Remote Customer Onboarding Specialist | Growth & Success

Virtualite; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Performance incentives

Medical benefits

Dental benefits

Vision benefits

401(k)

Paid time off

Fully remote

Training & support

Growth opportunities

Job summary

Virtualite is seeking a customer onboarding consultant to join our remote team and guide new clients through a smooth onboarding experience. You will lead onboarding calls, confirm needs and timelines, and ensure all details are captured accurately in our processes.

You should bring strong communication skills, a client-first mindset, and the ability to manage multiple accounts independently. We offer comprehensive benefits and opportunities to grow with a scaling organization.

Qualifications

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

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

Customer onboarding

Communication skills

Organization

Remote work

Tools

CRM software

Virtual tools

Job description

Virtualite is seeking a customer onboarding consultant to join our remote team and guide new clients through a smooth onboarding experience. You will lead onboarding calls, confirm needs and timelines, and ensure all details are captured accurately in our processes.

You should bring strong communication skills, a client-first mindset, and the ability to manage multiple accounts independently. We offer comprehensive benefits and opportunities to grow with a scaling organization.