Remote Onboarding & Customer Success Consultant

Virtualite Business Process Outsourcing Services; United States; Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Remote work

Training & leadership support

Growth opportunities

Job summary

Virtualite Business Process Outsourcing Services in the United States is seeking an onboarding consultant to guide new customers through a smooth and professional onboarding experience. You’ll lead onboarding calls, collect essential information, and track progress in CRM while identifying early expansion opportunities and ensuring a high-quality customer experience.

This fully remote role offers competitive pay, benefits, and ongoing training with growth opportunities within a scaling

Qualifications

• Experience in onboarding, customer success, or account management is a plus but not required.
• Strong communication skills and a client-first approach.
• Organized, dependable, and comfortable managing multiple accounts remotely.
• Tech-savvy and comfortable using CRM systems and virtual tools.

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

Communication skills

Remote work

Organized

Client-focused

Multitasking

Tools

CRM software

Job description

Virtualite Business Process Outsourcing Services in the United States is seeking an onboarding consultant to guide new customers through a smooth and professional onboarding experience. You’ll lead onboarding calls, collect essential information, and track progress in CRM while identifying early expansion opportunities and ensuring a high-quality customer experience.

This fully remote role offers competitive pay, benefits, and ongoing training with growth opportunities within a scaling