Client Onboarding Specialist
Guide new clients from their first meeting to a successful partnership by delivering a seamless onboarding experience and serving as the trusted link between clients, marketers, and Nova Virtual.
The Role:
As a Client Onboarding Specialist, you will serve as the key bridge between our Independent Sales Reps (marketers) and Nova Virtual. You will guide new clients through every step of the onboarding journey — from the initial introduction to final sign-off — while also acting as a primary point of contact for incoming calls and CRM management. This role is critical to ensuring a seamless, professional, and positive experience for both our partners and our clients.
Key Responsibilities:
- Attend interviews and introductory meetings alongside Independent Sales Reps and potential clients.
- Act as the liaison between Independent Sales Reps (marketers) and Nova Virtual, ensuring clear communication and alignment throughout the onboarding process.
- Conduct client training and orientation sessions to set expectations and ensure understanding of services.
- Manage document preparation, review, and contract signing with clients.
- Administer client satisfaction surveys and relay feedback to internal teams.
- Answer and manage incoming phone calls on behalf of Nova Virtual.
- Manage, update, and review client records within the Nova CRM to ensure accuracy and completeness.
- Identify and flag any onboarding issues or client concerns to appropriate internal teams.
Required Qualifications:
- Prior experience in client onboarding, customer success, account management, or a related client-facing role.
- Excellent verbal and written communication skills.
- Strong interpersonal skills with the ability to build rapport with both clients and sales partners.
- Comfortable managing phone-based communication as a regular part of the role.
- Experience working with CRM systems (Nova CRM experience a plus).
- Detail-oriented with strong organizational and follow-up skills.
- Ability to manage multiple client relationships and onboarding timelines simultaneously.
Bonus Points:
- Experience working with independent sales representatives or a distributed marketing network.
- Background in contract review or document/e-signature platforms.
- Experience conducting training or orientation sessions.
Why Join Us?
- Play a central role in shaping the client experience from day one.
- Work closely with both sales partners and internal teams in a collaborative environment.
- Opportunity to grow within a company that values relationship-driven service.
Benefits:
- Work from home
We're excited to have you take the next step with Nova Virtual Solutions.
You're one step closer to joining Nova Virtual Solutions. Please complete the form below so our team can review your details and continue with the onboarding process. Make sure all information is accurate before submitting
I acknowledge and agree to the compensation package offered for this role, which includes a competitive base salary, performance-based incentives, and standard company benefits in accordance with Nova Virtual Solutions' compensation structure.
I consent to a background check (NBI / Vanguard) as part of this application process. This consent is required and will be documented with a timestamp.
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