Sales Onboarding Consultant

Virtualite; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Performance incentives

Medical insurance

Dental insurance

Vision insurance

401k

Paid time off

Training

Job summary

Virtualite is hiring a sales onboarding consultant in Birmingham to help potential clients understand our services, confirm scope and timelines, and transition them into active accounts. You will present Virtualite's solutions, close deals, and guide onboarding while documenting progress in the CRM and coordinating with internal teams to ensure ongoing client success.

We offer competitive compensation with performance-based incentives, comprehensive benefits, 401k, paid time off, and ongoing

Qualifications

• Experience in sales onboarding or client-facing roles is a plus but not required.
• Excellent closing, communication, and follow-up skills.
• Ability to build confidence and trust with prospective clients.
• Organized, detail-oriented, and able to manage multiple client conversations.

Responsibilities

• Lead onboarding conversations to confirm service scope, expectations, and timelines.
• Present Virtualite's services and solutions and close new client agreements.
• Guide new clients through the onboarding and activation process.
• Identify early expansion or upsell opportunities during onboarding.
• Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools.
• Collaborate closely with internal teams to support long-term client success.

Skills

Closing skills

Communication

Follow-up

Organized

CRM experience

Tools

CRM software

Job description

Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are currently hiring a sales onboarding consultant to join our team. You'll work with leads and qualified prospect, finalize service selections, and transition new clients into active accounts.

In This Role:

• Lead onboarding conversations to confirm service scope, expectations, and timelines
• Present Virtualite's services & solutions and close new client agreements
• Guide new clients through the onboarding and activation process
• Identify early expansion or upsell opportunities during onboarding
• Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools
• Collaborate closely with internal teams to support long-term client success

We are looking for:

• Experience in sales, onboarding, or client facing roles is a plus but not required
• Great closing, communication, and follow-up skills
• Ability to build confidence and trust with prospective clients
• Organized, detail-oriented, and comfortable managing multiple client conversations
• Experience in BPO, SaaS, or professional services is a plus

What we offer:

• Competitive compensation with performance-based incentives
• Benefits including medical, dental, vision, 401k, and paid time off
• Supportive leadership and collaborative team culture
• Ongoing training and development