Virtual Sales & Client Onboarding Representative

Summary

Nuvant Consulting Group is hiring a Virtual Sales & Client Onboarding Representative to serve as a primary contact for new and prospective clients. The role focuses on introducing services, understanding client needs, recommending next steps, coordinating follow-ups, and maintaining accurate CRM records.

Responsibilities

• Serve as the primary virtual point of contact for new and incoming clients
• Initiate outbound calls, emails, and messages to welcome and onboard clients
• Engage in conversations to discover client needs and goals
• Clearly explain service offerings and recommend next steps
• Schedule follow-up calls or connect clients with the right team members
• Maintain detailed and accurate client records in our CRM system

Skills

• Professional, friendly communicator who thrives in a client-facing environment
• Organized and comfortable working in a work from home setting
• A people-first approach with strong listening and follow-up skills
• High school diploma or college degree preferred
• Previous experience in sales, appointment setting, or client-facing role a plus

Qualifications

Must Haves

• Professional, friendly communicator who thrives in a client-facing environment
• Organized and comfortable working in a work from home setting
• A people-first approach with strong listening and follow-up skills

Nice to Haves

• High school diploma or college degree preferred
• Previous experience in sales, appointment setting, or client-facing role a plus

Benefits

• Performance-based bonuses and incentives
• Medical, dental, and vision benefits
• 401k
• Paid time off
• Flexibility with structured support
• Opportunities for advancement with a growing company