Virtual Account Manager for Business Center(Bilingual–Client Onboarding, Business Diag and Sales)

Alpenn Business Center is seeking a highly motivated and bilingual Virtual Account Manager to join our team. We are a comprehensive service platform dedicated to supporting entrepreneurs, immigrant families, and business owners across the U.S. Our services include personalized solutions in personal and business taxes, credit, business registration, life insurance, bookkeeping, ITIN number processing, and various training courses.

In this role, you will be responsible for client onboarding and performing business diagnoses to understand their specific needs and guide them through our range of services. The main objective is to identify what type of services the client needs in order to offer them the service(s) in order to complete the sale with each client. The ideal candidate will possess excellent communication skills, a strong understanding of business operations, and the ability to build lasting client relationships. Your primary goal will be to ensure a smooth and positive experience for our clients, helping them leverage our offerings to achieve their financial and business objectives. Fluency in both English and Spanish is essential to effectively serve our diverse client base.
Project Duration:
Initial project with potential for long-term collaboration
Key Responsibilities:
1-Initial Client Diagnosis - Assess personal and business needs.
Conduct onboarding and ensure the client understands the process.
2-Roadmap Design:
Develop a short-, medium-, and long-term service plan. Coordinate with other departments and strategic partners. Be the client’s primary point of contact.
Follow up via WhatsApp, email, or phone calls.
3-Ongoing Relationship Management: Be the client’s primary point of contact. Follow up via WhatsApp, email, or phone calls.
4-Continuous Education and Guidance:  Explain how the Business Center works and available benefits. Recommend courses, guides, or content based on client profiles.
5-Client Retention and Referrals: Encourage referrals and identify cross-selling opportunities.
6-CRM Documentation and Coordination: Log every client interaction in the CRM. Collaborate with the operations and support team.
Ideal Candidate Profile:
- 1–2 years of experience in customer service, consulting, or advisory roles.
- Bilingual in Spanish/English (preferred, not mandatory).
- Basic knowledge of CRM systems (HubSpot, Zoho, etc.).
- Proficient in WhatsApp Business, Google Calendar, Gmail.
- Strong communication skills, empathy, and service-oriented mindset.
- Interest in business, immigration, credit, bookkeeping, ITIN, and taxes.