Sales Onboarding Consultant

Virtualite Business Process Outsourcing Services; Miami (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401k

Paid time off

Training and development

Job summary

Virtualite helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are hiring a sales onboarding consultant to join our team, working with leads to finalize service selections and transition new clients into active accounts.

You will lead onboarding conversations, present our services, close new client agreements, and guide clients through activation, while identifying upsell opportunities and maintaining CRM records for ongoing

Qualifications

• Experience in sales, onboarding, or client-facing roles is a plus.
• Strong 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 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

CRM proficient

Onboarding

Client-facing

Education

Bachelor’s degree (not required)

Tools

CRM software

Job description

About Virtualite

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