Virtual Assistant – Client Onboarding & Demo Specialist

We Clone You

Virtual Assistant managing client onboarding and product demos for a leading virtual assistant company. Engaging clients and ensuring a smooth transition to platform usage.

Posted 5/7/2026full-timeRemote • 🇲🇽 MexicoMid-LevelSenior💰 $6 - $12 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

basic understanding of accountingbusiness metricsP&LSaaS platforms

Soft Skills

strong English communication skillsoutbound communicationfollow-upsbusiness developmentonboardingcustomer supportleading callspresenting softwareconfident communicatororganizational skills