WFH Customer Onboarding Consultant

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 Business 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 to operate at 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’ll help clients understand next steps, confirm details and ensurethey feel confident moving forward with Virtualite’s solutions.

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 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

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