Manage end-to-end onboarding and setup of new clients for EZtransition, a growing AI-powered marketing and operations company. Configure systems, build automations, and coordinate with teams to deliver a smooth client experience. Work directly with the CEO and grow into a leadership role.
Key Highlights
Technical Skills Required
Benefits & Perks
Job Description
About EZtransition
EZtransition is a growing AI-powered marketing and operations company designed for local businesses. We build full systems that include communication centers, sales centers, marketing automation, AI assistants, Google SEO, paid ads, and voice/text AI.
We want to scale and onboard multiple new clients every month, across industries like med spas, chiropractors, plumbers, wellness centers, restaurants, and more.
We are looking for someone who can take ownership of the entire new-client setup process and run it smoothly from start to finish.
Position Overview
You will be responsible for the end-to-end onboarding and setup of new EZtransition clients. This includes configuring their systems inside GoHighLevel, building communication & marketing automations, coordinating with our SEO and ads team, and ensuring a smooth client experience.
Your job is to remove bottlenecks, keep the pipeline moving, and deliver a 10/10 setup experience for every new client.
This role blends:
✅ Project management
✅ Technical implementation (GHL, WordPress, automations, integrations)
✅ Light client communication
✅ QA & follow-through
✅ Operations + admin
You will work directly with the CEO and eventually grow into a leadership role as the onboarding team expands.
Key Responsibilities1. Manage the Full Client Setup Pipeline
- Track all new client setups using ClickUp
- Own each task from start → finish
- Follow and improve onboarding SOPs
- Ensure nothing falls through the cracks
2. Communication Center Setup (GHL/EZMS)
- Add new clients into onboarding systems
- Configure EZMS (Communication Center, Sales Center, Marketing Center)
- Set up email domains, MX records, SPF/DKIM, Mailgun, etc.
- Create FAQ bot responses
- Add AI chatbots to websites
- Configure 2-way text messaging + A2P
- Set up AI Receptionist / Voice AI
- Schedule onboarding & showcase meetings
3. SEO Setup & Coordination
- Create service area pages (county + city)
- Build keyword research using Ubersuggest
- Run 24-week blog plan
- Configure Google Business Profile
- Complete NAP consistency and schema markup
- Coordinate with SEO writer + tech team
- Deliver completed SEO report
4. Sales Center Setup
- Configure email subdomain for Google Workspace
- Set up calendar services
- Build opportunity pipelines & workflows
- Upload documents & contracts
- Set up payments + products
5. Marketing Center Setup
- Connect social accounts
- Create long-term reactivation campaigns
- Build targeted reactivation workflows
- Set up Google Ads campaigns
- Set up Facebook/Meta ads campaigns
- Build automated warm-up + nurture text messages
- Create triggers for each stage
- Build long-term nurture campaigns
6. Systems, Automation & AI
- Use AI tools to draft content
- Build internal documentation
- Suggest improvements to speed up setup
- QA website builds, funnels, automations
RequirementsTechnical Skills
Must have strong experience with:
- GoHighLevel (or other crm)
- CRM pipelines
- Workflow automations
- Calendar integrations
- Email DNS setup (SPF/DKIM/MX records) (bonus)
- WordPress basics (bonus)
- Google Business Profile (bonus)
- SEO tools like Ubersuggest (bonus)
- Facebook Ads Manager & Google Ads (bonus)
- AI tools (ChatGPT, Claude, Midjourney, etc.)
If you’ve worked for a marketing agency or SaaS doing onboarding → even better.
Soft Skills
- Extremely organized
- Strong attention to detail
- Process-driven and loves SOPs
- Great communicator
- Accountable — no hand-holding needed
- Fast learner
- Comfortable working directly with the CEO
Who Will Succeed in This Role
This role is perfect for someone who:
- Loves solving problems
- Enjoys building systems
- Takes pride in being the “operations backbone”
- Learns new tools quickly
- Wants to grow with a fast-moving international company
If you love project management + marketing tech + automation → this is your dream job.
Benefits
- Long-term stable role
- Work directly with the founder/CEO
- Opportunity to grow into leadership
- Performance-based raises
- Work with cutting-edge AI tools
- 100% remote
- Flexible schedule
Similar Jobs
Explore other opportunities that match your interests