B2B Client Onboarding Virtual Assistant

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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 .

Posted 11/6/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B Onboarding and Client Account Management, with a focus on guiding users through software tools and ensuring high platform adoption. Strong communication skills and the ability to manage multiple onboarding pipelines effectively are essential.

Highest-signal resume keywords

B2B OnboardingClient Account ManagementReal Estate Software ExperienceVerbal And Written CommunicationCRM/Project Management Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding WorkflowsNeeds AnalysisFeature Usage EvaluationClient Interaction ManagementSoftware Tool Mastery

Soft Skills

EmpathyConsultative ApproachTrust BuildingOrganizational Skills

Tools & Technologies

CRM SystemsProject Management ToolsWindowsMacSSD Disk

Industry Keywords

Property ManagementClient LifecycleSatisfaction Check-insMultiple Onboarding Pipelines

About the role

Key responsibilities & impact

Lead property managers through structured onboarding workflows, training sessions, and system setup to ensure rapid time-to-value and high platform adoption
Track milestones, coordinate setup deliverables, monitor timelines, and manage client follow-ups to keep onboarding projects on schedule
Conduct structured quarterly satisfaction check-ins and needs analysis calls to uncover pain points, evaluate feature usage, and align software capabilities with client goals
Serve as a reliable, empathetic point of contact, answering procedural questions, troubleshooting initial hurdles, and building trust throughout the client lifecycle
Maintain accurate records of client interactions, onboarding statuses, and feedback within CRM/project management tools to support continuous service improvement

Requirements

What you’ll need

Proven track record in B2B onboarding, client account management, or customer success
Strong ability to handle multiple onboarding pipelines simultaneously, enforce deadlines, and follow up systematically
Direct experience working with property managers or within the real estate/property management software ecosystem is strongly preferred
Exceptional verbal and written English communication skills, with a patient, consultative approach to guiding users through new software
Ability to quickly master software tools, guide non-technical users through platform features, and leverage CRM/project tracking systems effectively
At least 8-gen i3 processor
8GB RAM
Windows or Mac computer
SSD disk

Benefits

Comp & perks

Remote work
Quiet home office work environment
A fast and reliable internet connection of at least 10 Mbps with internet backup available
Dependable electricity with power backup available