B2B Client Onboarding Virtual Assistant

This is a fully remote position, open to applicants in United States.

📋 Description

• Guide property managers through organized onboarding processes, training sessions, and system configurations.

• Ensure swift onboarding and high engagement with the platform.

• Monitor progress and coordinate the delivery of setup milestones.

• Keep onboarding projects on track by overseeing timelines and managing client follow-ups.

• Conduct structured quarterly satisfaction assessments and needs analysis discussions.

• Identify client challenges and assess feature utilization.

• Align software functionalities with the objectives of the client.

• Act as a dependable and understanding point of contact throughout the client journey.

• Address procedural inquiries and assist in resolving initial challenges.

• Keep precise records of client interactions, onboarding progress, and feedback in CRM or project management tools.

• Contribute to ongoing service enhancement.

⛳️ Requirements

• Demonstrated experience in B2B onboarding, client account management, or customer success.

• Strong capability to manage multiple onboarding processes concurrently, meet deadlines, and follow up systematically.

• Direct experience with property managers or within the real estate/property management software industry is highly preferred.

• Excellent verbal and written communication skills in English.

• Patient and consultative approach to assisting users with new software.

• Quick adaptability to mastering software tools.

• Ability to guide non-technical users through platform functionalities.

• Proficient use of CRM and project tracking systems.

• A quiet home office work setting is essential.

• A fast and reliable internet connection of at least 10 Mbps with an internet backup option is required.

• Reliable electricity supply with power backup is necessary.

• At least an 8th generation i3 processor, 8GB RAM, Windows or Mac, and an SSD disk are required.

🏝️ Benefits

• 100% remote work opportunity.

• Quiet home office work environment.

• Fast and reliable internet connection of at least 10 Mbps with internet backup available.

• Dependable electricity with power backup available.

• At least 8-gen i3 processor, 8GB RAM, Windows or Mac, and SSD disk.