WFH Customer Onboarding Consultant

Summary

Virtualite Business Process Outsourcing Services provides virtual support and digital process management solutions for entrepreneurs and growing organizations. The Customer Onboarding Consultant guides new customers through onboarding, leads virtual meetings, confirms information and timelines, and maintains accurate CRM records while identifying expansion opportunities.

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

Qualifications

Must Haves

• 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

Nice to Haves

• Experience in onboarding, customer success, or account management is a plus but not required

Benefits

• Performance-based incentives
• Medical, dental, and vision benefits
• 401(k)
• Paid time off
• Fully remote, work-from-home flexibility
• Ongoing training and leadership support
• Growth opportunities within a scaling organization