Client Onboarding Specialist (Virtual Assistant) – Looking For A Unicorn!

Are you curious about how to help businesses increase sales and profits? Our newest client, Elizabeth and Charles, have a software product that helps businesses increase sales and profits and they are looking for a virtual assistant to help with demonstration calls and administrative tasks. They want a virtual assistant who wants to grow with the company, so this is a wonderful opportunity.

And hello, I’m Rhino Julie, and I LOVE building super teams to service our clients’ needs.

If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!

My promise to you:
*I provide a FUN working environment.
*We are constantly learning new things.
*We are a team who wants to be the best at what we do, which means you have the BEST teammates.
*I ALWAYS pay on time.
*I treat all of my team members with respect and love.

Okay, back to the role we are hiring for!

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Here are the client requirements:

– Work Eastern Time Zone
– Some type of business education. It doesn’t have to be an MBA, but must be someone interested in business and learning more about serving businesses.
– Eagerness to learn with a consistent, proactive “can-do” attitude.
– Excellent communication – you will be on video calls demonstrating the software program to potential clients, so you will need to love listening to people and teaching them how to improve their business. You will also need to communicate to clients and potential clients via email.
– Work ethic – this company is a startup and will require your full attention and desire to work hard during your hours. The owners have another successful company they built and will be amazing to learn from.
– Organized – your new bosses are very organized and expect you to be, as well.

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Here are the tools the client uses.

Experience in these tools is not required, the client is willing to train you in them:

– HubSpot
– LinkedIn
– Canva
– Box . com
– Basecamp
– WordPress
– Outlook

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Here are the key responsibilities:

1. General Administration and Coordination:
• Oversee and coordinate activities and schedules to drive our companies business growth.
• Utilize Microsoft Office suite including Word, Excel, Outlook, and PowerPoint, along with email management to execute daily tasks efficiently.
• Utilize Basecamp – simple project management online app.
• Ensure smooth operation and organization of business processes.

2. Client Onboarding:
• Facilitate the onboarding process for new clients, guiding them through the sign-up procedures and platform features.
• Create an informative and welcoming onboarding experience that highlights the platform’s capabilities.

3. Demo Facilitation:
• Plan and execute compelling demos for potential clients, showcasing the functionalities and benefits of using our software program.
• Tailor each demo to address the specific needs and interests of prospective clients.

4. Partner Community Coordination:
• Engage with our Partner Community, maintaining active involvement and fostering strong relationships.
• Coordinate the signing of new agreements and ensure ongoing engagement with existing partners.

5. Communications and Resource Distribution:
• Regularly provide updates, announcements, and resources to our user community.
• Ensure that all communications are clear, informative, and add value to the user experience.

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Here is a note directly from the client:

“This role is ideal for someone who thrives in a fast-paced environment and is passionate about facilitating business growth and community engagement.

As a Virtual Assistant in our team, your contribution will be key to enhancing our platform’s reach and efficacy. If you are driven, articulate, and ready to be part of an innovative journey, we encourage you to apply.

What you will receive in return:

• Extensive training in running a small business
• Working with a diverse set of senior business leaders
• Participating in the launch of a new SaaS platform
• Extensive training in selling, marketing, and growing revenue and profit
• Extensive training in being a leader

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If you know in your heart this job is for you, please do the following 3 things:

1) Record a 60-90 seconds VIDEO introduction, sharing why you’re the perfect fit for the role.

2) Use “I’m your Client Onboarding Unicorn VA” in the subject line.

3) Send the links to your video introduction, updated resume, and portfolio/sample works.

We have many positions available, so even if this one isn’t a perfect fit, if you are a hard worker who loves learning and pays attention to the details, we will probably have something else available for you!