Sales Onboarding Consultant

Virtualite; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Leadership & culture

Ongoing training

Job summary

Virtualite is hiring a sales onboarding consultant to join our team in the United States. You will work with leads and qualified prospects, finalize service selections, and transition new clients into active accounts.

You will lead onboarding conversations, present our services, and close new client agreements while guiding clients through onboarding and activation. Opportunities for upsell are identified during onboarding, and CRM records are kept up to date.

Qualifications

• Experience in sales onboarding or client-facing roles is a plus but not required.
• Strong closing, communication, and follow-up skills are essential.
• Ability to build confidence and trust with prospective clients.
• Strong organizational skills and ability 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 with internal teams to support long-term client success.

Skills

Sales

Onboarding

Client-facing

CRM

Communication

Organization

BPO familiarity

Tools

CRM systems

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
• PresentVirtualite’sservices &solutions and close new client agreements
• Guide new clients through the onboarding and activation process
• Identify early expansion or upsell opportunities during onboarding
• Maintainaccuraterecords 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 clientfacingroles is a plus but not required
• Greatclosing, 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