Voice AI Onboarding – Integrations Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Take charge of the complete onboarding process for new agency and reseller partners on the white-label Voice AI platform, from initiation to go-live.

• Conduct kickoff and discovery calls to gather use cases, call scripts, branding elements, CRM details, calendars, and success metrics.

• Establish partner accounts and branding, which includes custom domains, DNS records, branded logins, logos, color schemes, sub-accounts, user roles, and permissions.

• Implement and tailor Voice AI agent templates and snapshots utilizing Vapi, Retell AI, Synthflow, and GoHighLevel.

• Link Voice AI agents to CRMs and tools through REST APIs, webhooks, and native integrations.

• Organize and verify data flows for contacts, call outcomes, dispositions, transcripts, summaries, tags, and appointments.

• Create integrations in Zapier, Make, or n8n and delegate complex custom API tasks to the Voice AI Solutions Engineer.

• Manage phone number provisioning and finalize A2P 10DLC registration, which includes Twilio Trust Hub profiles, Brand and Campaign submissions, and resolution of rejections.

• Set up rebilling, pricing structures, and usage limitations using tools like Stripe.

• Execute test calls and complete go-live checklists, ensuring agent quality, transfers, CRM synchronization, calendar bookings, A2P status, and billing accuracy.

• Educate partners through live sessions, recorded walkthroughs, SOPs, and help-center articles.

• Act as the primary point of contact for partners during onboarding, monitoring progress, deadlines, and any obstacles.

• Resolve issues related to branding, domains, CRM integrations, webhooks, phone numbers, A2P, and billing; escalate platform bugs as necessary.

• Monitor onboarding metrics such as time to go-live, activation rate, initial 30-day usage, support tickets, and partner satisfaction.

• Gather partner feedback and suggest enhancements for templates, onboarding processes, documentation, and the platform itself.

• Adhere to data privacy, access control, call-consent, call-recording, and TCPA regulations.

⛳️ Requirements

• A portfolio is required, showcasing examples of client onboardings, CRM integrations or automations, and SOPs or training materials.

• At least 2 years of experience in client onboarding, implementation, solutions, or customer success roles at a SaaS company, agency, or Voice AI company.

• Practical experience with Vapi, Retell AI, Synthflow, GoHighLevel, or similar Voice AI and automation platforms.

• Preferred experience with GoHighLevel agency/sub-account setup, SaaS Mode, snapshots, and rebilling.

• Proficient in connecting platforms to CRMs using REST APIs, webhooks, JSON, API keys, and OAuth.

• Ability to interpret API documentation and conduct test calls using Postman or similar tools.

• Experience with configuring HubSpot, Salesforce, Zoho, Pipedrive, or GHL.

• Familiarity with Zapier, Make, or n8n.

• Knowledge of A2P 10DLC registration and Twilio or comparable telephony systems.

• Basic understanding of DNS and custom domains, including CNAME and TXT records.

• Basic proficiency in JavaScript or Python is a plus.

• Exceptional communication and training capabilities.

• Strong project management, documentation, troubleshooting, and problem-solving skills.

• Ability to work autonomously and transform repetitive setups into templates and checklists.

• Capability to work remotely.

• Salary is mentioned as gross pay; the currency is not specified in the listing.

🏝️ Benefits

• Comprehensive, paid training.

• Government-mandated benefits.

• 13th-month pay.

• HMO.

• Memorial Plan.

• Paid Leaves.

• Attendance-based incentives.

• Performance-based incentives.

• Work-from-home setup.

• Potential for transition to a regular position with additional benefits.