WFH - Client Onboarding Specialist

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