This is a remote position.
We are seeking a proactive, competent, and empathetic B2B Client Onboarding Virtual Assistant to serve as the primary guide for our clients as they adopt our software platform. In this role, you will lead property managers through every phase of the onboarding journey, perform regular check-ins, and ensure seamless system implementation.
You will act as both a project manager and a trusted partner, building customer confidence and establishing a structured, dependable support framework that drives long-term client retention.
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Lead property managers through structured onboarding workflows, training sessions, and system setup to ensure rapid time-to-value and high platform adoption.
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Track milestones, coordinate setup deliverables, monitor timelines, and manage client follow-ups to keep every onboarding project on schedule.
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Conduct structured quarterly satisfaction check-ins and needs analysis calls to uncover pain points, evaluate feature usage, and align software capabilities with client goals.
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Serve as a reliable, empathetic point of contact, answering procedural questions, troubleshooting initial hurdles, and building trust throughout the client lifecycle.
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Maintain accurate records of client interactions, onboarding statuses, and feedback within the CRM/project management tools to support continuous service improvement.
Requirements Qualifications & Requirements
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Proven track record in B2B onboarding, client account management, or customer success.
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Strong ability to handle multiple onboarding pipelines simultaneously, enforce deadlines, and follow up systematically.
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Direct experience working with property managers or within the real estate/property management software ecosystem is strongly preferred.
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Exceptional verbal and written English communication skills, with a patient, consultative approach to guiding users through new software.
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Ability to quickly master software tools, guide non-technical users through platform features, and leverage CRM/project tracking systems effectively.
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Quiet home office work environment
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A fast and reliable internet connection of at least 10 Mbps with internet backup available
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Dependable electricity with power backup available
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At least 8-gen i3 processors, 8GB RAM, and Windows or MAC, SSD Disc
Skills Required
- Proven experience in B2B onboarding, client account management, or customer success
- Ability to manage multiple onboarding pipelines, enforce deadlines, and follow up systematically
- Experience working with property managers or property management software
- Exceptional verbal and written English communication skills
- Ability to quickly learn software tools and guide non-technical users through platform features
- Effective use of CRM and project tracking systems
- Quiet home office environment
- Internet connection of at least 10 Mbps with backup internet available
- Dependable electricity with power backup
- At least an 8th-generation Intel i3 processor, 8GB RAM, Windows or Mac, and SSD storage
What We Do
Virtually Incredible offers outsourced call center and virtual assistant services designed to help small businesses reduce overhead and focus on growth, with a specialization in serving the property management and real estate industries.
