[Remote] WFH Customer Onboarding Consultant
Note: The job is a remote job and is open to candidates in USA. Virtualite is a Business Process Outsourcing Services company that partners with entrepreneurs and growing organizations to streamline operations. They are seeking a Customer Onboarding Consultant to guide new customers through a smooth onboarding experience, ensuring they understand the next steps and feel confident with Virtualite's solutions.
Responsibilities
- Welcome new customers and guide them through onboarding steps from start to finish
- Lead onboarding calls and virtual meetings to confirm needs, expectations, and timelines
- Collect key information and ensure documentation is completed accurately
- Identify early expansion or upsell opportunities during onboarding
- Maintain detailed notes and progress tracking in CRM tools
Skills
- Strong communication skills and a professional, client-first approach
- Organized, dependable, and comfortable managing multiple accounts at once
- Ability to work independently in a remote environment
- Tech-savvy and comfortable using CRM systems and virtual tools
- Motivated by goals and committed to delivering an excellent customer experience
- Experience in onboarding, customer success, or account management is a plus but not required
Benefits
- Competitive compensation with performance-based incentives
- Benefits including medical, dental, vision, 401(k), and paid time off
- Fully remote, work-from-home flexibility
- Ongoing training and leadership support
- Growth opportunities within a scaling organization
Company Overview