Client Onboarding Specialist

Job not on LinkedIn

🕒 July 27

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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Logo of Business Process Outsourcing

Business Process Outsourcing

501 - 1000 employees

🤝 B2B

💼 Consulting

B2B • Consulting

Business Process Outsourcing (Virtualite Business Process Outsourcing Services) is a U. S. -based professional solutions provider that helps entrepreneurs and organizations streamline operations through virtual support and digital process management. The company focuses on reliability, productivity, and innovation to help clients scale while maintaining quality and consistency. It operates an in-house team of approximately 20–25 W2 salaried employees and emphasizes building a skilled, dedicated workforce to deliver long-term client success.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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