Virtual Client Onboarding Representative (Remote)

Tech Sales Jobs; United States; Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Comprehensive benefits: medical,Dental

Job summary

Nuvant is hiring a Virtual Client Onboarding Representative to guide new and prospective clients through financial solutions aligned with their goals. You’ll be a primary virtual contact, initiating welcome outreach and guiding clients toward the next steps.

The role emphasizes a people-first, client-facing approach with strong listening and follow-up skills, and comfort working from home. Remote position for US-based candidates.

Qualifications

• High school diploma or college degree preferred.
• Professional, friendly communicator suited for client-facing roles.
• Organized and comfortable working in a work-from-home setting.
• People-first approach with strong listening and follow-up skills.
• Previous 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.
• Clearly 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

Outbound calling

Client onboarding

Relationship building

Active listening

Follow-up

Education

High school diploma or college degree

Tools

CRM system

Job description

Virtual Client Onboarding Representative

Location: Remote

About the Role

Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.

Core 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


• Clearly 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

Qualifications

• High school diploma or college degree preferred


• Professional, friendly communicator who thrives in a client-facing environment


• Organized and comfortable working in a work from homesetting


• A people-first approach with strong listening and follow-up skills


• Previous experience in sales, appointment setting, or client-facing role a plus

What We Offer

• Competitive base salary plus performance-based bonuses and incentives.


• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.


• Flexibility with structured support


• Opportunities for advancement with a growing company


• A team culture that values professionalism and performance