WFH - Sales & Client Onboarding Specialist
Virtualite
Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You'll work with leads and qualified prospect, finalize service selections, and transition new clients into active accounts. In This Role: Engage qualified prospects and leads to finalize service decisions Present Virtualite's solutions and close new client agreements Guide new clients through the onboarding and activation process Address objections and ensure a smooth handoff from sales to operations 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 success roles is a plus but not required 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 Self-motivated and effective in a remote work environment What we offer: Competitive compensation with performance-based incentives Benefits including medical, dental, vision, 401k, and paid time off Fully remote, work-from-home flexibility Supportive leadership and collaborative team culture Ongoing training and development #J-18808-Ljbffr Virtualite
- ...organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and qualified prospect, finalize service selections, and...Work from homeRemote work
- AO Garcia Agency seeks a flexible, self-motivated sales professional to manage a home-based role with a calendar you control, full-time... .... You will run video meetings, nurture warm leads, and build a client book. The company supplies the process and coaching; you provide...Work from homeRemote jobFull timePart timeFlexible hours
$46.55k - $67.1k
...tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators... ..., SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic...SuggestedSummer workRemote work$80k
...currently but we plan to hire again in Fall 2026. Client Services Manager Location: Tampa, 33607 - WFH Flexible Onsite required M, W, F and/or as-needed... ...Requirements: Must have (1)+ years of proven sales experience or equivalent Must thrive in a fast-paced...Work from homeContract workFlexible hours- AO Garcia Agency is seeking motivated candidates for a remote sales role focused on financial-protection options. You will work with warm... ...a clear, coached process to guide conversations and enroll clients when appropriate. You will be coached by experienced staff, with...SuggestedRemote job
- Nuvant Consulting Group is seeking a Virtual Sales & Client Onboarding Representative to serve as the first point of contact for new and prospective clients. You will guide them toward the next steps, explaining services and coordinating next actions from a remote setting...Remote job
- F.N.B. Corporation is seeking a Client Services Associate in Cleveland, OH to support high-net-worth client relationships and onboarding processes. You will manage client communications... .... You will coordinate with the sales and operations teams, monitor work queues...
- Hyfin is seeking a Client Services Representative to support onboarding and ongoing success of clients on our payment platform(s). You will learn the product... ...software, collaborating with a fast-moving development and sales team to ensure robustness and client satisfaction....
- Aogarciaagency is seeking a remote team member to help families understand and set up protection options. The role emphasizes flexible hours, mentorship, and a clear path for growth. As part of a supportive environment, you will engage in coaching rather than being ...Work from homeRemote workFlexible hours
- ...months, welcome them, help with policy needs, and conduct onboarding conversations. This role combines client onboarding with outbound prospecting, campaigns,... ...opportunities, referrals, and warm transfers to the sales team. Join a high-activity, measurable role with base...
- ...seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes. You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls....
$750 per month
...schools. We have 500+ students who will do over $20 million in sales over the next 12 months. Your job is to help Fresh Prints find... ...Opportunities Working in a great culture Details: This is a WFH role and could be based anywhere in India. Working hours are...Work from homeFull timeContract workRemote workMonday to Friday- ...Customer Onboarding Specialist The Customer Onboarding Specialist will lay the foundation for customer success! Implement strategies and processes... ..., Social, and Financial Health ~ Paid Parental Leave ~ Adoption Assistance ~ WFH (We are a fully remote team!)...Work from homeRemote workFlexible hours
$70.32k
...deliver financial security to help our clients live their best lives by choice. A key pillar... ...and success is our strong, vibrant sales force. This role sits within the Career... ...PandoLogic. Category:Finance, Keywords:Investment Specialist, Location:Milwaukee, WI-53205Work from homeWork at officeHome officeFlexible hours- ...Job Summary The Onboarding Specialist owns assigned customer onboarding journeys from Sales handoff through Go-Live, serving as the primary point of contact throughout the process. This position guides customers through setup, configuration, training, and other onboarding...Work from homeLocal areaRemote work
$55k
...industry: STEM recruitment. Think sales. Competition. Money. Progression. And... ...senior decision-makers → Develop your own client portfolio → Source and headhunt high-... ...progression Hybrid working — including 1 day WFH from the start The opportunity to work...Work from homeFull time- ...beyond traditional property management (PMS), point-of-sale (POS), and food and beverage inventory and procurement systems... .... Position SummaryWe are seeking an experienced Onboarding & Implementation Specialist to lead customers through the successful adoption of our...Remote workWorldwide
- Bank of America in Paramus, NJ is seeking a client management professional to support sales, referrals, and Know Your Customer onboarding. You will assist with client retention and ensure compliance with policies and regulations. The role emphasizes data integrity, collaboration...
- OTR Solutions is seeking a Risk Specialist to oversee daily risk review and onboarding for prospective clients in the transportation finance space. You will assess risk and financial integrity, coordinate with Sales Underwriting and other teams to ensure compliant onboarding...
- Bank of America is seeking a Client Management support professional to assist in onboarding, KYC, and client relationship activities. You will partner with relationship management and sales support teams to ensure compliant onboarding, accurate data, and timely client...
- ...PracticeTek in the United States is seeking an onboarding-focused professional to manage customer implementations from post-sale to launch. You will coordinate cross-functional teams, drive project plans, and maintain proactive communication with customers to deliver value...Remote work
- AL Solutions in Miami is seeking ambitious sales‑driven candidates with a recruitment background to join our fast‑growing life sciences... ...training academy and direct mentorship from our Global CEO, with WFH Wednesdays. You’ll develop skills in recruitment, business development...Work from homeRemote jobWork at office
- A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping...Work from homeRemote job
- ...Customer Onboarding Representative As a Customer Onboarding Representative at Halter, you lead the rollout of Halter on new ranches. You... ...with Halter. What Your Day Could Look Like Own deployments from sales handoff through a smooth transition to Territory Manager and Support...Remote work
- ...growing start-up based out of Dallas that specializes in hiring elite sales talent for external companies within industries such as Medical... ...model - 3 days in office in Deep Ellum (Mon. - Wed.) - 2 days WFH per week with one additional remote day each quarter (can earn more...Work from homeCasual workLive inWork at officeRemote work2 days per week
- ...trends and innovations.This position is not eligible for Visa Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area to partner with Customer Account Leads, Distributors, and...Work at officeHome officeAfternoon shift
- ...oriented, relationship-driven environment. Complete training, inbound client interest, and ongoing mentorship make it possible to build a... ...compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process....Work from homeHourly payWeekly payFull timeFor contractorsRemote workFlexible hours
- ...focused, service-driven environment. With full training, inbound client leads, and an established mentorship program, you can build a... ...compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process....Work from homeHourly payWeekly payFull timeFor contractorsCurrently hiringRemote workFlexible hours
- Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with mentorship and provided tools. You’ll present to clients via web sessions, work from a home office...Work from homeRemote jobHome office
- Pursuit Sales Solutions is growing, and we’re looking for an experienced recruiter to join... ...full-cycle searches, partner directly with clients and candidates, and have the opportunity... ...Hybrid schedule (Mon-Wed in office, Thu-Fri WFH) Clear career and income growth...Work from homeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to WFH - Sales & Client Onboarding Specialist. Be the first to apply!
- alcohol sales representative New York, NY
- food service sales representative New York, NY
- group sales representative New York, NY
- field support representative New York, NY
- software sales executive New York, NY
- roofing sales representative New York, NY
- sales specialist New York, NY
- senior sales representative New York, NY
- commercial specialist New York, NY
- outside sales representative New York, NY






