Account Coordinator

Nuvant Consulting Group; New York (NY); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary

Bonuses and incentives

Job summary

Nuvant Consulting Group is seeking an Account Coordinator to help grow our client base by reaching out to potential clients, understanding their goals, and guiding them toward tailored financial solutions. You will be actively involved in outbound outreach, qualification of leads, and guiding prospects through the early stages of the sales cycle.

You will also support onboarding, ensuring a smooth handoff to internal service teams, and maintain CRM records to track leads, calls, emails, and

Qualifications

• Outgoing communicator with the ability to engage potential clients.
• Sales or client outreach experience is a plus but not required.
• Self-motivated with a desire to meet and exceed performance goals.
• Ability to qualify leads and guide early sales conversations.

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

Skills

Strong communication & interpersonal

Self-motivated

Sales / client outreach experience

Education level (HS/College) preferred

Education

High school diploma or college degree preferred

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