WFH Customer Onboarding 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

About Virtualite

VirtualiteBusiness Process Outsourcing Services partners with entrepreneurs and growing organizations to streamline operations through virtual support and digital process management solutions. Our focus on reliability, efficiency, and scalable growth allows our clients tooperateat a higher level.

We are currently hiring customer onboarding consultants to join our growing sales team to guide new customers through a smooth and professional onboarding experience.You’llhelp clients understand next steps, confirm details andensuretheyfeel confident moving forward withVirtualite’ssolutions.

In this role:

• 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

We are looking for:

• Experience in onboarding, customer success, or account management is a plusbut 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

What we offer:

• Competitive compensation with performance-based incentives
• Benefits including medical, dental, vision, 401(k), and paid time off
• Fully remote, work-from-home flexibility
• Ongoing training and leadership support
• Growth opportunities within a scaling organization