Remote Client Success & Onboarding Specialist

Virtualite Business Process Outsourcing Services; New York (NY); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Paid time off

Remote work

Job summary

VirtualiteVirtualite is seeking an account management professional to nurture a growing portfolio of client relationships. You will conduct consultative conversations, identify upsell opportunities, and drive service expansion while maintaining accurate CRM records.

This remote role emphasizes independent work, strong communication, and collaboration with onboarding and operations to ensure client success and growth across BPO, SaaS, or professional services sectors.

Qualifications

• Experience in account management or client growth is a plus but not required.
• Strong written and verbal communication skills.
• Comfortable working independently in a remote environment.
• Organized, detail-oriented and goal-driven.

Responsibilities

• Manage and grow a portfolio of client accounts
• Identify upsell, cross-sell, and service expansion opportunities
• Conduct consultative conversations to uncover evolving client needs
• Present additional service solutions aligned with client goals
• Maintain accurate account notes, forecasts, and growth pipeline in CRM tools
• Collaborate with onboarding and operations teams to support client success

Skills

Relationship-building

Consultative selling

Written communication

Verbal communication

Time management

Tools

CRM software

Job description

VirtualiteVirtualite is seeking an account management professional to nurture a growing portfolio of client relationships. You will conduct consultative conversations, identify upsell opportunities, and drive service expansion while maintaining accurate CRM records.

This remote role emphasizes independent work, strong communication, and collaboration with onboarding and operations to ensure client success and growth across BPO, SaaS, or professional services sectors.