[Remote] WFH Customer Onboarding Consultant

Note: The job is a remote job and is open to candidates in USA. Virtualite is a Business Process Outsourcing Services company that partners with entrepreneurs and growing organizations to streamline operations. They are seeking a Customer Onboarding Consultant to guide new customers through a smooth onboarding experience, ensuring they understand the next steps and feel confident with Virtualite's solutions.

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

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

Benefits

• 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

Company Overview