Job Closed

This listing is no longer active.

Virtual Client Onboarding Representative

Location

United States

Posted

82 days ago

Salary

$60K - $75K / year

Seniority

Mid Level

No structured requirement data.

Job Description

Virtual Client Onboarding Representative

Nuvant Consulting Group

Virtual Client Onboarding Representative 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 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 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

Job 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

Related Job Pages

More Client Services Representative Jobs

IQVIA logo

Client Service Director – Marketing and Brand Promotion

IQVIA

IQVIA is a publicly-traded healthcare intelligence company founded in 2016 upon the merger of two market leaders: Quintiles and IMS Health. With locations aroun

• Responsible for overall management of assigned projects on specific accounts including coordination of digital and interactive content • Prepare and deliver client presentations in a manner that effectively showcases the featured content • Drive long-term planning of assigned accounts including timelines, quality assurance, SOP creation and adherence, and budget monitoring • Monitor project to guarantee adherence and pull-through of client strategy • Supervise and train junior staff members as applicable • Contribute to enhanced customer service through timeliness and quality of communications and deliverables • Develop and assist with preparation of client pitches, presentations, and metrics • Manage faculty recruitment, engagement, and relationships on behalf of clients • Maintain regular contact with client to ensure expectations are met • Plan, schedule, organize team members, and prepare client update agendas and summaries

Connecticut + 4 moreAll locations: Connecticut | New Jersey | North Carolina | Massachusetts | Rhode Island
$61.2K - $153K / year
Job Closed
Experian logo

Staffing/PEO Relationship Manager - Remote

Experian

Based in Dublin, Leinster, Ireland, Experian is a global information services company that operates in 40 countries around the world and has additional headquar

Company Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realize their financial goals and help them save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description The Staffing/PEO Relationship Manager will collaborate to maintain and expand business relationships, conduct and support retention, client satisfaction and development activities within an assigned account territory for Experian's Employer Services. - Develop relationships with client by researching and understanding business needs, responding to client requests, and being the liaison between the client and internal departments. - Create and maintain strategic account plans for top clients within portfolio - Support the renewal of existing business with the Client Development Executive. - Responsible for client retention activities and ongoing satisfaction. - Generate client advocacy that can be used in the market - Marshal resources to ensure client satisfaction and pass along voice of client to promote innovation - Maintain and expand relationships within client network across various buyer personas - Gather data and insights regarding usage to demonstrate business impact and value; ensure usage at projected levels. - Lead client briefings, quarterly business reviews and executive summaries - Collaborate with Customer Success team for data quality best practices and address gaps/opportunities - Inform and educate clients on new and existing projects/products - Create and refer leads to Client Development Executive - You will report to the Sr. Director of Relationship Management Qualifications - Bachelor's degree or equivalent experience. - 3+ years complex relationship management related experience. - Experience managing a portfolio of client accounts within the staffing or PEO industry - Experience in Employer Services (Verifications, Unemployment, Employer Tax Services, WOTC, Onboarding, I9, Paperless Pay, W2 and ACA) - Experience with consultative sales, customer service and project management - Ability to travel Additional Information Benefits/Perks: - Great compensation package and bonus plan - Core benefits including medical, dental, vision, and matching 401K - Flexible work environment, ability to work remote, hybrid or in-office - Flexible time off including volunteer time off, vacation, sick and 12-paid holidays - Explore all our exciting benefits here: https://yourexperianbenefits.com/cand-index.html At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces™ 2024 (Fortune Top 25), Great Place To Work™ 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others. Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. This position is also eligible for a variable pay opportunity and a comprehensive benefits package. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Remote - Employee Status: Regular - Role Type: Hybrid - Job Posting - Salary Range: See Pay Range - Department: Customer Service - Schedule: Full Time

United States
Mayo Clinic logo

Regional Service Representative - Atlanta, Georgia

Mayo Clinic

Headquartered in Rochester, Minnesota, Mayo Clinic is a nonprofit medical institution ranked first in more specialties than all other hospitals in America. The company employs arou

**This position requires incumbent to work from an office in their home located with territory of support: Atlanta, Georgia** Maintains multiple client accounts within a designated territory, by expanding relationships within the laboratory to support MCL business model. Dedicated client advocate to promote retention and satisfaction by driving the cross-departmental MCL staff to analyze client feedback to enhance business and operational processes. Provides technical onsite visits to support growth and service recovery as needed. Manages in-territory onboarding activities tailored to new facility’s needs. Establishes business relationships with client’s various laboratory and pathology departments. Develops an extensive understanding of each client by establishing long standing relationships and identifying key decision-makers. Onsite training expert for electronic applications and navigating MCL’s products and services. Contributes to strategic initiatives for clients as outlined with territory, operational and business teams. Assists and supports outreach initiatives. Identifies and promotes opportunities to improve test utilization. Provides education and is a liaison to the client contacts to MCL/DLMP subject matter experts. Actively promotes test campaigns, projects and initiatives directed by Information Technology, Product Management, Marketing, and Technologist Support. Gathers insights from clients as requested by internal work groups. Brings value to clients by tailoring interactions and messaging to fit the client’s needs and objectives. Remains accessible to clients and internal staff for timely response and engagement. The RSR should coordinate the deployment of Mayo resources in an efficient and effective manner, while escalating feedback and issues appropriately. Must be comfortable working in a fast-paced ambiguous environment. Practices and promotes teamwork and communication. Documents client interactions. Remains in good standing with all Mayo Clinic and MCL policies and procedures. Individual must live within the territory of support, relocation is not offered for this position: Atlanta, Georgia This position is not eligible for sponsorship/we will not sponsor or transfer a visa for this position. Also, Mayo Clinic DOES NOT participate in the F1-STEM OPT extension program. This position requires a 2- year commitment to the role. Why Mayo Clinic Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans – to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic. Benefits Highlights - Medical: Multiple plan options. - Dental: Delta Dental or reimbursement account for flexible coverage. - Vision: Affordable plan with national network. - Pre-Tax Savings: HSA and FSAs for eligible expenses. - Retirement: Competitive retirement package to secure your future. Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. Equal Opportunity All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the "EOE is the Law". Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

United States
$82.9K - $103K / year
Job Closed
Magna Legal Services logo

Client Services Facilitator

Magna Legal Services

Magna LS is a litigation consulting and support company providing services from Discovery to Trial.

OtherRemoteTeam 501-1,000Since 2007H1B No Sponsor

• Research and diagnose procedural issues and exceptions for our clients. • Client communication, responding to all emails and inquiries in a timely manner. • Communicate effectively to high profile clients, challenging clients, witnesses, and team members. • Navigate software, web portals, and digital filing systems. • Maintain a calendar system for follow-up with recurring and ongoing tasks.

United States
$16 - $20 / hour
Job Closed