Client Onboarding Representative

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🕒 2 days ago

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Nuvant Consulting Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

🏢 Enterprise

B2B • Enterprise

Nuvant Consulting Group is a senior-led business consulting firm that partners with organizations to clarify strategy, optimize operations, and build the capabilities needed for sustainable growth. The firm offers strategy & growth, operations & process, financial advisory, organizational development, change & transformation, and fractional leadership services, emphasizing hands-on, outcomes-focused engagements where senior advisors stay involved through implementation and capability transfer.

📋 Description

• 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

🎯 Requirements

• 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 home setting • A people-first approach with strong listening and follow-up skills • Previous experience in sales, appointment setting, or client-facing role a plus

🏖️ Benefits

• 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