WFH - Sales & Client Onboarding Specialist
Virtualite
Overview About 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 prospects, 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
$5,000 per month
...renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go. If you have a Sales background and are ready to stop closing... ...confident conversation with a frustrated client You wait for direction rather than...SuggestedFor contractorsRemote work- ...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content... ...ll collaborate closely with Sales, Account Management, Product... ...for certain work-from-home (WFH) equipment. ~ Join an...Work from homeFull timeFor contractorsFixed term contractRemote work
$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...SuggestedSummer workRemote work- ...Client Onboarding Specialist Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning,... ...recognized as a Barron's Top 40 RIA in 2024. Summary The CRP Sales Team works to promote Allworth Financial's advice and...SuggestedFull timeContract workTemporary workPart timeInternshipFlexible hoursShift work
- ...Allworth Financial seeks an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new clients. You will coordinate documents, ensure timely funding of accounts, and serve as a knowledge base for program rules and systems...Suggested
- Allworth Financial is seeking an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new referral clients, coordinating documents, funding, and transfers with custodial partners. In this role you will manage onboarding...
- A business process outsourcing firm is seeking a Sales Onboarding Consultant to streamline operations for new clients. This role involves leading onboarding conversations, presenting services, and guiding clients through the activation process. Ideal candidates will possess...
- Location: Charlotte, NC (Hybrid) Client is seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. Responsibilities Work closely with the Sales...
- Citigroup Inc. in Chicago, IL seeks a seasoned professional to improve onboarding processes within the Private Client Coverage area. This role coordinates with sales, KYC, and product partners to support client onboarding, ensuring documentation is accurate, timely, and...
- ...planning solutions and advice to help clients achieve their goals and plan strategically... ...Top 40 RIA in 2024. SUMMARY: The CRP Sales Team works to promote Allworth... ...referred by our custodial partners. The Onboarding Specialist specifically supports the Sales Team in...Full timeContract workTemporary workPart timeFor contractorsFor subcontractorInternshipWork at officeFlexible hoursShift work
- Allworth Financial in Sacramento, CA is seeking an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new referral clients. You will coordinate document delivery, funding of accounts, and liaison with custodial partners...Flexible hours
- Grant Cardone Enterprises in New York seeks an onboarding and client support specialist to guide corporate clients through our online university platform... ...conduct onboarding calls, be the first contact after the sale, keep CRM data accurate, manage the client inbox, and...
- ...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....
$80k
Client Services Manager Location: Tampa, 33607 - WFH Flexible Onsite required M, W, F and/or as-needed to collect IDs, conduct drug screenings, etc. Schedule... ...degree Requirements Must have (1)+ years of proven sales experience OR successfully completed a sales internship...Work from homeContract workInternshipFlexible hours- Hancock Whitney in Houston, TX seeks a Commercial Client Administrator to support Relationship Managers and provide day-to-day service to business clients, handling administrative and transactional tasks with attention to regulatory and policy compliance. You will coordinate...
$85k - $120k
...RoleWith a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with... ...communication throughout the process, partner with Sales, Relationship Management, Client Administration...Work from homeContract workWork at officeLocal area- 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
$40 - $43 per hour
...hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr.... ...notified about new Client Specialist jobs in Brooklyn, NY . Sales Specialist, Watches - The Landmark, NYC New York City Metropolitan...Work from homeContract workWorldwide- A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates...Work from homeRemote job
- ...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
- ️ Schedule: 4 days in our downtown office, 1 day WFH Location: Tampa, Florida Ready to launch your sales career with a company that actually invests in you? WRS... ...and place top talent, work with industry-leading clients, and build your own desk. What you’ll get: 1:1 mentoring...Work from homeTraineeshipWork at officeWorldwide1 day per week
- ...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
$50k - $55k
...Texas (4 days in office, 1 day WFH) $50k--$55k base + uncapped... ...you're currently working in sales and looking for a role where... ...performers. You'll be joining a specialist recruitment agency focused on... ...pathways Structured onboarding and ongoing training Exposure...Work from homeWork at office- ...productivity, and scalability—allowing clients to focus on what matters most. We are... ...pipeline in CRM tools • Collaborate with onboarding and operations teams to support client... ...in account management, client growth, or sales roles is a plus but not required •...Work from homeFull timeRemote work
- LeadVenture Inc. is seeking a Business Development & Support Specialist for their ThumbStopper team in Tampa, Florida. In this full-time, in-office role, you will engage with retailers, guiding them through the setup of their Facebook Business Pages while ensuring smooth...Work from homeFull timeWork at officeMonday to Friday
- ...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content... ...ll collaborate closely with Sales, Account Management, Product... ...for certain work-from-home (WFH) equipment. ~ Join an...Work from homeFull timeFor contractorsFixed term contractRemote work
$55k - $75k
Benefits: Flexible schedule Paid time off Training & development We're hiring a Travel Systems & Client Onboarding Specialist to join our team! In this role, you'll be the go-to person for how our clients and our internal team actually use our travel booking systems day...Work from homeWorldwideFlexible hours$65k - $85k
...determine how fast we can grow. This is a high-ownership role. You'll source, screen, and shortlist candidates across marketing, sales, creative, and operations roles - and you'll build a pipeline so we're never hiring reactively. WHAT YOU'LL OWN - ~ Full-cycle...Work from homeRemote jobFull timeFlexible hours$40k - $250k
...About the Job: Do you have sales or recruiting experience and want to take your career to the next level? Have a hunter approach to sales? Want to be paid for the effort you put in every day? Looking for a salary and a uncapped commission plan? Prefer a hybrid...Work from homeFull timeWork at officeLocal areaRemote work- ...Broker Dealer Ops Analyst 2, New Account Onboarding Specialist 2, is responsible for supporting... ...institutional broker dealer operations including client onboarding, asset movement, and account... ...operations of other institutional sales and trading products, such as IC/S/CDARs...Work from homeFull timeH1bWork at officeRemote work
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