Account Sales Coordinator

Nuvant Consulting Group•Sacramento, CA
•$65,000 - $80,000

About The Position

The Account Sales Coordinator helps grow the client base by contacting potential clients, understanding their goals, and guiding them toward tailored financial solutions. The role supports prospects through the early sales cycle and onboarding, while maintaining accurate activity and conversion records in the CRM.

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.
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