WFH Customer Onboarding Consultant jobs in United States
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Virtualite · 1 day ago

WFH Customer Onboarding Consultant

Virtualite is a Business Process Outsourcing Services company that partners with organizations to streamline operations. They are currently hiring customer onboarding consultants to guide new customers through a smooth onboarding experience and ensure they feel confident with Virtualite’s solutions.

Consumer Services

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

Qualification

Communication skillsOnboarding experienceCRM systems proficiencyClient-first approachTech-savvyOrganizational skillsGoal-oriented

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

Preferred

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

Benefits

Medical
Dental
Vision
401(k)
Paid time off

Company

Virtualite

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Funding

Current Stage
Growth Stage
Company data provided by crunchbase