Account Coordinator

Nuvant Consulting Group • Los Angeles, CA

12d • $60,000 - $75,000

About The Position

We’re looking for a motivated and proactive Account Coordinator to play a key role in growing our client base. You’ll reach out to potential clients, understand their goals, and guide them toward tailored financial solutions. The role includes lead qualification, early-stage sales support, client onboarding, and CRM recordkeeping.

Requirements

• Strong communication and interpersonal skills.
• Self-motivated, with a desire to meet and exceed performance goals.

Nice To Haves

• High school diploma or college degree preferred.
• Experience in sales, business development, or client outreach is a plus but not required.

Responsibilities

• Conduct outbound outreach and respond to inbound inquiries from potential clients.
• Qualify leads and identify opportunities to present relevant services.
• Guide prospects through the initial stages of the sales cycle, including needs assessment and product recommendations.
• Support clients through onboarding and ensure a smooth handoff to internal service teams.
• Maintain accurate tracking of leads, calls, emails, and conversions in the CRM.

Benefits

• Competitive base salary plus performance-based bonuses and incentives.
• Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off.
• Comprehensive training and sales enablement tools.
• Collaborative, team-driven culture that celebrates wins and supports growth.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed