Virtual Sales & Client Onboarding Representative
Remote Worldwide Full-time Mid-level Customer Success
At a glance
Mid-level Customer Success role at Nuvant Consulting Group. Remote · full-time.
Pay not stated
RoleCustomer Success
SeniorityMid-level
LocationWorldwide
WorkplaceRemote
EmploymentFull-time
PostedAug 17, 2026 · 6w ago
Role brief
growthroles summary, based on the employer's posting.
What you'll do
- Act as the virtual first contact for new and prospective clients exploring financial solutions
- Reach out by phone, email, and message to welcome clients and guide their onboarding
- Ask about client goals, explain available services, and suggest the appropriate next step
- Arrange follow-up conversations or route clients to the relevant team member
- Keep client information complete and accurate in the CRM
What you bring
- A high school diploma is required, while a college degree is preferred
- Clear, professional communication and comfort speaking with clients directly
- Strong organization, listening, and follow-up habits in a home-based work setting
Who this fits
You’ll suit a client-facing role that combines virtual sales conversations with onboarding follow-through. Previous sales, appointment-setting, or client service experience can help. The role is remote and full time, with structured support and performance-based incentives.
From the employer
Virtual Sales & Client Onboarding Representative
About the Role: Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.
Core Responsibilities
Qualifications
What We Offer
About the Role: Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.
Core 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
Qualifications
- High school diploma or college degree preferred
- 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
- Previous experience in sales, appointment setting, or client-facing role a plus
What We Offer
- Competitive base salary plus performance-based bonuses and incentives.
- Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
- Flexibility with structured support
- Opportunities for advancement with a growing company
- A team culture that values professionalism and performance
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