Virtual Assistant – Client Onboarding & Demo Specialist

Role Overview

• Conduct product demos for pre-qualified leads;
• Walk clients through the platform and answer basic questions;
• Follow structured demo processes and messaging;
• Follow up with no-shows via call or text to reschedule demos;
• Support onboarding for new clients after closing;
• Ensure a smooth transition from demo to active platform user;
• Assist users with basic questions and platform navigation;
• Jump on calls when needed to support current users;
• Engage existing clients to encourage platform usage and adoption;
• Help ensure users stay active and supported throughout their experience;
• Maintain clear communication and follow-up with clients;
• (Optional) Record instructional or tutorial videos for the platform;

Requirements

• Strong English communication skills
• Understanding of the landscaping or construction industry is a plus;
• Experience with outbound communication or follow-ups;
• Basic understanding of accounting or business metrics (P&L, etc.);
• Background in business development, onboarding, or customer support;
• Comfortable leading calls and presenting software;
• Confident and professional communicator;
• Fast learner with ability to quickly understand new tools and systems;
• Comfortable working with SaaS platforms;
• Strong focus and ability to stay organized and on task;
• Comfortable being on camera for tutorial recordings;

Benefits

• Work from home
• Payment in dollars per working hour (40-hour week)
• Starting salary between 6$
• 12$ per hour depending on your experience, with room for raises based on performance
• A workplace that values its people
• Professional development opportunities to grow your career
• Be part of a supportive team that values your input and achievements
• Referral bonus: If you refer a candidate, you will receive a $50 bonus once they’re hired by one of our clients