
- Experience connecting platforms to CRMs using REST APIs, webhooks, JSON, API keys, and OAuth ; able to read API docs and test calls in Postman or similar.
- Experience configuring HubSpot, Salesforce, Zoho, Pipedrive, or GHL (custom fields, pipelines, workflows).
- Familiarity with Zapier, Make, or n8n .
- Working knowledge of A2P 10DLC registration and Twilio or similar telephony (number provisioning, Trust Hub).
- Basic understanding of DNS and custom domains (CNAME and TXT records).
- Basic JavaScript or Python is a plus for simple scripts and webhook handling.
- Excellent communication and training skills; able to explain technical setups to non-technical agency owners.
- Strong project management skills; able to run many onboardings at once and hit go-live dates.
- Strong documentation skills; writes clear SOPs and checklists.
- Strong troubleshooting and problem-solving skills.
- Ability to work independently and turn repeated setups into templates and checklists.
 
Primary Task

- Own end-to-end onboarding of new agency and reseller partners onto our white-label Voice AI platform , from kickoff call to go-live.
- Run kickoff and discovery calls to capture each partner's use cases, call scripts, branding, CRM, calendars, and success metrics.
- Set up partner accounts and branding: custom domains, DNS records, branded logins, logos, color themes, sub-accounts, user roles, and permissions .
- Deploy and customize Voice AI agent templates and snapshots (prompts, voices, flows, workflows) on platforms such as Vapi, Retell AI, Synthflow, and GoHighLevel (GHL) for each partner and their clients.
- Connect Voice AI agents to partners' CRMs and tools through REST APIs, webhooks, and native integrations with GHL, HubSpot, Salesforce, Zoho, Pipedrive, and calendars (Google Calendar, Calendly, Cal.com) .
- Map and test data flows so contacts, call outcomes, dispositions, transcripts, summaries, tags, and appointments sync correctly into each CRM.
- Build integrations in Zapier, Make, or n8n when no native integration exists, and hand complex custom API work to the Voice AI Solutions Engineer.
- Provision phone numbers and complete A2P 10DLC registration for partner clients, including Twilio Trust Hub profiles, Brand and Campaign submissions, and fixing rejections .
- Set up rebilling, pricing plans, and usage limits (e.g., Stripe, per-minute markups, credit wallets) for each partner.
- Run test calls and a go-live checklist before launch: agent quality, transfers, CRM sync, calendar booking, A2P status, and billing.
- Train partners to use, sell, and support the platform through live sessions, recorded walkthroughs, SOPs, and help-center articles .
- Act as the partner's main point of contact during onboarding; track progress, deadlines, and blockers in our project management tool or CRM.
- Troubleshoot onboarding issues across branding, domains, CRM integrations, webhooks, phone numbers, A2P, and billing , and escalate platform bugs to engineering or vendors.
- Track onboarding metrics such as time to go-live, activation rate, first-30-day usage, support tickets per partner, and partner satisfaction .
- Collect partner feedback and recommend improvements to templates, onboarding steps, documentation, and the platform .
- Follow data privacy, access control, call-consent, call-recording, and TCPA requirements across all partner accounts.
 
Offer

- Project-based employment
- Work-from-home setup

- Salary offer is at 70,000 gross

- Pay begins on day 1 of training
- Government-mandated benefits, 13th-month pay
- HMO
- Based on performance, the employee may be absorbed to a regular position and will be entitled to benefits such as:   Memorial Plan, and other benefits
- Paid Leaves
- Attendance and performance-based incentives