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[Remote] WFH Customer Onboarding Consultant

Remote · Sri Lanka Full-time

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

  • It was founded in undefined, and is headquartered in , with a workforce of 51-200 employees. Its website is .
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