Remote Client Onboarding Specialist

Nuvant Consulting Group; Louisville (KY); Remote; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, vision

401k and PTO

Work from home flexibility

Job summary

Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to be the first touchpoint for new and prospective clients. You will guide clients through our services and coordinate next steps, ensuring a smooth onboarding experience.

The role involves outbound outreach, needs discovery, and collaboration with internal teams to connect clients with the right experts. Strong communication and organizational skills are essential.

Qualifications

• Professional, friendly communicator in a client-facing role.
• Strong listening and follow-up skills.
• Organized and comfortable working in a work-from-home setting.
• Experience in sales, appointment setting, or client-facing roles is a plus.

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.
• 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

Excellent communication

Organized

People-first

Work from home

Client-facing

Education

High school diploma

College degree preferred

Job description

Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to be the first touchpoint for new and prospective clients. You will guide clients through our services and coordinate next steps, ensuring a smooth onboarding experience.

The role involves outbound outreach, needs discovery, and collaboration with internal teams to connect clients with the right experts. Strong communication and organizational skills are essential.