WFH - Client Onboarding Specialist
$62.5k - $75kFull-time
Virtualite Business Process Outsourcing Services
About Virtualite
Virtualite 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.
We are looking for client growth representatives with the ability to work remotely to drive revenue through client expansion and relationship development.
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
Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the WFH - Client Onboarding Specialist in Remote vacancy
- ...organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and qualified prospects, finalize service selections, and...Work from homeRemote work
Virtualite
Los Angeles, CA11 hours ago $80k - $100k
...oriented, relationship-driven environment. Complete training, inbound client interest, and ongoing mentorship make it possible to build a... ...compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process....Work from homeHourly payWeekly payFull timeFor contractorsRemote workFlexible hours- AO Garcia Agency is seeking team members for a remote position focused on helping families understand and set up protection options. The role offers flexible hours, mentorship, and clear expectations within a supportive environment. As part of the team, you will work from...Work from homeRemote jobFlexible hours
- A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping...Work from homeRemote job
- AO Garcia Agency is seeking a home-based client-facing role offering a flexible schedule. You will run video meetings, work warm leads, and build a client book. The company provides process and coaching while you contribute strong work ethic. This position emphasizes control...Work from homeRemote jobFull timePart timeFlexible hours
$70.32k
...About the Job: At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Career Distribution (CD), which...Work from homeWork at officeHome officeFlexible hoursNorthwestern Mutual
Brookfield, WI3 days ago$40 - $43 per hour
...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...Work from homeContract workWorldwide$34.32k
As a temporary employee of GVSU, the Centralized Client Onboarding Specialist serves as the critical "front door" for the Michigan SBDC, welcoming and onboarding new clients into our organization. Under the direction of the Centralized Client Intake Manager, this role...Hourly payTemporary workPart timeLive inRemote workRelocationRelocation packageFlexible hoursShift work$80k - $100k
...service-focused, people-first role. Backed by full training, inbound client interest, and a dedicated mentorship program, you can build a... ...compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process....Hourly payWeekly payFull timeFor contractorsImmediate startRemote workFlexible hours- ...Serving as the primary point of contact for new clients, the full-time Client Onboarding Specialist will manage the onboarding process, coordinate with multiple teams, and ensure service readiness in a remote work environment. Key Responsibilities Conduct kickoff meetings...Full timeRemote work
Virtual Vocations Inc
United States1 day ago - ...Our client, a leading alternative investment firm, located in New York, NY is seeking a Prime Brokerage Client Onboarding Analyst / Associate to support its onboarding and account opening processes. The ideal candidate will have prior experience in prime brokerage, institutional...Full time
Northbound Executive Search
New York, NY1 hour ago - ...Job Overview We are seeking a client-focused Merchant Payments Implementation Consultant to manage the onboarding and implementation of merchant payment and invoicing solutions. This individual will guide clients through implementation, coordinate project timelines, and...Full time
Motion Recruitment
Charlotte, NC2 days ago - ...Partner Company seeks a customer success specialist to onboard new clients and serve as their main point of contact. This fully remote role supports a fitness and wellness platform with a high-energy environment. You will collaborate with internal teams to resolve client...Remote work
Partner Engineering and Science
United States1 day ago - ...account management professional to nurture a growing portfolio of client relationships. You will conduct consultative conversations,... ...independent work, strong communication, and collaboration with onboarding and operations to ensure client success and growth across BPO,...Remote work
Virtualite Business Process Outsourcing Services
United States4 days ago - HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Work from homeRemote jobFlexible hours
- ...Remote Client Onboarding SpecialistTask Buddie is growing quickly, and we’re looking for motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding them...Remote work
Virtual Task Buddie
New York, NY11 hours ago $21 per hour
...feel as empowered as our entrepreneurs to make an impact on our clients and their careers. Our Values Adaptability: Change isn't scary.... ...to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home...Work from homeRemote workHome officeFlexible hours- ...Job Description Job Description The Healthcare Client Onboarding Specialist is the front door for every new client relationship at 4C Digital Health. You guide clients from contract signature through their first live Symphony data cycle — translating raw claims...Contract work
4C Health Solutions, Inc.
Wilmington, DE14 days ago $21.8 - $25.64 per hour
...Job Description Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD! Responsibilities Include: NOTE: This is not a Human Resources position. This is a position on the Drive Auto Onboarding Team. Support internal and external...Hourly payFull timeWork experience placementLocal areaImmediate startRemote workFlexible hoursHunt Valley, MD3 days ago- A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should...Remote job
- Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations. Offer 1. Purpose with a process — not vague “help people.” 2. Work from home. 3. A growth path if the numbers and the attitude are...Work from homeFull timeRemote workFlexible hours
- A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication...Remote job
- Talentoma is hiring a Client Onboarding Representative. This fully remote role supports clients with activation, profile completion, and first-use questions from Utah, United States. You will work with the customer service team, tools like HubSpot, Freshdesk, and Calendly...Remote job
- A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should...Remote job
- AO Garcia Agency seeks a client-facing remote professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, receiving tools and mentorship to succeed. In this fully remote role, you’ll participate in training...Remote job
- AI Acquisition is seeking a Client Onboarding Concierge to help new customers move through the first steps of their journey. This hands-on, client-facing role emphasizes phone communication, quick responses, and consistent follow-up. You will welcome customers, help book...Remote job
- A reputable financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in a fully remote setting. This role involves leading client meetings, supporting clients with their technical setups, and managing communications to...Remote job
- Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included • Web-conference meetings from home • Full-time or part-time options • No cold calling • Written training plus live coaching • Advancement for people who lead...Work from homeFull timePart timeRemote work
- A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The...Remote job
- A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to WFH - Client Onboarding Specialist. Be the first to apply!
Related searches
- client service officer Remote
- service agent Remote
- client support specialist Remote
- customer service associate Remote
- spanish customer service representative Remote
- senior service representative Remote
- customer solutions specialist Remote
- inbound customer service representatives Remote
- patient customer service representative Remote
- senior customer service representative Remote