Account Coordinator

Nuvant Consulting Group; Los Angeles (CA); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Bonuses

Benefits package

401k

Paid time off

Training

Collaborative culture

Job summary

Nuvant Consulting Group seeks an Account Coordinator to proactively grow the client base by reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions.

The role emphasizes outbound outreach, lead qualification, and a smooth onboarding handoff, with a focus on clear communication and goal achievement.

Qualifications

• 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

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

Skills

Outbound outreach

Lead qualification

CRM tracking

Communication skills

Education

High school diploma or college degree

Job description

Account Coordinator

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

Core 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

Qualifications

• 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

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.
• Comprehensive training and sales enablement tools
• A collaborative, team-driven culture that celebrates wins and supports growth