Account Coordinator

Nuvant Consulting Group • San Jose, CA

56d

About The Position

About the Role: We’re looking for a motivated and proactive Account Coordinator to play a key role in growing our client base. In this role, you’ll be reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions

Requirements

• High school diploma or college degree preferred
• Experience in sales, business development, or client outreach a plus but not required
• Strong communication and interpersonal skills
• Self-motivated with a desire to meet and exceed performance goals

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.
• Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
• Comprehensive training and sales enablement tools
• A collaborative, team-driven culture that celebrates wins and supports growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED