Sales Onboarding Consultant

Virtualite; Indianapolis (IN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Paid time off

Job summary

Virtualite is hiring a sales onboarding consultant in Indianapolis to manage onboarding conversations, confirm service scope, and timelines. You will present services, close new client agreements, and guide clients through activation.

The role involves identifying upsell opportunities and maintaining CRM records, while collaborating with internal teams to drive long-term client success. Experience in sales or onboarding is a plus, with strong closing and communication skills.

Qualifications

• Experience in sales or onboarding 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 comfortable managing multiple client conversations.
• Experience in BPO, SaaS, or professional services is a plus.

Responsibilities

• 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.

Skills

Sales

Onboarding

Communication

Client relations

CRM proficiency

Tools

CRM software

Job description

VirtualiteBusiness 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'llworkwith leads and qualifiedprospect,finalizeservice 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