WFH - Client Onboarding Specialist

Virtualite Business Process Outsourcing Services; New York (NY); A distancia; USD 60.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401k

Paid time off

Remote work

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Relationship-building

Consultative selling

Written communication

Verbal communication

Time management

Herramientas

CRM software

Descripción del empleo

About VirtualiteVirtualite

Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We drive growth by improving efficiency, productivity, and scalability—allowing clients to focus on what matters most.

In this role:

• 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

We are looking for:

• Experience in account management, client growth, or sales roles is a plus but not required
• Strong relationship-building and consultative selling skills
• Comfortable working independently in a remote environment
• Organized, detail-oriented, and goal-driven
• Strong written and verbal communication skills
• Experience in BPO, SaaS, or professional services preferred

What we offer:

• Competitive compensation with performance-based incentives
• Fully remote, work-from-home flexibility
• Benefits including medical, dental, vision, 401k, and paid time off
• Opportunities for career growth and advancement
• Ongoing training and leadership support
• Collaborative, client-focused team culture