Responsibilities

• PaulAi Client Onboarding & Setup Support
• Coordinate the setup and ongoing management of PaulAi products for new and existing clients. Prepare client workspaces, oversee onboarding milestones, track progress, and ensure each client is properly configured across Paula, Connie, and future PaulAi tools.
• Manage multiple onboarding projects simultaneously, identify gaps or delays early, and proactively work with internal teams to keep implementations moving forward.
• Client Journey Monitoring & Quality Checks
• Track where each client is within their onboarding, implementation, and optimization journey to ensure a seamless experience from start to finish.
• Monitor key milestones, identify opportunities for improvement, and help maintain a consistent, high-quality client experience across every stage of the PaulAi ecosystem.
• Client Communication & Member Experience
• Serve as a key point of contact for clients through email, Slack, Zoom, and CRM platforms. Ensure every interaction is warm, professional, and proactive.
• Respond to inquiries promptly, communicate next steps clearly, and follow through on commitments. Build trust with clients by creating an exceptional customer experience at every touchpoint.
• Project Coordination & Cross-Team Collaboration

Requirements

• Two to four years of experience in customer service, client success, project coordination, operations, executive support, or account management—ideally in a fast-paced, client-facing environment.
• Customer Service Mindset
• Project Management & Organization
• Initiative & Ownership
• Communication & Professionalism
• Tech & Systems
• Attention to Detail
• Interest in AI & Innovation