WFH - Client Onboarding Specialist

 Posted 2 days ago
     
 $62500 - $75000 per year
  
0-2 years experience
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AI Summary

Manage and grow a portfolio of client accounts by identifying upsell and cross-sell opportunities. Collaborate with onboarding and operations teams to ensure client success and maintain accurate growth pipelines in CRM tools.

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 

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