• Onboard Mid Market Customers: Manage the onboarding process for a group of mid-market customers (6-100 shops), ensuring smooth implementation and adoption of Tekmetric software across all locations. • Develop and Manage Rollout Plans: Build out and execute detailed rollout plans to ensure successful implementation across all shops, customizing the approach as needed to accommodate customer needs and business objectives. • Customer Relationship Management: Develop strong, long-term relationships with key stakeholders at mid-market accounts. You’ll act as the primary point of contact for onboarding, ensuring customers receive ongoing support and guidance. • Cross-Functional Collaboration: Work closely with the sales, customer success, operations, and product teams to coordinate efforts and share feedback for continuous improvement in the onboarding process. • Implementation and Training: Provide detailed product demonstrations, implementation walkthroughs, and training to customers and their teams to help them understand how to use Tekmetric software efficiently. • Data Migration Oversight: Manage and execute customer data migrations, ensuring accuracy and alignment with customer needs and expectations. • Feedback Loop: Gather and synthesize feedback from customers to continually refine and improve the onboarding process. Share insights with the leadership team to shape future enhancements. • Problem-Solving & Escalations: Proactively identify challenges during onboarding and find solutions to address them. When necessary, manage escalations and work with relevant teams to resolve complex issues. • Customer Success Support: Work closely with the Customer Success team to ensure a smooth transition from onboarding to ongoing customer support.

• Manage and execute the end-to-end onboarding process for new hires, from offer confirmation to HR and departmental handover. • Conduct new hire orientations covering company policies, culture, communication standards, HR procedures, and performance expectations. • Ensure timely setup of system access, credentials, and HR-related accounts prior to a new hire’s start date. • Collaborate with Talent Acquisition, HR Operations, and relevant departments to verify completion of pre-employment and onboarding requirements. • Maintain warm, clear, and proactive communication with new hires throughout the onboarding journey, addressing questions and concerns. • Track onboarding progress, maintain checklists, and ensure timely completion of all required HR and compliance steps. • Collect, organize, and report feedback from new employees to enhance the onboarding experience and engagement. • Coordinate with People Operations and Compliance teams for documentation, contract execution, policy acknowledgments, and regulatory requirements. • Support new hires’ transition into role-specific training or departmental integration, ensuring no gaps in information, setup, or expectations. • Contribute to continuous improvement of HR onboarding processes, materials, and workflow enhancements.

• Client Onboarding & Communication (Critical) - Run professional video calls with clients to gather requirements and build relationships - Present yourself professionally on camera (good lighting, clean background, professional appearance) - Communicate clearly and confidently in English (this is non-negotiable) - Ask the right questions to understand client offers, brand voice, objections, and funnel structure - Explain technical concepts in simple terms clients can understand - Build trust and confidence during the onboarding process - Provide ongoing support and communicate system optimizations - Handle client questions with patience and professionalism • Technical Implementation (72-Hour Launch Cycles) - Configure SETR's voice AI with proper tone, flow, and objection intelligence - Build qualification and disqualification logic based on client criteria - Map funnels and lead sources to appropriate workflows - Set up omnichannel follow-up sequences (voice → SMS → email → DM → WhatsApp) - Integrate with client CRMs (Pipedrive, GoHighLevel, HubSpot) - Configure calendar routing and booking logic - Run comprehensive QA before handoff - Deliver complete, working system within 72 hours • Ongoing System Optimization - Monitor lead→booking conversion rates for each client - Troubleshoot channel accuracy and CRM syncing issues - Improve qualification logic based on performance data - Ensure system uptime and response accuracy - Proactively identify and fix funnel leaks before they impact revenue • You're building infrastructure that replaces entire human teams

• Build and optimize chatbot flows in ManyChat, connecting Instagram/Facebook to capture, qualify, and follow up with leads. • Integrate ManyChat with payment systems (e.g., Stripe, Wix, PayPal) to automate the purchase process. • Create automated hand-offs from chat to checkout, minimizing manual lead follow-up. • Set up automated “New Client” workflows in Klaviyo that trigger when a purchase is made (welcome series, onboarding instructions with progress tracker in Notion, assessments, and goal-setting emails). • Build and maintain personalized onboarding sequences linking to PRO COACH Notion forms for assessments, benchmarking, and intake questionnaires. • Automate reminders and follow-ups (e.g., unfinished assessments, progress updates) via Klaviyo. • Use Zapier, Make (Integromat), or other integration tools to ensure seamless data transfer among ManyChat, Klaviyo, payment processors, and Notion. • Consult the business owner first to discuss the most useful and cost-efficient tool. • Test all chatbot, email, and onboarding flows regularly (at least monthly) for accuracy and user experience. • Monitor, analyze, and report automation analytics (conversion, completion, drop-off rates) and suggest improvements. • Respond to client onboarding issues flagged by the automation (e.g., missed steps, technical difficulties). • Update automations as business offerings evolve.